Added to YB: 2025-01-09
Pitch date: 2024-11-24
BE [bullish]
Bloom Energy Corporation
+261.14%
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
$23.4B
Pitch Price
$26.30
Price Target
73.00 (-23%)
Dividend
N/A
EV/EBITDA
155.73
P/E
1.5K
EV/Sales
13.39
Sector
Electrical Equipment
Category
growth
Bloom Energy Corporation - $BE
BE: Fuel cells offer compelling BTM solution, esp. for data centers. 1GW AEP deal ($10B value) signals inflection. $60-$73 YE26 PT (25-30x 2027 EPS $2.43), 160-183% upside. Expect more deals, backlog growth. Risks: scaling issues, AEP follow-through. 10% short interest. 50-64% IRR potential.
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