Reading the tape
NYSE: BE
Bloom Energy Corporation
Industrials · Electrical Equipment & Parts
Market Cap
$69.84B
52w High
$296.50
52w Low
$16.05
P/E
13,568.47
Volume
9.46M
Outstanding Shares
240.41M
Price vs Fundamentals
Why The Stock Is Moving
Optimism is getting priced inModerate confidence
1Y Price: 1,628.26%Revenue (TTM): 56.53%FCF (TTM): 202.96%P/S: 100th pct
What changed
The stock rose 1,628.26% over the last year. Revenue grew 56.53% over the trailing twelve months. Operating margin moved from 6.07% to 8.24%. Free cash flow grew 202.96% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/S range (100th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 8.24% — continued expansion would be needed to justify the premium. Revenue growth of 56.53% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Company profile
Bloom Energy Corporation designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally.
CEOK. R. Sridhar
SectorIndustrials
IndustryElectrical Equipment & Parts
Employees2,127
IPO dateJul 25, 2018
Valuation
Forward P/E—
EV/EBITDA1,068.65
Enterprise value$21.43B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth130.37%
Gross margin31.11%▲5.71%vs FY2024
Operating margin8.24%▲131.41%vs FY2024
ROE-11.51%▼121.42%vs FY2024
Analyst consensus
RatingBuy
Target price$187.56▼35.44%
16
Buy
12
Hold
3
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Jul 30, 2026
Q3 FY26 · EPS est $0.35 · Revenue est $798.31M
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