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BE

Bloom Energy Corporation

BE

NYSE·Industrials·Electrical Equipment & Parts·Mkt cap $82.3B

$270.89

-6.43%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$22.81 - $351.28

P/E

Fwd P/E

241.88

Beta

3.75

Div Yield

0.00%

Avg Vol

11.6M

Shares Out

240.4M

Mkt Cap

$82.3B

Price action

Price chart

Up 1183.2% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Proprietary fuel cell technology
  • Versatile fuel compatibility
  • Reduced carbon emissions
  • Scalable energy platform

Bear Case

2 risks

  • Very high volatility (beta 3.7). Expect 3x market swings. Position size accordingly.
  • Growth premium of 12.4x vs sector peers. Significant premium - requires sustained high growth to justify.

Growth

Turning profitable

Corporate sustainability initiatives

Value

Growth premium of 12.4x vs sector peers. Significant premium - requires sustained high growth to justify.

Momentum

Hot

+113.5% over 3m

Quality

Stable

Emerging growth company (57% revenue growth). Early stage with higher risk.

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Jul 30, 2026

Q2 26 RECAP

APR 28, 2026

Reported EPS of $0.44 vs $0.12 consensus (+255.1% surprise). Revenue of $751.1M vs $539.9M expected (+39.1%). Beat on both top and bottom lines.

EPS beat +255.1%
Rev beat +39.1%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+255.1%

Next: Jul 30, 2026

Revenue trend · last 8Q

+60%

+39%

+20%

+57%

+36%

+130%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$335.8M

$330.4M

$572.4M

$326.0M

$401.2M

$519.0M

$777.7M

$751.1M

Margins · last 8Q

Gross

30.0%

Operating

9.6%

Profit

9.4%

Wall Street consensus

17 analysts · 47% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

8

47%

Hold

9

53%

Sell

0%

Median Price Target

$254.00

-6.2% vs $270.89

Low $155.00
Median $254.00
High $324.00

Latest: Evercore · Jul 1, 2026

9 analysts covering

vs Industry

How BE stacks vs Electrical Equipment & Parts

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.