Bloom Energy Corp
BEBuild a strategy around BE
Bloom Energy Corp AI Insights
Informational only. Not investment advice.Snapshot
- Revenue TTM grew 57% YoY vs industry median 2.7% - breakout growth phase with 1.8B revenue now exceeding industry median (756M)[Total Revenue 1yr Growth]
- Debt/equity 2.3x with 1.5B total debt vs 653M equity; interest expense (59M TTM) consumes 66% of operating income (90M)[Debt to Equity]
- P/E 491x and P/S 13x vs industry medians of 24x and 2.2x - priced for perfection despite sub-1% net margin TTM[PE Ratio]
Watch Triggers
- Operating Margin TTM: Sustained above 8% for 2 consecutive quarters — Confirms operating leverage thesis; current 5% needs to double to justify valuation
- Interest Expense TTM: Exceeds 80% of operating income — Signals debt burden consuming growth; refinancing risk materializes
- Total Revenue 1yr Growth: Falls below 25% — Growth deceleration at current multiples would trigger severe re-rating
Bull Case
Hypergrowth (57% YoY, 21% 3Y CAGR) with FCF inflection (135M TTM) - rare combo of growth + cash generation in clean energy
Working capital of 1.6B (3.4x current liabilities) provides runway to scale without dilution despite 2.3x leverage
Bear Case
Valuation requires flawless execution: P/E 491x implies market expects 20x earnings growth; any miss crushes stock
Interest burden (59M) at 66% of operating income (90M) leaves minimal cushion; debt 2.3x equity in rising rate environment
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
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Forward Thesis
Operating leverage inflection: margin expansion from 5% to 10%+ as revenue scales past 2B
- 57% revenue growth spreading fixed R&D (170M) over larger base
- Gross margin 31% stable while opex grows slower than revenue
- FCF turned positive (135M TTM) signaling operating maturity
Valuation Context
Caveats
BE Fundamentals
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$80.76B | — | ||
$81.22B | — | ||
0.00 | — | ||
$2.45B | +56.5% | — | |
$-0.04 | +120.6% | — | |
6.70% | +3.3% | — | |
0.25% | -0.0% | — | |
$229.56M | +198.5% | — | |
0.80% | -0.1% | — | |
Beta 5Y (Monthly) | unknown | — |
BE Dividend History
BE Stock Splits
BE SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
04/29/26 | 03/31/26 | 10-Q | |
02/09/26 | 12/31/25 | Unknown | |
10/28/25 | 09/30/25 | 10-Q | |
07/31/25 | 06/30/25 | 10-Q | |
04/30/25 | 03/31/25 | 10-Q | |
02/27/25 | 12/31/24 | 10-K | |
11/07/24 | 09/30/24 | 10-Q | |
08/08/24 | 06/30/24 | 10-Q | |
05/09/24 | 03/31/24 | 10-Q | |
02/15/24 | 12/31/23 | 10-K | |
11/08/23 | 09/30/23 | 10-Q | |
08/03/23 | 06/30/23 | 10-Q | |
05/09/23 | 03/31/23 | 10-Q | |
02/21/23 | 12/31/22 | 10-K | |
11/03/22 | 09/30/22 | 10-Q | |
08/09/22 | 06/30/22 | 10-Q | |
05/06/22 | 03/31/22 | 10-Q | |
02/25/22 | 12/31/21 | 10-K | |
11/05/21 | 09/30/21 | 10-Q | |
08/06/21 | 06/30/21 | 10-Q | |
05/06/21 | 03/31/21 | 10-Q | |
02/26/21 | 12/31/20 | 10-K | |
11/06/20 | 09/30/20 | 10-Q | |
08/04/20 | 06/30/20 | 10-Q | |
05/11/20 | 03/31/20 | 10-Q | |
03/31/20 | 12/31/19 | 10-K | |
11/14/19 | 09/30/19 | 10-Q | |
08/14/19 | 06/30/19 | 10-Q | |
05/14/19 | 03/31/19 | 10-Q | |
03/22/19 | 12/31/18 | 10-K | |
11/13/18 | 09/30/18 | 10-Q | |
09/07/18 | 06/30/18 | 10-Q | |
07/26/18 | 03/31/18 | 424B4 | |
07/26/18 | 12/31/17 | 424B4 | |
11/13/18 | 09/30/17 | 10-Q | |
09/07/18 | 06/30/17 | 10-Q | |
07/26/18 | 03/31/17 | 424B4 |