Added to YB: 2026-02-23
Pitch date: 2026-02-19
BE [bullish]
Bloom Energy Corporation
+63.18%
current return
Author Info
No bio for this author
Company Info
Bloom Energy Corporation designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally.
Market Cap
$77.1B
Pitch Price
$155.83
Price Target
260.00 (+2%)
Dividend
N/A
EV/EBITDA
371.36
P/E
11.4K
EV/Sales
31.66
Sector
Electrical Equipment
Category
growth
Big Trade in Bloom Energy ($BE) Calls
BE: Someone just dropped $8.5M on $260 June 2026 calls (stock at $155). Q4 crushed: $0.45 EPS vs $0.25 est. Backlog +140% as data centers adopt Bloom's fuel cells for AI power needs. Graticule Asia made BE 92% of portfolio. Bull case: AI datacenter power squeeze drives re-rating to $260.
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