Lumida
/BE
⌘K
Bloom Energy Corp

Bloom Energy Corp

BE
$275.75USD↑+6.68%+17.26 today

MARKET CAP

81.2B

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$266 – $277

52W RANGE

$61
$351

AI Summary

Stalk
StalkMedium

BE remains in a Stage 2 advancing phase within a broader uptrend, but a decisive support failure has driven price below key EMAs. Medium-term bias stays bullish under Stage 2 context, yet short-term conditions are unfavorable as price trades below the 9/21/50 EMAs. We prefer to stalk for shallow pullbacks into the EMAs or the former horizontal support zone for continuation participation under the High Momentum framework.

  • ↑Q1’26 revenue $751M, +130% YoY; 2026 guided $3.4–3.8B.
  • ↑Product backlog +140% YoY to ~$6B, indicating strong repeat orders.
  • ↓Facing class-action lawsuit over scandium supply disclosures.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Bloom Energy Corporation (NYSE: BE) is a leading innovator in the clean energy sector, specializing in advanced fuel cell technology designed for on-site power generation. The company positions itself at the forefront of the surge in demand for clean, reliable energy solutions, particularly in connection with AI-driven data infrastructure and digital transformation. With strategic partnerships and a focus on rapid deployment capabilities, Bloom Energy aims to play a critical role in meeting the energy needs of commercial and industrial customers, especially in the fast-evolving AI and data center markets.

Bull says

  • ↑Q1’26 revenue $751M, +130% YoY; 2026 guided $3.4–3.8B.
  • ↑Product backlog +140% YoY to ~$6B, indicating strong repeat orders.
  • ↑Gross margin expanded to 34.3% with operating income of $240M.
  • ↑$25B Brookfield partnership bolsters AI infrastructure positioning.
  • ↑800V DC fuel cell tech creates a scalable competitive moat.
  • ↑Strong momentum factors and positive earnings revisions suggest further upside.

Bear says

  • ↓Facing class-action lawsuit over scandium supply disclosures.
  • ↓Negative earnings yield and low quality scores imply overvaluation.
  • ↓High share volatility score deters risk-averse investors.
  • ↓Revenue reliance on AI sector exposes vulnerability to tech downturn.
  • ↓Competition intensifies from legacy utilities and clean-energy entrants.
  • ↓Potential supply chain constraints may slow capacity expansion.

Investment themes with BE

Clean Energy↓ -1.64%

Renewable energy sources and technologies

BE · NXT · FSLR

Earnings Call · Q2 2025 · Mgmt. Guidance

Updated 08-14-2026bullish

Transcript signals

Bull points

  • selection of our fuel cell energy service by Oracle to power their cloud computing is another proof point for how well our technology is suited for on-site, highly reliable, and variable load-following power.
  • This quarter, revenue for the quarter was $401 million, up 19.5% year-over-year. Gross margin was 28.2%, 650 basis points higher than the 21.8% gross margin in Q2 of 2024, attributable to mixed and level-loaded manufacturing.
  • Our operating income was $28.6 million versus $3.2 million loss in Q2 last year. Adjusted EBITDA was $41.2 million versus $10.2 million in Q2 of 2024, while EPS was a positive 10 cents versus a loss of 6 cents a year ago.
Read full transcript analysis ›