NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-07-31
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Create your account →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.
Primary pillar under pressure — Non-GAAP operating income between $600 million and $750 million in 2026: non-GAAP operating income $780 million vs $600 million target.
View ThesisRevenue growth is accelerating — up about 57% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 38%, 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 AI data center power demand supports its valuation. Revenue grew 165% year over year, and the last quarter beat expectations significantly. It trades at 27× price-to-sales versus a peer median of 4×. This suggests the price reflects less growth than expected. The primary risk is a potential guidance cut, which could damage credibility. Peer multiples imply a price about 23% below where it trades. This read is provisional.
Trailing returns as of 2026-07-31. BE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 31 analysts currently covering BE (as of Jul 2026).
Based on 15 Wall Street analysts offering 12-month price targets for BE in the last 4 months.
A consensus fair price across 5 valuation methods, at three horizons. As of 2026-08-01. 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.
Lawsuit could impact financial stability and growth objectives.
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 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $205.81
The last 12 months of price, then the range of analyst 12-month targets from today’s $205.81.
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.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Improve non-GAAP gross margin to ~34%
Upgrade indicates confidence in margin expansion.
Advances: Increase revenue growth guidance to 80% YoY
Record revenue and raised guidance support growth objectives.
Advances: Increase revenue growth guidance to 80% YoY
Revenue forecast aligns with growth guidance objective.
Advances: Expand AI data center power solutions market
Highlights Bloom's role in AI data center power solutions.
Stock drop raises concerns about future revenue growth.
PT upgrade suggests strong future revenue growth potential.
AI data center growth may hinder revenue growth objectives.
