Added to YB: 2026-07-31
Pitch date: 2026-07-29
BE [neutral]
Bloom Energy Corporation
+38.01%
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
$62.9B
Pitch Price
$186.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
157.98
P/E
240.76
EV/Sales
20.25
Sector
Electrical Equipment
Category
growth
Bloom Energy Corp Earnings Update: A quick look
BE (earnings): Q2 FY26 record rev $1.065B (+165.5% YoY), product rev $935.4M (+215.4%). GAAP gross margin 33.4% (+668bps), op income $182.2M vs -$3.5M loss. EPS $0.62 vs -$0.18. Raised FY26 guide: rev $3.9-4.2B (100% growth), non-GAAP EPS $2.55-2.85. All major US hyperscalers validated Bloom as AI onsite power standard. Premium multiple.
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