Bloom Energy Corporation (BE) AI Stock Analysis

Bloom Energy Corporation specializes in designing, manufacturing, selling, and installing solid-oxide fuel cell systems for decentralized power generation across the United States and globally. Founded in 2001 and headquartered in San Jose, California, the company produces its flagship product, the Bloom Energy Server. This platform converts fuels including natural gas, biogas, hydrogen, or fuel blends into electricity through an electrochemical process without combustion. Its systems serve critical infrastructure applications across data centers, hospitals, healthcare manufacturing facilities, biotechnology labs, grocery stores, banks, and telecommunications facilities requiring continuous and reliable power.

Between FY2021 and FY2025, revenue expanded from $972.2M to $2.02B, reflecting a 5-year revenue CAGR of 20.6% from FY2020 to FY2025. Gross margin improved from 20.1% in FY2021 to 29.0% in FY2025, while operating margin rose from -12.0% to 3.6%. Net income improved from -$164.4M in FY2021 to -$88.4M in FY2025, and EPS increased from -$0.55 to $0.73. Over the trailing twelve months, revenue reached $3.11B with a net profit margin of 7.9%. In the latest quarter ended June 30, 2026, quarterly revenue increased 165.5% year-over-year, while quarterly earnings fell 98.8%.

As of June 30, 2026, Bloom Energy held $2.72B in cash and short-term investments against total debt of $2.81B, leaving net debt at $94.8M. The company reported a current ratio of 4.09, shareholders' equity of $1.61B, and total assets of $5.63B, with a debt-to-equity ratio of 1.74. Operating cash flow reached $113.9M in FY2025, generating $57.2M in free cash flow. Capital expenditures were $56.8M, share issuance totaled $59.1M, and dividends paid were $947,000.

Bloom Energy trades at a trailing P/E of 291.2x and a forward P/E of 57.1x, above the median of its S&P 500 Industrials peers at 28.4x and 20.1x. Its price-to-sales multiple is 20.9x versus the peer median of 3.1x, while its EV-to-EBITDA multiple stands at 232.0x compared to the peer median of 17.2x. Over the past year, the stock returned 92.3%, outpacing the S&P 500 return of 16.8%. Over five years, the stock gained 947.4% versus 83.0% for the S&P 500.

Consensus ratings include 10 Strong Buy, 5 Buy, 12 Hold, 1 Sell, and 1 Strong Sell. The mean price target of $285.43 stands 29.0% above the last close of $221.31. For the current fiscal year ending December 31, 2026, analysts expect revenue of $4.12B and EPS of $2.71, representing projected EPS growth of 256.3%. Bloom Energy beat EPS estimates in each of the last 4 quarters, with the next earnings date set for October 22, 2026.

This page is an AI-written research summary of Bloom Energy Corporation (BE). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: BE income statement, BE balance sheet, BE key metrics, BE analyst forecast, BE chart. See the BE stock overview for the latest quote and news.