Stock (Symbol) |
Bloom Energy (BE) |
Stock Price |
$260 |
Sector |
| Industrials & Energy |
Data is as of |
| June 13, 2026 |
Expected to Report |
| July 29 |
Company Description |
 Bloom Energy Corporation is engaged in stationary fuel cell power generation by market share.
The Company provides distributed energy technology solutions to customers. The Company manufactures advanced and versatile fuel cell energy platforms, supporting the commercial availability of two products: the Bloom Energy Server for generating electricity and the Bloom Electrolyzer for producing hydrogen. With approximately 1.4 gigawatts (GW) of Energy Server systems deployed in more than 1,000 locations and nine countries. Its solid oxide fuel cell technology platform is the foundation for its Energy Server system and Bloom Electrolyzer. The Bloom Energy Server system is designed to deliver reliable, resilient, clean and affordable energy for utilities and organizations alike. Its Energy Server system is designed to deliver reliable electricity. The Bloom Electrolyzer is designed to provide hydrogen solutions based on the same solid oxide platform as its Energy Server systems.Source: Refinitiv |
Sharek’s Take |
 Bloom Energy (BE), an energy technology company that generates electricity directly at a customer’s site, delivered standout performance last quarter. The company posted 1367% profit growth on a 130% surge in revenue, driven by a 208% increase in sales to meet rapidly growing demand from AI and datacenter customers. Management emphasized that AI data centers are creating unprecedented demand for on-site power generation. Its systems are increasingly being deployed as a faster alternative to waiting for utility grid upgrades. Looking ahead, management increased its full-year 2026 revenue growth guidance to approximately 80% year over year, up from its previous forecast of about 60%.
Bloom Energy makes building block systems that generate electricity directly at a customer’s site using fuel-cell technology. Instead of relying entirely on the power grid, businesses such as data centers, hospitals, and factories can use Bloom’s fuel cells to produce their own reliable electricity from fuels like natural gas, biogas, or hydrogen. Think of Bloom as a company that provides “mini power plants” for businesses, data centers, hospitals, and factories so they can have a steady supply of electricity. Bloom Energy’s mission is to make clean, reliable energy affordable, giving its customers control over cost, resilience and sustainability. The company earns money by selling and servicing these energy systems. Its main value is providing dependable power with lower emissions than traditional generators, which has become especially attractive for data centers and other facilities that need large amounts of continuous electricity. These units create water vapor that is captured and recycled back as steam needed to reform the fuel. Bloom Energy has two main products:
Bloom Energy has been a fantastic stock the past year, with the shares climbing from around $25 to a high greater than $300, and have since settled back. This quarter, the stock is $260 and the P/E is 187. The stock has an Estimated Long Term Growth (Est. LTG) of 109%. The Company has not declared or distributed any cash dividends and currently has no share buyback program in place. BE is one of the fastest growing companies in the stock market. But with the shares up roughly ten-fold in a year, there are bound to be plenty of profit takers that can send the shares cascading lower. Thus, BE is on the radar for the Growth Portfolio. |
One Year Chart |
 BE stock has been significantly trending higher over the past four quarters. Wow, I’m disappointed I missed this move. I became aware of the stock around 6 months ago, but even then it seemed too high. Note the stock was $260 when these charts & tables were created on 6/13. Today, 7/24, the stock is $200.
The P/E is 187. My Fair Value is a P/E of 75. But investors are looking ahead to what the company might earn years from now, thus the valuation is high. Quarterly profit growth has been great as the company wasn’t making much profit in the year-ago periods. |
Earnings Table |
 Last quarter, Bloom Energy posted 1367% profit growth and whipped analyst estimates of 300% growth. Revenue surged 130%. Gross margin was 30.0%, up from 27.2% a year ago.
Annual Profit Estimates are fresh as I don’t have a historical trend because this is my first time covering the stock. Management increased its full-year 2026 revenue growth guidance to approximately 80% year over year, up from its previous forecast of about 60%. Gross margin outlook was also raised from 32.0% to 34.0%. Quarterly Profit Estimates for the next 4 quarters are 290%, 240%, 69% and 82% growth. Analysts estimate Bloom Energy’s revenue will increase by 103% next quarter. |
Fair Value |
 With the stock at $260 this quarter, it has a P/E of 187.
My Fair Value P/E is 75, which equates to only $104 a share in 2026, 60% below the recent quote. 2027 Fair Value sits at $232 a share, giving the stock downside of 11%. So in essence, the stock ran up on anticipated 2027 profits. I imagine the stock might sit around here for a while and build a base. |
Bottom Line |
 Bloom Energy (BE) sat around $10 for years. It had three significant breakouts on its parabolic move higher.
BE has certainly been a hot stock, and for good reason. Profits are flowing! But with the parabolic move shown here, I’m reluctant to get in. BE is on the radar for the Growth Portfolio. The stock reports earnings next week. |
Power Rankings |
Growth Stock Portfolio
N/AFocus List N/AConservative Stock Portfolio N/A |
