Added to YB: 2026-04-21
Pitch date: 2026-04-19
BE [bullish]
Bloom Energy Corporation
+5.01%
current return
Author Info
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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
$58.3B
Pitch Price
$207.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
442.48
P/E
-565.05
EV/Sales
29.09
Sector
Electrical Equipment
Category
growth
Bloom Energy - $BE
BE: Distributed energy tech w/ SOFC fuel cells for AI datacentres & green hydrogen electrolyzers. 1.4GW deployed, ~$20B backlog (6x revenue). AI driving exponential power demand; utilities can't build fast enough. Oracle extended deal to 2.8GW. Rev CAGR 28%, 2 yrs positive op profit, FCF $220M in 2025. Refinanced w/ $2.5B 0% converts due 2030. FY28 FCF est $1.1B vs $60B mcap (45x). Expensive but high growth; 1% position.
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