Added to YB: 2026-09-01
Pitch date: 2026-08-30
BE [bullish]
Bloom Energy Corporation
-1.24%
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
$62.1B
Pitch Price
$208.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
155.87
P/E
237.54
EV/Sales
19.98
Sector
Electrical Equipment
Category
growth
Bloom Energy: The Most Valuable Megawatt Is the One That Arrives on Time
BE: Bloom Energy sells modular onsite power on a radically shorter timetable than grid expansion, monetizing data centers’ premium for certainty of delivery. Q2 2026 revenue rose 165.5% to $1.065bn, while Oracle has contracted 1.2GW and Brookfield offers a project-financing path. The key question is whether fuel cells remain permanent infrastructure after grid connections arrive; customer concentration, substitution and slower AI investment could undermine durability.
Read full article (18 min)