Professional
Added to YB: 2026-08-07
Pitch date: 2026-08-05
BE [bearish]
Bloom Energy Corporation
-2.67%
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
$69.0B
Pitch Price
$223.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
173.26
P/E
264.09
EV/Sales
22.21
Sector
Electrical Equipment
Category
N/A
Bloom Energy, Inc. (BE — NYSE) - These Are Not the Numbers You're Looking For—Bloom Energy's Scandium Non-Answer Meets Atoms, Mines & Time
BE (short): Short thesis strengthened post-Q2. Bloom refuses to disclose scandium supply numbers, calling them 'proprietary.' At 30t/GW floor, 5GW build needs ~150t/yr vs <20t Western supply (~80% from China). China export licensing tightens Nov 10, 2026. New mines take 3-4yrs; no offtake signed. Securities fraud suit filed over 'not dependent on China' claims. Post-earnings rally seen as technical unwind, not fundamentals.
Read full article (21 min)