Noteworthy BE Put and Call Options Set for October 31st
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 11 2025
0mins
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.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy BE?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 302.400
Low
71.00
Averages
142.89
High
184.00
Current: 302.400
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 Shares Surge Over 1400% in One Year
- Stock Performance: Bloom Energy's shares have surged over 1400% in the past year, with a nearly 250% increase in 2026 alone, reflecting strong market demand and investor confidence, although short-term pullbacks may occur.
- Revenue Growth: In Q1 2026, Bloom Energy reported revenue of $751.1 million, a 130.4% increase year-over-year, indicating a strong position in the rapidly expanding global data center market, which is likely to continue attracting investor interest.
- Profit Transition: Bloom Energy achieved a net income of $70.6 million in Q1 2026, a significant turnaround from a $23.8 million loss in Q1 2025, marking a pivotal shift towards profitability and enhancing its long-term investment appeal.
- Market Outlook: The global data center market is projected to grow from $300 billion in 2026 to $699 billion by 2034, providing Bloom Energy with substantial market opportunities, despite its high forward P/E ratio of 147, indicating a balance of investment risks and potential rewards.
See More
Bloom Energy's Backlog Surges to $20 Billion Amid AI Demand
- Backlog Surge: Bloom Energy's backlog has reached $20 billion, a 250% year-over-year increase, indicating strong demand in the clean energy sector, particularly driven by artificial intelligence infrastructure, which promises significant future revenue.
- Financial Performance Improvement: In Q1 2026, Bloom reported revenue of $751 million, a 130% year-over-year increase, and achieved a profit of $70 million, marking a successful turnaround from a net loss of over $23 million the previous year, showcasing enhanced profitability.
- Long-term Contracts Boost Revenue: Bloom's partnership with Oracle has expanded to supply 2.8 gigawatts of fuel cells to support AI infrastructure demands, and such long-term contracts are expected to provide substantial future revenue, further solidifying Bloom's market position.
- Stock Price Surge and Valuation Increase: As of May 26, Bloom's stock price has soared to over $300 per share, a nearly 250% increase since the beginning of the year, with a forward P/E ratio now at 147 and an enterprise value-to-EBITDA ratio skyrocketing from 51 in 2025 to 767, reflecting high market expectations for future growth.
See More
Bloom Energy: A Leader in Clean Energy Sector
- Strong Financial Performance: Bloom Energy reported $751 million in revenue for Q1 2026, marking a 130% year-over-year increase and achieving positive cash flow for the first time, significantly improving its financial outlook and boosting investor confidence.
- Strategic Partnership Expansion: The partnership with Oracle has expanded to supply up to 2.8 GW of fuel cells to support AI infrastructure demands, with this long-term contract expected to generate substantial revenue for Bloom, further solidifying its market position.
- Surge in Backlog: Bloom's backlog has ballooned to $20 billion, a 250% year-over-year increase, indicating strong demand in the rapidly growing AI infrastructure market and suggesting significant revenue growth potential in the future.
- Elevated Market Expectations: Bloom raised its full-year 2026 revenue guidance to $3.4 billion to $3.8 billion, exceeding Wall Street expectations, prompting analysts to raise price targets, reflecting a positive outlook on its future growth.
See More
Bloom Energy Stock Surges 1400% Amid Growing Market Demand
- Stock Surge: Bloom Energy's stock price has skyrocketed nearly 250% in 2026, with a staggering 1,400% return over the past 12 months, indicating strong market performance that has captured investor interest.
- Significant Revenue Growth: In Q1 2026, Bloom reported revenue of $751.1 million, a 130.4% increase from the previous year, contrasting sharply with a $23.8 million loss in Q1 2025, highlighting a remarkable turnaround in profitability.
- Massive Market Potential: The global data center market is projected to grow from over $300 billion in 2026 to more than $699 billion by 2034, creating a larger demand for Bloom's servers and reinforcing its long-term investment appeal.
- Volatility Risks: With a forward P/E ratio of 147, significantly higher than Nvidia's 24.5, Bloom faces considerable price volatility, necessitating that investors manage short-term fluctuations while capitalizing on long-term growth opportunities.
See More
Goldman Sachs' Hedge Fund VIP List Includes Micron Technology
- Hedge Fund Favoritism: Micron Technology has made it to Goldman Sachs' coveted Hedge Fund VIP list, indicating strong interest from professional traders in its data and storage chips, reflecting optimistic market expectations for future growth.
- Outstanding Market Performance: The VIP basket has risen 10% year-to-date, outperforming the S&P 500's 9% gain, suggesting that hedge fund investment strategies are excelling in the current market environment, thereby boosting investor confidence in Micron.
- Stock Surge: Micron's shares soared 19% on Tuesday alone, pushing its market value past $1 trillion for the first time, primarily driven by insatiable AI demand for its memory chips, showcasing the company's competitiveness in emerging technologies.
- Analyst Optimism: UBS has tripled its price target on Micron to $1,625, believing that the market will start to assign a more 'normal' multiple to the stock, indicating that it is likely to continue rising as structural changes driven by AI unfold.
See More
Investment Prospects in Clean Energy and Nuclear Startups
- Bloom Energy's Rapid Growth: Bloom Energy has seen its stock price rise over 200% since the beginning of the year and an astonishing 1,450% year-over-year, providing on-site power generation solutions that ensure stable electricity supply for critical clients like hospitals and data centers, highlighting its significant position in the rapidly growing energy market.
- Major Client Partnerships: Bloom Energy signed a $5 million agreement with Brookfield Asset Management to deploy energy servers for its AI factories, and recently partnered with Nebius in a $2.6 billion deal, further solidifying its market share in the AI data center sector.
- Nano Nuclear Energy's Development Potential: Nano Nuclear Energy focuses on designing microreactors aimed at providing reliable zero-carbon electricity, and by securing uranium supply through strategic partnerships with companies like LIS Technologies, it reduces competition for scarce resources, enhancing its market competitiveness.
- Strong Financial Position: Nano Nuclear Energy has approximately $569 million in cash reserves and an annual cash burn rate between $30 million and $39 million, ensuring several years of operation without the need for fresh capital injection, although it faces execution risks, success could yield substantial returns.
See More
Bloom Energy Shares Surge Over 1400% in One Year
- Stock Performance: Bloom Energy's shares have surged over 1400% in the past year, with a nearly 250% increase in 2026 alone, reflecting strong market demand and investor confidence, although short-term pullbacks may occur.
- Revenue Growth: In Q1 2026, Bloom Energy reported revenue of $751.1 million, a 130.4% increase year-over-year, indicating a strong position in the rapidly expanding global data center market, which is likely to continue attracting investor interest.
- Profit Transition: Bloom Energy achieved a net income of $70.6 million in Q1 2026, a significant turnaround from a $23.8 million loss in Q1 2025, marking a pivotal shift towards profitability and enhancing its long-term investment appeal.
- Market Outlook: The global data center market is projected to grow from $300 billion in 2026 to $699 billion by 2034, providing Bloom Energy with substantial market opportunities, despite its high forward P/E ratio of 147, indicating a balance of investment risks and potential rewards.
See More
Bloom Energy's Backlog Surges to $20 Billion Amid AI Demand
- Backlog Surge: Bloom Energy's backlog has reached $20 billion, a 250% year-over-year increase, indicating strong demand in the clean energy sector, particularly driven by artificial intelligence infrastructure, which promises significant future revenue.
- Financial Performance Improvement: In Q1 2026, Bloom reported revenue of $751 million, a 130% year-over-year increase, and achieved a profit of $70 million, marking a successful turnaround from a net loss of over $23 million the previous year, showcasing enhanced profitability.
- Long-term Contracts Boost Revenue: Bloom's partnership with Oracle has expanded to supply 2.8 gigawatts of fuel cells to support AI infrastructure demands, and such long-term contracts are expected to provide substantial future revenue, further solidifying Bloom's market position.
- Stock Price Surge and Valuation Increase: As of May 26, Bloom's stock price has soared to over $300 per share, a nearly 250% increase since the beginning of the year, with a forward P/E ratio now at 147 and an enterprise value-to-EBITDA ratio skyrocketing from 51 in 2025 to 767, reflecting high market expectations for future growth.
See More
Bloom Energy: A Leader in Clean Energy Sector
- Strong Financial Performance: Bloom Energy reported $751 million in revenue for Q1 2026, marking a 130% year-over-year increase and achieving positive cash flow for the first time, significantly improving its financial outlook and boosting investor confidence.
- Strategic Partnership Expansion: The partnership with Oracle has expanded to supply up to 2.8 GW of fuel cells to support AI infrastructure demands, with this long-term contract expected to generate substantial revenue for Bloom, further solidifying its market position.
- Surge in Backlog: Bloom's backlog has ballooned to $20 billion, a 250% year-over-year increase, indicating strong demand in the rapidly growing AI infrastructure market and suggesting significant revenue growth potential in the future.
- Elevated Market Expectations: Bloom raised its full-year 2026 revenue guidance to $3.4 billion to $3.8 billion, exceeding Wall Street expectations, prompting analysts to raise price targets, reflecting a positive outlook on its future growth.
See More
Bloom Energy Stock Surges 1400% Amid Growing Market Demand
- Stock Surge: Bloom Energy's stock price has skyrocketed nearly 250% in 2026, with a staggering 1,400% return over the past 12 months, indicating strong market performance that has captured investor interest.
- Significant Revenue Growth: In Q1 2026, Bloom reported revenue of $751.1 million, a 130.4% increase from the previous year, contrasting sharply with a $23.8 million loss in Q1 2025, highlighting a remarkable turnaround in profitability.
- Massive Market Potential: The global data center market is projected to grow from over $300 billion in 2026 to more than $699 billion by 2034, creating a larger demand for Bloom's servers and reinforcing its long-term investment appeal.
- Volatility Risks: With a forward P/E ratio of 147, significantly higher than Nvidia's 24.5, Bloom faces considerable price volatility, necessitating that investors manage short-term fluctuations while capitalizing on long-term growth opportunities.
See More
Goldman Sachs' Hedge Fund VIP List Includes Micron Technology
- Hedge Fund Favoritism: Micron Technology has made it to Goldman Sachs' coveted Hedge Fund VIP list, indicating strong interest from professional traders in its data and storage chips, reflecting optimistic market expectations for future growth.
- Outstanding Market Performance: The VIP basket has risen 10% year-to-date, outperforming the S&P 500's 9% gain, suggesting that hedge fund investment strategies are excelling in the current market environment, thereby boosting investor confidence in Micron.
- Stock Surge: Micron's shares soared 19% on Tuesday alone, pushing its market value past $1 trillion for the first time, primarily driven by insatiable AI demand for its memory chips, showcasing the company's competitiveness in emerging technologies.
- Analyst Optimism: UBS has tripled its price target on Micron to $1,625, believing that the market will start to assign a more 'normal' multiple to the stock, indicating that it is likely to continue rising as structural changes driven by AI unfold.
See More
Investment Prospects in Clean Energy and Nuclear Startups
- Bloom Energy's Rapid Growth: Bloom Energy has seen its stock price rise over 200% since the beginning of the year and an astonishing 1,450% year-over-year, providing on-site power generation solutions that ensure stable electricity supply for critical clients like hospitals and data centers, highlighting its significant position in the rapidly growing energy market.
- Major Client Partnerships: Bloom Energy signed a $5 million agreement with Brookfield Asset Management to deploy energy servers for its AI factories, and recently partnered with Nebius in a $2.6 billion deal, further solidifying its market share in the AI data center sector.
- Nano Nuclear Energy's Development Potential: Nano Nuclear Energy focuses on designing microreactors aimed at providing reliable zero-carbon electricity, and by securing uranium supply through strategic partnerships with companies like LIS Technologies, it reduces competition for scarce resources, enhancing its market competitiveness.
- Strong Financial Position: Nano Nuclear Energy has approximately $569 million in cash reserves and an annual cash burn rate between $30 million and $39 million, ensuring several years of operation without the need for fresh capital injection, although it faces execution risks, success could yield substantial returns.
See More
