分析师在报告中写道："在2027年及以后增长路径不清晰的情况下，30倍的估值倍数难以合理化。"他们 指出，即便采用更合理的估值倍数，其对应的业务规模"也似乎极难实现"——当前最大的争议点在于公 司签署订单的速度："正如管理层此前所言，达成大型订单需要时间。我们并非低估Bloom Energy最终 实现1吉瓦以上业务规模的能力，但短期内看不到这一目标落地的可能。" Bloom Energy(BE.US)股价在周三暴跌，一度下挫16.5%，周三收跌10.6%。此前，杰富瑞将该股评级 从"持有"下调至"跑输大盘"，并给出31美元的目标价，理由是2026年后公司增长前景不明朗，且已出 现"早期过度乐观迹象"。 以杜尚特.阿伊拉尼(Dushyant Ailani)为首的杰富瑞分析师团队表示，Bloom Energy在前景可期的细分领 域确实处于领先地位，但其众多乐观增长假设正面临现实制约。当前该股估值对应2027财年预期 EBITDA(息税折旧摊销前利润)约31倍，已隐含对高增长的预期，而下行风险已超过进一步上涨的可能 性。 杰富瑞认为，除了包含实质性订单数据外，该股下一个潜在催化剂将出现在2月26日——届时Bloom ...

Bloom Energy (BE) ended the recent trading session at $69.18, demonstrating a -10.6% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily loss of 0.29%. Meanwhile, the Dow experienced a drop of 0.37%, and the technology-dominated Nasdaq saw a decrease of 0.34%. The developer of fuel cell systems's stock has climbed by 54.95% in the past month, exceeding the Oils-Energy sector's gain of 2.23% and the S&P 500's gain of 3.08%.The upcoming earnings release of Bloom ...

Jefferies analyst downgrades Bloom Energy's stock to underperform, saying the rally since the company's power-generation deal with Oracle in July was a sign of 'over-exuberance' by investors. ...

Bloom Energy Corporation (NYSE:BE) is one of the AI Stocks on Market Radar. On September 23, BofA Securities analyst Dimple Gosai raised the price target on the stock to $24.00 (from $21.00) while maintaining a Underperform rating. According to the firm, Bloom Energy has secured remarkable wins such as those with American Electric (AEP) and Oracle (ORCL). These wins, along with other fast project deployments, has made it a standout beneficiary of the AI data center trade. The stock had a greater than 650% ...

Analysts at Jefferies downgrade the fuel-cell maker to Underperform from Hold in a research note. ...

Bloom Energy (NYSE:BE) -11.7% in Wednesday's trading after Jefferies downgraded shares to Underperform from Hold with a $31 price target, citing limited visibility into post-2026 growthand "some early signs of over-exuberance." Bloom Energy (BE) is indeed a leader in a ...

Bloom Energy Corp. BE has been a primary beneficiary of 2025’s artificial intelligence (AI) hype cycle, with its stock rallying on the back of high-profile wins and rapid deployment stories.Bank of America analyst Dimple Gosai reiterated an Underperform rating on Bloom Energy and raised its price forecast to $24 from $21, implying a 72% downside from Tuesday’s close of $86.27.The stock has surged more than 650% over the past year on data center power deals, but the analyst warns the rally is driven more by ...

For more on the AI power buildout, we're joined by Bloom Energy CEO KR Shredar. Uh KR, it's great to have you on. Um you know, it's understandable that investors are impatient to try and gain leverage to this massive trend and everybody keeps having higher estimates of the power needs.The street is pushing back and saying, "Look, it can only happen so quickly in terms of the the build out the pipeline of where you can actually deploy." So, how do you uh characterize where you are in that process. So two or ...

Shares of Bloom Energy Corporation BE are trending lower on Wednesday. There is a good chance that the trend continues. An ‘inverted V' reversal pattern has formed on the chart.Bloom Energy is our Stock of the Day.Many question the validity of technical analysis. They suggest that it is like astrology or reading tea leaves.This is understandable. The research and analysis performed by many technical analysts is wrong.This is because many technical analysts don't understand the basic principles of the analys ...

评级变动与市场反应 - 杰富瑞将Bloom Energy评级下调至“逊于大盘” [1] - 评级下调导致公司股价今日开盘下跌近15% [1] 评级下调原因 - 下调评级基于对公司的估值担忧 [1] - 下调评级亦基于对公司长期增长不确定性的考量 [1]