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BE

Bloom Energy Corporation

NYSE · Industrials · Electrical Equipment & Parts · US

$252.87
+7.35%
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Research · Sep 3, 2026

[BE] Bloom Energy Thesis 2026: Datacenter Power Demand Drives Revenue Acceleration

Bloom Energy FY25 (Dec 31, 2025) at $2.02B revenue (+37% from $1.47B FY24). OpInc $73M (+218%); Net loss -$88M (improving from -$29M FY24, -$302M FY23). Diluted EPS -$0.37. FCF $57M (+72%). Total debt $3.0B (+$1.5B for capex/inventory). Solid-oxide fuel cells for distributed power generation. AI/hyperscaler data center power demand thesis. PT rerating Feb-Apr 2026: Baird $172→$242, UBS $170→$251, Jefferies UP→Hold ($97→$187), JPM $166→$231. PT range $97-$184 → $173-$251.

Research · Apr 30, 2026

BE Q1: Revenue +130%, Guidance Implies 80% Plateau

Bloom Energy's Q1 2026 130% revenue beat masks the mathematical reality of its raised guidance: sustaining a $950M quarterly run rate rather than continuing hyper-growth. The 20-point guidance raise to 80% full-year growth implies Q1's exceptional pace is unsustainable, pointing to a plateau at elevated levels as AI data center deployments mature.