业绩预期 - 公司预计将于10月28日公布2025财年第三季度业绩，市场普遍预期每股收益为8美分，营收为4.124亿美元 [1] - 第三季度每股收益预期较60日前上调33.33%，较去年同期预期增长900% [1] - 第三季度营收预期同比增长24.81% [1] - 在过去四个季度中，公司有三个季度的盈利超出市场预期，平均超出幅度为22.04% [2] 业绩驱动因素 - 公司提供清洁、现场电力的能力是季度业绩的主要驱动力，尤其在不依赖传统电网供电方面的优势使其更具吸引力 [7] - 公司与甲骨文达成协议，将在其部分美国数据中心部署燃料电池技术，可在90天内为整个数据中心提供高可靠性、低成本的现场电力 [8] - 公司在韩国市场的现有项目以及能源服务器系统安装量的增加预计将提振季度营收 [9] 股价与估值表现 - 公司股价在过去三个月内飙升219.7%，远超行业同期6.3%的涨幅 [10] - 公司目前交易估值高于行业水平，其远期12个月市销率为11.74倍，而行业平均水平为5.16倍 [14] 盈利能力与效率 - 公司过去12个月的投入资本回报率为4.62%，显著高于行业平均的1.85%，表明其资金使用效率优于同行 [11] 投资主题与增长前景 - 公司受益于对清洁电力日益增长的需求，以及其提供快速、定制化现场能源解决方案的能力 [16] - 公司预计更多公用事业公司将采用其能源服务器系统，随着产品成本下降，其解决方案将在全球更多地区、行业和社区具备成本竞争力 [17] - 公司的能源服务器平台通过提供抵御极端天气的能力、缓解老旧电网基础设施风险以及促进可再生能源整合，满足客户不断变化的需求 [18] - 对可扩展能源解决方案的稳定需求，以及能源服务器的快速部署和无污染发电特性，预计将支撑公司本季度及未来的业绩 [19] - 由人工智能数据中心、加密货币挖矿设施以及美国制造业回流驱动的可靠清洁电力需求增长，将使公司持续受益 [20]

Brookfield Asset Management said on Monday it will invest up to $5 billion in Bloom Energy's fuel cell technology to power artificial intelligence (AI) data centers. ...

We recently published All-Time Rush: 8 of 10 Big Names Hit Fresh Record Highs. Bloom Energy Corp. (NYSE:BE) is one of the best performers on Wednesday. Shares of Bloom Energy climbed to a new all-time high on Wednesday, as investors continued to load up positions after earning a sky-high price target upgrade from an investment firm. During the session, Bloom Energy Corp. (NYSE:BE) rose to its highest price of $80.71 before trimming gains to end the day just up by 8.71 percent at $79.67. Bloom Energy (BE ...

We recently published 10 Hot Stocks Investors Are Buying, 5 Break Fresh Records. Bloom Energy Corp. (NYSE:BE) is one of the best performers on Tuesday. Bloom Energy rallied to a new all-time high on Tuesday, as investors turned bullish after a sky-high price target upgrade from a financial services company. During the session, Bloom Energy Corp. (NYSE:BE) jumped to a new all-time high of $73.42 before trimming gains to end the day just up by 9.36 percent at $73.29 apiece. Bloom Energy (BE) Hits New All- ...

We recently published AI Frenzy: 10 Stocks Crushing the Market, 6 Climb to Fresh Highs. Bloom Energy Corp. (NYSE:BE) is one of the top performers on Wednesday. Shares of Bloom Energy rallied to a new all-time high on Wednesday, as investor funds flocked into AI stocks, supported by a new $43.9 million supply deal with India-based MTAR Technologies. During the session, the stock soared to its highest 52-week price of $65.63 before trimming gains to end the day just up by 14.47 percent at $62.96 apiece. B ...