Added to YB: 2026-06-11
Pitch date: 2026-06-10
BE [neutral]
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
$73.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
355.99
P/E
10.9K
EV/Sales
30.35
Sector
Electrical Equipment
Category
growth
Bloom Energy: Ask the Stock, the Engineering Answers
BE (overview): Fuel-cell play up ~12x YoY on AI power crunch; signed $2.6B Nebius deal, first profitable quarter, positive FCF, S&P 500 candidate. Bulls cite real demand; bears flag 30x PSR bubble & thin profit. Key risk: largest customer (~half rev) is a Bloom-owned JV; speed moat may fade as grid catches up.
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