[Table_Title] 研究报告 Research Report 8 Nov 2024 布鲁姆能源 Bloom Energy (BE US) 上限未达预期；重申 2024 财年指引 Scott Darling Catherine Li scott.darling@htisec.com catherine.dy.li@htisec.com [Table_yemei1] 热点速评 Flash Analysis [Table_summary] 事件 我们预计 Bloom Energy 的第三季度业绩市场反应为负面，公司报告收入为 3.3 亿美元，这与市场预期一致，主要原 因是其产品和服务部门的业绩收入下降，调整后的净亏损为 1500 万美元，远低于市场预期。该公司重申了其 2024 财年的毛利率和收入指导，并强调其已签订和部署的数据中心相关电力容量协议超过 300MW。 点评 2024 财年收入指引保持不变：公司重申其 2024 财年收入指引为 14 - 16 亿美元，同比增长 5-20%（市场预期为 14.7 亿美元），非公认会计准则毛利率为 28%，营业收入为 7500 -1 亿美元。该公司重申，预计首席财 ...

Bloom Energy could be about to turn profitable.Fuel cell manufacturer Bloom Energy (BE 21.13%) soared 20.4% through 11:50 a.m. ET Friday, which is kind of strange... because last night Bloom Energy reported its Q3 earnings -- and it missed pretty badly.Heading into the report, analysts forecast Bloom Energy would earn $0.08 per share on sales of $382.2 million. In fact, Bloom's Q3 sales were only $330.4 million, and instead of earning a profit, Bloom lost money -- $0.01 per share pro forma, and $0.06 per sh ...

Start Time: 17:00 January 1, 0000 5:57 PM ET Bloom Energy Corporation (NYSE:BE) Q3 2024 Earnings Call November 07, 2024, 17:00 PM ET Company Participants KR Sridhar - Founder, Chairman and CEO Dan Berenbaum - CFO Michael Tierney - VP, IR Conference Call Participants Andrew Percoco - Morgan Stanley Manav Gupta - UBS Chris Dendrinos - RBC Capital Markets Noel Parks - Tuohy Brothers Dushyant Ailani - Jefferies Sherif Elmaghrabi - BTIG Ameet Thakkar - BMO Capital Markets Henry Roberts - Truist Securities Martin ...

Q3 2024 Earnings November 7, 2024 Forward-looking statements and non-GAAP financial measures This presentation contains certain forward-looking statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events or our future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as "anticipate," "believe," "could," "estimate," ...

Bloom Energy (BE) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of $0.09. This compares to earnings of $0.15 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -111.11%. A quarter ago, it was expected that this developer of fuel cell systems would post a loss of $0.06 per share when it actually produced a loss of $0.06, delivering no surprise.Over the last four quarters, the company has not ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________________________________ FORM 10-Q (Mark One) þ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 or ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________to ____________ Commission File Number: 001-38598 ___________________ ...

Bloomenergy Bloom Energy Reports Third Quarter 2024 Financial Results Reiterating 2024 Financial Guidance Announcing World's Largest Fuel Cell Installation SAN JOSE, Calif., November 7, 2024 — Bloom Energy Corporation (NYSE: BE) reported today its financial results for the third quarter ended September 30, 2024. The company reported revenue of $330.4 million for the third quarter of 2024. Third Quarter Highlights • Revenue of $330.4 million in the third quarter of 2024, a decrease of 17.5% year-over-year. • ...

Industrial Sector Performance - Industrials stocks have surged over the past year, driven by government spending initiatives such as the Inflation Reduction Act and the CHIPS and Science Act, with the Industrial Select Sector SPDR Fund (XLI) up more than 36% [1] Clean Hydrogen Companies' Struggles - Clean hydrogen companies, focused on sustainable energy using hydrogen, have underperformed compared to the broader industrials sector, with many stocks declining over the past year [2] - McKinsey reduced its U.S. green hydrogen forecast for 2030 by 70%, citing the hydrogen market as broadly uninvestable and national production targets as unattainable [2] Plug Power Inc (PLUG) - Plug Power, a hydrogen fuel cell leader, has seen its stock price drop by almost 63% in the last year, forcing the company to halt a $290-million New York project due to a cash crunch [4] - Despite the decline, analysts remain optimistic, with a consensus price target of $5.01, representing a 135% upside from current levels, though still far below its all-time high of nearly $70 [5] FuelCell Energy Inc (FCEL) - FuelCell Energy, another clean hydrogen firm, has seen its stock price plummet by more than 68% in the last year, trading at just 34 cents per share, as the company struggles to turn a profit or scale production [6] - The company recently signed a memorandum of understanding with Korea Hydro & Nuclear Power Co, potentially leveraging Korea Hydro's power plant infrastructure to pivot toward sustainable energy operations in Asia [7] - Analysts assign a consensus price target of 88 cents per share, a 150% upside, but maintain a Hold rating [8] Bloom Energy Corp (BE) - Bloom Energy, which uses solid oxide fuel cell technology, reported $336 million in revenue for the second quarter, an 11% increase year-over-year, while also improving gross margins [9] - The company has secured new contracts with data center users like CoreWeave, positioning itself favorably in the AI and cloud spaces, with analysts seeing 58% upside potential and nine out of 19 analysts rating it a Buy [9] - Bloom Energy's stock has declined by only 8% in the last year, outperforming other clean hydrogen companies [9] Future Outlook for Clean Hydrogen - As businesses increasingly rely on clean energy, hydrogen firms could benefit from a large-scale shift, though many may struggle without a clear path to growing revenue, margins, and profitability [10] - Bloom Energy stands out among clean hydrogen companies due to its strong positioning in the fast-growing AI and cloud sectors [10]

The market expects Bloom Energy (BE) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released ...

The most recent trading session ended with Bloom Energy (BE) standing at $10.14, reflecting a -0.1% shift from the previouse trading day's closing. This change lagged the S&P 500's 0.16% gain on the day. At the same time, the Dow lost 0.37%, and the tech-heavy Nasdaq gained 0.78%. The developer of fuel cell systems's shares have seen a decrease of 3.88% over the last month, surpassing the Oils-Energy sector's loss of 9.36% and falling behind the S&P 500's gain of 1.67%. The investment community will be payi ...