The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 6 | — | 20.8x | Bottom tier | |
Growth | 71 | 58.3% | 6.1% | Top tier | |
Quality | 65 | 13.3% | 6.6% | Around median | |
Safety | 68 | — | 0.7x | Top tier | |
Capital Return | 16 | 0.00% | 2.02% | Bottom tier | |
Momentum | 87 | — | 4.1% | Top tier | |
Sentiment | 58 | 15 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Bloom Energy Corporation (BE) operates in the clean and sustainable energy sector, designing, manufacturing, and installing innovative power servers based on solid oxide fuel cell technology, known as Bloom Energy Servers. These servers generate continuous, reliable on-site power for customers without the need for traditional combustion. The company primarily generates profits by selling these innovative systems and products to large corporations and data centers, in addition to signing long-term operation and maintenance service contracts tied to the sold products with a full attach rate, ensuring stable and growing recurring revenue streams.
According to the official quarterly financial statements filed with the U.S. Securities and Exchange Commission (EDGAR) for the first quarter of 2026, the company achieved total revenues of $746.4 million, with a gross profit of $225.5 million and a net income of $73.7 million, resulting in earnings per share of $0.23. In the related earnings call, adjusted non-GAAP results showed revenue growth of 13.4% year-over-year to reach $751.1 million, supported by a record increase in product revenues to $653.3 million and service revenues to $61.9 million, with product profit margin expanding to 35.3% and service margin to 18%.
Bloom Energy Corporation (BE) stock enjoys a positive consensus among analysts with an overall recommendation classified as a 'Buy', with their estimated average price target at $230.47, with estimates ranging from a cautiously optimistic low of $68 to a highly optimistic high of $335. Considering the stock's 52-week trading range between $20.93 and $322.83 and its market capitalization of $77.2 billion, the stock is currently trading within levels that reflect the massive demand growth for AI power and future valuation expectations associated with the average analyst targets.
Figures in the text are as of 2026-06-15; the live price is shown at the top of the page.
Oracle announced the selection of emission-reducing servers from Bloom Energy to be the sole and complete power provider for Project Jupiter in New Mexico, a giant AI factory with a capacity of up to 2.45 GW. Bloom Energy Servers will fully replace the previously planned gas turbines and backup diesel generators. This solution allows Oracle to power the site faster and completely independently of the traditional grid, while addressing local residents' environmental concerns regarding air quality and water consumption.
Bloom Energy Servers are distinguished by not relying on combustion to generate electricity, which preserves local air quality and prevents pollution and harmful emissions in communities adjacent to data centers. Additionally, these systems are highly water-efficient, requiring only a minimal amount at startup and consuming no water during normal operation. In contrast, a traditional power plant like a CCGT of the same capacity consumes water equivalent to one million baths per day and produces pollution equivalent to the car exhaust of an entire state like Rhode Island.
Bloom Energy's management significantly raised its financial guidance for 2026 during the recent earnings call on April 28, 2026, lifting the target revenue range to between $3.4 billion and $3.8 billion, up from the previous outlook of $3.1 billion to $3.3 billion. The company also raised its non-GAAP gross margin guidance to approximately 34% and expects to achieve operating income ranging from $600 million to $750 million. This operational improvement is reflected in the expected diluted earnings per share, projected to range between $1.85 and $2.25.
Automated analysis for informational purposes only — not investment advice.
Recent data indicates a strong sell signal from company insiders, with net sales over a three-month period amounting to $55.6 million. These transactions were executed through 17 sell orders by company officers, while not a single buy transaction was recorded by them during the same period. The latest insider sell transaction was recorded on May 28, 2026, prompting investors to monitor how this might affect overall sentiment.
While competitors like FuelCell Energy face ongoing challenges and pricing pressures that affect their profitability and worry investors in June 2026, Bloom Energy shows a different trajectory thanks to achieving a strong operating profitability of $129.7 million in the first quarter of 2026. Bloom relies on a unique competitive advantage of reducing production costs by double digits annually over a full decade, making its servers competitive with traditional electricity prices. Furthermore, the company's focus on the massive AI data center sector gives it commercial momentum that far exceeds its traditional competitors in the fuel cell sector.