Bloom Energy Corp. (BE)
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-09-04
$252.87+7.35%
Close 2026-09-04 · 1-day change
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-09-04
QuarterlyIQ Insights · BE
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 5 valuation methods, at three horizons. As of 2026-09-04. 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.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $253, BE's earnings are too small for P/E to mean much; on sales it trades at 26× p/s (7.3× the 3.6× p/s peer median, and 0.9× even its own history). At a normal multiple the price implies ~51% near-term growth vs our ~81% forecast. That gap is an optionality premium a financial-multiple model can't price — our $167 fair value covers only the as-is business, low confidence. Analysts target $176–$350. Note: our $167 fair value sits below the entire analyst range ($176–$350). The flat-multiple read looks rich, but earnings are inflecting up — trailing growth is accelerating and forward estimates confirm — so we've softened our read rather than brand an accelerating name expensive. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $276.00 | — | — | Analyst | medium |
| Peer P/FCF | 12M | $74.08 | 38.1 | 1.94 | TTM | medium |
| Peer P/E | 12M | $55.96 | 33.9 | 1.65 | TTM | medium |
| Peer P/S | 12M | $34.77 | 3.6 | 9.63 | TTM | medium |
| triangulated |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
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.
$176.00 – $350.00 (median $276.00) · 20 analysts · as of 2026-08-14
Flags: expensive valuation, weak execution quality. Capped at elevated by the Mania regime.
For similar setups historically (n=2,301): about 43% saw a 20%+ drawdown, and roughly 77% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $61.41 |
| 33.9 |
| 1.81 |
| Triangulated |
| medium |
| Peer P/S | 3Y | $97.24 | 3.6 | 26.93 | guidance | low |
| Peer P/S | 5Y | $128.60 | 3.6 | 35.61 | guidance | medium |