Added to YB: 2026-02-25
Pitch date: 2026-02-23
BE [bullish]
Bloom Energy Corporation
+38.06%
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
$69.6B
Pitch Price
$157.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
335.56
P/E
10.3K
EV/Sales
28.61
Sector
Electrical Equipment
Category
growth
Short Note | Bloom Energy: Will Taiwan beat the US and Texas to SOFC based carbon capture?
BE (update): Bloom updating carbon capture tech for Taiwan PCB maker Unimicron by 2027 to avoid carbon fees. Claims superior CO2 extraction from exhaust vs competitors. US has 90% of world's CO2 pipelines for EOR. 45Q tax credits: $17/ton CO2 for EOR, $85/ton with wage requirements - could cover capex/energy costs. Potential unlock for hyperscaler datacenters seeking green power vs unproven SMRs.
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