BE — Stock Film
STOCK FILMSCENE 1/12BE · $276
Stock Expert AI presents
BE
Bloom Energy Corporation
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Bloom Energy Corporation. What it actually does.

Design and manufacture solid-oxide fuel cell systems for on-site power generation. Now — the numbers.

on the stock market since 2018
2,214 employees
$81B market value
WHERE DOES THE MONEY COME FROM?
76%Products
ProductsServices 11%Installation 10%Electricity 3%
76% of all revenue comes from a single line: Products.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Revenue last year:
$2B
The loss that same year:
$88.4M
Sales don’t cover the costs; the gap drains from the cash pile every year.

The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.

THE SALES TREND
Sales are growing, year after year.

Average growth of 20% a year over the last 4 years. Red columns mark years that ended in a loss.

$972.2M
2021
2022
2023
2024
$2B
2025
In the vault right now:
$2.5B
DEBT: $3.0B
At this pace, that money lasts about 27.8 years.

At this burn rate the cash pile isn’t the pressing question — for now, time is on the company’s side.

THE PRICE TAG
MARKET VALUE / ANNUAL SALES
40.1×

This company is not turning a profit, so the market is pricing its sales instead: 40.1× for every dollar of annual revenue.

Against companies in its own sector, it looks cheaper than 13% of them.

Analysts' average target sits 1% above today's price.

What executives did with their own stock over the last 12 months:
25 buy28 sell

Executive selling isn’t always bad news; people sell for personal reasons too. Still, the thin buying side is worth noting.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 20% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
Sales keep climbing

Over the last 4 years, sales grew about 20% a year on average.

2
THE BRIGHT SIDE · 2/3
Sales are holding up

The company sells $2.0B a year; the problem isn’t sales — it’s costs running above that number.

3
THE BRIGHT SIDE · 3/3
Delivers on expectations

It met or beat analyst expectations in 7 of the last 8 quarters — consistency is a promise kept.

1
THE RISKS · 1/2
The losses continue

A loss of $88.4M against $2.0B in annual sales.

2
THE RISKS · 2/2
A wildly swinging price

This stock swings about 3.8 times as much as the market average. Big rallies — and big drops — can both happen fast.

FINALE · THE GRADE
A
75 / 100 · MoonshotScore

On our five-subject report card, BE sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”

The takeaway: BE has solid sales but closed last year at a loss. The road back to profit runs through spending discipline.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film