BE: Recent Partnership Will Expose Shares To Execution Risk

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Apr 25

Updated

30 Nov 25

Views

1.4k

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

275.8%

7D

4.4%

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1Y

275.8%

7D

4.4%

You can edit this narrative until Dec 1 9:05 AM. Then, changes will post as Updates.

Author's Valuation

US$112.518.7% undervalued

AnalystConsensusTarget Fair Value

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.

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.

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.

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.

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.

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.

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.

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.

Shared on 01 May 25

Fair value Increased 3.74%

AnalystConsensusTarget Fair Value

US$112.5

18.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

32.30%

Electrical revenue growth rate

0.51%

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

9.23%

Calculation

US$975.30m

Earnings '28

x

38.33x

PE Ratio '28

=

US$37.39b

Market Cap '28

US$37.39b

Market Cap '28

/

255.84m

No. shares '28

=

US$146.14

Share Price '28

US$146.14 Share Price '28

Discounted to 2025 @ 9.23% p.a.

=

US$112.13

Fair Value '25