BN · rank #16 · 2026-10-23
BE
NYSE · $64.14B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | 0.17 |
|---|---|
| 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. | +31.7% |
| Last EPS surprise Most recent reported EPS versus consensus. | -102% |
| Market cap (USD) | $64.14B |
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 that provide rapid, behind-the-meter onsite electricity to bypass utility grid-interconnection bottlenecks for AI data centers.
Rationale
Strong 62.7% forward revenue growth and a low 0.62 PEG ratio reflect accelerating demand from hyperscalers like Oracle contracting up to 2.8 GW of fuel-cell power to solve critical power delays.
Material risks
- 1Deceleration or cancellation in converting major contracted deployments (e.g., Oracle, Equinix, AEP) into revenue would invalidate the core bottleneck-solver growth trajectory.
- 2Execution friction around servicing $2.48 billion in debt amid potential supply chain constraints or competition from fast-deploying gas turbines could compress non-GAAP margins.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.