Bloom Energy Corp

NYSE: BE · INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS

$260.22

+4.56% today

Updated 2026-06-12

Market cap

$86.14B

P/E ratio

—

P/S ratio

35.17x

EPS (TTM)

$-0.03

Dividend yield

—

52W range

$20 – $323

Volume

10.3M

Market cap

$86.14B

P/E ratio

—

P/S ratio

35.17x

EPS (TTM)

$-0.03

Dividend yield

—

52W range

$20 – $323

Volume

10.3M

Bloom Energy Corp (BE) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

BE · Bloom Energy Corp · Price target summary

Current

$260.22

Consensus

$106.23

-59.18%

2030 Target

$664.59

+155.40%

DCF

—

Current price

$260.22

Analyst consensus

$106.23

-59.18%

2030 Target

$664.59

+155.40%

Intrinsic (DCF)

—

22 analysts:

7 Buy8 Hold2 Sell

Management guidance

No specific multi-year revenue targets found in available data. CEO Sridhar Krishnan sold $34M in stock on Feb 24, 2026, suggesting confidence in near-term prospects. Company exceeded 2025 performance goals per March 2026 proxy filing, with strong AI datacenter tailwinds cited as primary growth driver.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

BE · Bloom Energy Corp · Revenue & price projection · 2023–2030E

Actual revenue Projected revenue Base case Bull to bear range

Bear case (2030)

$434.02

$15.4B Rev × 8x P/S

Base case (2030)

$664.59

$15.4B Rev × 12x P/S

Bull case (2030)

$1,098.60

$15.4B Rev × 20x P/S

WallStSmart.com

Financial forecast — research-backed

Metric	2025	2026 (E)	2027 (E)	2028 (E)	2029 (E)	2030 (E)
Revenue	$2.0B	$3.3B	$5.2B	$7.8B	$11.1B	$15.4B
Revenue growth	37.3%	62.8%	57.1%	50.0%	42.9%	38.7%
EPS	$0.73	$1.42	$3.01	$5.40	$8.10	$11.50
P/S ratio	—	12.0x	12.0x	12.0x	12.0x	12.0x
Implied price	—	$135.63	$217.01	$339.08	$474.71	$664.59

BE · Bloom Energy Corp · Catalysts & risks

Growth catalysts

+ AI datacenter power demand expansion (Meta, Google, Microsoft capex surge)

+ Contracted backlog growth and customer commitments from Brookfield ($5B partnership announced)

+ Cost reduction achievements and improved manufacturing utilization per recent analyst upgrades

+ Potential Brookfield partnership expansion and international market penetration

+ Fuel cell technology adoption in distributed power and grid services

Key risks

- High valuation multiple (P/S 18.71x, Forward P/E 45.37x) leaves limited margin for error

- Significant insider selling in Feb-March 2026 (CEO, CLO, CCO, COO, CAO all divested) suggests stock price front-running

- Negative EPS (-0.37 TTM) with path to profitability dependent on sustained revenue growth

- AI datacenter capex cycle could decelerate or shift to alternative power solutions

- Supply chain constraints and manufacturing scaling execution risks

- Analyst price target dispersion extreme (low $10 vs high $207) indicates deep disagreement on valuation

Methodology

Bloom Energy Corp's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 22 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.