Bloom Energy (BE) Hisse Özeti
Bloom Energy Corporation, Amerika Birleşik Devletleri'nde ve uluslararası alanda yerinde enerji üretimi için katı oksit yakıt hücresi sistemleri tasarlamakta, üretmekte, satmakta ve kurmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 6/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
BE Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$386.1
FV
46.5% değerinin altında içsel indirim31.15%
Revenue growth p.a.
301
users have viewed this narrative4users have liked this narrative
1users have commented on this narrative
16users have followed this narrative
Bloom Energy Corporation Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$206.63 |
| 52 Haftanın En Yüksek Seviyesi | US$351.28 |
| 52 Haftanın En Düşük Seviyesi | US$40.56 |
| Beta | 3.83 |
| 1 Aylık Değişim | 4.86% |
| 3 Aylık Değişim | -32.89% |
| 1 Yıllık Değişim | 364.23% |
| 3 Yıllık Değişim | 1,307.56% |
| 5 Yıllık Değişim | 871.01% |
| Halka arzdan bu yana değişim | 726.52% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.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
Yeni Anlatı • 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.Recent updates
Anlatı Güncellemesi • 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.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 AlphaYeni Anlatı • 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.Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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”).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Hissedar Getirileri
| BE | US Electrical | US Pazar | |
|---|---|---|---|
| 7D | -12.9% | -6.6% | -0.8% |
| 1Y | 364.2% | 46.9% | 20.5% |
Getiri vs. Endüstri: BE geçen yıl % 46.9 oranında getiri sağlayan US Electrical sektörünü aştı.
Getiri vs Piyasa: BE geçen yıl % 20.5 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| BE volatility | |
|---|---|
| BE Average Weekly Movement | 17.3% |
| Electrical Industry Average Movement | 12.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: BE hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: BE 'nin haftalık oynaklığı ( 17% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2001 | 2,214 | K. Sridhar | www.bloomenergy.com |
Bloom Energy Corporation, Amerika Birleşik Devletleri'nde ve uluslararası alanda yerinde enerji üretimi için katı oksit yakıt hücresi sistemleri tasarlamakta, üretmekte, satmakta ve kurmaktadır. Doğal gaz, biyogaz, hidrojen veya bu yakıtların bir karışımı gibi yakıtları yanmayan elektrokimyasal bir işlemle elektriğe dönüştürmek için bir enerji sunucusu platformu olan Bloom Energy Server'ı sunmaktadır. Şirket ayrıca hidrojen üretmek için Bloom Electrolyzer'ı da sağlamaktadır.
Bloom Energy Corporation Temel Bilgiler Özeti
| BE temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$61.56b |
| Kazançlar(TTM) | US$244.94m |
| Gelir(TTM) | US$3.11b |
248.5x
F/K Oranı19.5x
P/S OranıBE aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| BE gelir tablosu (TTM) | |
|---|---|
| Gelir | US$3.11b |
| Gelir Maliyeti | US$2.13b |
| Brüt Kâr | US$985.36m |
| Diğer Giderler | US$740.41m |
| Kazançlar | US$244.94m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 0.83 |
| Brüt Marj | 31.65% |
| Net Kâr Marjı | 7.87% |
| Borç/Özkaynak Oranı | 161.3% |
BE uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/19 10:40 |
| Gün Sonu Hisse Fiyatı | 2026/08/19 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Bloom Energy Corporation 41 Bu analistlerden 28, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Benjamin Kallo | Baird |
| Christine Cho | Barclays |
| NEIL BEVERIDGE | Bernstein |