Stationary fuel cell system provider Bloom Energy reported better-than-expected first quarter results, with both top- and bottom-line results coming in well above consensus estimates. However, outperformance was mostly due to project timing. As a result, management only reiterated full-year expectations. The abrupt resignation of CFO Daniel Berenbaum after just twelve months on the job isn't exactly suited to instill confidence in the company's projections.
Bloom Energy Corporation (NYSE:BE ) Q1 2025 Earnings Conference Call April 30, 2025 5:00 PM ET Company Participants Michael Tierney - Vice President, Investor Relations KR Sridhar - Founder, Chairman & Chief Executive Officer Dan Berenbaum - Chief Financial Officer Conference Call Participants Andrew Percoco - Morgan Stanley Manav Gupta - UBS Dushyant Ailani - Jefferies Colin Rusch - Oppenheimer Chris Dendrinos - RBC Capital Markets Ameet Thakkar - BMO Capital Markets Sherif Elmaghrabi - BTIG Noel Parks - Tuohy Brothers Maheep Mandloi - Mizuho Securities Operator Hello, and welcome to the Bloom Energy First Quarter 2025 Financial Results Earnings Call. All lines have been placed on mute to prevent any background noise.
Bloom Energy (BE) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of a loss of $0.07 per share. This compares to loss of $0.17 per share a year ago.
Beyond analysts' top -and-bottom-line estimates for Bloom Energy (BE), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.
When it comes to artificial intelligence stocks, a lot of the early investment attention has been focused on semiconductor chip designer Nvidia (NVDA 4.11%), and its stock price has spiked as a result. But lately, its price has become somewhat volatile.
Bloom Energy Corporation NYSE: BE took investors on quite the ride in the week ending April 4, 2025. The stock closed down over 21% as investors fled to cash or the relative safety of utilities stocks or consumer staples stocks.
Upgraded Bloom Energy to a speculative buy for risk-neutral, long-term investors due to current undervaluation and long-term growth potential despite market volatility. Revised DCF valuation to $19.08 per share, reflecting limited appreciation potential and identifying the current share price as an opportunity for cautious accumulation. Key projects like the AEP agreement and South Korea installation, along with new carbon capture solutions, bolster Bloom Energy's growth outlook.
Bloom Energy (BE -13.91%) believes it is perfectly positioned to help power the development of artificial intelligence (AI). With a $2.5 billion backlog of fuel cells to deliver, the benefit is showing up right now.
In the closing of the recent trading day, Bloom Energy (BE) stood at $21.12, denoting a -0.56% change from the preceding trading day.
Investors interested in stocks from the Alternative Energy - Other sector have probably already heard of Excelerate Energy (EE) and Bloom Energy (BE). But which of these two stocks is more attractive to value investors?
In the latest trading session, Bloom Energy (BE) closed at $23.11, marking a +0.35% move from the previous day.
The below excerpt came from Schaeffer's annual and exclusive Stock Picks for 2025, each one carefully curated by our team of top traders.