DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Capital Goods
Author Program NEWCreate Narrative
BE logo

Bloom Energy Corporation Stock Price

NYSE:BE Community·US$76.1b Market Cap
  • 4 Narratives written by author
  • 3 Comments on narratives written by author
  • 411 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

BE Share Price Performance

US$275.75
208.49 (309.98%)
​
US$263.65
Fair Value
US$275.75
208.49 (309.98%)
4.6% overvalued intrinsic discount
US$263.65
Fair Value
Price US$275.75
AnalystConsensusTarget US$263.65
JRY US$386.10
AnalystHighTarget US$390.00
Thu, 18 Jun 26
Fair ValueUS$263.65
Share Pricen/a

BE Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$263.65 4.6% overvalued intrinsic discount

BE: Recent Partnership Will Expose Shares To Execution Risk

4users have liked this narrative
2users have commented on this narrative
141users have followed this narrative
JR
JRY's
Fair Value
·
Fair Value US$386.1 28.6% undervalued intrinsic discount

The Bloom Story is early days

4users have liked this narrative
1users have commented on this narrative
29users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$390 29.3% undervalued intrinsic discount

Decentralized Clean Energy Systems Will Capture Net Zero Momentum

3users have liked this narrative
0users have commented on this narrative
38users have followed this narrative
BE logo
Bloom Energy
28.6% undervalued intrinsic discount

The Bloom Story is early days

View narrative
JR
JRY
Published 9 Aug
Read Narrative
BE logo
Bloom Energy
112.5% overvalued intrinsic discount

Renewables And Battery Storage Will Undercut Fuel Cell Market Viability

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
Read Narrative
BE logo
Bloom Energy
4.6% overvalued intrinsic discount

BE: Recent Partnership Will Expose Shares To Execution Risk

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 18 Jun
Read Narrative
BE logo
Bloom Energy
29.3% undervalued intrinsic discount

Decentralized Clean Energy Systems Will Capture Net Zero Momentum

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 14 Aug
Read Narrative

Trending Discussion

GE
BE logo

Brilliant analysis. Great company with proven product and service!

1
|
1

Recently Updated Narratives

JR
BE logo

The Bloom Story is early days

Fair Value: US$386.1 28.6% undervalued intrinsic discount
29 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
BE logo

BE: AI Data Center Backlog Will Sustain Excessive Future P E

Fair Value: US$129.77 112.5% overvalued intrinsic discount
16 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
BE logo

BE: AI Data Center Power Demand Will Support Long Term Earnings Confidence

Fair Value: US$390 29.3% undervalued intrinsic discount
38 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Exceptional growth potential with flawless balance sheet.

4 Risks
3 Rewards
View Full Analysis

Bloom Energy Corporation Key Details

US$3.1b

Revenue

US$2.1b

Cost of Revenue

US$985.4m

Gross Profit

US$740.4m

Other Expenses

US$244.9m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.83
31.65%
7.87%
161.3%
View Full Analysis

About BE

Founded
2001
Employees
2214
CEO
K. Sridhar
WebsiteView website
www.bloomenergy.com

Bloom Energy Corporation designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally. It offers Bloom Energy Server, an energy server platform to convert fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels, into electricity through a non-combustion electrochemical process. The company also provides Bloom Electrolyzer for producing hydrogen. It sells its products through direct and indirect sales channels to utilities, data centers, retail, healthcare, education, telecom, manufacturing, and other industries. The company was formerly known as Ion America Corp. and changed its name to Bloom Energy Corporation in 2006. Bloom Energy Corporation was incorporated in 2001 and is headquartered in San Jose, California.

Recent BE News & Updates

Seeking Alpha • Sep 08

Bloom Energy Could See An AI-Memory-Style Frenzy (Rating Upgrade)

Summary Bloom Energy Corporation stands to directly benefit from surging AI-driven data center power demand, with rapid revenue and earnings growth outpacing consensus projections. BE delivered record Q2 2026 results: $1B+ revenue, 165.5% YoY growth, 34.3% non-GAAP gross margin, and raised full-year guidance to $3.9–$4.2B. BE’s fuel cell solutions offer hyperscalers fast, scalable, low-pollution power with minimal permitting hurdles, driving strong backlog and customer adoption. Despite high headline multiples, BE’s PEG ratio and multi-year EPS growth trajectory support a bullish outlook for risk-tolerant investors. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 03

BE: AI Data Center Backlog Will Sustain Excessive Future P E

Analysts have revised their fair value estimate for Bloom Energy to approximately $130, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. These changes collectively support a higher long term price target in dollar terms.

Recent updates

No updates

Bloom Energy Corporation Competitors

CAT logo

Caterpillar

Symbol: NYSE:CAT
Market cap: US$370.0b
GE logo

General Electric

Symbol: NYSE:GE
Market cap: US$336.3b
RTX logo

RTX

Symbol: NYSE:RTX
Market cap: US$267.0b
GEV logo

GE Vernova

Symbol: NYSE:GEV
Market cap: US$246.1b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide