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Bloom Energy Corporation designs and manufactures solid oxide fuel cells for on-site power generation, supporting energy needs for AI data centers.

Snapshot
Country USA USA
ExchangeNasdaq
AI Layer energy
Category 1.60 Fuel Cells and Long-Duration Energy Storage
Sentiment 48.0%
USD Mkt Cap81.22B
USD Revenue3.11B
USD Net Income244.94M
P/E358.12
fwd P/E56.05
PEG0.61
Price 3M+5.9%
Price 6M+78.0%
Price 1Y+308.8%
Price 2Y+2596.0%
USD Share Price274.99
Price History
Price & Size
Price 275.75 USD
Market Cap 81.22B USD
Shares Outstanding 294.53M
Shares Float 289.30M
52w Low 61.37 USD
52w High 351.28 USD
Avg Volume 15.20M
Valuation
P/E (trailing) 358.1x
P/E (forward) 56.0x
P/B 50.18x
Enterprise Value 81.34B USD
Book Value / Share 5.50 USD
PEG Ratio 0.61x
P/S 26.09x
EV / Revenue 26.13x
EV / EBITDA 194.38x
Income
Revenue 3.11B USD
Revenue / Share 11.66 USD
EBITDA 418.48M USD
Net Income 244.94M USD
EPS (trailing) 0.77 USD
EPS (forward) 4.92 USD
Margins & Profitability
Gross Margin 31.6%
Operating Margin 17.1%
Profit Margin 7.9%
EBITDA Margin 13.4%
Return on Equity 22.2%
Return on Assets 5.6%
Growth
Revenue Growth 165.5%
Cash & Debt
Total Cash 2.72B USD
Total Debt 2.82B USD
Free Cash Flow 531.64M USD
Operating Cash Flow 737.78M USD
Debt / Equity 1.72x
Current Ratio 4.09x
Quick Ratio 3.21x
Dividend
Payout Ratio 0.0%
Risk
Beta 3.81
Analyst Consensus
Target (Mean) 276.05 USD
Target (Median) 288.50 USD
Target (High) 390.00 USD
Target (Low) 97.00 USD
Recommendation buy
# Analysts 26
Identifiers
ISINUS0937121079
CUSIP093712107
FIGIBBG00J5WFXN7
SEDOLB3RWLF3
Sentiment 48.0%
Positive drivers

Bloom Energy saw increased interest in its solid oxide fuel cell technology for powering AI data centers amid rising energy demands. Partnerships with tech firms exploring alternative power solutions provided some positive momentum. Recent announcements on efficiency improvements in hydrogen-based systems helped offset broader market concerns.

Neutral / mixed

The stock traded in a narrow range reflecting uncertainty around federal energy policy changes expected post-2026 elections. Quarterly results showed stable but not accelerating revenue growth in the core commercial segment. Analysts maintained hold ratings with price targets clustered around current levels.

Negative drivers

Supply chain delays for key components impacted delivery timelines and raised cost concerns. Competition from cheaper battery storage alternatives pressured margins in utility-scale projects. Broader selloff in clean energy names due to rising interest rates weighed on sentiment throughout the period.

Bottom line

Sentiment remains slightly negative with mixed signals from AI energy tailwinds offset by execution risks and sector headwinds. Overall outlook is cautious pending clearer policy and earnings visibility.