Professional
Added to YB: 2026-09-16
Pitch date: 2026-07-10
BE [bullish]
Bloom Energy Corporation
+11.09%
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
$81.2B
Pitch Price
$231.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
203.82
P/E
310.77
EV/Sales
26.13
Sector
Electrical Equipment
Category
growth
Tran Capital Management Portfolio Holding: Bloom Energy Corporation
BE (hold): Bloom Energy benefited from AI’s power bottleneck, as its solid oxide fuel cells can provide reliable on-site electricity in months rather than the years required for grid interconnection. Bloom secured a landmark Oracle agreement for up to 2.8 GW of capacity, with 1.2 GW contracted and deploying. Q1 2026 revenue more than doubled, Bloom reached GAAP profitability, and management raised full-year guidance to roughly 80% growth at the midpoint.
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