Bloom Energy Corp (BE)
Industrials · Fuel cell and distributed power generation · NYSE
Bloom Energy manufactures proprietary solid-oxide fuel cell systems that convert natural gas and hydrogen into on-site electricity for data centers, AI infrastructure, and industrial customers seeking grid-independent, distributed power.
What Bloom Energy Corp does
Bloom Energy is a global manufacturer of onsite power generation systems, primarily through its proprietary high-temperature solid-oxide fuel cell technology, the Bloom Energy Server. The company converts natural gas, biogas, and hydrogen into electricity without combustion or moving parts, serving Fortune 500 customers in data centers, semiconductor manufacturing, AI infrastructure, utilities, and industrial sectors. Bloom also manufactures the Bloom Electrolyzer for hydrogen production and generates recurring revenue from long-term operations and maintenance service agreements.
Themes: ["Fuel cell power generation","Distributed energy / onsite power","AI infrastructure and data center power","Clean energy transition","Hydrogen economy / green hydrogen","Grid resilience and energy security","Semiconductor manufacturing power"]
Fundamentals
- Price$244.61 as of 2026-07-10 close
- Market cap$69.6B as of 2026-07-12
- 1-year return+846.3% as of 2026-07-10 close
- P/E11532.87 as of 2026-07-12
- Net margin+0.3% as of 2026-07-12
- Gross margin+29.6% as of 2026-07-12
- ROE+0.8% as of 2026-07-12
- Debt / equity3.06 as of 2026-07-12
- Revenue growth (YoY)+56.5% as of 2026-07-12
- Revenue CAGR (3y)+19.1% SEC XBRL
- Beta3.88 as of 2026-07-12
Dividend: yield +0.0%; pays a dividend.
Key risks (from latest filing)
["Grid interconnection queue delays and permitting bottlenecks could slow customer deployment timelines and reduce time-to-market advantage for onsite solutions","Dependence on single primary product (Bloom Energy Server) means revenue concentration risk if demand from data centers and AI infrastructure slows or capital spending cycles contract","Competition from traditional OEMs, renewable energy providers, and other fuel cell/distributed generation technologies could pressure pricing, market share, and gross margins"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-12. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-10.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.