Bloom Energy (BE) Stock Insights
BE$228.08+9.58 +4.38%
$67.41B
Market Cap
122.47
P/E
73.76
Forward P/E
62
Score
Bloom Energy (BE) Stock Insights
BE price $228.08 +9.58 +4.38%
- Ticker
- BE
- Price
- $228.08
- Change
- +9.58 +4.38%
- Market cap ?
- $67.41B
- P/E ?
- 122.47
- Forward P/E ?
- 73.76
- Dividend yield ?
- 0.00%
- Beta ?
- 3.78
- Sector
- Industrials
- Industry
- Electrical Equipment & Parts
- Stocklytics score
- 62
- Value
- 36
- Quality
- 63
- Growth
- 86
Stocklytics score rationale: value 36, quality 63, growth 86.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 208540000 | 375996000 | 742038000 | 785177000 | 794247000 | 972176000 | 1199125000 | 1333470000 | 1473856000 | 2023994000 |
Bloom Energy Corporation engineers, produces, markets, and installs cutting-edge solid-oxide fuel cell systems designed for on-site electricity generation, serving clients both within the United States and internationally. Their core offering, the Bloom Energy Server, is an advanced power platform capable of converting various fuels, including natural gas, biogas, hydrogen, or a blend of these, directly into…
Fair value
BE fair value $88.36. Price $228.08. Price is 158% above fair value.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 400.59M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 2.0). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 295.54M. Net debt 537.84M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Model uncertainty high for this stock
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2027-02-04 | — | 1.04 | — | 1.41B |
| 2026-10-22 | 0.94 | 0.69 | 1.24B | 1.07B |
| 2026-07-28 | 0.78 | 0.41 | 1.07B | 826.13M |
| 2026-04-28 | 0.44 | 0.12 | 751.05M | 539.94M |
| 2026-02-05 | 0.45 | 0.31 | 777.68M | 648.50M |
| 2025-10-28 | 0.15 | 0.10 | 519.05M | 427.15M |
| 2025-07-31 | 0.10 | 0.01 | 401.24M | 376.00M |
| 2025-04-30 | 0.03 | -0.07 | 326.02M | 384.61M |
| 2025-02-27 | 0.43 | 0.32 | 572.39M | 507.54M |
| 2024-11-07 | -0.01 | 0.08 | 330.40M | 384.26M |
| 2024-08-08 | -0.06 | -0.06 | 335.77M | 307.48M |
| 2024-05-09 | -0.17 | -0.10 | 235.30M | 250.21M |
| 2024-02-15 | 0.07 | 0.08 | 356.92M | 476.28M |
| 2023-11-08 | 0.15 | 0.03 | 400.27M | 369.60M |
| 2023-08-03 | -0.17 | -0.14 | 301.10M | 313.78M |
| 2023-05-09 | -0.22 | -0.20 | 275.19M | 260.40M |
| 2023-02-09 | 0.27 | 0.14 | 462.58M | 398.72M |
| 2022-11-03 | -0.20 | -0.06 | 292.27M | 276.21M |
| 2022-08-09 | -0.20 | -0.20 | 243.24M | 225.97M |
| 2022-05-05 | -0.32 | -0.11 | 201.04M | 218.37M |
| 2022-02-10 | -0.05 | -0.05 | 342.47M | 308.94M |
| 2021-11-04 | -0.20 | -0.10 | 207.23M | 241.48M |
| 2021-08-04 | -0.23 | -0.05 | 228.47M | 159.04M |
| 2021-05-05 | -0.07 | -0.08 | 194.01M | 194.01M |
| 2021-02-10 | -0.08 | -0.00 | 249.39M | — |
| 2020-10-29 | -0.04 | -0.14 | 200.31M | 432.95M |
| 2020-07-28 | -0.23 | -0.23 | 187.86M | 171.52M |
| 2020-05-11 | -0.34 | -0.42 | 156.70M | 170.53M |
| 2020-03-16 | 0.04 | -0.00 | 117.22M | 4.19M |
| 2019-11-07 | 0.01 | 0.00 | 233.47M | — |
| 2019-08-12 | -0.13 | -0.14 | 233.78M | 277.62M |
| 2019-05-06 | -0.22 | -0.24 | 200.71M | 160.36M |
| 2019-02-05 | -0.12 | -0.16 | 213.61M | 156.32M |
| 2018-11-05 | -0.13 | -0.19 | 190.19M | 248.71M |
| 2018-08-07 | -0.27 | — | 168.88M | — |
| 2018-07-26 | -1.68 | — | 169.36M | — |
| 2017-12-31 | -1.17 | — | 123.25M | — |
| 2017-09-30 | -1.23 | — | 93.77M | — |
| 2017-06-30 | -1.08 | — | 86.78M | — |
| 2017-03-31 | -1.02 | — | 72.20M | — |
Dividends
Yield 0.00%. Payout ratio 0.18%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2027-02-13 | Chitoori Satish | Sell | 110.00K | $9.08 | 998.80K |
| 2026-10-01 | Joshi Aman | Sell | 8.44K | $277.17 | 2.34M |
| 2026-09-30 | IMMELT JEFFREY R | Buy | 81 | $276.98 | 22.44K |
| 2026-09-30 | WARNER CYNTHIA J | Buy | 83 | $276.98 | 22.99K |
| 2026-09-16 | Joshi Aman | Sell | 3.60K | $269.94 | 972.05K |
| 2026-09-16 | Kurzymski Maciej | Sell | 2.29K | $268.42 | 616.02K |
| 2026-09-16 | SODERBERG SHAWN MARIE | Sell | 2.87K | $270.07 | 775.10K |
| 2026-09-16 | Chitoori Satish | Sell | 2.87K | $270.06 | 775.07K |
| 2026-09-01 | Sridhar KR | Buy | 9.69K | $30.96 | 299.94K |
| 2026-09-01 | Sridhar KR | Sell | 9.69K | $30.96 | 299.94K |
| 2026-08-31 | Sridhar KR | Sell | 300.00K | — | — |
| 2026-08-27 | Edwards Simon Stephen | Buy | 15.00K | — | — |
| 2026-08-17 | IMMELT JEFFREY R | Sell | 30.00K | $238.91 | 7.17M |
| 2026-08-14 | Joshi Aman | Sell | 4.68K | $241.75 | 1.13M |
| 2026-08-14 | Chitoori Satish | Sell | 2.05K | $241.64 | 496.09K |
| 2026-08-14 | SODERBERG SHAWN MARIE | Sell | 2.90K | $233.60 | 676.27K |
| 2026-08-13 | CHAMBERS JOHN T | Sell | 15.00K | $250.00 | 3.75M |
| 2026-08-03 | CHAMBERS JOHN T | Sell | 15.00K | $205.58 | 3.08M |
| 2026-07-01 | Joshi Aman | Sell | 8.34K | $300.37 | 2.51M |
| 2026-06-30 | WARNER CYNTHIA J | Buy | 76 | $302.70 | 23.01K |
| 2026-06-30 | IMMELT JEFFREY R | Buy | 85 | $302.70 | 25.73K |
| 2026-06-16 | Joshi Aman | Sell | 3.56K | $289.14 | 1.03M |
| 2026-06-16 | Kurzymski Maciej | Sell | 2.26K | $288.62 | 651.99K |
| 2026-06-16 | Chitoori Satish | Sell | 2.84K | $289.11 | 820.21K |
| 2026-06-16 | SODERBERG SHAWN MARIE | Sell | 2.84K | $288.63 | 820.29K |
| 2026-05-28 | CHAMBERS JOHN T | Sell | 55.00K | $297.69 | 16.37M |
| 2026-05-21 | WARNER CYNTHIA J | Buy | 1.06K | — | — |
| 2026-05-21 | ZERVIGON EDDY | Buy | 1.06K | — | — |
| 2026-05-21 | Burger Barbara J | Buy | 1.06K | — | — |
| 2026-05-21 | IMMELT JEFFREY R | Buy | 1.42K | — | — |
| 2026-05-21 | BOSKIN MICHAEL J | Buy | 1.06K | — | — |
| 2026-05-21 | BUSH MARY K | Buy | 1.06K | — | — |
| 2026-05-21 | Pinkus Gary S | Buy | 1.06K | — | — |
| 2026-05-21 | Snabe Jim H. | Buy | 1.06K | — | — |
| 2026-05-21 | CHAMBERS JOHN T | Buy | 1.06K | — | — |
| 2026-05-20 | Edwards Simon Stephen | Buy | 10.00K | — | — |
| 2026-05-19 | Sridhar KR | Buy | 80.00K | — | — |
| 2026-05-19 | Sridhar KR | Sell | 80.00K | — | — |
| 2026-05-18 | SODERBERG SHAWN MARIE | Sell | 2.75K | $259.42 | 712.37K |
| 2026-05-14 | BUSH MARY K | Sell | 3.50K | — | — |
| 2026-05-14 | Chitoori Satish | Sell | 2.11K | $288.24 | 608.47K |
| 2026-05-14 | SODERBERG SHAWN MARIE | Sell | 2.88K | $288.10 | 829.44K |
| 2026-05-14 | Joshi Aman | Sell | 4.81K | $288.20 | 1.39M |
| 2026-05-13 | Kurzymski Maciej | Sell | 6.23K | $293.36 | 1.83M |
| 2026-05-07 | BUSH MARY K | Sell | 25.00K | $266.96 | 6.67M |
| 2026-04-29 | SODERBERG SHAWN MARIE | Sell | 35.00K | $279.00 | 9.77M |
| 2026-04-15 | SODERBERG SHAWN MARIE | Sell | 25.00K | $225.13 | 5.63M |
| 2026-04-14 | SODERBERG SHAWN MARIE | Sell | 30.00K | $204.23 | 6.13M |
| 2026-04-14 | Chitoori Satish | Sell | 20.00K | $204.23 | 4.08M |
| 2026-04-13 | Edwards Simon Stephen | Other | 0 | — | — |
| 2026-04-01 | Joshi Aman | Sell | 10.00K | $135.88 | 1.36M |
| 2026-03-31 | IMMELT JEFFREY R | Buy | 212 | $135.49 | 28.72K |
| 2026-03-31 | WARNER CYNTHIA J | Buy | 166 | $135.49 | 22.49K |
| 2026-03-24 | Kurzymski Maciej | Buy | 3.88K | — | — |
| 2026-03-19 | SODERBERG SHAWN MARIE | Sell | 15.41K | $150.47 | 2.32M |
| 2026-03-17 | SODERBERG SHAWN MARIE | Sell | 13.07K | $153.44 | 2.01M |
| 2026-03-16 | SODERBERG SHAWN MARIE | Sell | 13.90K | $152.59 | 2.12M |
| 2026-03-16 | SODERBERG SHAWN MARIE | Sell | 15.91K | $154.82 | 2.46M |
| 2026-03-16 | Chitoori Satish | Sell | 3.04K | $152.59 | 464.18K |
| 2026-03-16 | Chitoori Satish | Sell | 15.92K | $154.81 | 2.46M |
| 2026-03-16 | Kurzymski Maciej | Sell | 7.80K | $151.85 | 1.18M |
| 2026-03-16 | Joshi Aman | Sell | 19.94K | $154.85 | 3.09M |
| 2026-03-15 | SODERBERG SHAWN MARIE | Buy | 26.98K | — | — |
| 2026-03-15 | Chitoori Satish | Buy | 5.90K | — | — |
| 2026-03-15 | Joshi Aman | Buy | 168.75K | $9.08 | 1.53M |
| 2026-03-15 | Joshi Aman | Buy | 90.00K | $11.90 | 1.07M |
| 2026-02-27 | Sridhar KR | Buy | 300.00K | — | — |
| 2026-02-27 | Pinkus Gary S | Sell | 1.25K | $165.80 | 207.25K |
| 2026-02-25 | SODERBERG SHAWN MARIE | Sell | 20.00K | $180.00 | 3.60M |
| 2026-02-25 | SODERBERG SHAWN MARIE | Buy | 20.00K | $30.96 | 619.20K |
| 2026-02-25 | SODERBERG SHAWN MARIE | Buy | 12.42K | — | — |
| 2026-02-25 | SODERBERG SHAWN MARIE | Sell | 25.24K | $177.93 | 4.49M |
| 2026-02-25 | SODERBERG SHAWN MARIE | Sell | 20.00K | $30.96 | 619.20K |
| 2026-02-25 | Chitoori Satish | Buy | 15.41K | — | — |
| 2026-02-25 | Joshi Aman | Buy | 19.39K | — | — |
| 2026-02-25 | Joshi Aman | Sell | 10.00K | $175.60 | 1.76M |
| 2026-02-24 | Sridhar KR | Sell | 200.00K | $170.00 | 34.00M |
| 2026-02-19 | IMMELT JEFFREY R | Sell | 4.00K | — | — |
| 2026-02-17 | Chitoori Satish | Sell | 1.52K | $139.37 | 211.98K |
| 2026-02-17 | SODERBERG SHAWN MARIE | Sell | 3.33K | $139.56 | 465.01K |
| 2026-02-17 | Joshi Aman | Sell | 3.75K | $139.81 | 523.73K |
| 2025-12-31 | Snabe Jim H. | Buy | 201 | $86.89 | 17.46K |
| 2025-12-31 | WARNER CYNTHIA J | Buy | 259 | $86.89 | 22.50K |
| 2025-12-31 | IMMELT JEFFREY R | Buy | 331 | $86.89 | 28.76K |
| 2025-12-31 | Pinkus Gary S | Buy | 230 | $86.89 | 19.98K |
| 2025-12-16 | Chitoori Satish | Sell | 431 | $88.12 | 37.98K |
| 2025-12-16 | Kurzymski Maciej | Sell | 3.26K | $86.48 | 282.27K |
| 2025-11-26 | Joshi Aman | Sell | 15.00K | $97.80 | 1.47M |
| 2025-11-17 | SODERBERG SHAWN MARIE | Sell | 1.58K | $105.97 | 167.75K |
| 2025-11-14 | SODERBERG SHAWN MARIE | Sell | 2.73K | $108.26 | 295.87K |
| 2025-11-14 | Joshi Aman | Sell | 4.54K | $109.13 | 495.78K |
| 2025-11-14 | Chitoori Satish | Sell | 2.08K | $104.08 | 217.01K |
| 2025-11-05 | Snabe Jim H. | Buy | 20.00K | $11.79 | 235.80K |
| 2025-11-05 | Snabe Jim H. | Sell | 20.00K | $143.04 | 2.86M |
| 2025-11-05 | Snabe Jim H. | Sell | 20.00K | $11.79 | 235.80K |
| 2025-11-05 | ZERVIGON EDDY | Sell | 20.00K | $141.28 | 2.83M |
| 2025-11-05 | Kurzymski Maciej | Sell | 13.11K | $144.09 | 1.89M |
| 2025-11-05 | SODERBERG SHAWN MARIE | Buy | 36.67K | $30.89 | 1.13M |
| 2025-11-05 | SODERBERG SHAWN MARIE | Sell | 36.67K | $141.00 | 5.17M |
| 2025-11-05 | SODERBERG SHAWN MARIE | Sell | 36.67K | $30.89 | 1.13M |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 1.40K, holders +326 vs prior quarter. Ownership 81.11%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 18.44M | -6.62M | -26.41% | 5.58B |
| AMERIPRISE FINANCIAL INC | 18.13M | -4.75M | -20.77% | 5.49B |
| GOLDMAN SACHS GROUP INC | 13.95M | 10.62M | +318.66% | 4.22B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12.55M | -280.18K | -2.18% | 3.80B |
| VANGUARD CAPITAL MANAGEMENT LLC | 12.08M | 285.63K | +2.42% | 3.66B |
| GOLDMAN SACHS GROUP INC | 10.15M | 6.82M | +204.61% | 3.07B |
| JANE STREET GROUP, LLC | 8.88M | 4.34M | +95.75% | 2.69B |
| JANE STREET GROUP, LLC | 8.43M | 3.89M | +85.83% | 2.55B |
| JPMORGAN CHASE & CO | 8.09M | 6.37M | +369.91% | 2.22B |
| MORGAN STANLEY | 7.31M | -330.82K | -4.33% | 2.21B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.00M | 6.52M | +1349.44% | 2.12B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.53M | 6.05M | +1251.71% | 1.98B |
| STATE STREET CORP | 6.32M | -158.19K | -2.44% | 1.91B |
| SITUATIONAL AWARENESS LP | 6.27M | 5.86M | +1435.57% | 1.90B |
| VALUE ALIGNED RESEARCH ADVISORS, LLC | 5.59M | 1.00M | +21.82% | 1.69B |
| CITADEL ADVISORS LLC | 4.93M | 1.64M | +49.98% | 1.49B |
| CITADEL ADVISORS LLC | 4.35M | 1.07M | +32.41% | 1.32B |
| GRATICULE ASIA MACRO ADVISORS LLC | 4.21M | -335.70K | -7.39% | 1.27B |
| JANE STREET GROUP, LLC | 4.17M | -368.25K | -8.12% | 1.26B |
| D. E. SHAW & CO., INC. | 4.16M | 3.68M | +770.66% | 1.26B |
| GEODE CAPITAL MANAGEMENT, LLC | 3.79M | -2.15M | -36.21% | 1.15B |
| NORGES BANK | 3.30M | 3.30M | New | 998.01M |
| SANDS CAPITAL MANAGEMENT, LLC | 2.93M | 1.15M | +64.50% | 885.87M |
| JENNISON ASSOCIATES LLC | 2.55M | -132.52K | -4.93% | 773.25M |
| MILLENNIUM MANAGEMENT LLC | 2.52M | 2.52M | New | 763.55M |
Insights
- Revenue by product
| Period | Value |
|---|---|
| FY2018 | Electricity: 123080000.0, Installation: 210890000.0, Product: 886912000.0, Service: 195624000.0 |
| FY2019 | Electricity: 247544000.0, Installation: 137313000.0, Product: 992815000.0, Service: 210624000.0 |
| FY2020 | Electricity: 110953000.0, Installation: 218429000.0, Product: 851357000.0, Service: 241962000.0 |
| FY2021 | Financing Obligations: 10000000.0 |
| FY2022 | Financing Obligations: 3300000.0 |
| FY2023 | Electricity: 178909000.0, Installation: 105735000.0, Product: 975245000.0, Service: 220927000.0 |
| FY2024 | Electricity: 52843000.0, Installation: 129446000.0, Product: 1085153000.0, Service: 214961000.0 |
| FY2025 | Electricity: 60350000.0, Installation: 205946000.0, Product: 1531281000.0, Service: 228295000.0 |
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