[Table_Title] 研究报告 Research Report [Table_summary] 9 Aug 2024 布鲁姆能源 Bloom Energy (BE US) 执行力强；对 2024 财年指引充满信心 Scott Darling Axel Leven scott.darling@htisec.com axel.leven@htisec.com [Table_yemei1] 热点速评 Flash Analysis 事件 我们预计 Bloom Energy 2024 年第二季度的业绩将受到市场的积极评价，该公司报告的收入为 3.358 亿美元，高于市 场预期，这得益于其产品、服务和电力部门的稳健表现，调整后的净亏损为 1400 万美元，比市场预期高出约 15%。该公司重申了其 2024 财年的毛利率和收入指引，并预计 2024 年下半年的业务份额将更大。该公司强调，它 已签订并部署了超过 300MW 的数据中心相关电力容量协议，并预计未来几年数据中心交易的规模将从 1 兆瓦到 100 兆瓦不等，规模更大的交易更具粘性。我们依然认为该公司的技术差异化将在中期内维持利润率，并保持优于 大盘的评级。 ...

Q2 2024 Earnings August 8, 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," "e ...

Bloom Energy (BE) came out with a quarterly loss of $0.06 per share in line with the Zacks Consensus Estimate. This compares to loss of $0.17 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this developer of fuel cell systems would post a loss of $0.10 per share when it actually produced a loss of $0.17, delivering a surprise of -70%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Bloom Energy, which bel ...

Bloom Energy is tapping into the exploding data center market. Shares of hydrogen fuel cell maker Bloom Energy (BE 6.46%) were down 10% for the week at market close today, just before the company released its second-quarter results. The only news from the company itself this week before the quarterly report was an announcement of a new, more efficient fuel cell it is offering to help power the growing data center server market. Power needs are expanding as data centers are built to hold servers used for art ...

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 June 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 Second Quarter 2024 Financial Results Reiterating 2024 financial guidance SAN JOSE, Calif., August 8, 2024 — Bloom Energy Corporation (NYSE: BE) reported today its financial results for the second quarter ended June 30, 2024. The company reported revenue of $335.8 million for the second quarter of 2024. Second Quarter Highlights • Revenue of $335.8 million in the second quarter of 2024, an increase of 11.5% year-over-year. • Gross margin of 20.4% in the second quarter of 202 ...

The performance of renewable energy stocks has been mixed in the last few quarters. Factors like macroeconomic headwinds and surplus inventory have impacted growth and profitability. However, there is no doubt that the world will move towards higher renewable energy adoption in the coming years and decades. The correction, therefore, presents a good opportunity to accumulate undervalued renewable energy stocks. Regarding the growth potential, the annual average investment in renewable power generation "must ...

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $0.14 per share and a revenue of $1.47 billion, indicating changes of +240% and +10.07%, respectively, from the former year. In terms of valuation, Bloom Energy is currently trading at a Forward P/E ratio of 101.61. For comparison, its industry has an average Forward P/E of 23.38, which means Bloom Energy is trading at a premium to the group. The developer of fuel cell systems's shares have seen an increase of 11.04% over ...

For the annual period, the Zacks Consensus Estimates anticipate earnings of $0.14 per share and a revenue of $1.47 billion, signifying shifts of +240% and +10.07%, respectively, from the last year. Prior to today's trading, shares of the developer of fuel cell systems had gained 14.74% over the past month. This has outpaced the Oils-Energy sector's loss of 11.51% and the S&P 500's loss of 0.26% in that time. It's also important for investors to be aware of any recent modifications to analyst estimates for B ...

There have been concerns that if Trump takes the White House in November, he could repeal the Inflation Reduction Act (IRA). If that were to happen, green energy stocks, including hydrogen stocks, could easily drop. However, that's not likely to happen. In fact, as noted by MSN.com, "Morgan Stanley sees domestic manufacturing, nuclear power, and wind and solar tax credits enjoying bipartisan support, reducing the risk of repeal regardless of administration composition, with no change to the IRA or the pace ...