BE

Bloom Energy Corporation Class A Common Stock (BE)

Stock · NYSE · Energy

$210.65as of 8/28/2026

AI Market Commentary

AI-generated

Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.

August 30, 2026

Bloom Energy Draws Attention Over AI Power Demand and Valuation Concerns. Several recent reports highlight Bloom Energy's potential role in addressing the growing AI power bottleneck, with Nvidia warning that electricity supply is becoming a limiting factor for AI expansion. At the same time, analysts are debating whether the stock's price reflects realistic growth expectations, given a trailing P/E of more than 11,000 and a noted 80x forward multiple. Bernstein reiterated a Market Perform rating with a $282 price target, while other coverage pointed to mixed sentiment among prominent investors. The news points to a split between optimism about long-term AI-related power demand and caution about current valuation levels.

Price chart

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Active signals

High Beta100.0%
Support level
$151.2
Industry
Industrial Machinery/Components

About BE

Bloom Energy Corporation designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally. It offers Bloom Energy Server, an energy server platform to convert fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels, into electricity through a non-combustion electrochemical process. The company also provides Bloom Electrolyzer…

Sector
Energy
Industry
Industrial Machinery/Components
Employees
2,214

Fundamentals

1-day range
$209.12$222.4
Market cap
$67.43B
P/E (trailing)
11588.50
P/E (forward)
42.84
EPS (trailing)
$-0.06
Dividend yield
—
Beta
3.90
Avg. volume
14.70M
52-week range
$48.87$351.28
Next earnings: October 27, 2026 · EPS estimate $0.67After Closeconfirmed

How Bloom Energy Corporation Class A Common Stock Makes Money

Where the revenue actually goes — FY2025 annual results

market-wall.comTotalRevenue$2.02BCost of Revenue$1.44B (71%)SG&A$328.61M (16%)R&D$185.99M (9%)Other$70.10M (3%)Tax$2.70M (0%)BE

Source: 10-K filed Feb 9, 2026 · via SEC EDGAR / Finnhub

Forecasts

26 analyst ratings

Buy 63%
Hold 34%
Sell 3%
1-year price forecast
High
$390
+85.1%
Median
$288.5
+37.0%
Low
$97
-54.0%

Bloom Energy Corporation Class A Common Stock Competitors

Chosen by industry and closest market cap.

  • BE
    Bloom Energy Corporation Class A Common Stock
    $210.65
    ▼ 3.30%
    Market cap $67.43BP/E 11588.50
    $48.87$351.28
  • AME
    AMETEK Inc.
    $236.25
    ▼ 3.05%
    Market cap $57.63BP/E 37.28
    $179.24$261.16
  • KEYS
    Keysight Technologies Inc. Common Stock
    $319.6
    ▼ 1.91%
    Market cap $57.58BP/E 57.37
    $158.79$374.96
  • NOC
    Northrop Grumman Corporation Common Stock
    $545.46
    ▲ 0.06%
    Market cap $80.65BP/E 18.26
    $479.02$774
  • LHX
    L3Harris Technologies Inc. Common Stock
    $262.78
    ▲ 0.31%
    Market cap $53.91BP/E 29.51
    $262.68$379.23
  • CARR
    Carrier Global Corporation Common Stock
    $58.77
    ▼ 0.13%
    Market cap $52.72BP/E 42.85
    $50.24$76.76
  • ROK
    Rockwell Automation Inc. Common Stock
    $430.68
    ▼ 0.54%
    Market cap $49.16BP/E 41.41
    $332.71$497.36

P/E shows — for peers not currently carrying a live signal of their own.

Latest news

Insider Activity

Insider Actions →
Acquired
9.0K
Disposed
96.2K

Institutional Ownership

March 31, 2026

Total shares held
276.13M
Total value held
$36.14B
Institutional holders
977
Top holders this quarter
  • Unknown25.06M
  • Unknown22.89M
  • Unknown17.50M
  • Unknown14.30M
  • Unknown11.80M
  • Unknown11.37M
  • Unknown7.64M
  • Unknown7.41M
  • Unknown6.89M
  • Unknown6.89M

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