Added to YB: 2026-07-08
Pitch date: 2026-07-04
BE [neutral]
Bloom Energy Corporation
-4.04%
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
$77.1B
Pitch Price
$280.92
Price Target
N/A
Dividend
N/A
EV/EBITDA
371.36
P/E
11.4K
EV/Sales
31.66
Sector
Electrical Equipment
Category
growth
Bloom Energy: What All the World Desires to Have
BE (overview): Fuel-cell maker leveraged to AI data-center power bottleneck. Q1'26 rev $751M (+130% YoY), FY26 guide raised to $3.4-3.8B, 34% NG margin, $1.85-2.25 EPS. Key risk: ~50% Q1/~75% Q4 rev from related parties. Oracle/Jupiter 2.45GW anchor + AEP 1GW, Brookfield financing. Thesis hinges on cleaner customer proof, service margins, Fremont scaling to 5GW.
Read full article (11 min)