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BE Unclassified Latest YouTube: Q2 2026 Published 2026-07-30

BE

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Latest earnings video

Bloom Energy (BE): The Short Sellers Were Wrong — And It’s Still 2x Too Expensive

Published 2026-07-30

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q2 2026
2026-07-30
Podcast available
Yes
Current price
$205.81
-13.49 (-6.15%)
Trailing / Forward P/E
267.29x
Forward: 42.04x
Market cap / Volume
Volume:
Revenue / Earnings Growth
165.5%
Earnings: —
Margins
17.1% op
Gross: 31.7% · Net: 7.9%
Balance sheet
4.09x current
Debt / Equity: 171.6
52-week range / Beta
$32.52 - $351.28
Beta: 3.74
Analyst target
$273.51
Upside: 32.9%
Cash / shareholder return
0.88% FCF yield
Dividend yield: —

Company context

Industry: Electrical Equipment & Parts
Country: United States
Employees:
Price to book: 37.45x
Return on equity: 22.2%
Bloom Energy Corporation designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally. It offers Bloom Energy Server, an energy server platform to convert fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels, into electricity through a non-combustion electrochemical process. The company also provides Bloom Electrolyzer for producing hydrogen. It sells its products through direct and indirect sales channels to utilities, data centers, retail, healthcare, education, telecom, manufacturing, and other industries. The company was formerly known as Ion America Corp. and changed its name to Bloom Energy Corporation in 2006. Bloom Energy Corporation was incorporated in 2001 and is headquartered in San Jose, California.

Price chart

Market context for BE

Competitive view

BE vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

BE latest YouTube video thumbnail YouTube
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
SS&C Technologies Holdings Inc. latest YouTube video thumbnail YouTube
SS&C Technologies Holdings Inc.
SSNC
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Danaher Corporation latest YouTube video thumbnail YouTube
Danaher Corporation
DHR
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
BE
$60.62B
BE
SSNC
$18.56B
SS&C Technologies Holdings Inc.
DHR
$137.07B
Danaher Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
BE
267.3x
BE
SSNC
22.1x
SS&C Technologies Holdings Inc.
DHR
34.8x
Danaher Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
BE
42.0x
BE
SSNC
10.0x
SS&C Technologies Holdings Inc.
DHR
21.0x
Danaher Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
BE
165.5%
BE
SSNC
10.3%
SS&C Technologies Holdings Inc.
DHR
5.5%
Danaher Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
BE
BE
SSNC
34.7%
SS&C Technologies Holdings Inc.
DHR
59.7%
Danaher Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
BE
17.1%
BE
SSNC
24.6%
SS&C Technologies Holdings Inc.
DHR
19.8%
Danaher Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
BE
31.7%
BE
SSNC
48.1%
SS&C Technologies Holdings Inc.
DHR
58.8%
Danaher Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
BE
7.9%
BE
SSNC
13.2%
SS&C Technologies Holdings Inc.
DHR
15.9%
Danaher Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
BE
22.2%
BE
SSNC
12.6%
SS&C Technologies Holdings Inc.
DHR
7.6%
Danaher Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
BE
0.9%
BE
SSNC
7.0%
SS&C Technologies Holdings Inc.
DHR
3.2%
Danaher Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
BE
171.58x
BE
SSNC
115.90x
SS&C Technologies Holdings Inc.
DHR
52.97x
Danaher Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
BE
4.09x
BE
SSNC
1.06x
SS&C Technologies Holdings Inc.
DHR
1.65x
Danaher Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
BE
3.74
BE
SSNC
1.11
SS&C Technologies Holdings Inc.
DHR
0.82
Danaher Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
BE
BE
SSNC
0.7%
SS&C Technologies Holdings Inc.
DHR
0.7%
Danaher Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
BE
32.9%
BE
SSNC
19.8%
SS&C Technologies Holdings Inc.
DHR
16.9%
Danaher Corporation

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Bloom Energy's First $1B Quarter — The Short Sellers Were Wrong #BE #stocks

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Episode timeline

Episode archive for BE

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-07-30
Published youtube podcast complete
Bloom Energy (BE): The Short Sellers Were Wrong — And It’s Still 2x Too Expensive
Quarterly earnings-analysis entry for BE. Use the links on the right to open the video or podcast episode.