盘后暴涨20%，今年已涨超350%！“当红储能股”Bloom Energy财报后再度大涨

Core Viewpoint - The company has reported better-than-expected financial results, with adjusted earnings per share of $0.15 exceeding analyst expectations and revenue of $519 million significantly surpassing the forecast of $428 million. The company is expanding its production capacity to meet the growing demand for AI data center power solutions, with a target of achieving 2 gigawatts of fuel cell capacity by the end of 2026 [1][5][6]. Financial Performance - The latest financial report indicates that the company achieved an adjusted earnings per share of $0.15, which is above the analyst expectation of $0.10, and revenue of $519 million, well above the market expectation of $428 million. However, under standard accounting principles, the company recorded a loss of $0.10 per share due to employee stock compensation and other items [5][6]. - The CEO has expressed optimism about the company's financial performance in 2025, suggesting that it will exceed previous guidance [5]. Market Position and Growth Potential - The stock has surged over 350% this year, becoming one of the standout performers in the U.S. stock market for 2025, driven by expectations of its role in supplying power to AI data centers [3][5]. - The company is targeting a significant expansion in production capacity, aiming for a fourfold increase in annual revenue by 2025, with plans to produce 2 gigawatts of fuel cells by the end of 2026 [6]. Strategic Partnerships and Industry Context - The company has transitioned from a volatile stock associated with the clean energy sector to a favored player in the AI field, with its fuel cells seen as a solution to the rising power demands of AI [7]. - Strategic partnerships have been established with major firms such as Oracle and Brookfield Asset Management, indicating strong industry interest and collaboration [7]. Valuation and Market Sentiment - Despite the impressive growth, the stock is currently valued at 110 times the expected earnings per share for 2026, which is significantly higher than established AI stocks like Nvidia. Additionally, 16% of the stock's float is sold short, indicating potential volatility [5][7].