In November 2024, Bloom Energy (BE 4.07%) made a big announcement: It will be supplying a roughly 80-megawatt fuel cell project in South Korea. The project, assuming all goes as planned, will be the "world's largest fuel cell installation in history."Being involved in this project is clearly good news for Bloom Energy, but what does it mean for investors?A very large projectBloom Energy's new project is being developed by SK Eternix. SK Eternix is a Bloom Energy partner and has been a distributor of Bloom E ...

公司表现 - 公司股价在过去一个月下跌16.58% 落后于石油能源板块的8.22%跌幅和标普500指数的0.36%跌幅 [1] - 公司最新收盘价为22.51美元 较前一日下跌1.7% 表现不及标普500指数的1.07%跌幅 道琼斯指数的0.97%跌幅和纳斯达克指数的1.19%跌幅 [7] - 公司预计在即将发布的财报中每股收益为0.30美元 同比增长328.57% 同时预计收入为5.1521亿美元 同比增长44.35% [8] 财务预测 - 公司全年每股收益预计为0.08美元 同比增长180% 全年收入预计为14.2亿美元 同比增长6.23% [2] - 公司目前市盈率为296.35 远高于行业平均市盈率24.53 [4] - 公司PEG比率为11.85 远高于行业平均PEG比率1.89 [11] 行业分析 - 公司所属的替代能源-其他行业目前Zacks行业排名为79 位于所有250多个行业的前32% [5] - Zacks行业排名显示 排名前50%的行业表现优于后50%的行业 优势比例为2:1 [12] 分析师评级 - 公司目前Zacks评级为3级(持有) 过去30天Zacks一致每股收益预期上调1.37% [10] - 分析师对公司盈利预期的调整往往反映了短期业务模式的变化 积极的预期调整表明分析师对公司业务和盈利能力的乐观态度 [9]

The artificial intelligence (AI) industry is rapidly transforming technology, and with this evolution comes a surge in energy demand.As AI advances and its uses multiply -- including applications in healthcare, finance, transportation, and manufacturing -- the need for reliable, sustainable energy solutions intensifies. To address this growing concern, companies are pursuing scalable, renewable energy sources that can support their expanding needs. With global energy demand continuing to rise, some are turn ...

公司表现 - Bloom Energy股价在11月飙升185 9% [1] - 公司第三季度营收环比和同比均下降 但股价对财报反应良好 可能由于调整后毛利率的改善 [5] - 公司市值达到60亿美元 尽管尚未盈利 但交易价格约为明年调整后收益预期的70倍 [6] 行业动态 - Bloom Energy与American Electric Power达成重大供应协议 提供高达1吉瓦的能源 这是迄今为止最大的燃料电池采购 [3][4] - 作为协议的一部分 AEP已为今年下达了100兆瓦的订单 预计2025年会有更多订单 [4] - 公司还宣布了与韩国SK Eternix和台湾广达电脑的几个新大型项目和后续订单 [5] 技术优势 - Bloom Energy的燃料电池服务器可以从天然气 生物气体或氢气中发电 无需燃烧 从而降低二氧化碳排放和其他污染物 [1] - 这种技术使其成为耗电量巨大的人工智能数据中心的一个有吸引力的选择 [1] 市场前景 - 由于与AEP的大订单以及其他公用事业公司可能需要其燃料电池解决方案的前景 投资者可能对Bloom未来的收入和收益进行推测 [6] - 需要对Bloom在公用事业领域潜在市场的规模进行更广泛的研究 以确定其真正的AI机会 [7]

文章核心观点 - 投资者本月大量买入Bloom Energy股票,但到2027年可能会后悔 [1] 当前情况 - Bloom Energy第三季度财报不佳,销售额低于预期超过5000万美元,且报告了形式上的亏损 [3] - 尽管财报不佳,Bloom Energy股价在过去两周内翻了一番 [4] 业务增长因素 - 利润率提升:过去四个季度Bloom Energy持续报告正毛利润,运营利润率接近正数 [6] - 合同签订:Bloom Energy与韩国SK Eternix和AEP签订了两个大合同,预计将大幅增加收入 [7] 分析师预测 - 分析师预测Bloom Energy 2027年销售额将达到26亿美元,较2023年翻倍 [9] - 预计2027年运营利润将达到3.2亿美元,净利润超过每股1美元 [9] 市场地位 - Bloom Energy已成为美国最大的氢燃料电池公司,销售额和市值均领先 [10] - 如果一切顺利,Bloom Energy可能成为美国唯一盈利的燃料电池公司 [10] 估值分析 - 基于当前股价26美元和2027年预测每股收益1美元,Bloom Energy的市盈率将达到26倍 [11] - 由于预测利润尚未实现,且AEP合同存在不确定性,当前估值可能过高 [11] 投资建议 - 尽管Bloom Energy前景看好,但短期内股价已大幅上涨,可能已达到高点 [12][13]

I don't remember the last time investors in Bloom Energy (BE 3.55%) had so much fun. After clocking more than 45% gains on a single day last week, shares of the hydrogen fuel cell maker continued to rally higher this week, surging 18% through 10:30 a.m. ET Friday, according to data provided by S&P Global Market Intelligence.Bloom Energy stock is now up a whopping 89% in just two weeks, as of this writing.Analysts are excited about Bloom EnergySeveral analysts turned bullish about Bloom Energy this week and ...

Bloom Energy (NYSE: BE) saw its stock surge nearly 59% on November 15, becoming the top gainer on the NYSE after announcing a major deal with American Electric Power (NASDAQ: AEP) to supply up to 1 gigawatt (GW) of solid oxide fuel cells.The news prompted multiple analysts to revise their price targets, reflecting optimism about Bloom’s growth potential.At the time of writing, Bloom Energy shares were trading at $21.19, reflecting a 44% gain after reaching an intraday high of $22.50, levels not seen in over ...

U.S. stocks traded lower toward the end of trading, with the Dow Jones index falling by more than 300 points on Friday.The Dow traded down 0.78% to 43,410.32 while the NASDAQ fell 2.50% to 18,630.37. The S&P 500 also fell, dropping, 1.51% to 5,859.61.Check This Out: Top 4 Utilities Stocks That May Keep You Up At Night This QuarterLeading and Lagging SectorsUtilities shares rose by 1% on Friday.In trading on Friday, information technology shares fell by 2.7%.Top HeadlineThe total number of active U.S. oil ri ...

Bloom Energy (BE 43.37%) investors are having a terrific Friday, as shares of the renewable energy company surged 47.8% through 10:30 a.m. ET.Last night, Bloom Energy announced a deal to supply up to 1 gigawatt's-worth of fuel cells to electric utility American Electric Power (AEP 2.05%). Bloom's bigger newsLast night's announcement comes on the heels of a miserable earnings report from Bloom last week -- a report that was redeemed by Bloom's announcement of a deal to set up an 80-megawatt fuel cell system ...

I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...