“当红储能股”Bloom Energy财报后再度大涨，今年已涨超350%

Core Viewpoint - The market is betting on the demand for AI data center power supply, with Bloom Energy emerging as a standout stock in 2025, having seen a cumulative increase of over 350% this year [1][3]. Financial Performance - The company's third-quarter adjusted earnings per share were $0.15, exceeding analyst expectations of $0.10, while revenue reached $519 million, significantly above the market forecast of $428 million [3]. - Despite the positive adjusted earnings, the company reported a GAAP loss of $0.10 per share due to stock-based compensation and other items [3]. Future Outlook - CEO KR Sridhar indicated that financial metrics for 2025 are expected to surpass previous guidance based on current observations [3]. - Bloom Energy is targeting an annual production capacity of 2 gigawatts of fuel cells by the end of 2026, which could quadruple its annual revenue compared to 2025 levels [4]. Market Position and Partnerships - The company has signed collaboration agreements with Oracle, Brookfield Asset Management, and utility company AEP, positioning itself to address significant power shortages [5]. - Investors are optimistic about Bloom's potential to capture market share in the $100 billion gas turbine market, although the stock price already reflects high growth expectations beyond current capacity [5]. Stock Volatility - Approximately 16% of the company's float is sold short, indicating potential volatility around major events such as earnings reports [4][5].