Bloom Energy (BE) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of a loss of $0.07 per share. This compares to loss of $0.17 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 142.86%. A quarter ago, it was expected that this developer of fuel cell systems would post earnings of $0.32 per share when it actually produced earnings of $0.43, delivering a surprise of 34.38%.Over the last fo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________________________________ FORM 10-Q (Mark One) þ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________to ____________ Commission File Number: 001-38598 _______________________ ...

Bloom Energy (BE) Q1 2025 Earnings Call April 30, 2025 05:00 PM ET Speaker0 and welcome to the Bloom Energy First Quarter twenty twenty five Financial Results Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you. Now I would like to hand the call over to Michael Cherny, Vice President, Investor Relations. Michael, you may begin. Speaker1 Thank you, and good afternoon, everybody. Thank you for jo ...

Bloom Energy Reports First Quarter 2025 Financial Results • Record Q1 revenue with 38.6% year over year growth • Reaffirming 2025 revenue and margin guidance SAN JOSE, Calif., April 30, 2025 — Bloom Energy Corporation (NYSE: BE) reported today its financial results for the first quarter ended March 31, 2025. The company reported revenue of $326.0 million for the first quarter of 2025. First Quarter Highlights Bloom today also announced that CFO Dan Berenbaum will depart the Company effective May 1, 2025. Bl ...

When it comes to artificial intelligence stocks, a lot of the early investment attention has been focused on semiconductor chip designer Nvidia (NVDA 4.11%), and its stock price has spiked as a result. But lately, its price has become somewhat volatile. There's nothing inherently wrong with Nvidia, which designs many of the best chips used to power artificial intelligence (AI). It isn't shocking for a hot investment theme like AI to be expensive and volatile. But some investors care about valuation or prefe ...

Core Viewpoint - Bloom Energy Corporation experienced significant stock volatility, closing down over 21% in the week ending April 4, 2025, despite a prior 8% increase following a partnership announcement with Conagra Brands Inc. [1][2] Group 1: Partnership and Market Position - Bloom Energy announced a partnership with Conagra Brands to deploy 6 MW of fuel cell technology at two Ohio plants, supplying 70% to 75% of their electricity needs and aligning with Conagra's 2030 greenhouse gas reduction target [2][5] - The company is positioned as a strong player in the energy sector, particularly for data centers, which require substantial electricity, and its portable fuel cells can be deployed quickly to meet urgent demands [5][6] Group 2: Financial Performance - In the fourth quarter of 2024, Bloom Energy reported record revenue of $572.40 million and an operating margin of 18.3%, resulting in earnings per share (EPS) of 43 cents [9] - Despite the revenue growth, analysts project a negative EPS of four cents for the upcoming quarter, raising concerns about the sustainability of earnings [10] Group 3: Analyst Ratings and Stock Forecast - The current stock price forecast for Bloom Energy is $24.29, indicating a potential upside of 37.77%, with a consensus rating of Moderate Buy based on 22 analyst ratings [8][11] - Although the stock has a price target of $25.06, it is not favored by top-rated analysts compared to other investment opportunities, highlighting the need for Bloom Energy to demonstrate a path to sustained profitability [11][12] Group 4: Long-Term Contracts and Backlog - Bloom Energy has established long-term contracts for its fuel cells, typically spanning 10 to 20 years, resulting in a service backlog valued at $9 billion by the end of 2024 [7] - The company benefits from a manufacturing base in the U.S., which positions it favorably in the context of tariffs, although it has faced challenges related to consistent profitability [8]

Group 1: Company Overview - Bloom Energy is strategically positioned to support the development of artificial intelligence (AI) with a current backlog of $2.5 billion in fuel cells to deliver [1][6] - The company has signed a significant deal with American Electric Power (AEP) for 1 gigawatt of fuel cell capacity, with at least 100 megawatts expected to be delivered in 2025 [6] Group 2: Market Demand and Opportunities - The demand for reliable power is critical for AI operations, creating a favorable environment for electric utilities and companies like Bloom Energy that provide flexible power solutions [2][4] - Bloom Energy's fuel cells offer a quick and transportable solution to meet the immediate power needs of AI companies, bridging the gap until traditional utilities can scale up their infrastructure [5][8] Group 3: Financial Backlog and Growth Potential - Bloom Energy has a service backlog totaling $9 billion, driven by long-term service contracts lasting 10 to 20 years for every fuel cell sold, indicating a stable revenue stream [7] - The increasing backlog, supported by AI demand, suggests a positive outlook for Bloom Energy's future earnings and potential for sustainable profits [9][10]

Core Viewpoint - The article compares Excelerate Energy (EE) and Bloom Energy (BE) to determine which stock is more attractive to value investors [1] Group 1: Zacks Rank and Earnings Outlook - Excelerate Energy has a Zacks Rank of 1 (Strong Buy), indicating a positive earnings outlook, while Bloom Energy has a Zacks Rank of 3 (Hold) [3] - The Zacks Rank emphasizes stocks with recent positive revisions to earnings estimates, suggesting that EE has an improving earnings outlook [3] Group 2: Valuation Metrics - Excelerate Energy has a forward P/E ratio of 17.85, significantly lower than Bloom Energy's forward P/E of 55.90 [5] - EE's PEG ratio is 0.92, while BE's PEG ratio is 1.35, indicating that EE is expected to grow at a more favorable rate relative to its valuation [5] - EE's P/B ratio is 1.49, compared to BE's P/B of 8.32, further highlighting EE's relative undervaluation [6] Group 3: Value Grades - Based on various key metrics, Excelerate Energy earns a Value grade of B, while Bloom Energy receives a Value grade of D [6] - The combination of Zacks Rank and Style Scores indicates that value investors may find EE to be the better investment option at this time [6]

Group 1 - Bloom Energy Corp (NYSE:BE) signed an agreement with American Electric Power (AEP) to provide power solutions to data centers [2] - Since late-November highs, BE has pulled back to its 50% year-to-date level, coinciding with its $5 billion valuation [2] - The pullback aligns with the candle-high following the AEP announcement and its ascending 20-day moving average, indicating potential for a next leg higher in 2025 [3] Group 2 - BE is identified as a contrarian target with relative strength, despite skepticism from analysts, as 11 out of 22 brokerages maintain "hold" ratings [3] - Short interest in BE has reached all-time highs, increasing by 16% in the last 30 days, with bearish bets up 48% in 2024 [4] - 23% of the equity's total available float is now sold short, suggesting ample room for a potential short squeeze [4]

Group 1 - Bloom Energy (BE) is currently outperforming its peers in the Oils-Energy sector, with a year-to-date return of 7.8% compared to the sector average of 3.9% [4] - The Zacks Rank for Bloom Energy is 2 (Buy), indicating strong analyst sentiment and an improving earnings outlook, with a 150.2% increase in the consensus estimate for full-year earnings over the past quarter [3] - Bloom Energy belongs to the Alternative Energy - Other industry, which has an average gain of 1.7% this year, further highlighting its strong performance within this specific area [5] Group 2 - Oil States International (OIS), another stock in the Oils-Energy sector, has also shown solid performance with a year-to-date increase of 4.6% and a Zacks Rank of 2 (Buy) [4][5] - The consensus estimate for Oil States International's current year EPS has risen by 21.4% over the past three months, indicating positive analyst sentiment [5] - The Oil and Gas - Mechanical and Equipment industry, which includes Oil States International, has underperformed with a year-to-date change of -0.3% and a Zacks Industry Rank of 192 [6]