Bloom Energy Corporation

NYSE:BE 株式レポート

時価総額：US$74.3b

Bloom Energy 将来の成長

Future 基準チェック /66

Bloom Energy利益と収益がそれぞれ年間44.9%と31.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に43.8% 44.7%なると予測されています。

主要情報

44.9%

収益成長率

44.65%

EPS成長率

Electrical 収益成長18.5%
収益成長率31.8%
将来の株主資本利益率43.78%
アナリストカバレッジ

Good

最終更新日19 May 2026

今後の成長に関する最新情報

Recent updates

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 Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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).
新しいナラティブ • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
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新しいナラティブ • 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.

業績と収益の成長予測

NYSE:BE - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20289,4922,0831,8291,72521
12/31/20276,2891,13953582625
12/31/20263,71045822025123
3/31/20262,4496230298N/A
12/31/20252,024-8857114N/A
9/30/20251,81915135180N/A
6/30/20251,630244491N/A
3/31/20251,565477129N/A
12/31/20241,474-293392N/A
9/30/20241,258-130-334-270N/A
6/30/20241,328-284-405-334N/A
3/31/20241,294-288-284-205N/A
12/31/20231,333-302-456-373N/A
9/30/20231,439-354-621-518N/A
6/30/20231,331-242-573-454N/A
3/31/20231,273-294-539-414N/A
12/31/20221,199-301-309-192N/A
9/30/20221,079-288-207-121N/A
6/30/2022994-283-184-124N/A
3/31/2022979-218-119-64N/A
12/31/2021972-164-110-61N/A
9/30/2021879-158-176-127N/A
6/30/2021872-118-147-94N/A
3/31/2021832-106-198-160N/A
12/31/2020794-158-137-99N/A
9/30/2020758-201-101-58N/A
6/30/2020782-241-2620N/A
3/31/2020795-28095146N/A
12/31/2019785-307N/A164N/A
9/30/2019676-370N/A63N/A
6/30/2019642-397N/A30N/A
3/31/2019610-361N/A-67N/A
12/31/2018633-274N/A-92N/A
9/30/2018652-210N/A-16N/A
6/30/2018555-203N/A-6N/A
3/31/2018473-221N/A-38N/A
12/31/2017366-276N/A-92N/A
9/30/2017318-272N/A-99N/A
6/30/2017276-291N/A-222N/A
3/31/2017242-280N/A-278N/A
12/31/2016209-280N/A-283N/A
9/30/2016168-318N/A-358N/A
6/30/2016144-307N/A-321N/A
3/31/2016126-317N/A-315N/A
12/31/2015173-341N/A-310N/A

アナリストによる今後の成長予測

収入対貯蓄率: BEの予測収益成長率 (年間44.9% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: BEの収益 ( 44.9% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: BEの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: BEの収益 ( 31.8% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: BEの収益 ( 31.8% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BEの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 43.8 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 15:57
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Bloom Energy Corporation 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39

アナリスト機関
Benjamin KalloBaird
Christine ChoBarclays
NEIL BEVERIDGEBernstein