Bloom Energy Corporation

NYSE:BE 주식 리포트

시가총액: US$87.6b

Bloom Energy 과거 순이익 실적

과거 기준 점검 3/6

Bloom Energy은 연평균 21.6%의 비율로 수입이 증가해 온 반면, Electrical 산업은 수입이 17.7% 증가했습니다. 매출은 연평균 17.8%의 비율로 증가했습니다. Bloom Energy의 자기자본이익률은 1.1%이고 순이익률은 0.2%입니다.

핵심 정보

21.64%

순이익 성장률

26.31%

주당순이익(EPS) 성장률

Electrical 산업 성장률9.91%
매출 성장률17.79%
자기자본이익률1.05%
순이익률0.25%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 • 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 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.
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...
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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.

매출 및 비용 세부 내역

Bloom Energy가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NYSE:BE 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
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

양질의 수익: BE는 $114.3M 규모의 큰 일회성 손실이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: BE의 현재 순 이익률 (0.2%)은 지난해 (0.3%)보다 낮습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: BE는 지난 5년 동안 흑자전환하며 연평균 21.6%의 수익 성장을 기록했습니다.

성장 가속화: 지난 1년간 BE 의 수익 증가율(34.6%)은 연간 평균(21.6%)을 초과합니다.

수익 대 산업: BE의 지난 1년 수익 증가율(34.6%)은 Electrical 업계의 23.1%를 상회했습니다.

자기자본이익률

높은 ROE: BE의 자본 수익률(1.1%)은 낮음으로 평가됩니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 20:46
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
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  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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.

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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.

분석가기관
Benjamin KalloBaird
Christine ChoBarclays
NEIL BEVERIDGEBernstein