Added to YB: 2025-10-28
Pitch date: 2025-10-22
BE [neutral]
Bloom Energy Corporation
-4.94%
current return
Author Info
No bio for this author
Company Info
Bloom Energy Corporation designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally.
Market Cap
$23.4B
Pitch Price
$94.24
Price Target
N/A
Dividend
N/A
EV/EBITDA
155.73
P/E
1.5K
EV/Sales
13.39
Sector
Electrical Equipment
Category
growth
Columbia Seligman Global Technology Fund Portfolio Holding: Bloom Energy Corporation
BE (holding update): Solid-oxide fuel cells for AI data centers facing electricity shortages. Natural gas-powered, quick 90-day ramp vs traditional energy backlogs. Trump tax credits achieve cost parity with wind. Oracle partnership for OCI data centers validates thesis on rapid deployment advantage.
Read full article (1 min)