BE Bloom Energy
Intrinsic value$2.05
Price (at call)$272.89
Margin of safety
-99.2%
vs market (rating basis)
-75.3%
Model unavailable; showing baseline valuation.
⚠ LLM error: empty response; using baseline
The story
Value drivers
| Revenue growth (Y1) | 19.1% |
| Terminal growth | 3.5% |
| Forecast horizon | 10y |
| Target operating margin | 9.5% |
| Years to target margin | 5 |
| Sales-to-capital | 0.92 |
| Beta | 2.20 |
| Failure probability | 0.0% |
| Cost of capital (WACC) | 14.6% |
| Terminal WACC | 9.3% |
Valuation bridge
| PV of explicit FCFF | -1.14B |
| PV of terminal value | 1.93B |
| Equity value | 604.13M |
| ÷ shares → per share | $2.05 |
News
bullish +0.60 · 8 articles
- 1 Momentum Stock to Target This Week and 2 That Underwhelm
- Why Bloom Energy (BE) Outpaced the Stock Market Today
- Test Your ETF Knowledge In Our IQ Test
- Why Did Bloom Energy Stock More Than Triple In A Year?
- Loren Finegold, Ed Comber Join Vinson & Elkins NY Practice, Finance & Infrastructure Growth
- Bloom Energy (BE) Surges as AI Hyperscalers Adopt Solid Oxide Fuel Cells
- BE Stock Jumps Premarket Ahead Of S&P 500 Inclusion: US Army Awards Power Leases To Indelible-Bloom Coalition
- Bloom Energy’s “Time-to-Power” Moat
Projected free cash flow to the firm
| Yr | Revenue | Growth | Margin | NOPAT | Reinvest | FCFF | PV |
|---|---|---|---|---|---|---|---|
| 1 | 3.71B | 19.1% | 9.5% | 279.14M | 645.62M | -366.48M | -319.91M |
| 2 | 4.35B | 17.3% | 9.5% | 327.53M | 698.97M | -371.44M | -283.05M |
| 3 | 5.03B | 15.6% | 9.5% | 378.64M | 738.32M | -359.68M | -239.26M |
| 4 | 5.73B | 13.9% | 9.5% | 431.18M | 758.95M | -327.77M | -190.33M |
| 5 | 6.42B | 12.1% | 9.5% | 483.55M | 756.55M | -273.00M | -138.38M |
| 6 | 7.09B | 10.4% | 9.5% | 533.93M | 727.65M | -193.72M | -85.72M |
| 7 | 7.71B | 8.7% | 9.5% | 580.32M | 670.08M | -89.76M | -34.67M |
| 8 | 8.24B | 7.0% | 9.5% | 620.70M | 583.33M | 37.37M | 12.60M |
| 9 | 8.67B | 5.2% | 9.5% | 653.16M | 468.86M | 184.29M | 54.25M |
| 10 | 8.98B | 3.5% | 9.5% | 676.02M | 330.22M | 345.80M | 88.85M |
⚠ Extreme gap to market price — large, heavily-covered stocks are rarely mispriced this much; the gap likely embeds disruption, decline, or balance-sheet risk the model underweights. Treat as a flag to investigate, not a verdict.