Added to YB: 2026-08-03
Pitch date: 2026-07-30
BE [bullish]
Bloom Energy Corporation
-10.82%
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
$60.6B
Pitch Price
$230.78
Price Target
N/A
Dividend
N/A
EV/EBITDA
152.21
P/E
231.95
EV/Sales
19.51
Sector
Electrical Equipment
Category
growth
Bloom Energy Q2 2026 earnings
BE (added to position): Record $1B rev quarter, product rev +215% YoY, FY guide raised to 2x rev. Non-GAAP op income/EBITDA/EPS up ~10x on structural op leverage (rev +166% vs opex +48%). Service margin swung to +22% from -21%. AI data center 'time to power' moat, all US hyperscalers validated, no viable competitor. $2.6B new financing partners. Scandium supply secured, not China-dependent. Now author's 2nd largest position after AMD.
Read full article (6 min)