Bloom Energy Corporation

NYSE:BE 株式レポート

時価総額：US$74.0b

Bloom Energy 過去の業績

過去 基準チェック /36

Bloom Energyは、平均年間21.6%の収益成長を遂げていますが、 Electrical業界の収益は、年間 成長しています。収益は、平均年間16.9% 17.8%収益成長率で 成長しています。 Bloom Energyの自己資本利益率は1.1%であり、純利益率は0.2%です。

主要情報

21.64%

収益成長率

26.31%

EPS成長率

Electrical 業界の成長9.91%
収益成長率17.79%
株主資本利益率1.05%
ネット・マージン0.25%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

Seeking Alpha • Jun 11

Bloom Energy: AI Euphoria Meets Reality, Downgrading To Hold

Summary A blockbuster Q1 2026 report and a $2.6B Nebius contract crowned Bloom Energy as the ultimate AI power play. Shares skyrocketed to $323, but is it a trap for late buyers? Beneath the hype, structural risks are quietly expanding. Why did Bloom accept a risky self-financing leasing model? Are shareholders ready for 20% equity dilution and extreme client concentration where just two customers control the entire backlog? I am shifting from blind optimism to cold realism, downgrading BE to "Hold." Where exactly is the safe entry point? Read the full article on Seeking Alpha
ナラティブの更新 • Jun 04

BE: Oracle AI Data Center Deals Will Support Long Term Earnings Confidence

Analysts kept their average price target for Bloom Energy steady at $335.00. They cited updated assumptions for discount rate, revenue growth, profit margin, and future P/E that largely offset one another and supported no change in their overall valuation view.
ナラティブの更新 • 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.
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).
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...

収支内訳

Bloom Energy の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:BE 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 262,4496358199
31 Dec 252,024-88329183
30 Sep 251,81915307170
30 Jun 251,63024264157
31 Mar 251,5654249154
31 Dec 241,474-29233149
30 Sep 241,258-130204143
30 Jun 241,328-284215142
31 Mar 241,294-288230146
31 Dec 231,333-302251156
30 Sep 231,439-354279161
30 Jun 231,331-242283162
31 Mar 231,273-294272162
31 Dec 221,199-301259151
30 Sep 221,079-288240139
30 Jun 22994-283226131
31 Mar 22979-218222115
31 Dec 21972-164209103
30 Sep 21879-15820098
30 Jun 21872-11818490
31 Mar 21832-10616684
31 Dec 20794-15816384
30 Sep 20758-20116784
30 Jun 20782-24118488
31 Mar 20795-28020499
31 Dec 19785-307226104
30 Sep 19676-370242115
30 Jun 19642-397250119
31 Mar 19610-361218103
31 Dec 18633-27418289
30 Sep 18652-21013471
30 Jun 18555-2039157
31 Mar 18473-2219155
31 Dec 17366-2768851
30 Sep 17318-2728749
30 Jun 17276-2919348
31 Mar 17242-2809147
31 Dec 16209-2809147
30 Sep 16168-3188644
30 Jun 16144-3077844
31 Mar 16126-3178343
31 Dec 15173-3417944

質の高い収益: BEには$114.3M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。

利益率の向上: BEの現在の純利益率 (0.2%)は、昨年(0.3%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: BE過去 5 年間で収益を上げており、収益は年間21.6%増加しています。

成長の加速: BEの過去 1 年間の収益成長率 ( 34.6% ) は、5 年間の平均 ( 年間21.6%を上回っています。

収益対業界: BEの過去 1 年間の収益成長率 ( 34.6% ) はElectrical業界23.6%を上回りました。

株主資本利益率

高いROE: BEの 自己資本利益率 ( 1.1% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

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2026/06/14 07:48
終値2026/06/12 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。38

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