Bloom Energy Förvaltning
Förvaltning kriterier kontrolleras 4/4
Bloom Energy VD är K. Sridhar, utsedd i Jan 2001, har en mandatperiod på 25.58 år. totala årliga ersättningen är $ 3.50M, bestående av 26.7% lön 73.3% bonusar, inklusive företagsaktier och optioner. äger direkt 1.31% av företagets aktier, värda $ 913.82M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 3.2 år respektive 7.2 år.
Viktig information
K. Sridhar
Verkställande direktör
US$3.5m
Total ersättning
| VD-lön i procent | 26.70% |
| Anställning som VD | 25.6yrs |
| Ägande av VD | 1.3% |
| Ledningens genomsnittliga anställningstid | 3.2yrs |
| Styrelsens genomsnittliga mandatperiod | 7.2yrs |
Senaste uppdateringar av ledningen
Recent updates
Seeking Alpha • Aug 10
Bloom Energy: Down 50%, While FCF Surges
Summary Bloom Energy reports a dramatic swing to positive free cash flow and raises 2026 guidance, signaling a powerful inflection in fundamentals. BE’s rapid backlog growth and status as an approved supplier for all major U.S. hyperscalers underpin confidence in sustained, outsized revenue momentum. I now see credible potential for $500–$750 million of free cash flow in 2027, with the stock trading at an adjusted PEG of just 1x. Despite recent volatility, BE’s explosive operating leverage and accelerating AI-driven power demand create a uniquely compelling risk/reward profile. Read the full article on Seeking Alpha
Ny berättelse • 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.Analysartikel • 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...
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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”).
Uppdatering av berättelse • 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.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.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.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| 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$307m |
Ersättning vs marknad: K. s total kompensation ($USD 3.50M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 14.39M ).
Ersättning vs inkomst: Ersättningen från K. har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
K. Sridhar (64 yo)
25.6yrs
Anställning
US$3,502,747
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Co-Founder | 25.6yrs | US$3.50m | 1.31% $ 913.8m | |
| Chief Operations Officer | 2.3yrs | US$4.44m | 0.070% $ 49.0m | |
| VP, Acting Principal Financial Officer & Chief Accounting Officer | no data | US$1.33m | 0.027% $ 18.8m | |
| Executive VP | 10.6yrs | US$4.45m | 0.14% $ 95.3m | |
| Executive VP & Chief Commercial Officer | 2.6yrs | US$5.87m | 0.0093% $ 6.5m | |
| Chief Financial Officer | less than a year | inga uppgifter | inga uppgifter | |
| Senior VP & CTO | 3.8yrs | inga uppgifter | inga uppgifter | |
| Vice President of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Chief Marketing Officer | 1.7yrs | inga uppgifter | inga uppgifter | |
| Head of Business & Corporate Development | 1yr | inga uppgifter | inga uppgifter | |
| Executive VP & Chief People Officer | 7.6yrs | inga uppgifter | inga uppgifter | |
| Head of Development Engineering | 4.3yrs | inga uppgifter | inga uppgifter |
3.2yrs
Genomsnittlig anställningstid
55.5yo
Genomsnittlig ålder
Erfaren ledning: BE s ledningsgrupp anses vara erfaren ( 3.2 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Co-Founder | 24.6yrs | US$3.50m | 1.31% $ 913.8m | |
| Lead Independent Director | 7.6yrs | US$340.01k | 0.053% $ 36.8m | |
| Independent Director | 6.8yrs | US$290.00k | 0.035% $ 24.1m | |
| Independent Director | 9.6yrs | US$310.00k | 0.018% $ 12.8m | |
| Independent Director | 8yrs | US$280.00k | 0.12% $ 85.3m | |
| Independent Director | 2.2yrs | US$280.00k | 0.00062% $ 431.4k | |
| Independent Director | 1yr | US$384.41k | inga uppgifter | |
| Independent Director | 18.8yrs | US$300.00k | 0.0020% $ 1.4m | |
| Independent Director | 3.2yrs | US$290.00k | 0% $ 0 | |
| Independent Director | 2yrs | US$275.00k | 0.0065% $ 4.5m |
7.2yrs
Genomsnittlig anställningstid
66.5yo
Genomsnittlig ålder
Erfaren styrelse: BE s styrelse anses vara erfaren ( 7.2 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/14 22:10 |
| Aktiekurs vid dagens slut | 2026/08/14 00:00 |
| Intäkter | 2026/06/30 |
| 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 används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar 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 41 analytiker. 28 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 |