Bloom Energy Gestione
Criteri Gestione verificati 4/4
Bloom Energy Il CEO è K. Sridhar, nominato in Jan2001, e ha un mandato di 25.33 anni. la retribuzione annua totale è $ 3.50M, composta da 26.7% di stipendio e 73.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.39% delle azioni della società, per un valore di $ 1.22B. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3 anni e 6.9 anni.
Informazioni chiave
K. Sridhar
Amministratore delegato
US$3.5m
Compenso totale
| Percentuale dello stipendio del CEO | 26.70% |
| Mandato del CEO | 25.3yrs |
| Proprietà del CEO | 1.4% |
| Durata media del management | 3yrs |
| Durata media del Consiglio di amministrazione | 6.9yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • May 21
BE: Oracle Data Center Pact Will Support Long Term Earnings Confidence
Analysts have maintained their $335.00 price target for Bloom Energy, noting only modest tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E, rather than any change in their core outlook for the stock. What's in the News Bloom Energy issued updated earnings guidance for full year 2026, with revenue now expected in a range of $3.4b to $3.8b.Seeking Alpha • May 20
Bloom Energy: Our 2026 Top Pick Was The Best-Performing Stock In April
Summary Bloom Energy Corporation was our 2026 Top Stock pick, published on February 27th when shares were at $160.90. BE reported Q1 2026 revenue of $751.1 million, up 130.4% YoY and beating estimates by 39.1% — the strongest growth in the company's public history. Bloom Energy EPS Crushed Estimates by 242%. Bloom reported the first positive Q1 operating cash flow in company history at $73.6 million (9.8% of revenue), versus an outflow of ($110.8 million) a year ago. Read the full article on Seeking AlphaAggiornamento della narrazione • May 02
BE: Oracle Partnership And 2026 Revenue Outlook Will Support Earnings Confidence
Bloom Energy's analyst price target has been reset from $207.00 to $335.00, with analysts citing updated assumptions for revenue growth, profit margin, discount rate, and future P/E as key drivers of the change. What's in the News Bloom Energy issued new earnings guidance for full year 2026, with expected revenue in a range of $3.1b to $3.3b.
Aggiornamento della narrazione • Apr 18
BE: Oracle AI Power Deal Will Keep Premium P/E Misaligned
Analysts now see Bloom Energy's fair value at $66.98 compared with $64.79 previously, reflecting updated views on discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Bloom Energy expanded its partnership with Oracle under a master services agreement, with Oracle intending to procure up to 2.8 gigawatts of Bloom fuel cell systems to support AI and cloud computing projects in the U.S., including an initial 1.2 gigawatts already contracted with deployment underway and extending into next year (Key Developments).Aggiornamento della narrazione • Apr 03
BE: Future Premium P/E Will Remain Misaligned With Realistic Profit Margins
Analysts now estimate Bloom Energy's fair value at $64.79, slightly lower than the previous estimate of $65.23, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Bloom Energy appointed Simon Edwards as Chief Financial Officer, effective April 13, 2026, bringing nearly 20 years of experience scaling technology companies and leading global financial operations at firms such as Groq, Conga, ServiceMax and GE (Key Developments).Aggiornamento della narrazione • Mar 20
BE: Future Premium P/E Will Remain Misaligned With Realistic Profit Margins
Analysts have raised their price target for Bloom Energy to $65.23 from $40.20, citing updated assumptions for profit margins, revenue growth, discount rate, and future P/E that collectively support a higher valuation framework. What's in the News Bloom Energy issued earnings guidance for full year 2026, with projected revenue in the range of US$3.1b to US$3.3b (company guidance).
Nuova narrazione • Mar 09
Bloom Energy Corp (BE): The AI "Bridge-to-Power" – Scaling to 2GW Capacity for the Next-Gen Data Center.
Bloom Energy has transitioned from a clean-energy alternative into a critical infrastructure provider for the AI revolution. Trading at $135.19 as of the March 6, 2026, close, the stock has experienced a sharp 15.5% "digestion" pullback from its recent highs above $180, despite fundamentally strong momentum.Aggiornamento della narrazione • Mar 06
BE: 2026 Revenue Guidance Will Support Confidence In Future Earnings Potential
Analysts have kept their $207.00 price target for Bloom Energy unchanged, citing relatively steady assumptions around the discount rate, revenue growth, profit margin, and future P/E to support their view. What's in the News Bloom Energy issued earnings guidance for the full year 2026, giving investors a reference point for its medium term revenue outlook (Key Developments).Aggiornamento della narrazione • Feb 20
BE: AI Data Center Partnership Will Support Rising 2026 Revenue Outlook
Analysts have raised their fair value estimate on Bloom Energy from $157.00 to $207.00. The new estimate reflects updated assumptions that include higher modeled revenue growth, a lower profit margin outlook, a slightly higher discount rate, and a richer future P/E multiple.Articolo di analisi • Feb 07
Upgrade: Analysts Just Made A Substantial Increase To Their Bloom Energy Corporation (NYSE:BE) Forecasts
Bloom Energy Corporation ( NYSE:BE ) shareholders will have a reason to smile today, with the analysts making...Articolo di analisi • Feb 06
Investors Appear Satisfied With Bloom Energy Corporation's (NYSE:BE) Prospects As Shares Rocket 33%
Bloom Energy Corporation ( NYSE:BE ) shares have had a really impressive month, gaining 33% after a shaky period...Aggiornamento della narrazione • Feb 05
BE: Future Premium Multiple Will Likely Remain Misaligned With Realistic Profit Margins
Analysts have nudged their fair value estimate for Bloom Energy from US$39.00 to about US$40.20, reflecting updated views on revenue growth, profit margins and future P/E assumptions. Valuation Changes Fair Value Estimate was revised from US$39.00 to about US$40.20, representing a small upward adjustment in the model output.Aggiornamento della narrazione • Jan 22
BE: Future Premium Multiple Will Likely Exceed Realistic Profit Margin Potential
Narrative Update: Bloom Energy Analyst Price Target Shift Analysts now place fair value for Bloom Energy at US$39.00 versus the prior US$14.00, citing updated assumptions that include higher modeled revenue growth of 34.96%, a P/E of 27.74, a profit margin estimate of 10.48%, and a slightly higher 9.33% discount rate. Valuation Changes Fair Value Estimate increased from about US$14.00 to US$39.00, representing roughly a threefold change in the modeled valuation anchor.
Aggiornamento della narrazione • Jan 08
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).Aggiornamento della narrazione • Dec 14
BE: AI Data Center Partnership Will Drive Long-Term Upside Potential
Analysts have sharply raised their price target on Bloom Energy to approximately $157 per share from about $59, citing expectations for significantly faster revenue growth, improved profit margins, and a modestly lower future valuation multiple. Together, these factors support a substantially higher fair value estimate.Articolo di analisi • Dec 13
Bloom Energy Corporation (NYSE:BE) Shares Slammed 25% But Getting In Cheap Might Be Difficult Regardless
Bloom Energy Corporation ( NYSE:BE ) shares have retraced a considerable 25% in the last month, reversing a fair amount...Aggiornamento della narrazione • Nov 30
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.Aggiornamento della narrazione • Nov 16
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.Aggiornamento della narrazione • Nov 01
BE: Recent Partnership Will Expose Shares To Execution Risk
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.Articolo di analisi • Oct 28
After Leaping 54% Bloom Energy Corporation (NYSE:BE) Shares Are Not Flying Under The Radar
Bloom Energy Corporation ( NYSE:BE ) shares have continued their recent momentum with a 54% gain in the last month...Aggiornamento della narrazione • Oct 18
Fuel Cell Technology Will Transform On-Site Power Markets
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.Aggiornamento della narrazione • Oct 04
Fuel Cell Technology Will Transform On-Site Power Markets
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.Aggiornamento della narrazione • Sep 19
Fuel Cell Technology Will Transform On-Site Power Markets
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.Aggiornamento della narrazione • Sep 04
Fuel Cell Technology Will Transform On-Site Power Markets
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.Articolo di analisi • Jul 25
Investors Appear Satisfied With Bloom Energy Corporation's (NYSE:BE) Prospects As Shares Rocket 44%
Bloom Energy Corporation ( NYSE:BE ) shares have continued their recent momentum with a 44% gain in the last month...Articolo di analisi • Jun 30
Here's Why Bloom Energy (NYSE:BE) Can Manage Its Debt Responsibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Nuova narrazione • Apr 24
AI-driven Data Centers And ITC Will Unlock Opportunities
Increased data center demand positions Bloom Energy for revenue growth with solutions tailored to sector needs.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$6m |
| Dec 31 2025 | US$4m | US$935k | -US$88m |
| Sep 30 2025 | n/a | n/a | US$15m |
| Jun 30 2025 | n/a | n/a | US$24m |
| Mar 31 2025 | n/a | n/a | US$4m |
| Dec 31 2024 | US$45m | US$877k | -US$29m |
| Sep 30 2024 | n/a | n/a | -US$130m |
| Jun 30 2024 | n/a | n/a | -US$284m |
| Mar 31 2024 | n/a | n/a | -US$288m |
| Dec 31 2023 | US$2m | US$814k | -US$302m |
| Sep 30 2023 | n/a | n/a | -US$354m |
| Jun 30 2023 | n/a | n/a | -US$242m |
| Mar 31 2023 | n/a | n/a | -US$294m |
| Dec 31 2022 | US$3m | US$762k | -US$301m |
| Sep 30 2022 | n/a | n/a | -US$288m |
| Jun 30 2022 | n/a | n/a | -US$283m |
| Mar 31 2022 | n/a | n/a | -US$218m |
| Dec 31 2021 | US$34m | US$700k | -US$164m |
| Sep 30 2021 | n/a | n/a | -US$158m |
| Jun 30 2021 | n/a | n/a | -US$118m |
| Mar 31 2021 | n/a | n/a | -US$106m |
| Dec 31 2020 | US$7m | US$646k | -US$158m |
| Sep 30 2020 | n/a | n/a | -US$201m |
| Jun 30 2020 | n/a | n/a | -US$241m |
| Mar 31 2020 | n/a | n/a | -US$280m |
| Dec 31 2019 | US$7m | US$638k | -US$307m |
Compensazione vs Mercato: La retribuzione totale di K. ($USD 3.50M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.84M ).
Compensazione vs guadagni: La retribuzione di K. è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
K. Sridhar (63 yo)
25.3yrs
Mandato
US$3,502,747
Compensazione
Dr. K. R. Sridhar, Ph D., serves as Director at C3.ai, Inc. since February 2023. He co-founded Bloom Energy Corporation in 2001 and serves as its Chairman since January 2002, serves as its Chief Executive...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 25.3yrs | US$3.50m | 1.39% $ 1.2b | |
| Chief Operations Officer | 2.1yrs | US$4.44m | 0.074% $ 64.7m | |
| VP, Acting Principal Financial Officer & Chief Accounting Officer | no data | US$1.33m | 0.030% $ 25.9m | |
| Executive VP | 10.3yrs | US$4.45m | 0.14% $ 123.3m | |
| Executive VP & Chief Commercial Officer | 2.3yrs | US$5.87m | 0.0096% $ 8.4m | |
| Chief Financial Officer | less than a year | Nessun dato | Nessun dato | |
| Senior VP & CTO | 3.6yrs | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Marketing Officer | 1.4yrs | Nessun dato | Nessun dato | |
| Head of Business & Corporate Development | less than a year | Nessun dato | Nessun dato | |
| Executive VP & Chief People Officer | 7.3yrs | Nessun dato | Nessun dato | |
| Head of Development Engineering | 4.1yrs | Nessun dato | Nessun dato |
3.0yrs
Durata media
54.5yo
Età media
Gestione esperta: Il team dirigenziale di BE è considerato esperto (durata media dell'incarico 3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 24.3yrs | US$3.50m | 1.39% $ 1.2b | |
| Lead Independent Director | 7.3yrs | US$340.01k | 0.055% $ 47.9m | |
| Independent Director | 6.5yrs | US$290.00k | 0.032% $ 28.3m | |
| Independent Director | 9.3yrs | US$310.00k | 0.037% $ 32.3m | |
| Independent Director | 7.8yrs | US$280.00k | 0.15% $ 129.7m | |
| Independent Director | 1.9yrs | US$280.00k | 0.00064% $ 560.5k | |
| Independent Director | less than a year | US$384.41k | Nessun dato | |
| Independent Director | 18.6yrs | US$300.00k | 0.0021% $ 1.8m | |
| Independent Director | 2.9yrs | US$290.00k | 0% $ 0 | |
| Independent Director | 1.8yrs | US$275.00k | 0.0033% $ 2.9m |
6.9yrs
Durata media
65.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di BE sono considerati esperti (durata media dell'incarico 6.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 11:16 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Bloom Energy Corporation è coperta da 39 analisti. 25 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Benjamin Kallo | Baird |
| Christine Cho | Barclays |
| NEIL BEVERIDGE | Bernstein |