BE: Recent Partnership Will Expose Shares To Execution Risk

AN

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Apr 25

Updated

08 Jan 26

Views

3.2k

08 Jan

US$234.23

AnalystConsensusTarget's Fair Value

US$111.18

110.7% overvalued

1Y

939.6%

7D

-18.5%

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1Y

939.6%

7D

-18.5%

You can edit this narrative until Jan 9 9:10 AM. Then, changes will post as Updates.

Author's Valuation

US$111.18110.7% overvalued

AnalystConsensusTarget Fair Value

Shared on 08 Jan 26

Fair value Decreased 1.17%

BE: AI Factory Power Partnership And Capital Plans Will Shape Future Outlook

Analysts have slightly adjusted their price target for Bloom Energy to reflect a fair value update from about $112.50 to roughly $111.18, citing small shifts in expected revenue growth, profit margins, the discount rate, and future P/E assumptions. What's in the News Bloom Energy and Brookfield announced a $5b partnership focused on building AI factories that combine power, compute, data center design, and capital to support artificial intelligence workloads (Key Developments).

280 views

Shared on 30 Nov 25

Fair value Increased 0.58%

BE: AI Energy Demand Partnerships And Capital Trends Will Determine Future Outlook

Bloom Energy's analyst price target was modestly increased from $111.85 to $112.50 as analysts cited incremental improvements in growth assumptions and a slightly reduced discount rate in their valuation models. What's in the News Bloom Energy and Brookfield have announced a $5 billion strategic partnership to develop AI factories powered by Bloom's fuel cell technology.

123 views

Shared on 16 Nov 25

Fair value Increased 7.24%

BE: AI Infrastructure Expansion And Power Demand Trends Will Shape Outlook

Analysts have raised their price target for Bloom Energy from $104.29 to $111.85. They cite strong projected revenue growth, which outweighs a slightly higher discount rate and a modest dip in profit margin expectations.

59 views

Shared on 01 Nov 25

Fair value Increased 36%

Analysts have raised their price target for Bloom Energy, increasing it from $76.83 to $104.29. They cite expectations of stronger revenue growth and improved profit margins.

88 views

Shared on 18 Oct 25

Fair value Increased 33%

Analysts have raised their price target for Bloom Energy from $57.63 to $76.83. They cite expectations for stronger revenue growth and a higher projected future price-to-earnings multiple as key factors behind the upward revision.

0 views

Shared on 04 Oct 25

Fair value Increased 32%

Analysts have raised their price target for Bloom Energy from $43.78 to $57.63. This change is attributed to an improved revenue growth outlook, although it is moderated by expectations of a higher discount rate and lower profit margins.

1 view

Shared on 19 Sep 25

Fair value Increased 26%

Bloom Energy's consensus price target has been significantly raised, driven by upgraded forecasts for both revenue growth and net profit margin, resulting in a new fair value estimate of $43.78. What's in the News Bloom Energy reaffirmed full year 2025 revenue guidance of $1.65 billion to $1.85 billion.

0 views

Shared on 04 Sep 25

Fair value Increased 0.58%

The consensus analyst price target for Bloom Energy saw a marginal increase, primarily reflecting a slight improvement in projected revenue growth, with the fair value rising from $34.57 to $34.77. What's in the News Bloom Energy reaffirmed full-year 2025 revenue guidance of $1.65 billion to $1.85 billion.

2 views

Shared on 01 Aug 25

Fair value Increased 38%

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.

0 views

Shared on 01 May 25

Fair value Increased 3.74%

0 views

Valuator

Company Info

Notes

AnalystConsensusTarget Fair Value

US$111.18

110.7% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

32.00%

Historical revenue growth rate

17.79%

Electrical revenue growth rate

0.71%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.47%

Calculation

US$931.37m

Earnings '29

x

39.73x

PE Ratio '29

=

US$37.00b

Market Cap '29

US$37.00b

Market Cap '29

/

249.84m

No. shares '29

=

US$148.09

Share Price '29

US$148.09 Share Price '29

Discounted to 2026 @ 9.28% p.a.

=

US$113.48

Fair Value '26