Bloom Energy (BE) Valuation Check After Major AI Data Center Power Deal And Rapid Share Price Momentum

Simply Wall St.01-30

Bloom Energy (BE) is back in focus after an American Electric Power subsidiary exercised a long term offtake option worth roughly US$2.65 billion for its solid oxide fuel cells, tied to rising AI data...

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The 1 year total shareholder return is very large and the 5 year total...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4588":"碎股","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","BK4182":"重型电气设备","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0444971666.USD":"天利全球科技基金","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4541":"氢能源","BK6051":"信息科技咨询与其它服务","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","BK4585":"ETF&股票定投概念","BK4234":"特殊用途房地产信托","LU0823414478.USD":"法巴经典能源转换基金","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","BE":"Bloom Energy Corp","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4084":"特种房地产投资信托"},"translate_title":"Bloom Energy(BE)在重大人工智能数据中心电力交易和股价快速上涨后进行估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BE":1.98},"content_text":"Bloom Energy (BE) is back in focus after an American Electric Power subsidiary exercised a long term offtake option worth roughly US$2.65 billion for its solid oxide fuel cells, tied to rising AI data center power needs. See our latest analysis for Bloom Energy. That contract has arrived after a powerful run in the shares, with a 30 day share price return of 79.36% and a year to date share price return of 58.59%. The 1 year total shareholder return is very large and the 5 year total shareholder return is almost 3x, suggesting momentum has been building rather than fading even though the stock slipped 5.37% in the last session to US$156.51. If AI driven power demand has your attention, it can be useful to see what else is moving in this space, starting with high growth tech and AI stocks. After a six month surge and fresh optimism around AI driven power demand, Bloom Energy is trading above some analyst targets. Is this contract momentum still underappreciated, or is the market already pricing in years of future growth? AdvertisementMost Popular Narrative: 40.8% Overvalued Bloom Energy's most followed narrative pegs fair value at about $111.18 per share, well below the last close at $156.51. This sets up a clear valuation gap for readers to weigh.  The analysts have a consensus price target of $34.57 for Bloom Energy based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $48.0, and the most bearish reporting a price target of just $10.0.  Read the complete narrative. Want to see what kind of revenue curve and margin profile are being used to back this higher fair value, and how the future profit multiple fits into that story? The narrative leans on a specific growth runway and a confidence level around earnings quality that you may or may not agree with. You will only see the full picture when you see how those assumptions stack together. Result: Fair Value of $111.18 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this narrative can crack if zero emissions rivals undercut natural gas based fuel cells on cost, or if Bloom's expanded manufacturing capacity sits underused. Find out about the key risks to this Bloom Energy narrative.  Build Your Own Bloom Energy Narrative If you look at the numbers and come to a different conclusion, or prefer to test your own assumptions, you can build a complete narrative in a few minutes using Do it your way. A great starting point for your Bloom Energy research is our analysis highlighting 2 key rewards and 4 important warning signs that could impact your investment decision. Looking for more investment ideas? If you stop here, you only see part of the opportunity set, so use the screeners below to widen your radar and pressure test your next moves.  Spot potential value plays by checking out these 865 undervalued stocks based on cash flows, where cash flow based pricing does the heavy lifting for you. Chase high growth themes by scanning these 23 AI penny stocks that are tied to rapidly scaling artificial intelligence trends. Put income potential on your radar by filtering for these 14 dividend stocks with yields > 3% that might suit a yield focused portfolio.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Bloom Energy might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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