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Energy

Bloom Energy Corporation

BENYSEpure-play
Market cap$81B
Conviction3/ 5
HQSan Jose, CA

For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.

Price · 180d

$285.00

+188.1%

Thesis

Bloom Energy makes solid-oxide fuel cells for on-site power generation. As a pure-play, its demand is tied to customers seeking distributed, on-site electricity.

Catalysts

  • On-site power deployments at data centers
  • New fuel cell installation orders
  • Adoption of distributed generation

Not financial advice — research and opinion only. Disclosures