BN · rank #3 · 2026-10-20
BE
NYSE · $66.63B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | 0.72 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +65.4% |
| Forward net margin Consensus forward net margin. | +8.7% |
| Net margin TTM Trailing twelve month net margin. | +7.9% |
| Margin expansion Forward minus trailing net margin (percentage points). | +0.8% |
| Forward PEG Forward P/E to growth. Below 1 is cheap for the growth. | 0.62 |
| Debt / FCF Net debt relative to free cash flow. Lower is safer. | 4.48× |
| Analyst upside Spread between the consensus 12m target and the current price. | +26.2% |
| Last EPS surprise Most recent reported EPS versus consensus. | +165% |
| Market cap (USD) | $66.63B |
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
Bloom Energy manufactures and services solid-oxide fuel-cell Energy Servers that deliver rapid, behind-the-meter electricity to power-constrained facilities and AI data centers.
Rationale
Bloom bypasses long utility grid-interconnection delays for hyperscale AI data centers with fast onsite deployments, supporting 65.4% forward revenue growth, a 0.62 PEG ratio, and major commercial wins like Oracle's 1.2 GW contracted deal.
Material risks
- 1Accelerated utility grid interconnections or availability of cheaper alternative onsite generation (such as gas turbines or reciprocating engines) could diminish Bloom's speed-to-power bottleneck advantage.
- 2Execution delays or supply chain bottlenecks across hyperscale projects could impair conversion of major commitments while servicing $2.48 billion in debt.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.