NYSE · BE
Bloom Energy Corporation
Industrials · Electrical Equipment & Parts
$289.15▲ 4.17% ($11.57)at close
After hours$287.22▼ 0.67%7:59 PM ET
Market cap
$85.16B
P/E
381.69
EPS (TTM)
$0.76
Next earnings
Oct 27, 2026
Valuation
Revenue & margin DCF
Verdict: expensive. Price above all scenarios.
The price needs 79.5% revenue growth a year for 10 years. Our scenarios assume 14.1–24.4%.
That's 4.0× its past 4-year pace.
Value per share
Base case
$11.71
Price used $289.15 is 24.7× this
USD · TTM ending Jun 30, 2026 · Price Oct 2, 8:00 PM UTC
Revenue each value needs
Revenue today $3.1B. The price needs $1.1T by 2036. Base case: $18.7B. At its recent pace: $19.5B. Bear to Bull: $11.6B to $27.7B.
Revenue today $3.1B. The price needs $1.1T by 2036. Base case: $18.7B. At its recent pace: $19.5B. Bear to Bull: $11.6B to $27.7B.
Revenue in 2036
today $3.1B
+$1.1Tmore than the Base case · 57.9×
Value per share · Base case
$11.71
Price $289.15
24.7× this
- 10-yr revenue CAGR
- 19.6%
- Ending operating margin
- 14.2%
- Discount rate
- 18.6%
USD · TTM ending Jun 30, 2026 · Price Oct 2, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 228.58% over the last year. Revenue grew 90.98% over the trailing twelve months. Operating margin moved from 7.06% to 11.24%. Free cash flow grew 1,325.57% 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 (97th 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 11.24% — continued expansion would be needed to justify the premium. Revenue growth of 90.98% 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.
Return analysis
Company profile
Bloom Energy Corporation engineers, produces, markets, and installs cutting-edge solid-oxide fuel cell systems designed for on-site electricity generation, serving clients both within the United States and internationally.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
17
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
Oct 27, 2026
Q3 FY26 · EPS est $0.68 · Revenue est $1.06B
View
Institutional Sentiment
Bloom Energy Corporation · BE
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.