BN · rank #11 · 2026-07-24
BE
NYSE · $61.81B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | 0.33 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +72.8% |
| Forward net margin Consensus forward net margin. | +0.3% |
| Net margin TTM Trailing twelve month net margin. | +0.3% |
| Margin expansion Forward minus trailing net margin (percentage points). | +0.1% |
| Forward PEG Forward P/E to growth. Below 1 is cheap for the growth. | 1.06 |
| Debt / FCF Net debt relative to free cash flow. Lower is safer. | 11.90× |
| Analyst upside Spread between the consensus 12m target and the current price. | +31.7% |
| Last EPS surprise Most recent reported EPS versus consensus. | +238% |
| Market cap (USD) | $61.81B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
BE (Bloom Energy) makes solid oxide fuel cell “Energy Servers” that provide on-site, rapidly deployable baseload power for AI data centers and other customers facing grid constraints.
Rationale
The quant signal looks valid because Bloom is directly solving the AI power bottleneck with major multi-gigawatt customer wins, a sharply raised 2026 guide, and visible backlog/contracted demand that supports the forward growth and upside screen.
Material risks
- 1A meaningful share of the headline opportunity is still tied to frameworks and financing arrangements, so some of the apparent demand could delay or fail to convert into firm revenue.
- 2Heavy leverage relative to free cash flow and the presence of competing distributed-power technologies could pressure execution if manufacturing scale-up or margins slip.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.