Coverage / BE / Trade Card

BE

Bloom Energy Corp

BUY 2026-08-11 Data 12 days old USD 211.42 AWAIT ENTRY
ACTIONABLEMethodology gates passed
66

Position levels

Currenttoday
USD 211.42
Buy <=wait / entry
USD 135.00
Trim >=take some off
USD 215.00
Thesis breakA publicly disclosed loss or material downsizing of a named supply agreement (Or...
-

Scenario-weighted conviction

ProbabilityScoreContribution
Bull case32%100 / 10032.0
Base case52%62 / 10032.2
Bear case16%10 / 1001.6
Weighted conviction66 / 100 - BUY

Top risks

  • 2.8 GW Oracle Agreement for fuel cells
  • $2.65 billion AEP agreement
  • Expanded MiTAC partnership for AI manufacturing power
Read full report →

Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.