Added to YB: 2026-05-06
Pitch date: 2026-05-01
BE [neutral]
Bloom Energy Corporation
-2.98%
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
$82.6B
Pitch Price
$297.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
398.10
P/E
12.2K
EV/Sales
33.94
Sector
Electrical Equipment
Category
growth
Portfolio Review (Apr ‘26) - Bloom Energy Corporation
BE (holding update): Fuel cells for data centers provide clean, standalone power w/ faster activation vs traditional sources. Solves grid-independent power issue as consumers push back on data centers siphoning energy from communities. Up ~75% since buy, but position too small to materially impact returns.
Read full article (1 min)