Buy Or Sell Opportunity • Jun 05
Now 21% undervalued Over the last 90 days, the stock has risen 84% to €235. The fair value is estimated to be €297, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 32% per annum. Earnings are also forecast to grow by 45% per annum over the same time period. Buy Or Sell Opportunity • May 06
Now 21% undervalued Over the last 90 days, the stock has risen 107% to €246. The fair value is estimated to be €310, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 32% per annum. Earnings are also forecast to grow by 45% per annum over the same time period. Recent Insider Transactions • May 06
Executive VP recently sold €8.3m worth of stock On the 29th of April, Shawn Soderberg sold around 35k shares on-market at roughly €239 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €29m. Insiders have been net sellers, collectively disposing of €58m more than they bought in the last 12 months. Announcement • Apr 29
Bloom Energy Corporation Raises Earnings Guidance for the Full Year 2026 Bloom Energy Corporation raised earnings guidance for the full year 2026. For the year, the company now expects revenue in the range of $3.4 billion - $3.8 billion. Reported Earnings • Apr 29
First quarter 2026 earnings released: EPS: US$0.25 (vs US$0.10 loss in 1Q 2025) First quarter 2026 results: EPS: US$0.25 (up from US$0.10 loss in 1Q 2025). Revenue: US$751.1m (up 130% from 1Q 2025). Net income: US$70.7m (up US$94.5m from 1Q 2025). Profit margin: 9.4% (up from net loss in 1Q 2025). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has increased by 153% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Apr 15
Bloom Energy Corporation to Report Q1, 2026 Results on Apr 28, 2026 Bloom Energy Corporation announced that they will report Q1, 2026 results After-Market on Apr 28, 2026 New Risk • Apr 14
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 15% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risks Shareholders have been diluted in the past year (22% increase in shares outstanding). Significant insider selling over the past 3 months (€37m sold). Buy Or Sell Opportunity • Mar 30
Now 23% undervalued Over the last 90 days, the stock has risen 39% to €104. The fair value is estimated to be €135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 74%. Announcement • Mar 30
Bloom Energy Corporation, Annual General Meeting, May 21, 2026 Bloom Energy Corporation, Annual General Meeting, May 21, 2026. Announcement • Mar 27
Bloom Energy Appoints Simon Edwards as Chief Financial Officer, Effective April 13, 2026 Bloom Energy announced the appointment of Simon Edwards as Chief Financial Officer, effective April 13, 2026. A seasoned finance executive with nearly two decades of experience scaling technology companies, Edwards brings a rare combination of operational rigor, systems leadership, and deep exposure to digital infrastructure that aligns with Bloom’s strength, market focus and strategy – to be a solution for power availability as it becomes the defining constraint on the AI industry and its growth. Edwards joins Bloom from AI-inference leader Groq, where he most recently served as CEO after initially joining as CFO. At Groq, he led the global financial operations and guided the company through a period of rapid expansion, infrastructure build-out, and its recent licensing agreement with Nvidia. His prior leadership roles include CFO positions at Conga and ServiceMax, two leading SaaS businesses, where he led finance, corporate development, and revenue operations teams through phases of transformational growth and sustained margin expansion. Earlier in his career, Edwards held senior financial roles at GE, including CFO of GE Digital and as an executive in the company’s Corporate Audit Staff, giving him strong grounding in manufacturing, service, digital transformation, and data-driven operational excellence. Edwards is joining Bloom at a time when companies across sectors – from data centers to manufacturing to healthcare – are turning to onsite power for faster access to resilient, reliable, and cost-effective electricity. Edwards holds a BS in Computing for Real Time Systems from the University of the West of England and an MBA from the Wharton School of the University of Pennsylvania. Reported Earnings • Feb 06
Full year 2025 earnings released: US$0.37 loss per share (vs US$0.13 loss in FY 2024) Full year 2025 results: US$0.37 loss per share (further deteriorated from US$0.13 loss in FY 2024). Revenue: US$2.02b (up 37% from FY 2024). Net loss: US$88.4m (loss widened 203% from FY 2024). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 74% per year whereas the company’s share price has increased by 73% per year. New Risk • Feb 06
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 23% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risks Shareholders have been diluted in the past year (23% increase in shares outstanding). Significant insider selling over the past 3 months (€1.3m sold). Announcement • Feb 06
Bloom Energy Corporation Provides Earnings Guidance for the Full Year 2026 Bloom Energy Corporation provided earnings guidance for the full year 2026. For the period, the company expects Revenue to be $3.1 billion - $3.3 billion. Announcement • Jan 21
Bloom Energy Corporation to Report Q4, 2025 Results on Feb 05, 2026 Bloom Energy Corporation announced that they will report Q4, 2025 results After-Market on Feb 05, 2026 Recent Insider Transactions • Nov 07
Independent Director recently sold €4.5m worth of stock On the 5th of November, Mary Bush sold around 36k shares on-market at roughly €124 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €9.5m more than they bought in the last 12 months. Buy Or Sell Opportunity • Oct 29
Now 23% overvalued The stock has been flat over the last 90 days, currently trading at €119. The fair value is estimated to be €97.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 29% per annum. Earnings are also forecast to grow by 57% per annum over the same time period. Reported Earnings • Oct 29
Third quarter 2025 earnings released: US$0.098 loss per share (vs US$0.065 loss in 3Q 2024) Third quarter 2025 results: US$0.098 loss per share (further deteriorated from US$0.065 loss in 3Q 2024). Revenue: US$519.0m (up 57% from 3Q 2024). Net loss: US$23.1m (loss widened 57% from 3Q 2024). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 88% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Oct 15
Now 26% overvalued The stock has been flat over the last 90 days, currently trading at €103. The fair value is estimated to be €81.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 24% per annum. Earnings are also forecast to grow by 47% per annum over the same time period. Announcement • Oct 10
Bloom Energy Corporation to Report Q3, 2025 Results on Oct 28, 2025 Bloom Energy Corporation announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 28, 2025 Buy Or Sell Opportunity • Sep 10
Now 30% overvalued The stock has been flat over the last 90 days, currently trading at €54.35. The fair value is estimated to be €41.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 52% per annum over the same time period. 
