Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp - Ordinary Shares - Class A

BE

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Market Cap$81.07B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Bloom Energy Corp - Ordinary Shares - Class ABloom Energy Corp - Ordinary Shares - Class A13310.7-1%35.93.2

Earnings Call Q1 2026

April 28, 2026 - AI Summary

Record Financial Performance: Bloom Energy reported a record first quarter with revenue of $751.1 million, reflecting a 13.4% year-over-year growth. This marked the first quarter with greater than 100% year-over-year growth in the company's public history, demonstrating strong demand for their clean, on-site power solutions.
Increased Guidance for 2026: The company raised its full-year revenue guidance from a range of $3.1 billion to $3.3 billion to now $3.4 billion to $3.8 billion, indicating a growth rate between 60% to 80% year-over-year. Gross margin expectations were also increased from 32% to 34%, signaling improved profitability alongside revenue growth.
Strategic Partnerships: A significant partnership was established with Oracle for the Project Jupiter AI factory, where Bloom Energy Servers will be the exclusive power source. This project, with an output potential of 2.45 gigawatts, indicates a shift away from traditional gas turbines and underscores Bloom’s positioning as a clean energy provider.

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$197.64

Target Price by Analysts

31.2% downsideBloom Energy Target Price DetailsTarget Price
$-13.35

Current Fair Value

104.6% downside

Overvalued by 104.6% based on the discounted cash flow analysis.

Share Statistics

Market cap$81.07 Billion
Enterprise Value$81.54 Billion
Dividend Yield$- (-)
Earnings per Share$-0.37
Beta3.83
Outstanding Shares281,719,000

Return

Return on Equity0.65%ROE
Return on Assets0.13%
Return on Invested Capital1.89%

Valuation & Multiples

P/E Ratio13310.66P/E Ratio
PEG-3355.46PEG
Price to Sales35.92Price to Sales
Price to Book Ratio95.77Price to Book Ratio
Enterprise Value to Revenue33.3
Enterprise Value to EBIT1109.75
Enterprise Value to Net Income13518
Total Debt to Enterprise0.04
Debt to Equity3.22Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 6, 2026
EPS Estimate
$0.13
Average shareholder expectation
Revenue Estimate
$531.29 M
Average shareholder expectation

Next Earnings Call

Expected Date
July 30, 2026
EPS Estimate
$0.35
Average shareholder expectation
Revenue Estimate
$808.52 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.0497 14.06%
Total Calls24,589,008 9.71%
Total Puts25,811,083 3.26%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %101.41% 2.22%
Total Invested$32.52B 60.41%
Investors Holding1,056 186.00%

ESG Score

No data

About Bloom Energy Corp

CEO: KR Sridhar

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical analysis for all tax legislation, directly influencing the specific tax policies that significantly impact Bloom Energy's financial performance and investment strategy.

Finance

This committee controls tax policy (corporate rates, R&D credits) and trade policy (tariffs), which directly impact Bloom Energy's profitability, cost of goods, and capital investment decisions.

Appropriations

This committee directly allocates federal discretionary spending. Its decisions on funding for clean energy initiatives, government contracts, and infrastructure projects could significantly impact Bloom Energy's revenue streams.

Energy and Natural Resources

This committee directly shapes national energy policy and oversees the Department of Energy, which are critical drivers for the market and regulatory environment of Bloom Energy's generation technologies.

Environment and Public Works

Bloom Energy's products (generators, fuel cells) are directly impacted by environmental regulations, clean energy standards set by the EPA, and demand from federal infrastructure projects, all under this committee's purview.