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Compute Stack AI Platforms Power Buildout Robotics
BE Power, Analog & Electrification

Bloom Energy

Onsite data-center power

Detail page

Bloom benefits if the true AI bottleneck becomes electricity availability rather than chips.

Price $150.12
1D change -9.94%
Market cap $42.12B
Sector Industrials

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

Metric BE
Price $150.12
1D Change -9.94%
Market Cap $42.12B
Enterprise Value $42.68B
Trailing P/E —
Forward P/E 51.0
Price / Sales 20.8
EV / Revenue 21.1
Revenue Growth 35.9%
Earnings Growth -98.8%
Gross Margin 29.6%
Operating Margin 13.3%
Net Margin -4.4%
ROE -12.6%
Free Cash Flow $188.5M
FCF Margin 9.3%
Debt / Equity 3.78x
Current Ratio 5.98x
Dividend Yield —
Next Earnings Apr 30, 2026
Quarterly Revenue $777.7M
Revenue QoQ +49.8%
Quarterly Net Income $1.1M
Net Income QoQ +104.7%

BE thesis lens

Onsite data-center power

Why it could benefit

  • Bloom benefits if the true AI bottleneck becomes electricity availability rather than chips.
  • Onsite or behind-the-meter power can be valuable when grid connections take too long.
  • That makes Bloom a more specialized but potentially powerful second-derivative AI trade.

Moat / edge

  • Differentiated onsite power platform.
  • Potential value when speed-to-power matters more than lowest theoretical cost.
  • Optionality from partnerships around AI infrastructure.

What to watch

  • Backlog quality, project financing, and deployment velocity.
  • Gross-margin progress as volume scales.
  • The pace of AI-related power deals versus broader energy markets.

Key risks

  • Project financing and execution can make results lumpy.
  • This is a higher-risk way to express the AI power thesis.