Professional
Added to YB: 2026-07-10
Pitch date: 2026-07-09
BE [bearish]
Bloom Energy Corporation
+19.81%
current return
Author Info
Hunterbrook Media publishes investigative and global reporting with no ads or paywalls. Their mission is to bring visibility to under-covered regions and accountability to under-scrutinized sectors. Sign up for the newsletter.
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
$67.7B
Pitch Price
$251.21
Price Target
N/A
Dividend
N/A
EV/EBITDA
170.02
P/E
259.14
EV/Sales
21.79
Sector
Electrical Equipment
Category
N/A
Bloom's Big Lie
BE (short): Hunterbrook alleges Bloom, up 2,000% in 2yrs to ~$100B peak on AI data-center fuel cells, secretly relies on Chinese scandium via 4 routes despite CEO's repeated 'no China' claims—Beijing holds an export off-switch. Scandium math breaks 5GW ramp (needs ~220t vs ~240t global supply). 74% of Q4 rev from Brookfield JVs it part-owns; $20B backlog vs $492.6M RPO (40x gap); Oracle/AEP flagship projects delayed to 2029-30; 4 CFOs since 2024.
Read full article (45 min)