Bloom Energy designs and manufactures solid oxide fuel cells (Energy Servers) and electrolyzers, providing distributed, high-availability electrical power, primarily targeting industrial and mission-critical applications like data centers and utility-scale projects.
Bloom is transitioning from a cyclical OEM play to a critical distributed utility asset, benefiting directly from the secular C2 tailwind of AI infrastructure buildout. The massive power demands of data centers, combined with grid instability (T4), drive demand for highly reliable, localized generation systems. Operational execution shows sharp sequential momentum (29.36% QoQ growth) and crucial gross margin expansion (up 2.52% QoQ to 29.22%), indicating successful large-scale project fulfillment and pricing power. While the company faces high volatility (Beta 3.005) and C5 sensitivity due to its capital requirements (FCF margin only 1.42% current quarter), the market is rewarding its 57.1% YoY revenue growth as it scales to meet mission-critical power demand, making it a high-beta proxy for AI infrastructure supply.
| Market Cap | None |
| PE Ratio (TTM) | None |
| Revenue (TTM) | None |
| Profit Margin | None |
| 52 Week High | None |
| 52 Week Low | None |
| Price | 109.03 |
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Growth vs Discount Rate
| 12% | 9% | 7% | |
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| High | -- | -- | -- |
| Base | -- | -- | -- |
| Low | -- | -- | -- |
β Undervalued β Overvalued
| Year | Revenue | Margin | FCF | PV of FCF |
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| Terminal Value (PV) | -- | |||
| Enterprise Value | -- | |||
| Equity Value (EV + Cash - Debt) | -- | |||
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