Bloom Energy Corporation

Bloom Energy Corporation(BE)の株式分析

$217.770

-18.946 (-8.70%)終値時点

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高値
229.910
始値
228.150
出来高加重平均価格
219.47
出来高
23.64M
時価総額
2.96B
安値
210.740
売買代金
5.19B
EV/EBITDA(TTM)
58.60

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.

www.bloomenergy.com

AI分析 of Bloom Energy Corporation (BE)

売り

Bloom Energy Corp is not a good buy right now due to its current price of $221.31 being significantly below analyst targets, and concerning technical indicators such as an RSI of 19.212 indicating oversold conditions. The stock has seen a 21.10% decline over the past 5 days, raising concerns about short-term momentum. Additionally, the forward P/E ratio of 57.1429 suggests high valuation risks, especially as the company faces competition and potential margin pressures.

アナリスト評価(9)

-34.38% 下落余地
中立
3 買い
5 中立
1 売り
現在: 217.77
安値
71.00
平均
142.89
高値
184.00

UBS

2026-10-07

目標株価

$350

買い

Barclays

2026-10-01

目標株価

$308

Equal Weight

Jefferies

2026-09-29

目標株価

$264

中立

RBC Capital

2026-09-28

目標株価

$335

アウトパフォーム

BMO Capital

2026-09-18

目標株価

$227

Market Perform

バリュエーション指標

Bloom Energy Corporation(BE)の現在の予想PERは57.14で、5年平均は50.42です。

予想PER

適正
5年平均 P/E
50.42
現在のP/E
57.14
割高
307.54
割安
-206.70

予想EV/EBITDA

適正
5年平均 EV/EBITDA
-146.00
現在のEV/EBITDA
58.60
割高
444.61
割安
-736.61

予想PSR

割高
5年平均 P/S
4.40
現在のP/S
10.47
割高
7.92
割安
0.88

Alphio AI による BE の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%BE

$30.58

シナリオ価格

基

基本

基本 · 50%BE

$25.62

シナリオ価格

弱

弱気

弱気 · 25%BE

$24.01

シナリオ価格

BE を保有するクジラ

S

Shin Kong Investment Trust Co., Ltd.

+ を保有BE

+11.16%

3か月リターン

O

Oak Ridge Investments, LLC

+ を保有BE

+7.58%

3か月リターン

M

Meridiem Capital Partners LP

+ を保有BE

+6.95%

3か月リターン

M

Meridian Wealth Management, LLC

+ を保有BE

+6.47%

3か月リターン

I

Insight Venture Management, LLC

+ を保有BE

+6.37%

3か月リターン

M

Marex Group plc

+ を保有BE

+5.66%

3か月リターン

イベントタイムライン

2026-10-22 (ET)

20:00:00

Nasdaq Composite Falls 2.6% This Week

17:30:00

Company Raises Q1 2026 Revenue Growth Guidance to 120%

17:00:00

Bloom Energy Shares Down 6% After Q3 Results and Guidance

16:30:00

Bloom Energy Reports Q3 Revenue of $1.24B

16:30:00

Raises FY26 Revenue Outlook to $4.4B-$4.6B

ニュース

BE のよくある質問 — Alphio AI が回答

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. It operates in the Industrials sector (ELECTRICAL INDUSTRIAL APPARATUS industry).

Bloom Energy Corp is not a good buy right now due to its current price of $221.31 being significantly below analyst targets, and concerning technical indicators such as an RSI of 19.212 indicating oversold conditions. The stock has seen a 21.10% decline over the past 5 days, raising concerns about short-term momentum. Additionally, the forward P/E ratio of 57.1429 suggests high valuation risks, especially as the company faces competition and potential margin pressures.

9 analysts cover BE: 3 rate it Buy, 5 Hold and 1 Sell. The average price target is 142.89.

コミュニティ

もっと見る ↗

$BE | BLOOM ENERGY CORPORATION Q3 2026 EARNINGS HIGHLIGHTS ◆ EPS: $0.94 vs. $0.69 est. ✅ ◆ Revenue: $1.24B vs. $1.07B est. ✅ ◆ Net Income: $250.3M ◆ Operating Income: $225.4M (+2772.8% YoY) ◆ Operating Expenses: $191.7M (+33.2% YoY) ◆ Adjusted EBITDA: $299.5M (+407.2% YoY) Segment Performance: ◆ Product: $1,073.6M (+179.4% YoY) ◆ Installation: $84.9M (+29.0% YoY) ◆ Service: $67.6M (+15.3% YoY) ◆ Electricity: $9.8M (-5.2% YoY) Key Metrics: ◆ Q3 2026 operating cash flow was -$27.1M, a sharp reversal from +$226.4M in Q2 2026 and +$19.7M in Q3 2025. ◆ Capital expenditures of $153.5M in Q3 2026, up from $51.6M in Q2 2026 and $12.3M in Q3 2025, reflecting aggressive capacity buildout. ◆ Bloom Energy was added to the S&P 500 during Q3 2026, marking a significant milestone for the company. Forward Guidance: ◆ FY 2026 revenue: $4.4B - $4.6B (raised for third time this year, ~122% YoY growth at midpoint) ◆ FY 2026 non-GAAP gross margin: ~34% ◆ FY 2026 non-GAAP operating income: $960M - $1,030M ◆ FY 2026 non-GAAP EPS: $3.10 - $3.40

もっと見る

$BE Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.94, up 526.67% YoY • Reported revenue of $1.24B, up 138.10% YoY • Bloom Energy raised full-year 2026 guidance to revenue of $4.4B-4.6B, non-GAAP gross margin of ~34%, non-GAAP operating income of $960M-1.03B, and non-GAAP EPS of $3.10-3.40.

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