[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-bloom-energy-is-44-below-its-june-record-heres-the-number-that-sank-it-after-earnings-ZH":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":257,"relatedPosts":263,"suggestedPosts":345},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":248,"relatedPosts":254,"seo":255},142591,"Bloom Energy股价较6月历史高点下跌44%。财报后拖累股价的关键数据在此","2026-10-26T00:59:42","2026-10-26T00:59:49","\u003Cp>让我看看现金，Bloom。\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">核心要点\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>尽管第三季度业绩超出预期，Bloom Energy 股价在 10 月 23 日仍下跌 11%，收盘价较其 6 月 22 日的历史高点低约 44%。\u003C\u002Fli>\n\n\n\n\u003Cli>自由现金流转为负值，约为 1.81 亿美元，结束了连续四个季度的正值记录。\u003C\u002Fli>\n\n\n\n\u003Cli>毛利率达到 33.8%，并且 Bloom 将其 2026 年营收展望上调至 44 亿至 46 亿美元，这是今年第三次上调。\u003C\u002Fli>\n\n\n\n\u003Cli>以约 40.2 倍的远期市盈率计算，该股仍需将第四季度的创纪录交付量转化为现金。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Bloom Energy (\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=28543927&tid=573271536\">BE\u003C\u002Fa>\u003C\u002Fstrong>)\u003C\u002Fstrong> 最近几周日子不好过。其股价于 10 月 23 日收于 193 美元，较 6 月 22 日创下的 346 美元收盘纪录低约 44%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这家燃料电池制造商当天股价下跌 11%，而就在前一天，其刚刚公布了超出预期的第三季度业绩。营收增长超过一倍，达到 12.4 亿美元，并且 Bloom 今年第三次上调了全年展望。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">那么为何股价下跌？自由现金流转为负值，结束了连续四个季度的正值记录。AI 电力股板块的普遍下跌也未能提供助力。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-did-thursday-s-report-deliver\" class=\"wp-block-heading\">周四的报告带来了什么？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">你可以逐季度看到波动和转折……\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FBE-Bloom-Energy-free-cash-flow-quarterly-Q4-2024-Q3-2026\u002FBE-Bloom-Energy-free-cash-flow-quarterly-Q4-2024-Q3-2026.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792975891\u002Fimages\u002FBE-Bloom-Energy-free-cash-flow-quarterly-Q4-2024-Q3-2026\u002FBE-Bloom-Energy-free-cash-flow-quarterly-Q4-2024-Q3-2026.png?_i=AA\" alt=\"Bloom Energy (BE): free cash flow, quarterly, Q4 2024 - Q3 2026\" class=\"wp-post-142591 wp-image-145298\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792975891\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792975891\u002Fimages\u002FBE-Bloom-Energy-free-cash-flow-quarterly-Q4-2024-Q3-2026\u002FBE-Bloom-Energy-free-cash-flow-quarterly-Q4-2024-Q3-2026.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792975891\u002Fimages\u002FBE-Bloom-Energy-free-cash-flow-quarterly-Q4-2024-Q3-2026\u002FBE-Bloom-Energy-free-cash-flow-quarterly-Q4-2024-Q3-2026.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792975891\u002Fimages\u002FBE-Bloom-Energy-free-cash-flow-quarterly-Q4-2024-Q3-2026\u002FBE-Bloom-Energy-free-cash-flow-quarterly-Q4-2024-Q3-2026.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792975891\u002Fimages\u002FBE-Bloom-Energy-free-cash-flow-quarterly-Q4-2024-Q3-2026\u002FBE-Bloom-Energy-free-cash-flow-quarterly-Q4-2024-Q3-2026.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792975891\u002Fimages\u002FBE-Bloom-Energy-free-cash-flow-quarterly-Q4-2024-Q3-2026\u002FBE-Bloom-Energy-free-cash-flow-quarterly-Q4-2024-Q3-2026.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Bloom Energy (BE): 自由现金流，季度数据，2024年第四季度 – 2026年第三季度 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">第三季度自由现金流为负 1.81 亿美元，因为资本支出增长了两倍，达到 1.53 亿美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">不过，客户预付款持续攀升。现金流出主要来自合同资产、应收账款和库存，这些项目都随着交付量增加而膨胀。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">首席财务官 Simon Edwards 在财报电话会议上表示，现金使用\"并非一个趋势的开始\"。年初至今，自由现金流仍为正值，约为 4200 万美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR 追踪了 29 位分析师对 Bloom Energy 的看法。有多少人给出\"买入\"评级？\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">查看 Bloom Energy 的买入、持有和卖出评级的完整细分，以及华尔街的营收和盈利预测，所有这些信息都集中在一处。超过 50 万投资者使用 TIKR 来研究像这样的股票。\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">查看 Bloom Energy 的分析师评级\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-margins-are-doing-their-part\" class=\"wp-block-heading\">利润率表现良好\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">更宽的利润率意味着每笔销售中有更多部分能转化为自由现金流。Bloom 的毛利率自 2021 财年以来逐年扩大，从 20.3% 增长到 2025 财年的 29.7%……\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-21_ifacfe80c65_BE_gross_margin_2021-2025\u002F2026-10-21_ifacfe80c65_BE_gross_margin_2021-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792595481\u002Fimages\u002F2026-10-21_ifacfe80c65_BE_gross_margin_2021-2025\u002F2026-10-21_ifacfe80c65_BE_gross_margin_2021-2025.png?_i=AA\" alt=\"Line chart from TIKR of Bloom Energy's gross margin (%), fiscal 2021–2025.\" class=\"wp-post-142591 wp-image-142589\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792595481\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792595481\u002Fimages\u002F2026-10-21_ifacfe80c65_BE_gross_margin_2021-2025\u002F2026-10-21_ifacfe80c65_BE_gross_margin_2021-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792595481\u002Fimages\u002F2026-10-21_ifacfe80c65_BE_gross_margin_2021-2025\u002F2026-10-21_ifacfe80c65_BE_gross_margin_2021-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792595481\u002Fimages\u002F2026-10-21_ifacfe80c65_BE_gross_margin_2021-2025\u002F2026-10-21_ifacfe80c65_BE_gross_margin_2021-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792595481\u002Fimages\u002F2026-10-21_ifacfe80c65_BE_gross_margin_2021-2025\u002F2026-10-21_ifacfe80c65_BE_gross_margin_2021-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792595481\u002Fimages\u002F2026-10-21_ifacfe80c65_BE_gross_margin_2021-2025\u002F2026-10-21_ifacfe80c65_BE_gross_margin_2021-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Bloom Energy (BE): 毛利率 (%)，2021–2025财年 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">第三季度毛利率达到 33.8%，为今年最佳水平。调整后的数字为 34.5%，略高于管理层全年约 34% 的目标。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-outlook-went-up-again\" class=\"wp-block-heading\">展望再次上调\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Bloom 现在预计 2026 年营收为 44 亿至 46 亿美元，高于 7 月份预测的 39 亿至 42 亿美元。即使按区间的低端计算，也超过 2025 年 20.2 亿美元的两倍……\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3026\" height=\"2017\" data-public-id=\"images\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3026,h_2017,c_scale\u002Ff_webp,q_auto\u002Fv1792944035\u002Fimages\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9.webp?_i=AA\" alt=\"\" class=\"wp-post-142591 wp-image-145223\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792944035\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792944035\u002Fimages\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9.webp?_i=AA 3026w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1024,c_scale\u002Ff_webp,q_auto\u002Fv1792944035\u002Fimages\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_767,h_511,c_scale\u002Ff_webp,q_auto\u002Fv1792944035\u002Fimages\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9.webp?_i=AA 767w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1365,c_scale\u002Ff_webp,q_auto\u002Fv1792944035\u002Fimages\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792944035\u002Fimages\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1199,h_799,c_scale\u002Ff_webp,q_auto\u002Fv1792944035\u002Fimages\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9.webp?_i=AA 1199w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792944035\u002Fimages\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_299,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1792944035\u002Fimages\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9\u002FTIKR.com_BE-Bloom-Energy-Corporation-Revenue-2_145223e29e9.webp?_i=AA 299w\" sizes=\"auto, (max-width: 3026px) 100vw, 3026px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Bloom Energy (BE): 营收，实际值与共识预期，单位：十亿美元，2023–2028财年 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">截至 9 月，Bloom 已确认的订单额为 30.5 亿美元。因此，新的营收区间意味着第四季度营收约为 13.5 亿至 15.5 亿美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">即使较历史高点下跌了 44%，Bloom 的股价也并不便宜，其远期市盈率约为 40.2 倍。摩根大通将其目标价从 314 美元下调至 292 美元，但维持其\"超配\"评级，并表示 Bloom 的执行力\"持续令人印象深刻\"。\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-what-comes-next\" class=\"wp-block-heading\">接下来会怎样？\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">大型项目的落地并不均匀，因此单个季度的现金流可能向任何方向波动。如果第四季度的交付量能转化为现金，那么周五的下跌看起来就像是反应过度。但如果自由现金流持续为负，那么更大的营收展望也无法支撑当前的估值倍数。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-bloom-energy-stock-actually-worth\" class=\"wp-block-heading\">那么 Bloom Energy 股票的实际价值是多少？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR 让你能在一分钟内预测任何股票的未来价格。只需在 TIKR 的估值模型中输入几个假设，就能看到 Bloom Energy 可能的价值。可以从华尔街共识预期开始，或者调整输入参数以反映你自己对业务的看法。完全免费使用。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">免费为 Bloom Energy 估值\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>免责声明：\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR 上的文章并非来自 TIKR 或我们内容团队的投资或财务建议，也不是买卖任何股票的建议。我们根据 TIKR Terminal 的投资数据和分析师预测来创建内容。我们的分析可能未包含最新的公司新闻或重要更新。TIKR 未持有任何提及股票的头寸。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>",685,"zh","\u002Fblog\u002Fbloom-energy-is-44-below-its-june-record-heres-the-number-that-sank-it-after-earnings","bloom-energy-is-44-below-its-june-record-heres-the-number-that-sank-it-after-earnings","images\u002F4-10_125274308d0\u002F4-10_125274308d0","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1787164294\u002Fimages\u002F4-10_125274308d0\u002F4-10_125274308d0.png?_i=AA",{"altText":237,"imageCredit":238},"Bloom Energy Is 44% Below Its June Record. Here’s the Number That Sank It After Earnings","@pisitkhambubpha via Canva, @vanitjan via Canva",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Rexielyn Diaz","rexietikr","author","",[],{"name":240,"slug":241,"role":246,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":247},"editor",[],[249],{"name":250,"slug":251,"uri":252,"description":243,"postsCount":253},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":237,"metaDesc":256,"opengraphDescription":256,"twitterTitle":237,"twitterDescription":256},"Show me the cash, Bloom.",{"title":237,"description":256,"twitterTitle":237,"twitterDescription":256,"author":240,"articlePublisher":258,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":259,"twitterData1":260,"ogTitle":237,"ogDescription":256,"ogUrl":232,"ogImage":235,"ogImageWidth":261,"ogImageHeight":262,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"TIKR.com","预计阅读时间","2 minutes",1200,630,[264,281,296,313,328],{"id":253,"title":265,"date":266,"excerpt":267,"wordCount":268,"uri":269,"slug":270,"cloudinaryAssetId":271,"featuredImageOriginalUrl":272,"featuredImageMetadata":273,"author":274,"categories":278,"relatedPosts":280},"联合健康集团股价上涨3.5%，因RBC给出498美元目标价，管理式医疗板块集体上扬","2026-10-25 18:44:00","财报超预期一周后，分析师们仍在争论估值倍数",721,"\u002Fblog\u002Funitedhealth-gains-3-5-on-rbcs-498-price-target-as-managed-care-stocks-rally","unitedhealth-gains-3-5-on-rbcs-498-price-target-as-managed-care-stocks-rally","images\u002FUnitedHealth-Stock\u002FUnitedHealth-Stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792780120\u002Fimages\u002FUnitedHealth-Stock\u002FUnitedHealth-Stock.png?_i=AA",{"altText":265},{"name":275,"slug":276,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":277},"Bobby Sankhagowit","bobby",[],[279],{"name":250,"slug":251,"uri":252,"description":243,"postsCount":253},[],{"id":253,"title":282,"date":283,"excerpt":284,"wordCount":285,"uri":286,"slug":287,"cloudinaryAssetId":288,"featuredImageOriginalUrl":289,"featuredImageMetadata":290,"author":291,"categories":293,"relatedPosts":295},"Meta股价一周内下跌9%。现在是卖出时机，还是应该加仓？","2026-10-25 17:20:00","总得有人为所有这些AI买单。",787,"\u002Fblog\u002Fmeta-just-dropped-9-in-a-week-is-it-time-to-sell-or-load-up","meta-just-dropped-9-in-a-week-is-it-time-to-sell-or-load-up","images\u002FNFLX-stock-Photodjo-from-Getty-Images-via-Canva_1438543d7b1\u002FNFLX-stock-Photodjo-from-Getty-Images-via-Canva_1438543d7b1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699515\u002Fimages\u002FNFLX-stock-Photodjo-from-Getty-Images-via-Canva_1438543d7b1\u002FNFLX-stock-Photodjo-from-Getty-Images-via-Canva_1438543d7b1.png?_i=AA",{"altText":282},{"name":275,"slug":276,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":292},[],[294],{"name":250,"slug":251,"uri":252,"description":243,"postsCount":253},[],{"id":253,"title":297,"date":298,"excerpt":299,"wordCount":300,"uri":301,"slug":302,"cloudinaryAssetId":303,"featuredImageOriginalUrl":304,"featuredImageMetadata":305,"author":306,"categories":310,"relatedPosts":312},"Datadog一个月内上涨13%：获利了结，还是加仓买入？","2026-10-25 16:35:37","华尔街正大举涌入，而业绩指引留有超预期的空间",1109,"\u002Fblog\u002Fdatadog-just-gained-13-in-a-month-take-profits-or-buy-more","datadog-just-gained-13-in-a-month-take-profits-or-buy-more","images\u002FDDOG-stock-vkstudio-via-Canva\u002FDDOG-stock-vkstudio-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792700534\u002Fimages\u002FDDOG-stock-vkstudio-via-Canva\u002FDDOG-stock-vkstudio-via-Canva.png?_i=AA",{"altText":297},{"name":307,"slug":308,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":309},"Nikko Henson","nikkotikr",[],[311],{"name":250,"slug":251,"uri":252,"description":243,"postsCount":253},[],{"id":253,"title":314,"date":315,"excerpt":316,"wordCount":317,"uri":318,"slug":319,"cloudinaryAssetId":320,"featuredImageOriginalUrl":321,"featuredImageMetadata":322,"author":323,"categories":325,"relatedPosts":327},"美洲电信股价大涨6%，第三季度利润增长7%，盈利与营收均超预期","2026-10-25 16:30:00","汇率波动掩盖了更强劲的季度表现",825,"\u002Fblog\u002Famerica-movil-jumps-6-as-third-quarter-profit-rises-7-topping-earnings-and-revenue-estimates","america-movil-jumps-6-as-third-quarter-profit-rises-7-topping-earnings-and-revenue-estimates","images\u002FAMX-stock-Robert-Kneschke-via-Canva\u002FAMX-stock-Robert-Kneschke-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792700635\u002Fimages\u002FAMX-stock-Robert-Kneschke-via-Canva\u002FAMX-stock-Robert-Kneschke-via-Canva.png?_i=AA",{"altText":314},{"name":275,"slug":276,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":324},[],[326],{"name":250,"slug":251,"uri":252,"description":243,"postsCount":253},[],{"id":253,"title":329,"date":330,"excerpt":331,"wordCount":332,"uri":333,"slug":334,"cloudinaryAssetId":335,"featuredImageOriginalUrl":336,"featuredImageMetadata":337,"author":338,"categories":342,"relatedPosts":344},"甲骨文股票一年内下跌55%。是抄底良机还是价值陷阱？","2026-10-25 16:08:55","甲骨文股票一年内下跌了55%，却已连续四个季度盈利超出预期。以15.5倍市盈率来看，核心问题在于其增长动力受阻。",840,"\u002Fblog\u002Foracle-stock-is-down-55-in-a-year-bargain-or-value-trap","oracle-stock-is-down-55-in-a-year-bargain-or-value-trap","images\u002Fdoubtful-man-falling-red-chart\u002Fdoubtful-man-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795469\u002Fimages\u002Fdoubtful-man-falling-red-chart\u002Fdoubtful-man-falling-red-chart.png?_i=AA",{"altText":329},{"name":339,"slug":340,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":341},"Gian Estrada","giantikr",[],[343],{"name":250,"slug":251,"uri":252,"description":243,"postsCount":253},[],[346,366,381,396,411],{"id":253,"title":347,"date":348,"excerpt":349,"wordCount":350,"uri":351,"slug":352,"cloudinaryAssetId":353,"featuredImageOriginalUrl":354,"featuredImageMetadata":355,"author":356,"categories":360,"relatedPosts":365},"Meta股价在营收超预期后单日下跌7%。是时候卖出还是加仓？","2026-10-24 20:50:00","Meta营收超出预期，但受AI支出担忧冲击科技股影响，股价单日仍下跌7%。财报电话会议披露了Muse成本下降的具体数据。",995,"\u002Fblog\u002Fmeta-stock-fell-7-in-a-day-after-a-revenue-beat-time-to-sell-or-load-up","meta-stock-fell-7-in-a-day-after-a-revenue-beat-time-to-sell-or-load-up","images\u002F13-9_1449699b2ed\u002F13-9_1449699b2ed","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852857\u002Fimages\u002F13-9_1449699b2ed\u002F13-9_1449699b2ed.png?_i=AA",{"altText":347},{"name":357,"slug":358,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":359},"Wiltone Asuncion","wiltonetikr",[],[361],{"name":362,"slug":363,"uri":364,"description":243,"postsCount":253},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":253,"title":367,"date":368,"excerpt":369,"wordCount":370,"uri":371,"slug":372,"cloudinaryAssetId":373,"featuredImageOriginalUrl":374,"featuredImageMetadata":375,"author":376,"categories":378,"relatedPosts":380},"Netflix股价在2026年已下跌近30%。是时候卖出还是加仓？","2026-10-24 20:45:00","Netflix联席CEO表示，其美国剧集在2026年将实现\"二垒打和三垒打\"，而全球市场则需要\"本垒打\"。股价报65.85美元，估值更接近迪士尼而非Spotify，TIKR模型揭示了买家支付的对价。",1008,"\u002Fblog\u002Fnetflix-is-down-nearly-30-in-2026-time-to-sell-or-load-up","netflix-is-down-nearly-30-in-2026-time-to-sell-or-load-up","images\u002F12-9_144968b5caa\u002F12-9_144968b5caa","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852841\u002Fimages\u002F12-9_144968b5caa\u002F12-9_144968b5caa.png?_i=AA",{"altText":367},{"name":357,"slug":358,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":377},[],[379],{"name":362,"slug":363,"uri":364,"description":243,"postsCount":253},[],{"id":253,"title":382,"date":383,"excerpt":384,"wordCount":385,"uri":386,"slug":387,"cloudinaryAssetId":388,"featuredImageOriginalUrl":389,"featuredImageMetadata":390,"author":391,"categories":393,"relatedPosts":395},"可口可乐股价在创下52周新高后次日下跌。以下是10月27日印度市场为何重要的原因","2026-10-24 20:40:00","可口可乐在10月23日市场普跌中下跌2.76%，此前一天其股价刚创下52周新高。其上份财报显示，亚太地区销量增长最为强劲，但在印度市场份额有所下滑，这将是10月27日（发布新财报时）需要关注的重点。",879,"\u002Fblog\u002Fcoca-cola-stock-fell-a-day-after-a-52-week-high-heres-why-india-matters-on-october-27","coca-cola-stock-fell-a-day-after-a-52-week-high-heres-why-india-matters-on-october-27","images\u002F11-10_14496728c3f\u002F11-10_14496728c3f","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852801\u002Fimages\u002F11-10_14496728c3f\u002F11-10_14496728c3f.png?_i=AA",{"altText":382},{"name":357,"slug":358,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":392},[],[394],{"name":362,"slug":363,"uri":364,"description":243,"postsCount":253},[],{"id":253,"title":397,"date":398,"excerpt":399,"wordCount":400,"uri":401,"slug":402,"cloudinaryAssetId":403,"featuredImageOriginalUrl":404,"featuredImageMetadata":405,"author":406,"categories":408,"relatedPosts":410},"ServiceNow 欲成安全领域头号玩家 其77.5亿美元收购Armis的交易需在10月28日证明什么","2026-10-24 20:35:00","ServiceNow首席执行官表示，公司已成为第八大企业安全供应商，并立志成为行业第一。为实现这一目标进行的收购已对GAAP利润率造成压力，而10月28日将是他发表该言论后的首份财报发布日。",965,"\u002Fblog\u002Fservicenow-wants-to-be-no-1-in-security-heres-what-its-7-75-billion-armis-bet-must-show-on-october-28","servicenow-wants-to-be-no-1-in-security-heres-what-its-7-75-billion-armis-bet-must-show-on-october-28","images\u002F10-13_1449664c7d7\u002F10-13_1449664c7d7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852762\u002Fimages\u002F10-13_1449664c7d7\u002F10-13_1449664c7d7.png?_i=AA",{"altText":397},{"name":357,"slug":358,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":407},[],[409],{"name":362,"slug":363,"uri":364,"description":243,"postsCount":253},[],{"id":253,"title":412,"date":413,"excerpt":414,"wordCount":415,"uri":416,"slug":417,"cloudinaryAssetId":418,"featuredImageOriginalUrl":419,"featuredImageMetadata":420,"author":421,"categories":423,"relatedPosts":425},"艾伯维获FDA批准Skyrizi居家治疗克罗恩病。预计何时将体现在销售额中","2026-10-24 20:30:00","美国食品药品监督管理局于10月23日批准了Skyrizi用于克罗恩病的家庭诱导治疗，这比艾伯维公布第三季度财报早了一周。商业部门负责人杰夫·斯图尔特曾表示，完全付费准入通常需要60至90天，这意味着销售回报将指向2027年初。",914,"\u002Fblog\u002Fabbvie-won-fda-approval-for-at-home-skyrizi-starts-in-crohns-heres-when-it-should-show-up-in-sales","abbvie-won-fda-approval-for-at-home-skyrizi-starts-in-crohns-heres-when-it-should-show-up-in-sales","images\u002F9-14_14496561577\u002F9-14_14496561577","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852734\u002Fimages\u002F9-14_14496561577\u002F9-14_14496561577.png?_i=AA",{"altText":412},{"name":357,"slug":358,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":422},[],[424],{"name":362,"slug":363,"uri":364,"description":243,"postsCount":253},[]]