SURVYR

BE

Bloom Energy Corporation
$218.50
+$14.58 (7.15%)Oct 27 close
IndustrialsS&P 500 CompareTechnicals
1M3M6M1Y2Y
-30%+33%+97%+160%+224%Oct 2025Oct 2026Apr 202652w high $351.2852w low $75.70
BESPY
Wall St. Highest PT $380.00 (+73.9%) Wall St. Avg PT $285.43 (+30.6%)
$77$159$241$323$405POC $144Hi $380Avg $285
Underwater Drawdown %Max DD -52.7%Current -36.8%
0.0%-52.7%
Relative Strength vs SPY+87.8% vs SPYOutperforming
+241%0%-241%
1W
−$4.15 (1.86%)
1M
−$70.20 (24.32%)
3M
+$51.66 (30.96%)
6M
−$7.87 (3.48%)
YTD
+$131.61 (151.47%)
1Y
+$109.97 (101.33%)

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Buy
29 analysts · mean score 2.24
1 = Strong Buy · 5 = Sell
Strong Buy1034%
Buy517%
Hold1241%
Underperform13%
Sell13%
Wall Street consensus · as of Oct 22, 2026
Analyst price targets
Current price$218.50
Average target$286.70
+$68.20 (+31.2%) upsideaverage target vs current price
CurrentAverageMedian
Low$97.00
Median$303.00
High$380.00
12-month Wall Street target range · as of Oct 22, 2026

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$66.6B
P/E (last 12 months)297.7
P/E (next 12 months, estimated)45.8
52-week range$75.70 – $351.28
Revenue growth (latest quarter vs a year ago)+165.5%
Dividend yieldNo dividend
Analyst consensusBuy (26)
Average analyst price target$285.43 (+31%)

What they do

Bloom Energy Corporation designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally. It offers Bloom Energy Server, an energy server platform to convert fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels, into electricity through a non-combustion electrochemical process. The company also provides Bloom Electrolyzer for producing hydrogen.

Industrials · Electrical Equipment & Parts
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
99th percentile in sector
A+
12-1 return: +109.6%
Percentile within its GICS sector across the S&P 1500.
Growth
100th percentile in sector
A+
Revenue growth (YoY): +165.5%
Percentile within its GICS sector across the S&P 1500.
Value
1st percentile in sector
F
Forward E/P: 2.2% · EBITDA/EV: 0.6%
Percentile within its GICS sector across the S&P 1500.
Profitability
58th percentile in sector
B-
Profit margin: +7.9% · Return on equity: +22.2%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Held by 2 of 7 live models: Momentum Top 15, SURVYR. Long Book.

Momentum Top 15
6.7% of the book · ranked 14 of 499
 HeldSURVYR. Long Book
2.5% of the book · Higher-risk sleeve
 HeldQuality Growth
Outside this model's universe or screens
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
Why it's in the Momentum Top 15 #14 of 499

Qualified on 12-1 momentum of +143.9% (its gain from 12 months to 1 month before 2026-09-30). Ranked 14th of 499 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-27) it ranks 19th.

Why it's in the SURVYR. Long Book

Picked for this research portfolio at the Oct 21, 2026 close (Higher-risk group, Energy & BTM power).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

Earnings & events

BE earningsReported Oct 22, 2026▲ Above estimates
Results · After the close
EPS actual$0.94
EPS estimate$0.68
Surprise+39.1%
RevenueNot in our data yet

Revenue for this quarter is not in our data yet. It arrives with the quarterly filing.

Next report
Thu Feb 4, 2027Time not confirmed
EPS consensus$1.11
Revenue consensus–
Last 4 quarters · EPS vs estimate
Oct 22, 2026$0.94est $0.68+39.1%Above estimates
Jul 28, 2026$0.78est $0.41+91.8%Above estimates
Apr 28, 2026$0.44est $0.13+242.4%Above estimates
Feb 5, 2026$0.45est $0.30+50.4%Above estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · refreshed 2026-10-27 18:03:32 ET
25-0225-0425-0725-1026-0226-0426-0726-10-0.060.94
EstimateActual (beat)Actual (miss)

News & catalysts

More news
AI Power Stocks Fell 7% to 13% in a Week While Exxon and Chevron Just Hit Record Highs. Here's Which Side I'd Rather Own.
Nasdaq · 24m ago
Pentair Helps Cool AI Data Centers—and Its Stock Is Leading the Market
Barrons.com · 9h ago
3 Energy Stocks I'm Not Selling, No Matter What the Market Does
Nasdaq · 10h ago
Why is Bloom Energy stock surging today?
Investing.com · 13h ago
Bloom Energy Stock Has Plunged Despite Explosive Growth. Is It Time to Buy?
Nasdaq · 15h ago

Research

Coteau Long Book: rebalance of Oct 21, 2026Oct 22, 2026Momentum Top 15: the October 2026 book, a rough start, and what the backtest says to expectOct 18, 2026
Insider trades
Joshi Aman
Chief Commercial Officer · 2026-10-01
Sell
$2.3M
Chitoori Satish
Chief Operations Officer · 2026-09-16
Sell
$775.1K
Soderberg Shawn Marie
See Remarks · 2026-09-16
Sell
$775.1K
Kurzymski Maciej
Chief Accounting Officer · 2026-09-16
Sell
$616.0K
Joshi Aman
Chief Commercial Officer · 2026-09-16
Sell
$972.1K
Immelt Jeffrey R
Director · 2026-08-17
Sell
$7.2M
Soderberg Shawn Marie
See Remarks · 2026-08-14
Sell
$676.3K
Chitoori Satish
Chief Operations Officer · 2026-08-14
Sell
$496.1K
Joshi Aman
Chief Commercial Officer · 2026-08-14
Sell
$1.1M
Chambers John T
Director · 2026-08-13
Sell
$3.8M
Chambers John T
Director · 2026-08-03
Sell
$3.1M
None
None · None
Sell
–

Stats refreshed 2026-10-27 18:03:32 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026