乐观
$30.58
情景价格
$193.300
-21.727 (-11.24%)收盘时
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.
Bloom Energy Corp is a good buy right now, trading at $193.30 with a strong revenue growth of 138% year-over-year in Q3, and a forward P/E of 57.14, indicating potential for future earnings growth. The recent drop of 11.24% in stock price presents a buying opportunity after a significant run-up, with analysts projecting price targets as high as $350. However, the main risk is the high P/E ratio of 258.51, suggesting the stock may be overvalued if growth does not meet expectations.
UBS
$350
2026-10-07
UBS
2026-10-07
目标价
$350
Barclays
$308
2026-10-01
Barclays
2026-10-01
目标价
$308
Jefferies
$264
2026-09-29
Jefferies
2026-09-29
目标价
$264
RBC Capital
$335
2026-09-28
RBC Capital
2026-09-28
目标价
$335
BMO Capital
$227
2026-09-18
BMO Capital
2026-09-18
目标价
$227
情景价格取自当年最后一个月度预测区间。概率为固定的模型权重(25 / 50 / 25),不构成保证。
Bloom Energy Shares Drop 11.24% as Investors Lock in Profits

Bloom Energy: Surge in Data Center Power Demand
Bloom Energy Reports 138% Revenue Growth in Q3
U.S. Electricity Demand Approaches Major Inflection Point

Nvidia Faces Major Stress Test in AI Financing Amid Tightening Credit Markets
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 a good buy right now, trading at $193.30 with a strong revenue growth of 138% year-over-year in Q3, and a forward P/E of 57.14, indicating potential for future earnings growth. The recent drop of 11.24% in stock price presents a buying opportunity after a significant run-up, with analysts projecting price targets as high as $350. However, the main risk is the high P/E ratio of 258.51, suggesting the stock may be overvalued if growth does not meet expectations.
9 analysts cover BE: 3 rate it Buy, 5 Hold and 1 Sell. The average price target is 142.89.



Leopold Aschenbrenner's biggest AI bet is collapsing: the top 6 holdings in his fund's latest 13F filing have all dropped sharply in recent weeks. In just 2 weeks, CoreWeave ($CRWV) fell -40%, Nebius ($NBIS) fell -38%, Sandisk ($SNDK) fell -35%, Bloom Energy ($BE) fell -30%, Micron ($MU) fell -23%, and TSMC ($TSM) fell -16%. Previously, his Situational Awareness fund lost 67% in July and sold its public equity portfolio to Citadel.
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