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BE·Bloom Energy Corp. Class A

$239.45
-24.00 (-9.11%)
After Hours
High
$266.85
Open
$257.50
Market Cap
77.02B
52W High
$351.28
Low
$232.09
P. Close
$239.45
P/E
314.44
52W Low
$75.70
Fwd P/E
53.48
DailyIQ Est.
$300.11
Inst. Ownership
36.1%
Short Interest
7.08%
Days to Cover
1.0
NewEarnings release, scored · filed Jul 28, 2026Guidance raised · tone -0.4 vs prior release · 27 lines scoredSee the breakdown
Technical Score (1D)
97
BULLISH
News Sentiment
60
BULLISH
On Oct 14, analysts noted that Bloom Energy’s share price had risen sharply over the past three years, prompting a reassessment of its valuation. They highlighted a multi‑year jersey patch agreement with the Philadelphia 76ers, valued at more than $30 million per season, as a potential boost to brand recognition and future revenue growth. The company’s 24.9× price‑to‑sales ratio was compared to its cash‑flow expectations, suggesting the current price may be undervalued. On Oct 13, Roth Capital raised its price target for Bloom Energy from $225 to $260, citing the company’s expanding customer base and solid financial performance as key drivers. That same day, another report described a brief decline in the stock, noting that technical indicators pointed to a temporary pullback rather than a fundamental shift and that no changes to guidance or strategic plans were announced.
LOW TARGET
$97 -58.3%
2 analysts
MEAN TARGET
$283 +21.6%
25 analysts
HIGH TARGET
$380 +63.2%
13 analysts
PRICE RANGE
$97.00 - $380.00
SB / B / H / S / SS
7/17/14/1/1
DAILYIQ EST.
$300.11 (+28.9%)
Sector
Industrials
Industry
Electrical Equipment & Parts
Exchange
NYQ
Country
United States
Website
bloomenergy.com
Symbol
BE
Description
Bloom Energy Corporation is a provider of on-site power generation solutions, primarily focused on the deployment of solid-oxide fuel cell systems. The company's core offering, the Bloom Energy Server, utilizes an electrochemical process to convert various fuels, including natural gas, biogas, and hydrogen, into electricity, eliminating combustion. This technology serves a diverse customer base, spanning utilities, data centers, and various commercial and industrial sectors across the United States and internationally. In addition to its power generation systems, Bloom Energy also provides the Bloom Electrolyzer for hydrogen production, further expanding its product portfolio. Founded in 2001 and headquartered in San Jose, California, the company distributes its products through both direct and indirect sales channels.
Bought (1Y)
0 shares
$0
Sold (1Y)
183,315 shares
$49.3M
Joshi AmanChief Commercial Officer
Sell8,437 shares2026-10-01
WARNER CYNTHIA J-
Award/Grant83 shares2026-09-30
IMMELT JEFFREY R-
Award/Grant81 shares2026-09-30
Chitoori SatishChief Operations Officer
Sell2,870 shares2026-09-16
SODERBERG SHAWN MARIESee Remarks
Sell2,870 shares2026-09-16
View full insider trading history →
65/ 100
Neutral / mixed
Overall: Neutral
✓Revenue growing year over year
✕Negative net margin
✓Positive operating cash flow
Gross Margin
29.3%
Net Margin
-4.4%
Revenue CAGR
28.6%
Current Ratio
5.98x
Debt / Equity
3.41x
Return on Equity
-11.3%
View full financials →
Earnings Summary
Bloom Energy Corporation is a provider of on‑site power generation solutions, primarily focused on solid‑oxide fuel cell systems that convert natural gas, biogas, and hydrogen into electricity without combustion, serving utilities, data centers, and commercial customers worldwide. The company operates in the industrials sector, specifically electrical equipment and parts, and has expanded its product portfolio to include hydrogen electrolyzers. In the most recent two quarters, Q1 2026 revenue surged to $751.05 million from $326.02 million in Q1 2025, a 130% year‑over‑year increase, while Q2 2026 revenue jumped to $1.065 billion from $401.24 million in Q2 2025, a 165% rise; EPS also accelerated, rising from $0.44 in Q1 2026 to $0.78 in Q2 2026 versus $0.10 in Q2 2025, and beating estimates in both quarters. Historically, Bloom Energy has shown a consistent upward trajectory in revenue growth, with each quarter in 2025 and 2026 exceeding analyst expectations for EPS and revenue, and a pattern of margin expansion from 26.7% to 33.4% year‑over‑year. The company’s earnings have repeatedly outperformed estimates, with EPS beats in every quarter since Q4 2024, and revenue growth has remained robust even when EPS margins have fluctuated. Recent news highlights a 215% increase in product revenue to $935 million and a 37.2% gross margin in Q2 2026, driven by strong demand for AI‑powered power solutions and improved operational efficiency; the company also announced a $1 billion quarter and raised full‑year guidance to $3.9‑$4.2 billion, reflecting a rapid expansion of its order backlog and manufacturing capacity.

EPS

EstBeatMiss
$-0.19$0.08$0.36$0.63$0.91Q1'25Q2'25Q3'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$0.67 - -
Q2'26$0.42$0.78+86.6%
Q1'26$0.14$0.44+225.4%
Q3'25$0.10$0.15+47.0%
Q2'25$0.02$0.10+457.1%
Q1'25$-0.06$0.03+147.4%

Revenue

EstBeatMiss
$213M$458M$703M$948M$1.2BQ1'25Q2'25Q3'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$1.1B - -
Q2'26$851M$1.1B+25.1%
Q1'26$568M$751M+32.2%
Q3'25 - $519M -
Q2'25 - $401M -
Q1'25 - $326M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
→

Market Data

BE Stock Snapshot

BULLISH97/100
$232.80−$6.65 (2.8%)
Market cap
77.02B
P/E ratio
314.4
Day range
$232.09 – $266.85
News sentiment
60/100 · Bullish
Analyst target
$283.01 (+21.6%)
Consensus
Buy · 40 analysts
52-week range+207.5% off low · -33.7% from high
$75.70$351.28
Price $232.80 DailyIQ Est. $300.11

Bloom Energy Corp. Class A ranks ahead of most of DailyIQ's universe on 12-month price momentum. Institutional coverage is thorough here, so shifts in analyst expectations show up in price quickly.

Reverse DCF

What growth is priced into BE?

RICH

At today's price, Bloom Energy Corp. Class A needs to grow free cash flow about 177.4% a year for the next 10 years to justify its valuation at a 15.14% cost of capital. Over its actual history it has compounded free cash flow at -14.4% a year, so the market is asking for 191.8 percentage points above its own delivered rate. On that basis BE looks priced above what its own growth record supports.

Implied FCF growth
177.4%
Historical FCF CAGR
-14.4%
Growth gap
+191.8 pts
Verdict
RICH
Discount rate (WACC)
15.14%
Beta
2.08

Behaviour On Record

What BE's own history says about today's numbers

Realized volatility (21d)
83.1% 52nd pct
Below its peak
-30.6%
vs 200-day average
+11.3%
Up days (1y)
52%

Bloom Energy Corp. Class A is currently running 83.1% annualised volatility over the last 21 sessions. Measured against BE's own 8 years of daily returns rather than a market-wide average, that is the 52nd percentile — close to its own typical level, against a typical reading of 81.3%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

BE is trading -30.6% below its running peak. Across 7 full years on file, its median worst-drawdown-in-a-year was -60.1%, and the deepest was -83.2% in 2019. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.

Price sits +11.3% from its 200-day moving average. Against every other day in its history, that gap ranks at the 55th percentile — a somewhat wider gap than its own norm. Over the past year BE closed higher on 52% of sessions, and it is currently 1 session into a falling streak.

On October specifically: over 9 years of records, BE finished the month higher 2 of 9 times, with a median return of -10.2% and an average of +1.4%. Its strongest month historically has been November at +43.6% on average, its weakest March at -10.5%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: BE has opened more than 2% away from the prior close in 408 of 2,066 sessions (19.7% of the time), with the largest gaps running +57.8% and -9.6%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

All figures computed from 2,067 daily closes between 2018-07-25 and 2026-10-14, split-adjusted, recomputed daily. Percentiles are against BE's own 8-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of BE's sector?

Bloom Energy Corp. Class A sits in the Industrials sector, currently ranked 8th of 12 GICS sectors by relative-strength rotation score (improving).

Sector rank
#8 of 12
Sector state
Improving
Sector rotation score
36

Options Market

What is the options market pricing for BE?

CallsPuts

For Bloom Energy Corp. Class A's nearest expiry (2026-10-16, 2 days out), open interest is put-heavy, a defensive/bearish tilt (put/call ratio of 1.38), with at-the-money implied volatility around 83.6%. The options market is pricing roughly a ±6.0% move by that expiry — a range of about $242.87–$273.85.

Put/call ratio (2026-10-16)
1.38
ATM implied volatility
83.6%
Total open interest
114,998
Expected move by 2026-10-16
±6.0% ($242.87–$273.85)

Analyst Rating Changes

Are analysts turning bullish or bearish on BE?

UBS most recently reiterated its rating on Bloom Energy Corp. Class A to Buy on Oct 7, 2026 with a price target of $350 (from $325). Over the last 90 days, coverage has run 1 upgrade against 0 downgrades, a net bullish lean.

Latest action
UBS — Buy
90-day upgrades
1
90-day downgrades
0
Net rating momentum
+1
DateFirmActionRatingPrice target
Oct 7, 2026UBSMaintainedBuy$325 → $350
Oct 7, 2026BernsteinReiteratedMarket Perform$282
Oct 2, 2026BarclaysMaintainedEqual-Weight$276 → $308
Oct 1, 2026BarclaysMaintainedEqual-Weight$276 → $308
Sep 29, 2026JefferiesMaintainedHold$229 → $264
Sep 28, 2026RBC CapitalMaintainedOutperform$335
Sep 14, 2026MizuhoMaintainedOutperform$242 → $351
Aug 27, 2026BernsteinReiteratedMarket Perform$282
Aug 14, 2026JefferiesMaintainedHold$188 → $229
Jul 30, 2026Wells FargoMaintainedEqual-Weight$217 → $176
Jul 30, 2026MizuhoUpgradeNeutral → Outperform$285 → $242
Jul 30, 2026Truist SecuritiesMaintainedHold$250 → $218

Earnings Release, Scored

What did Bloom Energy Corp. Class A's latest earnings release say?

Filed Jul 28, 2026 · SEC Form 8-K, Exhibit 99

Guidance raised
Tone84.3/ 100-0.4 vs prior release
Hedging words0.00per 100 words0.00 vs prior release
Tone, last 2 releasesScale 50–90

Most important lines

  1. 1

    Raises full year 2026 revenue guidance to $3.9 billion – 4.2 billion, representing 100% year-over-year growth at the midpoint

    Guidance raisedNew this quarter
  2. 2

    Simon Edwards, Chief Financial Officer of Bloom Energy, added, “ This quarter was the strongest in Bloom’s history, with profitable growth and positive operating cash flow, and we are pleased to raise our full-year outlook.

    Guidance raisedNew this quarter
  3. 3

    Revenue of $1,065.4 million increased 165.5% compared to $401.2 million.

    New this quarter

Scores describe the release's wording. They are not a forecast.

Read all 27 scored lines →

Peers & ETF holders

BE peers & ETF holders

Electrical Equipment & PartsMarket cap · today

Top ETF holdersWeight

News Sentiment Analysis

Sentiment gathered from recent headlines

60/100
Strong NegativeNeutralStrong Positive
MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles
What did this article say?
The article lists Bloom Energy (BE) among a set of high‑growth stocks recommended for October 2026. BE is noted for its solid oxide fuel cell and electrolyzer technology, targeting on‑site power and hydrogen production for data centers and heavy‑energy users. The company reported roughly US$3.1 billion in annual revenue, primarily from the United States, and maintains a market value near US$77.6 billion. The piece frames BE as a healthy, high‑potential investment with a solid balance sheet, but does not disclose any new catalysts or earnings surprises.
What did this article say?
Bloom Energy (BE) announced a multi‑year jersey patch agreement with the Philadelphia 76ers, valued at more than US$30 million per season. The deal is expected to boost brand visibility and could positively influence future revenue streams. Analysts noted that BE’s share price has risen sharply over the past three years, raising questions about whether current valuations reflect the company’s cash‑flow prospects. The partnership is viewed as a potential catalyst that may justify a higher valuation for the company.
What did this article say?
Roth Capital increased its price target for Bloom Energy from $225 to $260, reflecting a more optimistic view of the company’s future prospects. The upgrade signals confidence in Bloom Energy’s growth trajectory and its ability to capture market share in the clean‑energy sector. Analysts highlighted the company’s expanding customer base and strong financial performance as key drivers behind the revised target. This adjustment may influence investor sentiment and could support a rally in Bloom Energy’s stock price. The move underscores the broader market’s positive outlook on renewable energy solutions.
What did this article say?
Bloom Energy’s shares experienced a short‑term decline on October 13, yet the company’s long‑term bullish trajectory remained intact. Technical analysis highlighted key support and resistance levels, with the relative strength index suggesting a temporary pullback rather than a fundamental shift. The market reaction was largely a short‑term correction, with no immediate changes to the company’s strategic outlook or financial guidance.
What did this article say?
Bloom Energy reported a GAAP operating income of $182.2 million in the second quarter of 2026, reversing a $3.5 million loss from the same period a year earlier. The company’s solid oxide fuel cell technology has driven higher sales and improved margins. The turnaround signals that Bloom’s premium valuation may be justified as the business scales up. Investors view the profitability as a confirmation of the company’s long‑term growth prospects.
What did this article say?
Bloom Energy reported a 15‑fold revenue increase over the past five years, underscoring its rapid expansion in the clean‑energy market. The company’s growth trajectory has attracted investor interest, yet recent market commentary questions whether the firm can sustain its momentum amid rising competition and regulatory scrutiny. Analysts note that while the historical performance is impressive, the current valuation may already reflect expectations of continued growth, leaving limited upside potential. The discussion highlights the need to assess whether Bloom Energy’s business model can adapt to evolving energy policies and technological advancements. Overall, the article presents a balanced view of past achievements and future uncertainties.
What did this article say?
Bloom Energy (BE) announced a 215% increase in product revenue, reaching $935 million, alongside a rise in product gross margin to 37.2%. The growth reflects stronger demand for its AI‑powered power solutions and improved operational efficiency. The company’s financial performance signals a significant upside for investors and positions BE favorably within the AI infrastructure market.
What did this article say?
Bloom Energy reported a second‑quarter revenue of $1.1 billion, up 166% year‑over‑year, marking its first $1 billion quarter. Management raised full‑year guidance to $3.9‑$4.2 billion, roughly double the 2025 estimate, reflecting confidence in accelerating demand. The company highlighted its ability to deliver fuel‑cell solutions in months, shortening lead times for data‑center customers and boosting its order backlog. These developments suggest a significant upside for the business and its shareholders.

Technical Analysis

Real-time indicators across multiple timeframes

97
BULLISH
Momentum rank against about 1,000 stocks and ETFs for this timeframe.
Unlock full technicals
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Institutional & Hedge Fund Ownership
25 tracked managers · $26.55B combined position · 13 adding, 12 trimming, 0 unchanged (latest 13F filings)
ManagerTrendShares Held% of Co.Position ValueFiled
BlackRock, Inc.▼ Sell18,442,3366.23%$5.58B2026-08-07
Goldman Sachs Group Inc▲ Buy13,950,6524.71%$4.22B2026-08-14
JPMorgan Chase & Co▲ Buy8,085,8932.73%$2.22B2026-08-12
Morgan Stanley▼ Sell7,313,4152.47%$2.21B2026-08-13
Vanguard Group Inc▲ Buy20,853,4777.04%$1.81B2026-01-29
D. E. Shaw & Co., Inc.▼ Sell4,158,2951.40%$1.26B2026-08-14
Geode Capital Management, LLC▼ Sell3,793,4461.28%$1.15B2026-08-12
Norges Bank▲ Buy3,297,0421.11%$998.01M2026-08-12
Millennium Management LLC▲ Buy2,522,4610.85%$763.55M2026-08-14
Capital World Investors▲ Buy2,343,7580.79%$709.46M2026-08-12
Two Sigma Investments, LP▼ Sell2,016,5320.68%$610.40M2026-08-14
Wells Fargo & Company▲ Buy2,004,1560.68%$606.66M2026-08-14
FMR LLC (Fidelity)▼ Sell1,974,9660.67%$597.82M2026-08-13
Bank of America Corp▼ Sell1,817,9750.61%$550.30M2026-08-14
Marshall Wace, LLP▲ Buy1,618,9540.55%$490.05M2026-08-13
Whale Rock Capital Management LLC▼ Sell1,608,3050.54%$486.83M2026-08-14
Northern Trust Corp▼ Sell1,599,2040.54%$484.08M2026-08-13
Susquehanna International Group, LLP▲ Buy1,342,7970.45%$406.46M2026-08-14
Invesco Ltd.▼ Sell1,312,6200.44%$397.33M2026-08-14
Renaissance Technologies LLC▲ Buy675,7000.23%$204.53M2026-08-13
Citadel Advisors LLC▲ Buy650,3530.22%$196.86M2026-09-02
Artisan Partners Limited Partnership▼ Sell564,5990.19%$170.90M2026-08-13
AQR Capital Management LLC▲ Buy498,0110.17%$146.86M2026-08-14
Squarepoint Ops LLC▲ Buy459,8660.16%$139.20M2026-08-14
Neuberger Berman Group LLC▼ Sell415,6790.14%$124.88M2026-08-13
Q2 2026 flow:17.68M sh bought ($5.17B)13.63M sh sold ($4.13B)net +4.05M sh (+$1.04B)
View full institutional holdings history →
Congressional Trading Activity
5 disclosed trades · ~$3.77M est. traded value · 5 buys, 0 sells
MemberChamberStateTypeAmountTradedFiled
Nancy PelosiHouseCA11▲ Buy$500K - $1.0M2026-07-282026-08-21
Nancy PelosiHouseCA11▲ Buy$1.0M - $5.0M2026-07-242026-08-21
Gilbert CisnerosHouseCA31▲ Buy$1K - $15K2026-01-302026-02-13
Gilbert CisnerosHouseCA31▲ Buy$1K - $15K2025-10-172025-11-18
Gilbert CisnerosHouseCA31▲ Buy$1K - $15K2025-09-262025-10-10
View full congressional trading history →

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