Bloom Energy
BE
$232.16
+0.97%
Bloom Energy Corporation designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation, primarily serving commercial and industrial customers in the United States and internationally. As a pioneer in fuel-flexible energy servers that can run on natural gas, biogas, and hydrogen, Bloom Energy has carved out a distinct niche in the electrical equipment and parts industry, positioning itself as a critical enabler of 24/7 clean power for data centers and other high-demand applications. The current investor narrative centers on the company's explosive growth fueled by AI data center power needs, with the stock up over 400% in the past year, yet tempered by concerns about extreme volatility, supply chain allegations, and a valuation that leaves little room for error. Recent headlines highlight both the promise of doubling revenue by 2029 and the risks of a 38% drawdown from its high, making Bloom Energy a high-risk, high-reward play in the AI infrastructure boom.…
BE
Bloom Energy
$232.16
Related headlines
BE 12-Month Price Forecast
Wall Street consensus
Most Wall Street analysts maintain a constructive view on Bloom Energy's 12-month outlook, with a consensus price target around $275.08 and implied upside of +18.5% versus the current price.
Average Target
$275.08
0 analysts
Implied Upside
+18.5%
vs. current price
Analyst Count
—
covering this stock
Price Range
$97 - $390
Analyst target range
The target price range spans from a low of $97.00 to a high of $390.00, with the average at $273.51, implying a wide spread of 302% between the low and high, which signals significant uncertainty about the company's future prospects. The high target of $390.00 assumes continued explosive growth in AI data center demand and successful execution on expanding production capacity, while the low target of $97.00 prices in potential margin compression, competitive losses, or a slowdown in order momentum. Recent institutional ratings show no major upgrades or downgrades, with firms maintaining their existing stances, such as Truist holding at 'Hold' and Baird at 'Outperform', indicating a stable but cautious sentiment. The wide target range reflects the high volatility and risk associated with Bloom Energy, making it a stock with potentially high rewards but also substantial downside risk.
BE Technical Analysis
Bloom Energy's price trend over the past year has been a spectacular uptrend, with the stock surging 409.7% over the past year, far outpacing the S&P 500's 20.4% gain. The current price of $229.94 sits at 61.4% of its 52-week range (between $40.56 low and $351.28 high), indicating that while the stock has pulled back significantly from its peak, it remains well above its lows, reflecting a strong long-term uptrend with a recent correction. The 52-week low of $40.56 and high of $351.28 frame a massive trading range, and the current position suggests the stock is in a consolidation phase after a parabolic run, with the price still 34.5% below the high but 467% above the low.
Beta
3.83
3.83x market volatility
Max Drawdown
-52.6%
Largest decline past year
52-Week Range
$41-$351
Price range past year
Annual Return
+412.7%
Cumulative gain past year
| Period | BE Return | S&P 500 |
|---|---|---|
| 1m | +8.0% | +4.0% |
| 3m | -11.2% | +5.3% |
| 6m | +47.6% | +12.6% |
| 1y | +412.7% | +20.1% |
| ytd | +135.2% | +13.3% |
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BE Fundamental Analysis
Bloom Energy's revenue trajectory has been nothing short of explosive, with the most recent quarter (Q1 2026) reporting revenue of $751.1 million, a 130.4% year-over-year growth rate, up from $326.0 million in Q1 2025. This acceleration is dramatic, as revenue grew sequentially from $401.2 million in Q2 2025 to $519.0 million in Q3 2025, $777.7 million in Q4 2025, and then to $751.1 million in Q1 2026, showing a consistent upward trend with a slight dip in Q1 2026 but still at a very high level. The growth is driven by product sales, which contributed $653.3 million in the quarter, while service revenue added $61.9 million and installation contributed $35.1 million, indicating that the core product business is the primary growth engine, likely fueled by AI data center demand.
Quarterly Revenue
$751054000.0B
2026-03
Revenue YoY Growth
+130.4%
YoY Comparison
Gross Margin
30.0%
Latest Quarter
Free Cash Flow
$232998000.0B
Last 12 Months
Revenue & Net Income Trends (2 Years)
Revenue Breakdown
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Valuation Analysis: Is BE Overvalued?
Given that Bloom Energy's trailing twelve-month net income is negative (EPS of -$0.0042), the primary valuation metric selected is the price-to-sales (PS) ratio, which is more appropriate for companies with negative earnings. The trailing PS ratio stands at 10.32x, while the forward PE ratio is 47.07x, implying that the market expects significant earnings growth in the coming year, as the forward PE is based on estimated EPS of $12.88, which would represent a massive turnaround from current losses. The gap between the trailing PS of 10.32x and the forward PE of 47.07x suggests that investors are pricing in a dramatic improvement in profitability, which is consistent with the company's recent quarterly net income of $70.7 million in Q1 2026, but also highlights the high expectations embedded in the stock price.
PE
-234.8x
Latest Quarter
vs. Historical
Low-End
5-Year PE Range 12x~184x
vs. Industry Avg
N/A
Industry PE ~N/A*
EV/EBITDA
1068.6x
Enterprise Value Multiple