Added to YB: 2026-04-02
Pitch date: 2026-03-31
BE [neutral]
Bloom Energy Corporation
-1.96%
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
$33.5B
Pitch Price
$135.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
256.21
P/E
-324.88
EV/Sales
16.85
Sector
Electrical Equipment
Category
growth
Quick Note | Bloom Energy: New CFO, Comparison to Nuclear/SMR and Flexibility
BE (quick overview): New CFO Simon Edwards (ex-Groq, GE, Wharton MBA) signals shift to high-growth focus. Essentially a Small Modular Gas Plant at $3k/kW vs SMRs targeting $5k/kW; w/ CCS at $5k/kW beats nuclear w/o permitting headaches. Sub-MW modular scalability matches AI chip 5yr depreciation vs 30yr power plant mismatch. Faster deployment (months not years), flexible capacity additions, efficiency gains via stack replacement.
Read full article (4 min)