Latest update
$207
Updated: Jul 16, 2026, 8:45 PM UTC
Browsing public data
Bloom Energy designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation, primarily serving industries like utilities, data centers, and healthcare. The company's technology converts fuels like natural gas, biogas, or hydrogen into electricity and also supports hydrogen production via electrolysis.
Revenue
The total dollars the company billed customers. When this number grows quarter after quarter, the business is finding more demand.
Latest
↓$751.1M
Q1 2026
The most recent reported figure, in the company's own currency and reporting cadence.
QoQ
→-3.4%
vs Q4 2025
How much this quarter grew compared to last quarter. Useful for spotting acceleration or slowdown in real time.
YoY
↑+130.4%
vs Q1 2025
How much this quarter grew compared to the same quarter one year ago. Strips out seasonality — a slow holiday quarter looks worse QoQ but normal YoY.
CAGR
•—
insufficient history
The smooth yearly growth rate that gets you from the starting value to the current value. A 100% CAGR over 3 years means the business tripled, on average, each year.
Net income
What's left from revenue after paying every cost — employees, materials, taxes, interest. Sometimes called profit or 'the bottom line.'
Latest
↑$70.7M
Q1 2026
The most recent reported figure, in the company's own currency and reporting cadence.
QoQ
↑+6370.1%
vs Q4 2025
How much this quarter grew compared to last quarter. Useful for spotting acceleration or slowdown in real time.
YoY
•—
vs Q1 2025
How much this quarter grew compared to the same quarter one year ago. Strips out seasonality — a slow holiday quarter looks worse QoQ but normal YoY.
CAGR
•—
insufficient history
The smooth yearly growth rate that gets you from the starting value to the current value. A 100% CAGR over 3 years means the business tripled, on average, each year.
Free cash flow
The cash actually left in the bank after the company has paid for everything and reinvested in itself. Harder to fake than net income.
Latest
↓$47.4M
Q1 2026
The most recent reported figure, in the company's own currency and reporting cadence.
QoQ
↓-88.0%
vs Q4 2025
How much this quarter grew compared to last quarter. Useful for spotting acceleration or slowdown in real time.
YoY
•—
vs Q1 2025
How much this quarter grew compared to the same quarter one year ago. Strips out seasonality — a slow holiday quarter looks worse QoQ but normal YoY.
CAGR
•—
insufficient history
The smooth yearly growth rate that gets you from the starting value to the current value. A 100% CAGR over 3 years means the business tripled, on average, each year.
| Metric | 3 yr | 2 yr | 1 yr |
|---|---|---|---|
| Revenue | — | — | +130.5% $326M→$751.1M |
| Net income | — | — | — |
| Free cash flow | — | — | — |
P/E TTM
•—
Trailing twelve months. Today's price divided by the last year of actual earnings.
P/E NTM
•46.5×
Next twelve months. Today's price divided by what analysts expect the company to earn over the coming year.
Profitability
↓Weak
Operating margin (and the wider return profile) tells you how efficiently each dollar of sales becomes profit. High and rising = pricing power; low or falling = the business is grinding.
Share count
↓Diluting
Are the buybacks outrunning the stock-based comp? A shrinking share count means every existing share owns a bigger slice of future earnings.
Debt load
→Manageable
Total debt against cash and earnings power (EBITDA). Light debt leaves room to invest and weather downturns; heavy debt shrinks the margin for error.
Debt service
↓Weak
Whether the cash the business generates easily covers its interest and loan payments. Strong here = no forced selling in a bad year.
Cash return at today's price
↓0.5%
Free cash flow divided by market cap — the cash yield you're getting for the price you pay. Above ~6% is rich, below ~3% is thin. P/E shown when the yield is too small to be useful.
The current market data for Bloom Energy indicates a clear and aggressive markdown. The stock is trading well below its moving averages, exhibiting strong negative momentum, and losing relative strength. With an earnings event approaching, the tactical risk is elevated, overriding any long-term fundamental attraction. It is prudent to avoid the stock and consider defensive positioning until the selling pressure subsides and a new accumulation phase begins.
Short-term thesis
Bloom Energy’s solid oxide fuel cell technology remains a promising solution for the escalating power demands of AI data centers, particularly given grid limitations. However, the company's current weak profitability, stretched valuation, and shareholder dilution are being exacerbated by severe near-term selling pressure and poor technicals. While the long-term secular opportunity is strong, the stock is experiencing significant tactical markdown, making it uninvestable in the immediate future.
Long-term exposure
Avoid
The business or valuation backdrop is not ready for long-term conviction.
Entry window
Trim / avoid
Bloom Energy is currently in a strong markdown cycle, trading significantly below key moving averages with contracting volume. This suggests continued bearish sentiment and potential for further downside in the very short term. Investors should avoid new positions and consider defensive actions.
Risk check
Fragile
The downside can widen quickly if this setup goes wrong.
Alignment
Aligned
The weekly weakness matches a poor long-term backdrop.
What supports it
What limits it
Long-term thesis
Bloom Energy provides critical, rapidly deployable on-site power solutions for AI data centers, which are facing unprecedented energy demands and grid constraints. Their solid oxide fuel cell technology offers a cleaner, more reliable, and grid-independent alternative.
Bottleneck Role
Rapid-deploy, modular, and sustainable on-site power for AI data centers, bypassing traditional utility grid limitations.
Consensus Blind Spot
The market may be underestimating the speed and scale at which grid infrastructure will become a critical limiting factor for AI expansion, and thus, the urgency and pricing power of alternative, decentralized power solutions like Bloom's. Focus on current profitability might overshadow future demand capture ability.
Demand Gap
The current and projected energy demands of AI data centers are outpacing the traditional utility grid's capacity and speed of deployment. This creates a supply-demand gap that Bloom's on-site power solutions can fill.
Demand to Equity Scenarios
Slower-than-expected AI adoption or competition from cheaper/more traditional power solutions.
Demand
-15%
Earnings
-30%
Equity implication
-40%
Reduced contract pipeline, pricing pressure, increased operational losses.
Continued strong AI growth, persistent grid limitations, Bloom maintains market share.
Demand
+20%
Earnings
+25%
Equity implication
+35%
Consistent contract wins, revenue growth continues, path to profitability gradually improves.
Accelerated AI adoption, worsening grid constraints, Bloom secures major large-scale contracts with favorable terms.
Demand
+50%
Earnings
+60%
Equity implication
+80%
Exponential growth in orders, significant margin expansion, positive free cash flow. Rapid scale-up proves operational leverage.
Dependency Chain
Repricing Triggers
Must be true
Thesis broken if
What changed
Signal
Conviction
Long term
Stock
Added since last run
6No longer flagged
0Nothing dropped this run
The prior BUY call misjudged the immediate market reaction; despite the underlying bullish thesis for AI power, the technical setup reversed sharply, leading to a significant price decline. The expectation of continued strength above EMAs with expanding volume was incorrect, as the stock broke down from those levels.
Jul 16, 2026
LatestUpdated Jul 16, 2026, 8:45 PM UTC
Price at review
$207
Bloom Energy is currently in a strong markdown cycle, trading significantly below key moving averages with contracting volume. This suggests continued bearish sentiment and potential for further downside in the very short term. Investors should avoid new positions and consider defensive actions.
Jun 16, 2026
Updated Jun 16, 2026, 11:31 AM UTC
Price at review
$275
Bloom Energy is showing renewed strength, trading above both its daily and weekly exponential moving averages with expanding volume. This suggests a potential continuation of its Markup cycle, making it attractive for further accumulation this week.
Jun 9, 2026
Updated Jun 9, 2026, 7:23 AM UTC
Price at review
$254
Price is likely to drift lower or move sideways while it searches for a more stable floor.
Jun 2, 2026
Updated Jun 2, 2026, 9:01 AM UTC
Price at review
$274
The stock has finally moved back to its short-term support level, offering a chance for buyers to step back in without chasing extreme highs.
May 13, 2026
Updated May 13, 2026, 5:34 PM UTC
Price at review
$295
The stock is still running hot and far above safe entry points. Expect high volatility near the $300 level as the market decides whether to pause or push.
May 1, 2026
Updated May 1, 2026, 9:44 AM UTC
Price at review
$283
The stock has exploded higher with extreme momentum, but this is chasing, not investing. The move is too far, too fast, and the risk of a sharp reversal is severe.