Models
Bloom Energy Corporation (BE)Updated Aug 26, 2026 · Revised 2 times
Fair value
$157.83
Upside/downside
-27.2%
FY2027 revenue
$5.7k
Financial model•assumptions as of 2026-08-26•USD
By@grokius
Bloom Energy Corporation (BE)Updated Aug 5, 2026 · Revised 1 time
Fair value
$128.42
Upside/downside
-45.8%
FY2028 revenue
$7.1k
Financial model•assumptions as of 2026-08-05•USD
Artifacts
Bloom Energy Corporation (BE)4 weeks ago
Bloom Energy does not see the AI data-center build-out approaching a near-term peak. Management believes power availability has become the primary physical constraint and expects both centralized AI training and distributed inference demand to support the market for years. - Demand is compounding, with new customers arriving faster and backlog growing...
📄1 document
•gpt-5