Bloom Energy (BE) 주식 개요
블룸 에너지 코퍼레이션은 미국 및 전 세계에서 현장 발전용 고체 산화물 연료 전지 시스템을 설계, 제조, 판매 및 설치하는 기업입니다. 자세히 보기
BE Community Fair Values
Create NarrativeSee what 209 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Bloom Energy Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$282.31 |
| 52주 최고가 | US$310.00 |
| 52주 최저가 | US$17.01 |
| 베타 | 3.83 |
| 1개월 변동 | 29.34% |
| 3개월 변동 | 77.55% |
| 1년 변동 | 1,450.30% |
| 3년 변동 | 1,945.72% |
| 5년 변동 | 1,125.30% |
| IPO 이후 변동 | 1,029.24% |
최근 뉴스 및 업데이트
Seeking Alpha • 14h
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
내러티브 업데이트 • 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.Recent updates
Seeking Alpha • 14h
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 Alpha내러티브 업데이트 • 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.
내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).
새로운 내러티브 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.주주 수익률
| BE | US Electrical | US 시장 | |
|---|---|---|---|
| 7D | -2.6% | -6.2% | -0.3% |
| 1Y | 1,450.3% | 82.7% | 26.7% |
수익률 대 산업: BE은 지난 1년 동안 82.7%의 수익을 기록한 US Electrical 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: BE은 지난 1년 동안 26.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| BE volatility | |
|---|---|
| BE Average Weekly Movement | 16.5% |
| Electrical Industry Average Movement | 13.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: BE의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: BE의 주간 변동성(16%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2001 | 2,214 | K. Sridhar | www.bloomenergy.com |
블룸 에너지 코퍼레이션은 미국 및 전 세계에서 현장 발전용 고체 산화물 연료 전지 시스템을 설계, 제조, 판매 및 설치하는 기업입니다. 천연가스, 바이오가스, 수소 또는 이러한 연료의 혼합물과 같은 연료를 비연소 전기화학 공정을 통해 전기로 변환하는 에너지 서버 플랫폼인 Bloom Energy Server를 제공합니다. 또한 블룸은 수소 생산을 위한 블룸 일렉트로라이저를 제공합니다.
Bloom Energy Corporation 기초 지표 요약
| BE 기초 통계 | |
|---|---|
| 시가총액 | US$74.34b |
| 순이익 (TTM) | US$6.03m |
| 매출 (TTM) | US$2.45b |
Over9,999x
주가수익비율(P/E)32.8x
주가매출비율(P/S)BE는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| BE 손익계산서 (TTM) | |
|---|---|
| 매출 | US$2.45b |
| 매출원가 | US$1.71b |
| 총이익 | US$736.91m |
| 기타 비용 | US$730.87m |
| 순이익 | US$6.03m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.021 |
| 총이익률 | 30.09% |
| 순이익률 | 0.25% |
| 부채/자본 비율 | 293.0% |
BE의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 07:17 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Bloom Energy Corporation는 39명의 분석가가 다루고 있습니다. 이 중 25명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Benjamin Kallo | Baird |
| Christine Cho | Barclays |
| NEIL BEVERIDGE | Bernstein |