Bloom Energy's 1,414% Surge: Long-Term Growth Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 46 minutes ago
0mins
Should l Buy BE?
Source: Fool
- Revenue Growth Potential: Bloom Energy has achieved a compound annual growth rate of 19.1% over the past five years, and it raised its 2026 sales guidance to $3.4 billion to $3.8 billion in the first quarter, indicating strong market demand and confidence in future growth.
- Service Backlog: As of the end of last year, Bloom's service backlog stood at $24 billion, which not only provides clear guidance for future revenue growth but also enhances investor confidence in its long-term prospects.
- Improved Cash Flow: Bloom generated $73.6 million in positive cash flow in the first quarter, a year-over-year increase of $184.3 million, despite typically facing seasonal weakness, indicating improving financial health that aids in debt management.
- Margin Improvement: The company saw increases in gross and service margins in the first quarter, with 2026 gross margin guidance raised, suggesting enhanced profitability and ongoing financial health improvements.
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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: 280.690
Low
71.00
Averages
142.89
High
184.00
Current: 280.690
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.
Bloom Energy's 1,414% Surge: Long-Term Growth Potential
- Revenue Growth Potential: Bloom Energy has achieved a compound annual growth rate of 19.1% over the past five years, and it raised its 2026 sales guidance to $3.4 billion to $3.8 billion in the first quarter, indicating strong market demand and confidence in future growth.
- Service Backlog: As of the end of last year, Bloom's service backlog stood at $24 billion, which not only provides clear guidance for future revenue growth but also enhances investor confidence in its long-term prospects.
- Improved Cash Flow: Bloom generated $73.6 million in positive cash flow in the first quarter, a year-over-year increase of $184.3 million, despite typically facing seasonal weakness, indicating improving financial health that aids in debt management.
- Margin Improvement: The company saw increases in gross and service margins in the first quarter, with 2026 gross margin guidance raised, suggesting enhanced profitability and ongoing financial health improvements.
See More
Bloom Energy's Stock Soars 1,459%: Opportunities Ahead
- Stock Surge: Bloom Energy's stock has skyrocketed 1,459% since last May, meaning a $10,000 investment would now be worth approximately $167,160, highlighting its robust growth potential in the clean energy sector.
- Technological Innovation: The company's fuel cell technology is being tested at NASA labs as a viable system for electricity storage on the moon, indicating its significance in space exploration and potential future Mars missions.
- AI Market Opportunity: Bloom Energy's solid oxide fuel cell systems are well-suited for AI data centers, having partnered with major companies like Oracle and Equinix, positioning itself to benefit from the surging demand for power in this sector.
- Strong Profitability: Bloom's revenue has surged due to massive demand from AI data centers, and despite a high P/E ratio of 128, its advantage in rapid deployment within clean energy technologies suggests substantial future growth potential.
See More
Bloom Energy's Revenue Doubles in Q1 2026
- Significant Revenue Growth: Bloom Energy's Q1 2026 revenue surged 130% year-over-year to $751 million, with product revenue soaring 208%, indicating strong performance in the rapidly growing fuel cell market and likely enhancing future market share.
- Improved Profitability: The company reported a GAAP profit of $70.7 million, a substantial turnaround from last year's loss, while operating cash flow turned positive at $73.6 million, reflecting ongoing financial health improvements and operational efficiency gains.
- Strategic Partnership Expansion: Bloom expanded its agreement with Oracle to cover up to 2.8 gigawatts of fuel cell systems, with 1.2 gigawatts already contracted, further solidifying its market position in the AI data center sector and laying a foundation for future growth.
- Optimistic Outlook: Management raised its full-year 2026 revenue guidance to a range of $3.4 billion to $3.8 billion, up from a prior range of $3.1 billion to $3.3 billion, implying an expected 80% year-over-year growth rate, demonstrating confidence in the company's future growth trajectory.
See More
Bloom Energy's Stock Soars 1511%: Key Drivers Behind the Surge
- Historic Stock Surge: Bloom Energy's stock has surged approximately 1511% over the past year, recently hitting an all-time high above $300, pushing the company's market capitalization to over $80 billion, reflecting strong market confidence in its growth potential.
- Significant Revenue Growth: First-quarter revenue rose 130% year-over-year to $751 million, with product revenue alone increasing by 208%, while non-GAAP gross margin improved to 31.5%, indicating a strong market share in the rapidly growing AI data center sector.
- Upgraded Guidance: Management raised its full-year 2026 revenue outlook to a range of $3.4 billion to $3.8 billion, up from a prior range of $3.1 billion to $3.3 billion, implying an expected 80% year-over-year growth at the midpoint, showcasing optimism about future performance.
- Surge in Customer Orders: Bloom expanded its agreement with Oracle to procure up to 2.8 gigawatts of fuel cell systems, with 1.2 gigawatts already contracted, indicating a rapidly growing demand in the AI infrastructure space and further solidifying its market position.
See More
Bloom Energy Stock Soars 10% Amid NASA Hydrogen Fuel Cell News
- Stock Surge: Bloom Energy's stock surged 10% on Monday morning, reaching $33.45 per share, despite the absence of any direct news or analyst rating changes, indicating market optimism about its future potential.
- NASA's Technological Advances: NASA is testing hydrogen fuel cell technology aimed at providing energy solutions for the upcoming Artemis moon base, which may have sparked investor interest in Bloom Energy, believing its technology will play a crucial role in future space exploration.
- Market Demand Potential: Although Bloom Energy's current business is not directly linked to NASA's projects, the advancing space exploration could significantly increase the demand for hydrogen fuel cells, presenting new growth opportunities and enhancing the company's market position.
- Long-term Strategic Implications: NASA's research highlights the substantial potential of hydrogen fuel cells in lunar environments, positioning Bloom Energy as a key manufacturer in this emerging market, which could drive sustainable growth for the company in the future.
See More
Analysis of Clean Energy Investment Prospects
- Bloom Energy's Rapid Growth: Bloom Energy's hydrogen fuel cell technology has surged over 1,600% in the past year, with a product backlog reaching $6 billion by the end of 2025, 2.5 times larger than at the end of 2024, highlighting its significance in meeting the soaring demand from data centers.
- Stable Revenue from Service Contracts: Each fuel cell sold generates a service contract, leading to a service backlog of $24 billion by the end of 2025, ensuring years of reliable revenue, which is appealing to growth-oriented investors.
- Brookfield Renewable's Reliable Returns: Brookfield Renewable Partners offers a high dividend yield of 4.7% and has consistently increased distributions by 5% annually over the past decade, providing reliable cash flows that attract income-focused investors.
- Diversified Asset Portfolio: Brookfield's portfolio includes solar, wind, hydroelectric, and more, requiring more monitoring than regulated utilities, yet its long-term growth potential and above-market yield make it attractive to a broader range of investors.
See More
Bloom Energy's 1,414% Surge: Long-Term Growth Potential
- Revenue Growth Potential: Bloom Energy has achieved a compound annual growth rate of 19.1% over the past five years, and it raised its 2026 sales guidance to $3.4 billion to $3.8 billion in the first quarter, indicating strong market demand and confidence in future growth.
- Service Backlog: As of the end of last year, Bloom's service backlog stood at $24 billion, which not only provides clear guidance for future revenue growth but also enhances investor confidence in its long-term prospects.
- Improved Cash Flow: Bloom generated $73.6 million in positive cash flow in the first quarter, a year-over-year increase of $184.3 million, despite typically facing seasonal weakness, indicating improving financial health that aids in debt management.
- Margin Improvement: The company saw increases in gross and service margins in the first quarter, with 2026 gross margin guidance raised, suggesting enhanced profitability and ongoing financial health improvements.
See More
Bloom Energy's Stock Soars 1,459%: Opportunities Ahead
- Stock Surge: Bloom Energy's stock has skyrocketed 1,459% since last May, meaning a $10,000 investment would now be worth approximately $167,160, highlighting its robust growth potential in the clean energy sector.
- Technological Innovation: The company's fuel cell technology is being tested at NASA labs as a viable system for electricity storage on the moon, indicating its significance in space exploration and potential future Mars missions.
- AI Market Opportunity: Bloom Energy's solid oxide fuel cell systems are well-suited for AI data centers, having partnered with major companies like Oracle and Equinix, positioning itself to benefit from the surging demand for power in this sector.
- Strong Profitability: Bloom's revenue has surged due to massive demand from AI data centers, and despite a high P/E ratio of 128, its advantage in rapid deployment within clean energy technologies suggests substantial future growth potential.
See More
Bloom Energy's Revenue Doubles in Q1 2026
- Significant Revenue Growth: Bloom Energy's Q1 2026 revenue surged 130% year-over-year to $751 million, with product revenue soaring 208%, indicating strong performance in the rapidly growing fuel cell market and likely enhancing future market share.
- Improved Profitability: The company reported a GAAP profit of $70.7 million, a substantial turnaround from last year's loss, while operating cash flow turned positive at $73.6 million, reflecting ongoing financial health improvements and operational efficiency gains.
- Strategic Partnership Expansion: Bloom expanded its agreement with Oracle to cover up to 2.8 gigawatts of fuel cell systems, with 1.2 gigawatts already contracted, further solidifying its market position in the AI data center sector and laying a foundation for future growth.
- Optimistic Outlook: Management raised its full-year 2026 revenue guidance to a range of $3.4 billion to $3.8 billion, up from a prior range of $3.1 billion to $3.3 billion, implying an expected 80% year-over-year growth rate, demonstrating confidence in the company's future growth trajectory.
See More
Bloom Energy's Stock Soars 1511%: Key Drivers Behind the Surge
- Historic Stock Surge: Bloom Energy's stock has surged approximately 1511% over the past year, recently hitting an all-time high above $300, pushing the company's market capitalization to over $80 billion, reflecting strong market confidence in its growth potential.
- Significant Revenue Growth: First-quarter revenue rose 130% year-over-year to $751 million, with product revenue alone increasing by 208%, while non-GAAP gross margin improved to 31.5%, indicating a strong market share in the rapidly growing AI data center sector.
- Upgraded Guidance: Management raised its full-year 2026 revenue outlook to a range of $3.4 billion to $3.8 billion, up from a prior range of $3.1 billion to $3.3 billion, implying an expected 80% year-over-year growth at the midpoint, showcasing optimism about future performance.
- Surge in Customer Orders: Bloom expanded its agreement with Oracle to procure up to 2.8 gigawatts of fuel cell systems, with 1.2 gigawatts already contracted, indicating a rapidly growing demand in the AI infrastructure space and further solidifying its market position.
See More
Bloom Energy Stock Soars 10% Amid NASA Hydrogen Fuel Cell News
- Stock Surge: Bloom Energy's stock surged 10% on Monday morning, reaching $33.45 per share, despite the absence of any direct news or analyst rating changes, indicating market optimism about its future potential.
- NASA's Technological Advances: NASA is testing hydrogen fuel cell technology aimed at providing energy solutions for the upcoming Artemis moon base, which may have sparked investor interest in Bloom Energy, believing its technology will play a crucial role in future space exploration.
- Market Demand Potential: Although Bloom Energy's current business is not directly linked to NASA's projects, the advancing space exploration could significantly increase the demand for hydrogen fuel cells, presenting new growth opportunities and enhancing the company's market position.
- Long-term Strategic Implications: NASA's research highlights the substantial potential of hydrogen fuel cells in lunar environments, positioning Bloom Energy as a key manufacturer in this emerging market, which could drive sustainable growth for the company in the future.
See More
Analysis of Clean Energy Investment Prospects
- Bloom Energy's Rapid Growth: Bloom Energy's hydrogen fuel cell technology has surged over 1,600% in the past year, with a product backlog reaching $6 billion by the end of 2025, 2.5 times larger than at the end of 2024, highlighting its significance in meeting the soaring demand from data centers.
- Stable Revenue from Service Contracts: Each fuel cell sold generates a service contract, leading to a service backlog of $24 billion by the end of 2025, ensuring years of reliable revenue, which is appealing to growth-oriented investors.
- Brookfield Renewable's Reliable Returns: Brookfield Renewable Partners offers a high dividend yield of 4.7% and has consistently increased distributions by 5% annually over the past decade, providing reliable cash flows that attract income-focused investors.
- Diversified Asset Portfolio: Brookfield's portfolio includes solar, wind, hydroelectric, and more, requiring more monitoring than regulated utilities, yet its long-term growth potential and above-market yield make it attractive to a broader range of investors.
See More
