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) | $2.45B |
| Gross Profit (TTM) | $736.91M |
| EBITDA | $231.59M |
| Operating Margin | 9.61% |
| Return on Equity | 1.29% |
| Return on Assets | 3.09% |
| Revenue/Share (TTM) | $9.67 |
| Book Value | $3.24 |
| Price-to-Book | 58.09 |
| Price-to-Sales (TTM) | 19.38 |
| EV/Revenue | 22.04 |
| EV/EBITDA | 479.20 |
| Quarterly Earnings Growth (YoY) | -98.80% |
| Quarterly Revenue Growth (YoY) | 130.40% |
| Shares Outstanding | $284.44M |
| Float | $279.00M |
| % Insiders | 5.83% |
| % Institutions | 88.05% |
Volatility is currently expanding
BE's second-quarter earnings and revenues rise on product growth and onsite power demand, prompting higher 2026 revenue, profit and EPS guidance.
Among the numerous bottlenecks plaguing the AI industry, power is the single factor that can undermine the entire ecosystem. Build all the datacenters you want; if there is no power to run them, they are just expensive warehouses filled with unusable gear.
I reiterate Bloom Energy as a Strong Buy with a revised $286 price target, representing a 72% upside potential. Management raised its 2026 revenue guidance midpoint from $3.6 billion to $4.05 billion and its non-GAAP EPS midpoint from $2.05 to $2.70. I am reducing my price target from $535 to $286 because I am applying a more conservative 50x FWD EV/EBITDA multiple.
Bloom Energy highlights rising AI power demand, expanded financing partnerships and operating leverage as it raises its 2026 outlook on growth.
BE, TLN and MNTK are well positioned to benefit from the long-term growth of renewable energy, supported by expanding wind power, rising EV adoption and improving clean energy demand.
Shares of Bloom Energy (NYSE:BE) advanced 11% to $185.85 in early Wednesday trading after the fuel cell maker delivered a blowout Q2 2026 earnings beat and raised full-year guidance.
Bloom Energy Corp. shares climbed more than 10% in premarket trading. The company reported stronger-than-expected second-quarter results.
Bloom Energy shares soared post-earnings thanks to record quarterly results stemming from huge power demand, with the company also raising its guidance in a big way.
Bloom Energy NYSE: BE reported record second-quarter results for 2026, surpassing $1 billion in quarterly revenue for the first time as data-center deployments accelerated and profitability expanded. The company raised its full-year revenue and operating-income outlook, citing backlog conversion, in-year bookings and demand for on-site power from AI infrastructure customers.
Fuel-cell maker also raises its 2026 guidance for the second straight time
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