BE
Bloom Energy Corporation
$201.34
장중 · Vol 729.1K · 52주 $48.87–$351.28 · 기준 2026. 8. 21. PM 3:59 ET
일봉 $206.38 · Aug 31, 2026
BE 가격 추세
종가
$206.38
시가
$215.71
고가
$210.00
저가
$205.50
30초 브리핑
BE 오늘의 판단 요약
보유 데이터를 비교 가능한 문장으로 해석한 요약입니다.
52주 범위의 50%
52주 범위 중간 구간으로 가격 위치만으로 방향성은 제한적입니다.
Forward P/E 41.9배
선행 P/E가 낮아 시장은 이익 증가를 반영하고 있습니다.
20일 평균의 0.8배
거래량은 최근 평균 범위입니다.
2026-10-27
실적 전후 변동성 확대 가능성이 있으므로 컨센서스 범위와 옵션 기대변동을 함께 보세요.
펀더멘털 기준 Sep 1, 2026 · 규칙 기반 요약이며 투자 조언이 아닙니다.
핵심 통계
BE 일봉·펀더멘털 스냅샷 기준 주요 지표
펀더멘털 스냅샷 Sep 1, 2026
Bloom Energy Corporation designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally. It offers Bloom Energy Server, an energy server platform to convert fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels, into electricity through a non-combustion electrochemical process. The company also provides Bloom Electrolyzer for producing hydrogen. It sells its products through direct and indirect sales channels to utilities, data centers, retail, healthcare, education, telecom, manufacturing, and other industries. The company was formerly known as Ion America Corp. and changed its name to Bloom Energy Corporation in 2006. Bloom Energy Corporation was incorporated in 2001 and is headquartered in San Jose, California.
4353 North First Street · San Jose, CA, United States · 직원 2,214명
시가총액
$60.76B
Trailing P/E
271.4
최근 12개월 이익 기준
Forward P/E
41.9
이익 증가 기대 반영
EPS (TTM)
$0.78
배당 수익률
—
배당성향
0.0%
베타
3.83
시장보다 민감
ROE
22.2%
P/B
37.54
EV/EBITDA
148.6
52주 범위
$48.87 – $351.28
현재 위치 50%
거래량
7.49M
20일 평균 9.94M · 0.8배
애널리스트 의견
매수 52%
총 29명 · 0m
DITM LEAPS Analysis
BE 장기 DITM 콜옵션을 진입 적합도 순으로 비교
| Contract | Expiry | Strike | Price | Lev. | Delta | Extrinsic | Spread | IV | OI | Score | 상세 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BE280121C00105000 | 1/21/28 · 1.4Y | $105.00 | $127.25 | 1.4x | 0.8884 | 20.4% | 3.54% | 95.94% | 62 | 66.52 | |
| BE280121C00110000 | 1/21/28 · 1.4Y | $110.00 | $124.27 | 1.5x | 0.8805 | 22.5% | 2.86% | 95.07% | 129 | 65.57 | |
| BE280317C00105000 | 3/17/28 · 1.5Y | $105.00 | $129.75 | 1.4x | 0.8889 | 21.9% | 3.47% | 95.86% | 7 | 64.09 | |
| BE280616C00110000 | 6/16/28 · 1.8Y | $110.00 | $131.65 | 1.4x | 0.8839 | 26.9% | 2.73% | 96.32% | 44 | 63.62 | |
| BE280121C00115000 | 1/21/28 · 1.4Y | $115.00 | $121.85 | 1.5x | 0.8723 | 25.1% | 3.53% | 95.13% | 160 | 63.30 | |
| BE280121C00120000 | 1/21/28 · 1.4Y | $120.00 | $118.95 | 1.5x | 0.8642 | 27.4% | 2.94% | 94.21% | 225 | 61.83 | |
| BE280317C00115000 | 3/17/28 · 1.5Y | $115.00 | $124.30 | 1.4x | 0.8737 | 26.6% | 2.90% | 94.59% | 17 | 61.23 | |
| BE280317C00110000 | 3/17/28 · 1.5Y | $110.00 | $127.35 | 1.4x | 0.8813 | 24.4% | 3.38% | 95.86% | 2 | 60.72 | |
| BE280616C00115000 | 6/16/28 · 1.8Y | $115.00 | $129.00 | 1.4x | 0.8768 | 29.2% | 2.87% | 95.49% | 12 | 60.41 | |
| BE280121C00130000 | 1/21/28 · 1.4Y | $130.00 | $113.83 | 1.5x | 0.8477 | 33.0% | 3.21% | 93.31% | 3,058 | 59.85 | |
| BE280616C00120000 | 6/16/28 · 1.8Y | $120.00 | $127.00 | 1.4x | 0.8700 | 32.0% | 3.15% | 95.66% | 61 | 59.74 | |
| BE280121C00125000 | 1/21/28 · 1.4Y | $125.00 | $116.50 | 1.5x | 0.8560 | 30.2% | 3.43% | 94.00% | 234 | 59.41 | |
| BE280317C00120000 | 3/17/28 · 1.5Y | $120.00 | $121.83 | 1.5x | 0.8659 | 29.2% | 3.00% | 94.26% | 3 | 57.31 | |
| BE280616C00125000 | 6/16/28 · 1.8Y | $125.00 | $124.60 | 1.4x | 0.8629 | 34.8% | 3.05% | 95.10% | 7 | 55.56 | |
| BE280317C00125000 | 3/17/28 · 1.5Y | $125.00 | $119.65 | 1.5x | 0.8583 | 32.0% | 2.76% | 94.34% | 4 | 55.34 | |
| BE280616C00130000 | 6/16/28 · 1.8Y | $130.00 | $122.75 | 1.4x | 0.8561 | 37.8% | 3.67% | 95.31% | 50 | 55.03 | |
| BE280121C00135000 | 1/21/28 · 1.4Y | $135.00 | $111.70 | 1.6x | 0.8395 | 36.2% | 3.04% | 93.44% | 175 | 54.49 | |
| BE280121C00140000 | 1/21/28 · 1.4Y | $140.00 | $109.52 | 1.6x | 0.8313 | 39.5% | 3.61% | 93.38% | 399 | 52.61 | |
| BE280616C00135000 | 6/16/28 · 1.8Y | $135.00 | $120.33 | 1.5x | 0.8489 | 40.7% | 3.03% | 94.58% | 16 | 51.97 | |
| BE280616C00140000 | 6/16/28 · 1.8Y | $140.00 | $118.77 | 1.5x | 0.8424 | 44.2% | 3.41% | 95.06% | 25 | 49.83 |
재무제표
BE 연간 손익·현금흐름·재무상태
매출 성장률
+37.3%
최근 연간 YoY
EPS 성장률
-184.6%
최근 연간 YoY
영업이익률
3.6%
최근 연간
FCF 마진
2.8%
잉여현금흐름 / 매출
매출 추세
순이익 추세
잉여현금흐름 추세
| 항목 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| 매출 | $2.02B+37.3% | $1.47B+10.5% | $1.33B+11.2% | $1.20B |
| 매출총이익 | $587.40M+45.2% | $404.65M+104.6% | $197.79M+33.4% | $148.29M |
| 영업이익 | $72.80M+217.8% | $22.91M+111.0% | -$208.91M+20.0% | -$260.99M |
| 순이익 | -$88.43M-202.6% | -$29.23M+90.3% | -$302.12M-0.2% | -$301.41M |
| 희석 EPS | $-0.37-184.6% | $-0.13+90.8% | $-1.42+12.3% | $-1.62 |
| EBITDA | $20.05M-77.6% | $89.33M+166.1% | -$135.13M+32.1% | -$198.89M |
| 영업현금흐름 | $113.95M+23.9% | $92.00M+124.7% | -$372.53M-94.3% | -$191.72M |
| 잉여현금흐름 | $57.19M+72.5% | $33.15M+107.3% | -$456.27M-47.9% | -$308.55M |
| 총자산 | $4.40B+65.5% | $2.66B+10.1% | $2.41B+24.0% | $1.95B |
| 총부채 | $2.99B+95.6% | $1.53B+5.2% | $1.45B+42.5% | $1.02B |
최신 연도 우선 · 작은 퍼센트는 직전 연도 대비 변화입니다.
캘린더
BE 실적·배당 일정
매출 하단
$909.90M
EPS 하단
$0.56
매출 상단
$1.13B
실적 발표일
2026-10-27
D-56
EPS 상단
$0.80
매출 컨센서스
$1.06B
EPS 컨센서스
$0.67
뉴스
BE 관련 최신 기사
제품·기술Is Bloom Energy (BE) Priced For Perfection After AI Demand?
Bloom Energy has become a high profile stock after a very large 3 year run, yet its current valuation checks send mixed signals between strong trading momentum and what the numbers suggest the shares are worth. The Discounted Cash Flow (DCF) intrinsic value estimate points to a sizeable discount to current pricing, while market based multiples lean the other way and a low value score suggests the stock is not a straightforward bargain. Bloom Energy has returned about 1,290.3% over 3 years,...
Simply Wall St. · Aug 31, 2026
실적Will Faster Installations Drive Bloom Energy's AI Expansion?
Bloom Energy's Power Connect cuts onsite installation time by more than 40% as AI data-center demand drives rapid revenue growth and higher 2026 guidance.
Zacks · Aug 31, 2026
실적Should You Invest in FCEL Stock Before Q3 Earnings Release?
As FuelCell Energy gears up to report fiscal third-quarter earnings on Sept. 2, let's find out how the expectations stack up. Also, know how to play the stock ahead of results.
Zacks · Aug 31, 2026
제품·기술Elon Musk’s 15-Gigawatt Warning Points to a Very Different Set of AI Winners in 2027
Elon Musk just put a number on the AI bottleneck that Goldman Sachs and Morgan Stanley have been quietly flagging for months, and it points to a very different group of winners than the ones dominating every investor conversation right now.
24/7 Wall St. · Aug 30, 2026
일반Here's My 3-Part Plan for Turning a Bloom Energy Stake Into Real Retirement Income
I want to leverage my conviction in Bloom to generate income.
Motley Fool · Aug 30, 2026
제품·기술Nobody's Talking About This Energy Company, but It's Quietly Signing the Power Deals Feeding the AI Build-Out
Clearway Energy is emerging as a key player in AI power.
Motley Fool · Aug 29, 2026
제품·기술I Wouldn't Touch This Hydrogen Stock Yet -- Here's the One Number I'm Waiting On
Bloom Energy is seeing huge demand for its hydrogen fuel cells, but the real story is services.
Motley Fool · Aug 29, 2026
제품·기술Nancy Pelosi’s Husband Bought Millions of This AI Power Stock. Nvidia Just Strengthened the Bull Case
Nancy Pelosi’s household disclosed one of the more eye-catching AI infrastructure trades of the summer. Public transaction data filed on August 21 shows her husband, Paul Pelosi, bought 10,000 shares of Bloom Energy Corporation (NYSE:BE) on July 24 and another 5,000 shares on July 28. He also bought 200 call options with a $100 strike […]
Insider Monkey · Aug 29, 2026
일반Oracle's Data Center Spending Is Exploding. Here's the Power Stock That Actually Benefits.
Oracle's data centers need power, and Bloom Energy's fuel cells are delivering it.
Motley Fool · Aug 28, 2026
제품·기술Bloom Energy vs. Eos Energy Enterprises: Which Energy Storage Stock Is a Better Buy in 2026?
Bloom Energy is scaling fuel cell capacity with major partnerships, while Eos Energy is ramping production amid heavy losses, each presents a starkly different risk profile.
Motley Fool · Aug 28, 2026
홀더
BE 내부자·기관 보유 현황
최신 보고 목록 기준이며 실제 거래 시점과 보고일 사이에는 시차가 있습니다.
기관 보유
86.0%
기관 보유 (유동주식)
91.2%
내부자 보유
5.6%
기관 수
1,675
주요 기관 홀더
| 홀더 | 주식 수 | 평가액 | 지분 | 변동 | 보고일 |
|---|---|---|---|---|---|
| Blackrock Inc. | 18.44M | $3.80B | 6.3% | -26.4% | Jun 30, 2026 |
| Ameriprise Financial, Inc. | 18.13M | $3.74B | 6.2% | -20.8% | Jun 30, 2026 |
| Goldman Sachs Group Inc | 13.95M | $2.88B | 4.7% | 53.0% | Jun 30, 2026 |
| Vanguard Portfolio Management LLC | 12.55M | $2.59B | 4.3% | -2.2% | Jun 30, 2026 |
| Vanguard Capital Management LLC | 12.08M | $2.49B | 4.1% | 2.4% | Jun 30, 2026 |
| JPMORGAN CHASE & CO | 8.09M | $1.67B | 2.8% | 369.9% | Jun 30, 2026 |
| Morgan Stanley | 7.31M | $1.51B | 2.5% | -4.3% | Jun 30, 2026 |
| State Street Corporation | 6.32M | $1.30B | 2.1% | -2.4% | Jun 30, 2026 |
| Situational Awareness LP | 6.27M | $1.29B | 2.1% | -3.3% | Jun 30, 2026 |
| Value Aligned Research Advisors, LLC | 5.59M | $1.15B | 1.9% | 21.8% | Jun 30, 2026 |
면책조항: 증시가격은 모든 주식 시장의 최신 증시가격을 표시하는 것은 아니며, 정보가 지연되거나 잘못될 수 있습니다. 거래 목적이나 조언이 아닌 정보 제공 목적으로만 제공됩니다.