Added to YB: 2026-09-28
Pitch date: 2026-09-23
BE [bearish]
Bloom Energy Corporation
-12.77%
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
$81.1B
Pitch Price
$256.00
Price Target
605.00 (+127%)
Dividend
N/A
EV/EBITDA
203.41
P/E
310.14
EV/Sales
26.08
Sector
Electrical Equipment
Category
growth
Bloom Energy: Fixing the AI Energy Bottleneck!
BE (pass): Bloom Energy addresses grid delays with on-site power deployed in months, driving Q2 2026 product growth of 215% and supporting $20B of backlog, including $14B of service backlog. However, at $273 the shares trade at 27x sales and 374x earnings; even a generous model yields only $300 of present fair value, or 9% upside, making the valuation too high to buy.
Read full article (16 min)