Bloom Energy Rallies 62.1% Monthly, Trades at 13.02x Forward P/S

BEBE

Bloom Energy's stock jumped 62.1% over the past month to around $151.95, outperforming its industry's 1.7% decline and the S&P 500's 1.2% gain. The company trades at a forward price-to-sales ratio of 13.02x and ROIC of 5.22%, with RBC Capital's $143 target implying a 5.9% downside.

1. Fourth Quarter 2025 Earnings Release and Webcast

Bloom Energy will report its fourth quarter 2025 results on February 5, 2026, after market close. Management will host a 60-minute conference call at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) to discuss financial performance and operational highlights. Investors can access the live dial-in lines (1.888.596.4144 toll-free or 1.646.968.2525) using conference ID 5744085, or follow the webcast at investor.bloomenergy.com. A telephonic replay will be available for one week (1.800.770.2030 toll-free or 1.609.800.9909 with passcode 5744085), and an online replay will remain on the investor site for one year.

2. Global Deployment and Customer Base Expansion

Headquartered in Silicon Valley, Bloom Energy has deployed 1.5 gigawatts of low-carbon fuel cell capacity across more than 1,200 customer sites worldwide. Key end markets include data centers, semiconductor fabrication plants, large utilities and other commercial and industrial facilities. During 2025, the company secured multiple multi-megawatt contracts with Fortune 500 technology and manufacturing enterprises seeking resilient on-site power solutions to support critical operations and sustainability goals.

3. Recent Market Momentum and Financial Metrics

Over the past month, the company’s shares have outperformed both the broader alternative energy segment and the overall energy sector, delivering a 62.1% gain versus a 1.7% decline in the Zacks Alternative Energy – Other industry and a 5.2% rise in the Zacks Oil and Energy sector. Bloom Energy’s return on invested capital stands at 5.22%, ahead of peer averages, while its forward price-to-sales multiple sits at 13.02 times projected revenues, reflecting investor confidence in long-term growth driven by clean power demand.

Sources

FFB