Bloom Energy Tidigare resultatutveckling
Tidigare kriterier kontrolleras 3/6
Bloom Energy har ökat intäkterna med en genomsnittlig årlig takt på 21.6%, medan Electrical -branschen såg intäkterna växer på 16.9% årligen. Intäkterna har varit växande med en genomsnittlig takt på 17.8% per år. Bloom Energy s avkastning på eget kapital är 1.1% och den har en nettomarginal på 0.2%.
Viktig information
21.64%
Tillväxttakt i vinsten
26.31%
Tillväxttakt för EPS
| Electrical Tillväxt i branschen | 9.91% |
| Intäkternas tillväxttakt | 17.79% |
| Avkastning på eget kapital | 1.05% |
| Nettomarginal | 0.25% |
| Nästa resultatuppdatering | 28 Jul 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Seeking Alpha • Jul 15
Bloom Energy: Priced For Perfection, Financed By Itself
Summary Bloom Energy is priced for perfection, requiring 5x output growth, full capacity sales, and sustained 25–30% EBITDA margins to justify its ~$70B enterprise value. Only $492.6M of BE's $20B backlog is contractually enforceable; nearly half of revenue comes from related-party JVs, raising concerns about true end-market demand. Operating cash flow is modest and heavily reliant on stock-based compensation, with dilution outpacing cash generation and economic costs understated by headline figures. Read the full article on Seeking Alpha
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.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...Fördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Bloom Energy tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 31 Mar 26 | 2,449 | 6 | 358 | 199 |
| 31 Dec 25 | 2,024 | -88 | 329 | 183 |
| 30 Sep 25 | 1,819 | 15 | 307 | 170 |
| 30 Jun 25 | 1,630 | 24 | 264 | 157 |
| 31 Mar 25 | 1,565 | 4 | 249 | 154 |
| 31 Dec 24 | 1,474 | -29 | 233 | 149 |
| 30 Sep 24 | 1,258 | -130 | 204 | 143 |
| 30 Jun 24 | 1,328 | -284 | 215 | 142 |
| 31 Mar 24 | 1,294 | -288 | 230 | 146 |
| 31 Dec 23 | 1,333 | -302 | 251 | 156 |
| 30 Sep 23 | 1,439 | -354 | 279 | 161 |
| 30 Jun 23 | 1,331 | -242 | 283 | 162 |
| 31 Mar 23 | 1,273 | -294 | 272 | 162 |
| 31 Dec 22 | 1,199 | -301 | 259 | 151 |
| 30 Sep 22 | 1,079 | -288 | 240 | 139 |
| 30 Jun 22 | 994 | -283 | 226 | 131 |
| 31 Mar 22 | 979 | -218 | 222 | 115 |
| 31 Dec 21 | 972 | -164 | 209 | 103 |
| 30 Sep 21 | 879 | -158 | 200 | 98 |
| 30 Jun 21 | 872 | -118 | 184 | 90 |
| 31 Mar 21 | 832 | -106 | 166 | 84 |
| 31 Dec 20 | 794 | -158 | 163 | 84 |
| 30 Sep 20 | 758 | -201 | 167 | 84 |
| 30 Jun 20 | 782 | -241 | 184 | 88 |
| 31 Mar 20 | 795 | -280 | 204 | 99 |
| 31 Dec 19 | 785 | -307 | 226 | 104 |
| 30 Sep 19 | 676 | -370 | 242 | 115 |
| 30 Jun 19 | 642 | -397 | 250 | 119 |
| 31 Mar 19 | 610 | -361 | 218 | 103 |
| 31 Dec 18 | 633 | -274 | 182 | 89 |
| 30 Sep 18 | 652 | -210 | 134 | 71 |
| 30 Jun 18 | 555 | -203 | 91 | 57 |
| 31 Mar 18 | 473 | -221 | 91 | 55 |
| 31 Dec 17 | 366 | -276 | 88 | 51 |
| 30 Sep 17 | 318 | -272 | 87 | 49 |
| 30 Jun 17 | 276 | -291 | 93 | 48 |
| 31 Mar 17 | 242 | -280 | 91 | 47 |
| 31 Dec 16 | 209 | -280 | 91 | 47 |
| 30 Sep 16 | 168 | -318 | 86 | 44 |
| 30 Jun 16 | 144 | -307 | 78 | 44 |
| 31 Mar 16 | 126 | -317 | 83 | 43 |
| 31 Dec 15 | 173 | -341 | 79 | 44 |
Kvalitetsintäkter: BE har en stor engång förlust av $114.3M {1 månader till 31st March, 2026 1 månader) 31st March, 2026.
Växande vinstmarginal: BE s nuvarande netto vinstmarginaler (0.2%) är lägre än förra året (0.3%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: BE har blivit lönsamt under de senaste 5 åren och ökat intäkterna med 21.6% per år.
Accelererande tillväxt: BE s intäktstillväxt under det senaste året ( 34.6% ) överstiger sitt 5-åriga genomsnitt ( 21.6% per år).
Resultat vs industri: BE vinsttillväxt under det senaste året ( 34.6% ) översteg Electrical branschen 23.1%.
Avkastning på eget kapital
Hög ROE: BE s avkastning på eget kapital ( 1.1% ) anses vara låg.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/17 21:53 |
| Aktiekurs vid dagens slut | 2026/07/17 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 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 40 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 |
| Sunaina Ocalan | Bernstein |