Added to YB: 2026-01-29
Pitch date: 2026-01-27
BE [bullish]
Bloom Energy Corporation
-12.34%
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
$33.5B
Pitch Price
$154.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
256.21
P/E
-324.88
EV/Sales
16.85
Sector
Electrical Equipment
Category
growth
ICYMI: Bloom Energy odds and ends
BE: Deep tech investor holds long position with low basis after years of following SOFC pioneer. Values at $40-60 range (vs current ~$30s) using GE Vernova comps on 1GW 2026 capacity. Cost curve shows 49% COGS/kW drop since 2020; targeting $1.5K/kW vs CCGT $1.3K. GE 3-5yrs behind, limited real competition. AI datacenter power demand catalyst.
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