QM · rank #13 · 2026-10-21

BE

NYSE · $77.59B (USD)

SignalBuy2.6strength 2.6 / 10

verdict · PROCEED

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Momentum 12-1 Return from 12 months ago to 1 month ago.	+221.31%
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 2026-09-21	$272.89
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 providing rapid, onsite power generation for AI data centers and critical-load infrastructure.

Rationale

The strong 12-1 momentum (2.21x) and high ROE (22.2%) are driven by +215% YoY product revenue growth, raised FY2026 guidance, and strong customer backing from Oracle and Brookfield.

Material risks

1Hyperscale data center customers could displace Bloom's fuel cells by building in-house power capabilities or diversifying into gas turbines, nuclear power, and utility grid connections.
2Operational delays in doubling manufacturing capacity to 2 GW or converting framework agreements into binding orders, creating binary risk around Q3 earnings.

AI verdict council

Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.

OpenAI

Proceed

Claude

Caution

Gemini

Proceed