Bloom Energy Management
Management criteria checks 4/4
Bloom Energy's CEO is K. Sridhar, appointed in Jan 2001, has a tenure of 25.67 years. total yearly compensation is $3.50M, comprised of 26.7% salary and 73.3% bonuses, including company stock and options. directly owns 1.21% of the company’s shares, worth $991.94M. The average tenure of the management team and the board of directors is 3.3 years and 7.3 years respectively.
Key information
K. Sridhar
Chief executive officer
US$3.5m
Total compensation
| CEO salary percentage | 26.70% |
| CEO tenure | 25.7yrs |
| CEO ownership | 1.2% |
| Management average tenure | 3.3yrs |
| Board average tenure | 7.3yrs |
Recent management updates
Recent 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
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.
Narrative Update • Aug 14
BE: AI Data Center Power Demand Will Support Long Term Earnings Confidence
Analysts have raised their fair value estimate for Bloom Energy from $335.00 to $390.00, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E levels. What’s in the News for Bloom Energy Bloom Energy reported record Q2 2026 revenue of about US$1.07b, with operating income of US$182.2 million and adjusted EPS of US$0.78.
New Narrative • Aug 09
The Bloom Story is early days
The Bloom Energy story is still early days. Wall Street cannot seem to comprehend that so many areas for their growth - international, other market segments, even personal or community power (where they started) are largely untapped.Analysis Article • Aug 04
Bloom Energy's (NYSE:BE) Solid Earnings Are Supported By Other Strong Factors
Bloom Energy Corporation ( NYSE:BE ) recently posted some strong earnings, and the market responded positively. We have...Narrative Update • Jul 31
BE: AI Power Backlog And Brookfield Funding Will Sustain Excessive P E
Analysts have adjusted their fair value estimate for Bloom Energy to $125.36 from $139.00, reflecting updated assumptions for revenue growth, profit margins, and a slightly lower discount rate, while also applying a modestly higher future P/E multiple. What’s in the News for Bloom Energy Bloom Energy reported record Q2 2026 revenue of US$1.07b, its first quarter above US$1b, with operating income of US$182.2m compared with an operating loss of US$3.5m a year earlier, and the stock moved about 8% higher in after hours trading, according to company results and market data sources.Narrative Update • Jul 16
BE: AI Power Backlog And Brookfield Funding Will Keep P/E Excessively Elevated
Analysts have raised their fair value estimate for Bloom Energy from $122.81 to $139.00, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple in their price target analysis. What's in the News Bloom Energy expanded its partnership with Brookfield Asset Management, with Brookfield increasing its AI infrastructure power project financing framework from US$5b to US$25b.Narrative Update • Jul 02
BE: AI Data Center Backlog Will Keep P/E Excessively Elevated
Analysts have revised their fair value estimate for Bloom Energy to $122.81 from $66.98, reflecting updated assumptions around revenue growth, profit margins, and the future P/E multiple applied to the stock. What's in the News Bloom Energy stock saw sharp moves around the latest Federal Energy Regulatory Commission ruling, which is set to fast track grid connections for large data center customers and aligns closely with the company’s onsite solid oxide fuel cell offering.
Narrative Update • 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”).Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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).Narrative Update • 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).Narrative Update • 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).Narrative Update • 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).Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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).Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$245m |
| Mar 31 2026 | n/a | n/a | US$6m |
| Dec 31 2025 | US$4m | US$935k | -US$88m |
| Sep 30 2025 | n/a | n/a | US$15m |
| Jun 30 2025 | n/a | n/a | US$24m |
| Mar 31 2025 | n/a | n/a | US$4m |
| Dec 31 2024 | US$45m | US$877k | -US$29m |
| Sep 30 2024 | n/a | n/a | -US$130m |
| Jun 30 2024 | n/a | n/a | -US$284m |
| Mar 31 2024 | n/a | n/a | -US$288m |
| Dec 31 2023 | US$2m | US$814k | -US$302m |
| Sep 30 2023 | n/a | n/a | -US$354m |
| Jun 30 2023 | n/a | n/a | -US$242m |
| Mar 31 2023 | n/a | n/a | -US$294m |
| Dec 31 2022 | US$3m | US$762k | -US$301m |
| Sep 30 2022 | n/a | n/a | -US$288m |
| Jun 30 2022 | n/a | n/a | -US$283m |
| Mar 31 2022 | n/a | n/a | -US$218m |
| Dec 31 2021 | US$34m | US$700k | -US$164m |
| Sep 30 2021 | n/a | n/a | -US$158m |
| Jun 30 2021 | n/a | n/a | -US$118m |
| Mar 31 2021 | n/a | n/a | -US$106m |
| Dec 31 2020 | US$7m | US$646k | -US$158m |
| Sep 30 2020 | n/a | n/a | -US$201m |
| Jun 30 2020 | n/a | n/a | -US$241m |
| Mar 31 2020 | n/a | n/a | -US$280m |
| Dec 31 2019 | US$7m | US$638k | -US$307m |
Compensation vs Market: K.'s total compensation ($USD3.50M) is below average for companies of similar size in the US market ($USD14.74M).
Compensation vs Earnings: K.'s compensation has been consistent with company performance over the past year.
CEO
K. Sridhar (65 yo)
25.7yrs
Tenure
US$3,502,747
Compensation
Dr. K. R. Sridhar, Ph D., serves as Director at C3.ai, Inc. since February 2023. He co-founded Bloom Energy Corporation in 2001 and serves as its Chairman since January 2002, serves as its Chief Executive...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 25.7yrs | US$3.50m | 1.21% $ 991.9m | |
| Chief Operations Officer | 2.4yrs | US$4.44m | 0.070% $ 56.9m | |
| VP, Acting Principal Financial Officer & Chief Accounting Officer | no data | US$1.33m | 0.027% $ 22.1m | |
| Executive VP | 10.7yrs | US$4.45m | 0.14% $ 112.6m | |
| Executive VP & Chief Commercial Officer | 2.7yrs | US$5.87m | 0.010% $ 8.3m | |
| Chief Financial Officer | less than a year | no data | no data | |
| Senior VP & CTO | 3.9yrs | no data | no data | |
| Vice President of Investor Relations | no data | no data | no data | |
| Chief Marketing Officer | 1.8yrs | no data | no data | |
| Head of Business & Corporate Development | 1.1yrs | no data | no data | |
| Executive VP & Chief People Officer | 7.7yrs | no data | no data | |
| Head of Development Engineering | 4.4yrs | no data | no data |
3.3yrs
Average Tenure
55.5yo
Average Age
Experienced Management: BE's management team is considered experienced (3.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 24.7yrs | US$3.50m | 1.21% $ 991.9m | |
| Lead Independent Director | 7.7yrs | US$340.01k | 0.043% $ 34.8m | |
| Independent Director | 6.8yrs | US$290.00k | 0.035% $ 28.2m | |
| Independent Director | 9.7yrs | US$310.00k | 0.018% $ 15.0m | |
| Independent Director | 8.1yrs | US$280.00k | 0.12% $ 96.0m | |
| Independent Director | 2.3yrs | US$280.00k | 0.00062% $ 506.2k | |
| Independent Director | 1.1yrs | US$384.41k | no data | |
| Independent Director | 18.9yrs | US$300.00k | 0.0020% $ 1.7m | |
| Independent Director | 3.3yrs | US$290.00k | 0% $ 0 | |
| Independent Director | 2.1yrs | US$275.00k | 0.0065% $ 5.3m |
7.3yrs
Average Tenure
66.5yo
Average Age
Experienced Board: BE's board of directors are considered experienced (7.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/09 09:59 |
| End of Day Share Price | 2026/09/09 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Bloom Energy Corporation is covered by 40 analysts. 28 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Benjamin Kallo | Baird |
| Christine Cho | Barclays |
| NEIL BEVERIDGE | Bernstein |