Bloom Energy Corporation

NYSE:BE Voorraadrapport

Marktkapitalisatie: US$93.6b

Bloom Energy Inkomsten in het verleden

Verleden criteriumcontroles 3/6

Bloom Energy heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 21.6%, terwijl de Electrical-industrie de winst zag groeien met 16.9% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 17.8%. Het rendement op eigen vermogen van Bloom Energy is 1.1%, en het heeft een nettomarge van 0.2%.

Belangrijke informatie

21.64%

Groei van de winst

26.31%

Groei van de winst per aandeel

Electrical Groei van de industrie9.91%
Inkomstengroei17.79%
Rendement op eigen vermogen1.05%
Nettomarge0.25%
Laatste winstupdate31 Mar 2026

Recente prestatie-updates uit het verleden

Recent updates

Narratiefupdate • Jun 18

BE: AI Data Center Deals And Backlog Will Guide Stock Outlook

Analysts have lifted their price target on Bloom Energy stock from about $111 to roughly $264, citing updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What’s in the News for Bloom Energy Bloom Energy reported Q1 2026 revenue of about US$751 million and adjusted EPS of US$0.44, with net income of US$70.65 million, and raised full-year 2026 revenue guidance to US$3.4b to US$3.8b, supported by a reported US$20b backlog and expanded Oracle and Brookfield agreements (source: “Bloom Energy Surges on Record Q1 Earnings and Expanded Oracle AI Data Center Partnership”).
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
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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).
Narratiefupdate • 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).
Narratiefupdate • 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).
Narratiefupdate • 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).
Narratiefupdate • 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.
Analyseartikel • 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...
Analyseartikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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).
Narratiefupdate • 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.
Analyseartikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyseartikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyseartikel • 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...
Analyseartikel • 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...

Opbrengsten en kosten

Hoe Bloom Energy geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.

Inkomsten en omzetgeschiedenis

NYSE:BE Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
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

Kwaliteitswinsten: BE heeft een grote eenmalige verlies van $114.3M wat gevolgen heeft voor de financiële resultaten van de laatste 12 maanden tot 31st March, 2026.

Groeiende winstmarge: De huidige netto winstmarges (0.2%) BE } zijn lager dan vorig jaar (0.3%).

Analyse vrije kasstroom versus winst

Analyse van de winstgroei in het verleden

Winsttrend: BE is de afgelopen 5 jaar winstgevend geworden en heeft de winst met 21.6% per jaar laten groeien.

Versnelling van de groei: De winstgroei van BE over het afgelopen jaar ( 34.6% ) overtreft het 5-jarig gemiddelde ( 21.6% per jaar).

Winst versus industrie: De winstgroei BE over het afgelopen jaar ( 34.6% ) overtrof de Electrical -sector 23.6%.

Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 1.1% ) van BE wordt als laag beschouwd.

Rendement op activa

Rendement op geïnvesteerd vermogen

Ontdek sterk presterende bedrijven uit het verleden

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/21 18:24
Aandelenkoers aan het einde van de dag2026/06/18 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Bloom Energy Corporation wordt gevolgd door 39 analisten. 26 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Benjamin KalloBaird
Christine ChoBarclays
Sunaina OcalanBernstein