Noteworthy BE Put and Call Options Set for October 31st
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 11 2025
0mins
Should l Buy BE?
Source: NASDAQ.COM
Put Contract Analysis: The $64.50 put contract has a bid of $7.40, allowing investors to buy shares at a cost basis of $57.10, which is a 3% discount from the current price of $66.53. There is a 60% chance the contract may expire worthless, potentially yielding an 11.47% return on cash commitment.
Call Contract Analysis: The $68.00 call contract has a bid of $7.30, offering a potential total return of 13.18% if the stock is called away at expiration. There is a 46% chance this contract may also expire worthless, which would provide a 10.97% additional return to the investor.
Volatility Insights: The implied volatility for the put contract is 99%, while for the call contract it is 95%. The actual trailing twelve-month volatility is calculated at 93%.
YieldBoost Concept: Both put and call contracts offer significant potential returns, referred to as YieldBoost, with annualized returns of 83.75% for the put and 80.10% for the call if they expire worthless.
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Analyst Views on BE
Wall Street analysts forecast BE stock price to fall
19 Analyst Rating
8 Buy
9 Hold
2 Sell
Moderate Buy
Current: 213.840
Low
71.00
Averages
142.89
High
184.00
Current: 213.840
Low
71.00
Averages
142.89
High
184.00
About BE
Bloom Energy Corporation is engaged in stationary fuel cell power generation by market share. The Company provides distributed energy technology solutions to customers. The Company manufactures advanced and versatile fuel cell energy platforms, supporting the commercial availability of two products: the Bloom Energy Server for generating electricity and the Bloom Electrolyzer for producing hydrogen. With approximately 1.4 gigawatts (GW) of Energy Server systems deployed in more than 1,000 locations and nine countries. Its solid oxide fuel cell technology platform is the foundation for its Energy Server system and Bloom Electrolyzer. The Bloom Energy Server system is designed to deliver reliable, resilient, clean and affordable energy for utilities and organizations alike. Its Energy Server system is designed to deliver reliable electricity. The Bloom Electrolyzer is designed to provide hydrogen solutions based on the same solid oxide platform as its Energy Server systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Agreement Expansion: Under the expanded deal with Oracle, Bloom will supply up to 2.8 gigawatts of solid oxide fuel cells, enough to power 750,000 households simultaneously, highlighting the company's critical role in the rapidly growing AI infrastructure market.
- Revenue Growth Expectations: Bloom Energy's revenue rose 37% year-over-year to $2 billion last year, with projections for a 56% increase to nearly $3.2 billion this year, indicating substantial profit potential amid the AI infrastructure expansion.
- Robust Business Pipeline: Bloom currently has a product backlog of $6 billion and a service backlog of $14 billion, demonstrating the company's strong competitive position and growth potential in meeting future market demands.
See More
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- Investor Sentiment: Despite the stock market reaching all-time highs, bears still outweigh bulls according to the AAII Sentiment Survey, indicating a cautious attitude among investors that could impact future market trends.
- Tech Stock Performance: Several AI-related stocks, including AMD and SKM, have emerged from multi-month base structures in recent weeks, suggesting a strong recovery in tech stocks that may further drive overall market growth.
See More
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- Agreement Expansion: The expanded deal with Oracle involves supplying up to 2.8 gigawatts of solid oxide fuel cells, enough to power 750,000 households simultaneously, significantly enhancing Oracle's data center operational efficiency.
- Robust Market Demand: Oracle plans to invest $50 billion this year to boost cloud and AI computing capacity, with four other major tech firms committing at least $625 billion to AI infrastructure, creating substantial market opportunities for Bloom.
- Strong Financial Performance: Bloom's revenue rose 37% year-over-year to $2 billion last year, with expectations of a 56% increase to nearly $3.2 billion this year, and earnings per share projected to climb 83% to $1.39, showcasing the company's strong profitability amid AI infrastructure expansion.
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- Cloud Infrastructure Investment: Oracle plans to raise between $45 billion and $50 billion through a mix of debt and equity financing to expand its cloud infrastructure, which is expected to significantly enhance its service capabilities to meet the demands of major clients like AMD, Meta, and Nvidia.
- Strong Financial Performance: In its latest earnings report, Oracle reported a 22% year-over-year revenue growth to $17.2 billion, with cloud revenues climbing 44%, indicating that demand for its AI cloud computing is outpacing supply and suggesting strong growth potential ahead.
- Market Optimism: Analysts are optimistic about Oracle, with 34 out of 35 covering analysts rating the stock as 'Buy' or higher, and a 12-month price target of $243.87, reflecting an upside potential of about 37%, which underscores market confidence in its AI infrastructure investments.
See More
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- Market Rebound Signs: MTUM, which was down over 7% year-to-date, has now risen 8%, coinciding with the S&P 500's recovery, indicating that the market may be experiencing a broader rebound as investor sentiment turns optimistic.
- Outstanding Stock Performance: Since the onset of the Iran war, Bloom Energy's stock has surged over 40%, while Intel has also risen more than 40%, showcasing the appeal of momentum stocks, particularly following expanded partnerships with major tech companies.
- Momentum Drives Market: Jeff Kilburg, founder of KKM Financial, emphasized that momentum is the primary driver of market gains, predicting that the S&P 500 will reach new all-time highs, with the return of momentum providing strong support for the market.
See More
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- Revival of Direct Air Capture Projects: Two direct air capture projects selected by the Biden administration are reportedly revived, with a total of $1.2 billion allocated to Occidental Petroleum and Climeworks AG along with Heirloom Carbon Technologies, which is expected to advance carbon capture technology significantly.
- Indiana Cement Plant Funding: Funding for Heidelberg Materials' cement plant in Indiana, which will incorporate carbon capture technology, has also been reinstated, likely enhancing environmental standards in the region and promoting the use of sustainable building materials.
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