BE Share Price Performance
US$141.33
118.30 (513.68%)
27.1% overvalued intrinsic discount
US$111.18
Fair Value
Price US$141.33
AnalystConsensusTarget US$111.18
AnalystHighTarget US$207.00
Vestra US$160.60
Fair ValueUS$111.18
Share Pricen/a
Bloom Energy Corporation Stock Price
- 4 Narratives written by author
- 2 Comments on narratives written by author
- 206 Fair Values set on narratives written by author
BE Community Narratives
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Fair Value US$111.18 27.1% overvalued intrinsic discount
BE: Recent Partnership Will Expose Shares To Execution Risk
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AN
Fair Value US$207 31.7% undervalued intrinsic discount
Decentralized Clean Energy Systems Will Capture Net Zero Momentum
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VE
Fair Value US$160.6 12.0% undervalued intrinsic discount
Bloom Energy Corp (BE): The AI "Bridge-to-Power" – Scaling to 2GW Capacity for the Next-Gen Data Center.
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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.Read more
196
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Renewables And Battery Storage Will Undercut Fuel Cell Market Viability
Key Takeaways Increased competition from zero-carbon alternatives and regulatory changes threatens Bloom's market share, limiting expansion and shrinking future revenue opportunities. Capital intensity and declining pricing power raise risks of shareholder dilution and persistent margin pressure, hindering long-term earnings growth.Read more
196
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AN
US$65.23
116.7% overvalued intrinsic discount
Fair Value
Profit Margin
14.13%
Future PE
45.83x
Price in 2029
US$85.55
Decentralized Clean Energy Systems Will Capture Net Zero Momentum
Key Takeaways Bloom's rapid deployment, modular products, and advanced analytics uniquely position it to capture outsized revenue growth and stable, recurring cash flows as power needs surge. Structural tailwinds from electrification and sustainability mandates expand Bloom's market opportunity, while ongoing digital optimization drives persistent margin outperformance.Read more
336
users have viewed this narrative2users have liked this narrative
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AN
US$207
31.7% undervalued intrinsic discount
Fair Value
Profit Margin
19.86%
Future PE
45.91x
Price in 2029
US$271.16
BE: Recent Partnership Will Expose Shares To Execution Risk
Key Takeaways Growing demand for resilient, onsite power and strong policy support are boosting Bloom's market opportunity, margin outlook, and long-term revenue prospects. Product cost reductions and expansion into recurring service revenues are expected to improve profitability, cash flow stability, and earnings quality.Read more
2.3k
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AN
US$111.18
27.1% overvalued intrinsic discount
Fair Value
Revenue
45.37% p.a.
Profit Margin
16.67%
Future PE
39.73x
Price in 2029
US$148.09
Trending Discussion
Recently Updated Narratives
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Bloom Energy Corp (BE): The AI "Bridge-to-Power" – Scaling to 2GW Capacity for the Next-Gen Data Center.
Fair Value: US$160.6 12.0% undervalued intrinsic discount
1 followerusers have followed this narrative
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AN
BE: Future Premium P/E Will Remain Misaligned With Realistic Profit Margins
Fair Value: US$65.23 116.7% overvalued intrinsic discount
3 followersusers have followed this narrative
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AN
BE: 2026 Revenue Guidance Will Support Confidence In Future Earnings Potential
Fair Value: US$207 31.7% undervalued intrinsic discount
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Snowflake Analysis
Bloom Energy Corporation Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -0.32
- 29.65%
- -4.37%
- 355.4%
About BE
- Founded
- 2001
- Employees
- 2214
- CEO
- WebsiteView website
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.
