Bloom Energy (BE) Aktievy
Bloom Energy Corporation designar, tillverkar, säljer och installerar solidoxidbränslecellssystem för kraftgenerering på plats i USA och internationellt. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 1/6 |
| Framtida tillväxt | 6/6 |
| Tidigare resultat | 3/6 |
| Finansiell hälsa | 5/6 |
| Utdelningar | 0/6 |
Belöningar
Riskanalys
BE Community Fair Values
Create NarrativeSee what 212 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Bloom Energy Corporation Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$291.37 |
| 52 veckors högsta | US$322.83 |
| 52 veckors lägsta | US$19.97 |
| Beta | 3.75 |
| 1 månads förändring | -1.31% |
| 3 månaders förändring | 115.53% |
| 1 års förändring | 1,324.79% |
| 3 års förändring | 1,815.65% |
| 5 års förändring | 1,059.91% |
| Förändring sedan börsintroduktionen | 1,065.48% |
Senaste nyheter och uppdateringar
Seeking Alpha • May 27
Bloom Energy: The Business Can Survive The Cycle, The Valuation May Not
Summary Bloom Energy is rated Hold as its valuation now reflects AI-driven euphoria. BE trades at 27x 2026 sales, 80x gross profit, and 149x non-GAAP EPS, embedding potentially unsustainable expectations for AI data center power demand. BE's modular fuel cells address urgent grid bottlenecks and have secured major contracts, but current upside leans speculative due to the valuation. I expect BE to remain operationally durable, but valuation multiples and investor urgency will likely compress as AI capex normalizes. Read the full article on Seeking Alpha
Uppdatering av berättelse • 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.Recent updates
Seeking Alpha • May 27
Bloom Energy: The Business Can Survive The Cycle, The Valuation May Not
Summary Bloom Energy is rated Hold as its valuation now reflects AI-driven euphoria. BE trades at 27x 2026 sales, 80x gross profit, and 149x non-GAAP EPS, embedding potentially unsustainable expectations for AI data center power demand. BE's modular fuel cells address urgent grid bottlenecks and have secured major contracts, but current upside leans speculative due to the valuation. I expect BE to remain operationally durable, but valuation multiples and investor urgency will likely compress as AI capex normalizes. Read the full article on Seeking AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...
Ny berättelse • Apr 24
AI-driven Data Centers And ITC Will Unlock Opportunities
Increased data center demand positions Bloom Energy for revenue growth with solutions tailored to sector needs.Aktieägarnas avkastning
| BE | US Electrical | US Marknad | |
|---|---|---|---|
| 7D | 0.5% | -0.2% | 0.3% |
| 1Y | 1,324.8% | 81.6% | 26.2% |
Avkastning vs industri: BE översteg US Electrical branschen som gav 81.6 % under det senaste året.
Avkastning vs Marknaden: BE översteg US marknaden som gav 26.2 % under det senaste året.
Prisvolatilitet
| BE volatility | |
|---|---|
| BE Average Weekly Movement | 16.0% |
| Electrical Industry Average Movement | 12.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
Stabil aktiekurs: BE s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: BE s veckovolatilitet ( 16% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2001 | 2,214 | K. Sridhar | www.bloomenergy.com |
Bloom Energy Corporation designar, tillverkar, säljer och installerar solidoxidbränslecellssystem för kraftgenerering på plats i USA och internationellt. Företaget erbjuder Bloom Energy Server, en energiserverplattform för att omvandla bränsle, såsom naturgas, biogas, vätgas eller en blandning av dessa bränslen, till elektricitet genom en elektrokemisk process utan förbränning. Företaget tillhandahåller också Bloom Electrolyzer för framställning av vätgas.
Bloom Energy Corporation Sammanfattning av grunderna
| BE grundläggande statistik | |
|---|---|
| Börsvärde | US$81.73b |
| Vinst(TTM) | US$6.03m |
| Intäkter(TTM) | US$2.45b |
Over9,999x
P/E-förhållande33.8x
P/S-förhållandeÄr BE övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| BE resultaträkning (TTM) | |
|---|---|
| Intäkter | US$2.45b |
| Kostnad för intäkter | US$1.71b |
| Bruttovinst | US$736.91m |
| Övriga kostnader | US$730.87m |
| Intäkter | US$6.03m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 0.021 |
| Bruttomarginal | 30.09% |
| Nettovinstmarginal | 0.25% |
| Skuld/egenkapitalförhållande | 293.0% |
Hur har BE utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/04 23:57 |
| Aktiekurs vid dagens slut | 2026/06/04 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Bloom Energy Corporation bevakas av 38 analytiker. 25 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Benjamin Kallo | Baird |
| Christine Cho | Barclays |
| NEIL BEVERIDGE | Bernstein |