BN · rank #6 · 2026-10-21
BE
NYSE · $65.58B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | 0.71 |
|---|---|
| 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) | $65.58B |
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 solid-oxide fuel-cell systems providing rapid, behind-the-meter onsite power to hyperscale data centers and industrial facilities facing severe utility grid interconnection delays.
Rationale
Strong quantitative metrics (65.4% forward revenue growth, 165.2% EPS surprise, 0.62 PEG) reflect Bloom's position as a primary bottleneck solver for power-constrained AI infrastructure, backed by multi-gigawatt agreements with Oracle and AEP.
Material risks
- 1Deceleration in AI data center buildouts or site development delays could slow the conversion of major customer commitments (such as Oracle's up to 2.8 GW deal) into recognized revenue.
- 2Shortened lead times or superior unit economics from alternative onsite generation sources (gas turbines, reciprocating engines) could weaken Bloom's speed-to-market competitive advantage.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.