Bloom Energy Corporation
BE
NYSE·Industrials·Electrical Equipment & Parts·Mkt cap $74.5B
$252.87
▲ +7.35%
P/E
309.97
Mkt Cap
$74.5B
52-Wk Range
$52.00–$351.28
52-Week Range
$52.00 - $351.28
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 373.2% over the trailing year
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 3.8). Expect 3x market swings. Position size accordingly.
- Growth premium of 4.6x vs sector peers. Significant premium - requires sustained high growth to justify.
Growth
Strong growth ahead
Corporate sustainability initiatives
Value
Growth premium of 4.6x vs sector peers. Significant premium - requires sustained high growth to justify.
Momentum
Stable
-0.3% over 3m
Quality
Stable
High-growth business (91% revenue growth, 31% gross margin). Profitable with strong growth momentum.
Dividend
None
No dividend
Smart-money signal
Who's buying BE right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 27, 2026
JUL 28, 2026
Reported EPS of $0.78 vs $0.39 consensus (+100.0% surprise). Revenue of $1.1B vs $826.1M expected (+29.0%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+100.0%
Revenue trend · last 8Q
—
+60%
+39%
+20%
+57%
+36%
+130%
+166%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$330.4M
$572.4M
$326.0M
$401.2M
$519.0M
$777.7M
$751.1M
$1.1B
Margins · last 8Q
Gross
33.4%
Operating
17.1%
Profit
18.4%
Wall Street consensus
17 analysts · 41% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
41%
Hold
53%
Sell
6%
Median Price Target
—
Latest: Bernstein · Aug 27, 2026
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.
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