Added to YB: 2026-04-30
Pitch date: 2026-04-28
BE [neutral]
Bloom Energy Corporation
+4.13%
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
$64.4B
Pitch Price
$276.55
Price Target
N/A
Dividend
N/A
EV/EBITDA
372.47
P/E
9.5K
EV/Sales
26.49
Sector
Electrical Equipment
Category
N/A
Bloom Energy Inc, this time is not so different, again! ( $BE)
BE (watchlist): 24-yr-old HF mgr turned $875M into $2.2B on AI datacenter power thesis, but company founded 2001, never profitable. CEO sold $34M at $170, insiders dumped $100M+ in 12mo. Bloated via $2.5B convert at peak; shares diluted 22%+ in 2025 alone. 30x P/S vs peers 15x, 160x fwd P/E. Emissions worse than grid in CA/NY per Hindenburg; lost NJ subsidies. Prior cycles: 284% pop 2020 on H2 hype, then -50%+ busts. Accumulated deficit $4B. Pattern: hype→dilutive raise→dump→bust.
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