BE News
4 R40 articles on Bloom Energy Corporation (BE). Latest, Sep 30, 2026: Bloom's Oracle Order Is 1.2, 2.4, 2.45 or 2.8 GW. Its Plant Is Sized for One a Year.
R40 Coverage
Bloom's Oracle Order Is 1.2, 2.4, 2.45 or 2.8 GW. Its Plant Is Sized for One a Year.
Bloom has put 1.2, 2.4, 2.45 and 2.8 GW on the Oracle relationship. Only 1.2 GW was ever called contracted, and none of the figures is in an SEC filing.
The S&P 500 Adds Bloom Energy at 337x Trailing Earnings. Two Weeks Ago We Wrote 269x.
Bloom Energy joins the S&P 500 on September 21, replacing Molson Coors. At Friday's $252.87 close it trades at 337x trailing GAAP earnings, 3.0x our base case.
Bloom Energy Joins the Site at a Rule of 40 Score of 182, With the Stock 42% Off Its June High
Bloom Energy joins coverage on a $1,065M quarter up 165.5% and a record 181.92 Rule of 40 — with the stock 42% off its June high. That gap is the whole thesis.
SpaceX Uses Megapacks to Tame Its Gigawatt. Bloom Energy Sells the Megawatts Before the Grid Arrives.
Tesla Megapacks stabilize volatile AI loads; Bloom fuel cells generate onsite before the grid arrives. Where each wins, and why data centers will use both.