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Update shared on01 Aug 2025

Fair value Increased 5.16%
AnalystConsensusTarget's Fair Value
US$26.42
39.0% overvalued intrinsic discount
01 Aug
US$36.72
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211.5%
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The upward revision in Bloom Energy’s price target reflects a higher future P/E multiple and a slightly reduced discount rate, resulting in a new consensus fair value estimate of $26.42.


What's in the News


  • Bloom Energy will deploy its fuel cell technology at select Oracle Cloud Infrastructure data centers in the U.S., delivering reliable, clean, and water-free power to support AI and cloud computing services.
  • Bloom Energy has existing agreements powering data centers for Equinix, American Electric Power, and Quanta Computing, with over 400 MW of deployments worldwide.
  • The company was dropped from multiple major value-focused Russell indices, including the Russell 2000, 2500, 3000, and Small Cap Value benchmarks.
  • A proposed amendment to Bloom Energy's certificate of incorporation to add officer exculpation provisions and update share references was not approved at the annual meeting due to insufficient votes.

Valuation Changes


Summary of Valuation Changes for Bloom Energy

  • The Consensus Analyst Price Target has risen from $25.12 to $26.42.
  • The Future P/E for Bloom Energy has risen slightly from 26.54x to 27.66x.
  • The Discount Rate for Bloom Energy has fallen slightly from 8.74% to 8.56%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.