BE Bloom Energy Corp
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Daily prices, adjusted for splits. P/E and P/S value each day on the results published by then; a gap in P/E means the trailing year had no profit.
Electrical Equipment & Parts · San Jose, CA · 2,214 employees · bloomenergy.com
Bloom Energy produces and installs specialized fuel cell systems that generate electricity on site from fuels like natural gas, biogas, and hydrogen without combustion. The company also offers electrolyzers to produce hydrogen, selling its systems directly and through partners to data centers, utilities, and commercial enterprises.
Why it is on our list: Makes fuel cells that generate power on site, so data centres need not wait for a grid connection.
Bull case
The business would gain if power constraints continue to limit data-centre expansion, positioning it favorably within the power equipment and infrastructure cycles that support expanding artificial intelligence workloads. Its annual revenue growth has also accelerated, though this trend is shared by most tracked companies.
- Annual revenue growth rose from +24% to +58%.
- The share price trend is rising.
- One of its sector cycles (Power Demand) is in expansion.
- Recent evidence on “Power constraints are slowing data-centre expansion” works in its favour.
Bear case
The company relies on the ongoing build-out of artificial intelligence infrastructure to maintain its momentum, though the measurements do not currently make a case against the business.
- Trades at the 95th percentile of its own valuation history.
- One of its sector cycles (AI Infrastructure CapEx) is in saturation.
Features
- V-OVERVALUED Overvalued The price is 928% above its own-history reference value.
- V-ACCELERATING Growth accelerating Annual revenue growth rose from +24% to +58%. Shared by most companies we track
AI impact
Supplies what AI runs on Tailwind
The company sells on-site power generation systems that provide electricity for data centers. It benefits directly from surging electricity demand required to operate artificial intelligence facilities, though its business faces risk if the pace of artificial intelligence infrastructure construction slows down.
Where AI helps it
- Sells what AI workloads consume
Where AI could hurt it
- Depends on the AI build-out continuing
In the company's words
U.S. electricity demand has entered a new growth phase after years of limited expansion, driven by a rapid buildout of AI and cloud data centers and renewed investment in domestic manufacturing.
• Our AI customer mix is increasing due to the continued adoption of AI tools, and the resulting growth in AI data centers and their resulting power needs to support our business expansion.
Assessed by AI from the company's own annual report filed 9 Feb 2026 and quarterly report filed 28 Jul 2026. A reading of the business, not a forecast or a recommendation.
Valuation position
BE is at the 95th percentile of its own valuation history. Depending on how far back you look, it ranges from the 92nd to the 95th percentile. This is a relative measurement, not a price target or recommendation, and it assumes the business is still the one its history describes.
Price ladder
The measured price sits in the Above reference zone. These are reference zones, not buy instructions or forecasts that the prices will be reached.
This ladder rests on the company's own valuation history alone: there are too few comparable companies to cross-check it, so treat its zones as less certain.
Quality versus peers
Each dimension is shown on its own; they are not combined into a score.
Current analyst snapshot
Shown for reference only; not used in any measurement.
What would have to break
- Not triggered — Revenue decline
- Not triggered — Margin break
- Not available — Cash burn with rising debt
- Not triggered — Heavy dilution
- Not triggered — Warning language in filings
News
No recent brief on this company.