Bloom Energy Corp. (BE)
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-09-14
$257.05-6.78%
Close 2026-09-14 · 1-day change
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-09-14
Research Workspace
Put BE beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electrical Components & Equipment is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 91% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 41%, softest on share dilution.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 4% on a typical day and fell roughly 53% in its worst 12-month stretch.
View RiskBloom Energy's growth in the AI data center power solutions market has to keep compounding to justify the price. Revenue grew 166% year over year, and the last quarter beat consensus by 29%. It trades at 29× price-to-sales versus a peer median of 3.5×. The price reflects less growth than we forecast, indicating expectations look modest versus our view. If Bloom Energy cuts guidance after recently raising it, that would challenge credibility and growth expectations. Peer multiples imply a price about 62% below where it trades (it looks expensive on this basis). This read is provisional.
Trailing returns as of 2026-09-14. BE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 29 analysts currently covering BE (as of Sep 2026).
Based on 13 Wall Street analysts offering 12-month price targets for BE in the last 4 months.
Continue this research
Compare BE with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BE Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 5 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electrical Components & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put BE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Expand AI data center power solutions market
AI power bid unwinding impacts market expansion efforts.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $257.05
The last 12 months of price, then the range of analyst 12-month targets from today’s $257.05.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Expand AI data center power solutions market
Improves efficiency in AI data center power solutions market.
Advances: Expand AI data center power solutions market
Increased demand aligns with AI data center power solutions expansion.
Securities lawsuit could distract from growth objectives.
S&P 500 inclusion enhances visibility and credibility, supporting revenue growth.
Inclusion in S&P 500 boosts investor confidence and stock performance.
Analyst target increase reflects positive market sentiment.
Advances: Expand AI data center power solutions market
AI power bottleneck could enhance market for Bloom's solutions.
