Bloom Energy
BE
$257.02
+1.07%
Bloom Energy designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation, serving the electrical equipment and parts industry. As a pioneer in stationary fuel cell technology, the company differentiates itself through fuel-flexible systems capable of running on natural gas, biogas, and hydrogen to provide 24/7 electricity. The stock is currently at the center of a high-stakes AI-driven power narrative, with a recent $25 billion financing framework expansion with Brookfield signaling massive off-grid data center demand, while skeptics question whether the 1,100%+ one-year rally has already priced in this growth.…
BE
Bloom Energy
$257.02
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 $334.13 and implied upside of +30.0% versus the current price.
Average Target
$334.13
11 analysts
Implied Upside
+30.0%
vs. current price
Analyst Count
11
covering this stock
Price Range
$206 - $334
Analyst target range
Bloom Energy is covered by 11 analysts, with a consensus leaning bullish. The average estimated EPS for the next fiscal year is $13.64, with a low of $10.54 and high of $16.78. The average revenue estimate is $16.05 billion, implying significant growth from the current run rate. Analyst ratings include 2 Overweight, 1 Buy, 3 Neutral/Hold, and 2 Underperform, indicating a mixed but generally positive sentiment. The average target price is not explicitly provided, but based on the forward P/E of 62.13x and EPS estimates, the implied target would be around $847 (62.13 * $13.64), suggesting substantial upside from the current price of $270.89. However, this is a rough calculation and actual targets may vary. The high EPS estimate of $16.78 implies a target of $1,042, while the low estimate of $10.54 implies $655. The wide range reflects high uncertainty. Recent ratings include Jefferies at Underperform, Mizuho at Neutral, and Morgan Stanley at Overweight, showing divergence. The high target assumes continued AI-driven demand acceleration and margin expansion, while the low target prices in execution risks and competition. The spread between high and low estimates is 59%, indicating low conviction among analysts. Insufficient analyst coverage is not an issue here, but the wide range suggests the stock is highly speculative and subject to binary outcomes.
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BE Technical Analysis
Bloom Energy is in a powerful long-term uptrend, with the stock surging 1,100.75% over the past year. As of July 2, 2026, the stock closed at $270.89, which is 77.1% of its 52-week range ($23.75 to $351.28), indicating it remains well above the midpoint but has pulled back from the June high of $345.85. This positioning suggests the stock is in a strong uptrend but may be experiencing a consolidation phase after a parabolic move. The 1-year relative strength versus SPY is an extraordinary +1,081.65%, confirming massive outperformance. Over the last three months, the stock gained 99.73%, and over the last month it declined 10.55%, showing a deceleration in short-term momentum. The 1-month relative strength versus SPY is -9.30%, indicating the stock is underperforming the market in the near term. This divergence between the strong 1-year trend and the recent pullback could signal a temporary correction or profit-taking after the explosive rally, rather than a trend reversal. The 52-week high of $351.28 represents key resistance; a breakout above that level would signal renewed upside momentum. The 52-week low of $23.75 is far below, but recent support may be around the June low of $234.23. The stock's beta of 3.737 indicates it is 273.7% more volatile than the S&P 500, meaning it can experience sharp swings and requires careful position sizing. A breakdown below $234.23 could signal further downside, while a move above $351.28 would likely attract momentum buyers.
Beta
3.74
3.74x market volatility
Max Drawdown
-45.9%
Largest decline past year
52-Week Range
$24-$351
Price range past year
Annual Return
+795.2%
Cumulative gain past year
| Period | BE Return | S&P 500 |
|---|---|---|
| 1m | -1.0% | +2.0% |
| 3m | +54.2% | +10.6% |
| 6m | +91.7% | +8.3% |
| 1y | +795.2% | +20.4% |
| ytd | +160.4% | +10.2% |
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BE Fundamental Analysis
Bloom Energy's revenue trajectory is accelerating sharply. In Q4 2025, revenue reached $777.7 million, up 35.87% year-over-year, compared to $572.4 million in Q4 2024. The full-year revenue trend shows strong growth from $235.3 million in Q1 2024 to $777.7 million in Q4 2025, driven by product revenue of $638.5 million and installation revenue of $68.3 million in the latest quarter. The company turned profitable in Q4 2025, reporting net income of $1.09 million, a dramatic improvement from a net loss of $23.8 million in Q1 2025. Gross margin expanded to 30.85% in Q4 2025 from 27.24% in Q1 2025, though it remains below the 38.32% achieved in Q4 2024. Operating margin improved to 11.26% in Q4 2025, up from -5.82% in Q1 2025, indicating scaling efficiencies. The balance sheet shows a debt-to-equity ratio of 3.89, which is high, but the company generated $398.5 million in free cash flow in Q4 2025, compared to negative free cash flow in prior quarters. Cash at end of period was $2.48 billion, up from $627 million in Q3 2025, largely due to a $1.46 billion debt repayment and $1.47 billion net cash from financing. The current ratio of 5.98 indicates strong liquidity. However, the trailing twelve-month free cash flow of $60.5 million is modest relative to the market cap, and the high debt load remains a risk.
Quarterly Revenue
$777683000.0B
2025-12
Revenue YoY Growth
+35.87%
YoY Comparison
Gross Margin
30.85%
Latest Quarter
Free Cash Flow
$60538000.0B
Last 12 Months
Revenue & Net Income Trends (2 Years)
Revenue Breakdown
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Valuation Analysis: Is BE Overvalued?
Since Bloom Energy reported positive net income of $1.09 million in Q4 2025, the trailing P/E ratio is -234.84 (negative due to prior losses), but the forward P/E is 62.13, which is the primary valuation metric. The forward P/E of 62.13x implies the market expects significant earnings growth, consistent with the recent profitability turnaround. The price-to-sales ratio is 10.32x, and the EV/Sales ratio is 31.66x, both elevated. Compared to the electrical equipment industry, where average P/S ratios are typically around 2-4x, Bloom Energy trades at a substantial premium. The P/S of 10.32x is roughly 3-5x the industry average, reflecting the market's pricing of high growth and AI-related demand. The PEG ratio is -1.27, which is not meaningful due to negative earnings growth expectations. Historically, Bloom Energy's trailing P/E has ranged from negative to as high as 5,249.52 in Q4 2025. The current forward P/E of 62.13x is near the lower end of its historical P/E band when profitable, suggesting that while the stock is expensive on an absolute basis, it is not at extreme historical levels relative to its own earnings power. The PB ratio of 27.18x is also elevated, but the company's asset-light model and high growth justify some premium.
PE
-234.8x
Latest Quarter
vs. Historical
Low-End
5-Year PE Range -215x~5250x
vs. Industry Avg
N/A
Industry PE ~N/A*
EV/EBITDA
1068.6x
Enterprise Value Multiple
