Bloom Energy(US:BE) ZACKS·2026-01-20 17:11Core Insights - Bloom Energy Corporation (BE) has seen a significant stock price increase of 62.1% over the past month, outperforming the Zacks Alternative Energy - Other industry's decline of 1.7%, the Zacks Oil & Energy sector's gain of 5.2%, and the Zacks S&P 500 Composite's increase of 1.2% [1][8]. Group 1: Performance Metrics - Bloom Energy's stock is currently trading above its 50 and 200-day simple moving averages (SMAs), indicating a bullish trend [6]. - The company's return on invested capital (ROIC) stands at 5.22%, significantly higher than the industry average of 1.06% [19]. - Bloom Energy's forward price-to-sales (P/S) ratio is at a premium of 13.02X, compared to the industry average of 4.67X [22]. Group 2: Market Drivers - The increasing demand for clean power, particularly from AI-focused data centers, is driving Bloom Energy's growth [2]. - The shift towards distributed energy solutions is helping Bloom Energy bypass transmission and distribution constraints, enhancing its market position [10]. - Bloom Energy's modular design allows for flexible and scalable deployment, catering to varying customer power needs [10]. Group 3: Financial Estimates - The Zacks Consensus Estimate for Bloom Energy's 2026 earnings per share indicates a year-over-year growth of 78.75%, alongside a 37.74% increase in total sales [13]. - For the current year, total sales are estimated at $1.90 billion, with projections of $2.61 billion for the next year, reflecting a year-over-year growth of 28.60% [15]. - The earnings per share (EPS) for the current year is estimated at $0.52, with a projected increase to $0.93 for the next year, indicating an 85.71% growth [18]. Group 4: Strategic Initiatives - Bloom Energy is investing in research and development to enhance the operational efficiency of its modules and reduce production costs, which will improve profit margins [12]. - The company is set to open a new manufacturing unit in California to meet the rising demand for its products [12].