Added to YB: 2026-07-31
Pitch date: 2026-07-29
BE [neutral]
Bloom Energy Corporation
+11.21%
current return
Author Info
JP Insights is analyzing the companies powering AI’s physical layer — semiconductors, datacenters, energy, and robotics. Focused on innovation-driven value and long-term reinvestment efficiency. Sign up for the newsletter.
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
$48.2B
Pitch Price
$186.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
121.17
P/E
184.55
EV/Sales
15.53
Sector
Electrical Equipment
Category
growth
Five Earnings Reports Before Vertiv and Flex Take Over the Day - Bloom Energy Corporation
BE (earnings): Q2 first billion-$ qtr, rev $1.065B (+166% YoY, +42% QoQ); product rev +215%. Non-GAAP GM 34.3%, product GM 37.2%, op margin 22.5%, EPS $0.78 vs $0.10. Raised FY guide to $3.9-4.2B rev, $800-900M adj op income. Service margin 22% (5th straight double-digit qtr), installed base now asset not liability. Brookfield financing $5B→$25B +$2.6B more, enables customer power deals. All US hyperscalers approved. Small position; would add $135-145, build $120-135, more interested below $115.
Read full article (2 min)