BE
Bloom Energy Corporation$294.58Industrials · Electrical Equipment & Parts · 电力设备 / 液冷 — AI 的终点是电力 · as of 2026-10-06
估值
PE TTM387.6
PE NTM (混合)66.7
Fwd PE (Yahoo +1y)59.6
PEG NTM0.81
PEG (Yahoo)0.65
EV/EBITDA202.0
EV/Rev27.2
P/S27.9
FCF yield0.6%
Fwd PE 自身分位n=1,样本不足
增长 / 质量
Revenue TTM3.1B
Rev growth (yoy q)166%
Earnings growth–
EPS +1y vs 0y83%
Gross margin32%
Op margin17%
Net margin8%
FCF / OCF532M / 738M
Debt / Cash2.8B / 2.7B
Mkt cap / EV86.8B / 84.6B
共识 / 修正
Target mean282.8 (-4%)
Rec mean (1=StrongBuy)2.24
SB/B/H/S5/10/12/2
Analysts26
+1y EPS up/down 30d2 / 1
+1y EPS chg 90d12%
Surprise avg 4q107.9%
Next earnings2026-10-27
FY end2026-12-31
价格 / 情绪
52w high / low351.3 / 75.7
vs 52w high-16%
Ret 1m / 3m16% / 9%
RS vs SPY 1m / 3m15% / 5%
Beta3.78
Short % float7.3%
Div yield0.00%
共识预期 (EPS / Revenue)
| Period | End | EPS avg | low–high | g | 90d ago | Up/Dn 30d | Rev avg | Rev g |
|---|---|---|---|---|---|---|---|---|
| 0q | 2026-09-30 | 0.67 | 0.56–0.80 | 345% | 0.51 | 0/2 | 1.1B | 105% |
| +1q | 2026-12-31 | 0.83 | 0.68–1.03 | 85% | 0.77 | 13/4 | 1.2B | 56% |
| 0y | 2026-12-31 | 2.71 | 2.42–3.08 | 256% | 2.16 | 0/3 | 4.1B | 103% |
| +1y | 2027-12-31 | 4.94 | 2.95–7.01 | 83% | 4.40 | 2/1 | 6.8B | 65% |
财报历史 (EPS actual vs estimate)
| Quarter | Actual | Estimate | Surprise |
|---|---|---|---|
| 2025-09-30 | 0.15 | 0.10 | 47.0% |
| 2025-12-31 | 0.45 | 0.30 | 50.4% |
| 2026-03-31 | 0.44 | 0.13 | 242.4% |
| 2026-06-30 | 0.78 | 0.41 | 91.8% |
价格(1 年)与 Forward PE 快照历史
Forward PE 历史区间:每日快照累积中(目前 1 天)