QM · rank #14 · 2026-10-20
BE
NYSE · $77.59B (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +212.76% |
|---|---|
| ROE TTM Return on equity, trailing 12 months. | +22.2% |
| Profit margin Net profit margin, trailing 12 months. | +7.9% |
| Market cap (USD) Size filter: > $500M required. | $77.59B |
| Anchor (recent) Close on 2026-09-18 | $265.63 |
| Anchor (far) Close on 2025-09-19 | $84.93 |
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 rapidly deployable, onsite power for AI data centers and critical-load infrastructure.
Rationale
Strong 12-1 price momentum (2.13) and solid return metrics (22.2% ROE) are backed by accelerating fundamentals, including 215% Q2 product revenue growth, raised FY2026 guidance, and multi-gigawatt agreements with Oracle and Brookfield.
Material risks
- 1Hyperscale customers may diversify power procurement away from solid-oxide fuel cells toward cheaper gas turbines, utility grid interconnections, or nuclear power.
- 2Operational bottlenecks or project delays during the planned manufacturing capacity expansion from 1 GW to 2 GW by year-end 2026 could impede backlog conversion.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.