Bloom Energy Corporation designs, manufactures and sells solid oxide fuel cell systems for on-site power generation in the United States, Japan, China, India, and the Republic of Korea. The company is headquartered in San Jose, California.
| Revenue (TTM) | $3.11B |
| Gross Profit (TTM) | $985.36M |
| EBITDA | $418.48M |
| Operating Margin | 17.10% |
| Return on Equity | 22.20% |
| Return on Assets | 5.60% |
| Revenue/Share (TTM) | $11.66 |
| Book Value | $5.50 |
| Price-to-Book | 50.28 |
| Price-to-Sales (TTM) | 26.54 |
| EV/Revenue | 26.07 |
| EV/EBITDA | 232.00 |
| Quarterly Earnings Growth (YoY) | -98.80% |
| Quarterly Revenue Growth (YoY) | 165.50% |
| Shares Outstanding | $294.53M |
| Float | $289.30M |
| % Insiders | 5.54% |
| % Institutions | 86.34% |
Volatility is currently expanding
Bloom Energy shares have already surged over 200% this year, yet Wall Street's consensus target barely budges. A closer look at the numbers reveals why one specific price could still be achievable by 2027.
Bloom Energy has grown immensely from sales of its energy servers to companies involved in building AI infrastructure. The company had an outstanding second quarter, but almost three-quarters of its revenue growth was driven by one customer.
Bloom made $196 million in the second quarter of 2026, after losing around $43 million a year before. A $37.4 million tariff refund, most of it still owed to Bloom as of June 30, boosted the quarter's gross margin.
A raised analyst price target wasn't enough to support Bloom Energy (NYSE:BE) stock, and the selling has spread across fuel cell and hydrogen names. BE stock is at $269.16, down 8% this afternoon.
Bloom Energy (BE) closed at $286.66 in the latest trading session, marking a -3.08% move from the prior day.
BE's bullish momentum, surging earnings outlook and AI power opportunity are offset by high debt and a premium valuation.
The finance handoff at FuelCell Energy (NASDAQ:FCEL) drew a rougher verdict. It is drawing a far rougher market verdict than the rest of the fuel cell group, even with a reaffirmed profit target attached.
The proliferation of AI requires an increasing source of power.
Fit Energy's plan to power a Pennsylvania data center with fuel cells has sent FuelCell Energy (NASDAQ:FCEL) stock sharply higher, while the rest of the fuel cell group is responding far more quietly. FuelCell Energy stock is at $20.
Bloom's own model says its fuel cells cut $3.6 billion, or 27%, off a 1-gigawatt AI data center's non-chip construction costs. Nvidia plans to move its next-generation data center racks to 800-volt DC power starting in 2027.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on BE and any ticker you trade — then tracks every position and per-strategy win rate.
