Target
— → $265.75
Current stock research snapshot · 8/28/26 Fresh
BEBloom Energy Corporation
Investment conviction○○○○○0 of 5 · current snapshot
Research target$265.75Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 8/28/26
Market cap$64.16BSnapshot value · 8/28/26
Research history
See all BE changes ↗What changed
Last reviewed
Not reviewed → 8/28/26
Coverage
— → Added to coverage
Bloom Energy solid-oxide fuel cells - on-site power generation for AI datacenters.
Q3 2026 earnings scheduled 2026-10-29 AMC (TipRanks confirmed). Last print Q2 FY2026 (2026-07-28): EPS $0.78 vs $0.41 est. Oracle MSA for up to 2.8 GW SOFC at US data centers (announced 2026-04-13) remains the demand catalyst. Parked pending panel.
needs primary source validation — pending deep-dive research. Placeholder: (1) thesis chain breaks on primary-source evidence, (2) named revenue/customer concentration risk, (3) margin compression or competitive displacement
needs primary source validation — no X/Reddit signal yet
Snapshot · 8/28/26🟡 Mixed · ins-$38.5M · 13F 11+/14-×0.5 · short↓0.18
Snapshot · 8/28/26