Added to YB: 2026-05-01
Pitch date: 2026-04-30
BE [bullish]
Bloom Energy Corporation
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
$81.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
394.05
P/E
12.1K
EV/Sales
33.64
Sector
Electrical Equipment
Category
growth
Bloom Energy Q1 2026 earnings
BE (earnings): Q1 rev +130% YoY, FY26 guide +80%. 2 consecutive qtrs GAAP profitable (1st ever). Oracle DC project = 2x Bloom's lifetime installs, replacing turbines/engines w/ SOFCs. >50% DC backlog from other hyperscalers. Service margins 18% (+13pts YoY), 9 straight qtrs profitable. Cost competitive w/ grid in most US markets, decade of double-digit cost cuts continuing. Max capacity 5GW at Fremont, expansion TBD on customer demand.
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