BE · Bloom Energy Corporation
Solid-oxide fuel-cell maker powering AI data centers on-site
Risiko 8/10 · HIGH RISK · priced-for-perfection fuel cells · $252.87 ▲ 7.35%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $252.87
- Market cap $74.5B
- P/E (ttm) 332.72
- Div yield none
- 52-wk range $52.00 – $351.28
Wichtigste Risiken
- Valuation snap-back if AI capex slows (Shareholders) — EXTREME
- Profitability is new and thin — one bad quarter breaks the story (Shareholders) — HIGH
- Order book concentrated in a few data-center customers (Shareholders) — HIGH
- Gas turbines and grid upgrades compete for the same load (Customers) — MED
Fazit
The business is finally working; the valuation demands it keeps working perfectly.
Recherche, keine Anlageberatung.