BN · rank #7 · 2026-10-22
BE
NYSE · $70.25B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | 0.67 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +62.7% |
| Forward net margin Consensus forward net margin. | +8.8% |
| Net margin TTM Trailing twelve month net margin. | +7.9% |
| Margin expansion Forward minus trailing net margin (percentage points). | +0.9% |
| 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. | +20.2% |
| Last EPS surprise Most recent reported EPS versus consensus. | +165% |
| Market cap (USD) | $70.25B |
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 Energy Servers that deliver rapid, firm, behind-the-meter electricity to bypass severe utility grid interconnection delays for AI data centers.
Rationale
Bloom directly resolves the AI power bottleneck, driving 62.7% forward revenue growth and a 0.62 forward PEG backed by multi-gigawatt customer contracts with Oracle, Equinix, and American Electric Power.
Material risks
- 1Faster lead times or cost improvements in competing onsite power solutions, such as natural gas turbines or reciprocating engines, could erode Bloom's rapid-deployment advantage.
- 2Hyperscale data center construction delays or capex reductions could slow the conversion of multi-gigawatt commitments into recognized product revenue while managing $2.48 billion in debt.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.