Bloom Energy Corp. (BE)
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-11-04
$167.52-16.41%
Close 2026-11-05 · 1-day change
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-11-04
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 steady. 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 111% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, market reaction to earnings.
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 AI data center power engine has to keep compounding to justify the price. Revenue grew 138% year over year in the latest quarter. The company also beat its earnings estimate by 68%. It trades at 17 times sales versus a 2.9 times peer median. The price reflects less growth than we forecast. Free cash flow turned negative in the third quarter. That cash strain is the specific risk to watch. Peer multiples imply a price about 26% below where it trades. Our read remains intact. This read is provisional.
Trailing returns as of 2026-11-05. 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 Nov 2026).
Based on 13 Wall Street analysts offering 12-month price targets for BE in the last 4 months.
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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 2026-11-04. 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.
Advances: Scale onsite power for AI data centers and broader markets
California deal supports AI data center power scaling.
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 2026-11-05. EPS is implied from price ÷ P/E. Not investment advice.
Current $167.52
The last 12 months of price, then the range of analyst 12-month targets from today’s $167.52.
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: Scale onsite power for AI data centers and broader markets
Analyst upgrade confirms strong demand for AI data center power.
Threatens: Scale onsite power for AI data centers and broader markets
A major order awaiting pipeline capacity could delay onsite-power growth and revenue realization.
Advances: Grow revenue and raise 2026 financial guidance
Headline reports a third 2026 forecast increase, supporting growth and guidance objectives.
Threatens: Grow revenue and raise 2026 financial guidance
Negative cash flow tempers the significance of a third guidance raise.
Threatens: Expand gross margin and operating income
Cash outflows and expansion costs pressure margin and operating-income objectives despite the beat-and-raise.
Advances: Grow revenue and raise 2026 financial guidance
Revenue growth and earnings surge materially support growth and the 2026 guidance objective.
Advances: Scale onsite power for AI data centers and broader markets
Management's pipeline and backlog update supports demand and scaling, though backlog is not yet revenue.
