Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp - Ordinary Shares - Class A

BE

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Market Cap$60.62B
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P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Bloom Energy Corp - Ordinary Shares - Class ABloom Energy Corp - Ordinary Shares - Class A246.2-15%20.61.9

Earnings Call Q2 2026

July 28, 2026 - AI Summary

Blowout quarter + demand translating into real revenue (surprising strength) - Revenue $1.065B, +166% YoY and +42% sequentially; first time exceeding $1B in a single quarter. - Product revenue $935M (~90% of total), +215% YoY and +43% sequentially. - Gross margin 34.3% (+604 bps YoY) driven by mix + margin expansion. - Adjusted EBITDA $253M (~24% of revenue); operating income $240M and operating margin 22.5% (material leverage with scalability).
Profitability + operating leverage (good) - Non-GAAP diluted EPS $0.78 vs GAAP $0.62. - Key structural lever: revenue up 166% while operating expenses grew only 48%, implying overhead scales slower than deliveries. - Service business strengthening: services gross margin 22%, with management saying fleet/maintenance timing implies quarter-to-quarter variability but underlying service margin has reached a 20%+ long-term level.
Upgraded full-year outlook (clear forecast change) - Revenue raised to $3.9B–$4.2B (midpoint implies ~100% growth vs 2025). - Non-GAAP gross margin outlook held ~34%. - Non-GAAP operating income raised to $800M–$900M (midpoint operating margin ~21%). - Non-GAAP diluted EPS raised to $2.55–$2.85. - Guidance framework: “bottoms up” from backlog conversion + in-year bookings, with manufacturing reserved for “time-to-power” customers who need power within months.

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$260.34

Target Price by Analysts

26.5% upsideBloom Energy Target Price DetailsTarget Price
$-13.60

Current Fair Value

106.6% downside

Overvalued by 106.6% based on the discounted cash flow analysis.

Share Statistics

Market cap$60.62 Billion
Enterprise Value$61.09 Billion
Dividend Yield$- (-)
Earnings per Share$-0.37
Beta3.74
Outstanding Shares287,288,000

Return

Return on Equity15.19%ROE
Return on Assets4.35%
Return on Invested Capital6.35%

Valuation & Multiples

P/E Ratio246.24P/E Ratio
PEG-43.93PEG
Price to Sales20.58Price to Sales
Price to Book Ratio41.16Price to Book Ratio
Enterprise Value to Revenue19.62
Enterprise Value to EBIT213.44
Enterprise Value to Net Income249
Total Debt to Enterprise0.05
Debt to Equity1.95Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

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

Next Earnings Call

Expected Date
October 27, 2026
EPS Estimate
$0.66
Average shareholder expectation
Revenue Estimate
$1.04 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.8882▼ 16.15%
Total Calls164,590▼ 99.33%
Total Puts146,190▼ 99.43%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %3.37%▼ 82.70%
Total Invested$2.84B▼ 91.26%
Investors Holding479▼ 583.00%

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.