[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-bloom-energy-stock-is-up-91-over-the-past-year-heres-the-number-to-watch-next-ZH":150},{"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",[],{"post":151,"seo":187,"relatedPosts":194,"suggestedPosts":273},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},145233,"Bloom Energy股价过去一年上涨91%。这是接下来需要关注的关键数字。","2026-10-26T09:00:00","2026-10-25T16:31:31","\u003Cp>Bloom Energy的股价在一年内上涨了91%，但在创纪录的季度业绩公布后下跌了11%，目前市盈率为40倍。以下是华尔街对其未来的普遍预期。\u003C\u002Fp>","\u003Ch2 class=\"wp-block-heading\">核心要点\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Bloom Energy 股价在过去一年上涨了 90.6%，但在第三季度营收飙升 138.1% 至 12.4 亿美元后，次日下跌 11.24%，于 10 月 23 日收于 193.30 美元。\u003C\u002Fli>\n\n\n\n\u003Cli>该股目前以 40.21 倍的远期标准化市盈率交易，而其历史平均值为 76.15 倍。\u003C\u002Fli>\n\n\n\n\u003Cli>分析师预计 2026 年营收将达到 45.3 亿美元，到 2030 年将增至 146.3 亿美元。\u003C\u002Fli>\n\n\n\n\u003Cli>Bloom 第三次上调了其 2026 年营收展望，至 44 亿至 46 亿美元，但将积压订单数据推迟到明年初公布。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Bloom Energy (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=28543927&tid=573271536&ref=q2enxr\">BE\u003C\u002Fa>)\u003C\u002Fstrong> 股价在过去一年上涨了 90.6%，于 10 月 23 日收于 193.30 美元。Bloom 在 10 月 22 日公布了 \u003Ca href=\"https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F0001664703\u002F000162828026066890\u002Fex991_q326financialresults.htm\">创纪录的第三季度营收并第三次上调了其 2026 年展望\u003C\u002Fa>，次日 Bloom Energy 股价下跌 11.24%，创下两个月新低。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">根据我的计算，该股在 10 月 22 日和 23 日累计下跌了 19.0%，从 238.53 美元的收盘价滑落。两天内回吐如此多的涨幅是相当大的。然而，这次下跌使 Bloom 的市盈率处于一年多来的最低水平，而分析师仍预计到 2030 年营收将增长两倍以上。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-how-bloom-energy-stock-climbed-from-the-70s-to-351\" class=\"wp-block-heading\">Bloom Energy 股价如何从 70 多美元攀升至 351 美元\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1118\" height=\"744\" data-public-id=\"images\u002Fimage-608_1452341d90e\u002Fimage-608_1452341d90e.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1118,h_744,c_scale\u002Ff_webp,q_auto\u002Fv1792944863\u002Fimages\u002Fimage-608_1452341d90e\u002Fimage-608_1452341d90e.png?_i=AA\" alt=\"bloom energy BE Stock Price: 1-Year (TIKR)\" class=\"wp-post-145233 wp-image-145234\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792944863\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792944863\u002Fimages\u002Fimage-608_1452341d90e\u002Fimage-608_1452341d90e.png?_i=AA 1118w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792944863\u002Fimages\u002Fimage-608_1452341d90e\u002Fimage-608_1452341d90e.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792944863\u002Fimages\u002Fimage-608_1452341d90e\u002Fimage-608_1452341d90e.png?_i=AA 300w\" sizes=\"auto, (max-width: 1118px) 100vw, 1118px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">BE 股价：1 年走势 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">BE 股价在 2025 年末持续下滑，于 12 月在 70 多美元触底，并在 3 月前回升至 170 多美元。Bloom Energy 股价在 \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwall-street-is-behind-on-bloom-energy-stock-the-2-8-gw-oracle-signal-they-missed\">4 月中旬创下 52 周新高，此前 \u003Cstrong>Oracle (ORCL)\u003C\u002Fstrong> 扩大了合作伙伴关系，计划部署高达 2.8 吉瓦的 Bloom 燃料电池\u003C\u002Fa>，其中已有 1.2 吉瓦签订了初始合同。两周后，Bloom 报告了 \u003Ca href=\"https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F0001664703\u002F000162828026027913\u002Fex991_q126financialresults.htm\">第一季度营收为 7.511 亿美元，同比增长 130.4%\u003C\u002Fa>。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这轮上涨在初夏达到顶峰。该股在 6 月 18 日单日跳涨 15.41% 后收于创纪录的 328.91 美元，随后在盘中触及 351.28 美元。\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">做空报告、10 亿美元季度业绩与标普 500 指数\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">反转始于 7 月 8 日，当时做空机构 Hunterbrook Media 发布报告，指控 Bloom 依赖中国的钪资源，尽管其声称并非如此。（钪是一种稀土金属，用于稳定 Bloom 燃料电池中的陶瓷电解质。）当天股价下跌 5.7% 至 254.29 美元。Bloom 在一份文件中称这些指控是虚假和误导性的，随后提起了证券集体诉讼。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">下跌趋势一直持续到 7 月 28 日的财报发布。该交易日盘中股价一度下跌 11%，随后 Bloom 公布了 \u003Ca href=\"https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F0001664703\u002F000162828026050150\u002Fex991_q226financialresults.htm\">其首个 10 亿美元季度业绩\u003C\u002Fa>：营收 10.65 亿美元，同比增长 165.5%，并将 2026 年业绩指引上调至 39 亿至 42 亿美元。然而，股价低点仍出现在 7 月 29 日，较峰值下跌超过 52%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">标普道琼斯指数公司于 9 月 4 日宣布 Bloom 将加入标普 500 指数，Bloom Energy 股价在 9 月 22 日收于 276.53 美元，即其被纳入该指数后的第二天。10 月 14 日，\u003Cstrong>American Electric Power (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=135470&tid=2588872&ref=q2enxr\">AEP\u003C\u002Fa>)\u003C\u002Fstrong> 宣布计划 \u003Ca href=\"https:\u002F\u002Fwww.prnewswire.com\u002Fnews-releases\u002Faep-advances-innovative-energy-solution-for-google-with-702mw-of-bloom-fuel-cells-302907658.html\">投资约 40 亿美元，在怀俄明州建设一座 702 兆瓦的 Bloom 燃料电池工厂，为 Google 供电\u003C\u002Fa>，后者隶属于 \u003Cstrong>Alphabet (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=29096&tid=11311662&ref=q2enxr\">GOOGL\u003C\u002Fa>)\u003C\u002Fstrong>，合同期限为 20 年。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-tracks-32-analysts-on-bloom-energy-how-many-say-buy\" class=\"wp-block-heading\">\u003Cstrong>TIKR 追踪了 32 位分析师对 Bloom Energy 的看法。有多少人给出“买入”评级？\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在一个地方查看对 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。超过 50 万投资者使用 TIKR 来研究此类股票。 \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">查看 Bloom Energy 的分析师评级\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-bloom-energy-stock-fell-11-after-a-beat-and-raise\" class=\"wp-block-heading\">业绩超预期并上调指引后，Bloom Energy 股价下跌 11%\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">抛售在数据公布前就已开始。根据我的计算，BE 在 10 月 22 日收于 217.77 美元，当日下跌 8.7%，随后盘后公布了财报。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">季度业绩本身超出了预期。营收同比增长 138.1% 至 12.358 亿美元，高于路透社引用的 LSEG 数据显示分析师预期的 10.6 亿美元，非公认会计准则每股收益为 0.94 美元，也超过了 0.68 美元的预期。Bloom 将其 2026 年营收区间上调至 44 亿至 46 亿美元，非公认会计准则每股收益区间上调至 3.10 至 3.40 美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">“在我们 2026 年第一季度财报电话会议上，我们预计营收同比增长 60%，”创始人兼首席执行官 K.R. Sridhar 在 \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=28543927&tid=573271536&e=2025919829&ts=3832574&ref=q2enxr\">2026 年第三季度财报电话会议\u003C\u002Fa>上表示。“今天，我们向上修正了这一指引，预计中点营收同比增长将超过 120%。”Bloom 将新的中点设定在约 122%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">财报中有两点产生了相反的影响。由于库存、合同资产和应收账款的增加，运营活动消耗了 2700 万美元现金，在 1.53 亿美元的资本支出后，自由现金流为负 1.81 亿美元。首席财务官 Simon Edwards 表示，该季度并非趋势的开始，并指出年初至今运营现金流为正。Sridhar 也拒绝量化积压订单的增长，表示该数字将随明年初的指引一同公布。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">10 月 23 日，Bloom Energy 股价下跌 11.24% 至 193.30 美元。据路透社报道，Roth Capital 表示，估值已经反映了对订单和产能增长的高预期，而有限的透明度使其保持谨慎。路透社记录的所有当天目标价调整仍高于收盘价，从下调至 242 美元到上调至 335 美元不等。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-bloom-energy-stock-now-trades-at-40x-earnings\" class=\"wp-block-heading\">Bloom Energy 股价目前以 40 倍市盈率交易\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">股价下跌和盈利展望上调已大幅压缩了估值倍数。BE 以 40.21 倍的远期标准化市盈率交易，而自 2023 年末以来的平均值为 76.15 倍，峰值为 199.35 倍，这是自 2025 年上半年以来的最低读数。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1122\" height=\"740\" data-public-id=\"images\u002Fimage-609_145235c7bf2\u002Fimage-609_145235c7bf2.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1122,h_740,c_scale\u002Ff_webp,q_auto\u002Fv1792945001\u002Fimages\u002Fimage-609_145235c7bf2\u002Fimage-609_145235c7bf2.png?_i=AA\" alt=\"bloom energy BE Stock NTM P\u002FE: 3-Year (TIKR)\" class=\"wp-post-145233 wp-image-145235\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792945001\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792945001\u002Fimages\u002Fimage-609_145235c7bf2\u002Fimage-609_145235c7bf2.png?_i=AA 1122w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_198,c_scale\u002Ff_webp,q_auto\u002Fv1792945001\u002Fimages\u002Fimage-609_145235c7bf2\u002Fimage-609_145235c7bf2.png?_i=AA 300w\" sizes=\"auto, (max-width: 1122px) 100vw, 1122px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">BE 股票 NTM 市盈率：3 年走势 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">193.30 美元股价对应的 40.21 倍市盈率意味着未来 12 个月的标准化每股收益为 4.81 美元，远高于 Bloom 为 2026 年指引的 3.10 至 3.40 美元。因此，40.21 倍的市盈率只有在 2027 年盈利持续增长的情况下才能维持。\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">华尔街对 Bloom Energy 至 2030 年的预期\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">分析师预计 2026 年营收为 45.3 亿美元，略高于 Bloom 新区间中点 45 亿美元，2027 年营收为 70.5 亿美元，增长 55.6%。随后增长放缓至 2028 年的 46.8%、2029 年的 21.4% 和 2030 年的 16.5%，届时营收将达到 146.3 亿美元，是 2026 年数字的 3.2 倍。相对于这一增长路径，40.21 倍的市盈率看起来更像是对疑虑的折价，而非增长溢价。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1118\" height=\"742\" data-public-id=\"images\u002Fimage-610_1452378e181\u002Fimage-610_1452378e181.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1118,h_742,c_scale\u002Ff_webp,q_auto\u002Fv1792945110\u002Fimages\u002Fimage-610_1452378e181\u002Fimage-610_1452378e181.png?_i=AA\" alt=\"bloom energy BE Revenue Estimates: 2026-2030 (TIKR)\" class=\"wp-post-145233 wp-image-145237\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792945110\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792945110\u002Fimages\u002Fimage-610_1452378e181\u002Fimage-610_1452378e181.png?_i=AA 1118w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1792945110\u002Fimages\u002Fimage-610_1452378e181\u002Fimage-610_1452378e181.png?_i=AA 300w\" sizes=\"auto, (max-width: 1118px) 100vw, 1118px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">BE 营收预测：2026-2030 年 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">解读 193.30 美元的 Bloom Energy 股价的两种方式\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">看涨的观点始于利润率。Bloom 将 138.1% 的营收增长转化为 23.1% 的营业利润率，一年内三次上调指引，并且分析师仍预测其 2027 年营收将增长 55.6%。如果明年营收接近 70.5 亿美元，那么当前的估值倍数对其要求非常低。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">看跌的观点始于现金流和披露。创纪录季度出现 1.81 亿美元的自由现金流出，积压订单数据要到 2027 年初才公布，以及今年夏天股价从峰值到谷底下跌超过 52%，所有这些都表明，对于一家交付依赖于客户场地时间安排的企业来说，40.21 倍的市盈率仍然不便宜。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">财报中没有任何迹象表明需求减弱：指引上调了，利润率提高了，而路透社引述的批评是关于估值和可见度。这使解读倾向于看涨一方。2027 年初的指引，连同 Bloom 的第一个积压订单数字，将是这一观点成立与否的关键。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-bloom-energy-stock-actually-worth\" class=\"wp-block-heading\">\u003Cbr>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\" id=\"h-so-what-is-name-stock-actually-worth\">\u003Cbr>TIKR 让你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 BE 股票可能的价值。可以从华尔街共识预测开始，或者调整输入参数以反映您自己对业务的看法。免费使用。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">免费为 Bloom Energy Corporation 估值\u003Cstrong>\u003Cem>→\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">免责声明：\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR 上的文章并非 TIKR 或我们的内容团队提供的投资或财务建议，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公司的最新新闻或重要更新。TIKR 对提及的任何股票均无持仓。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>",1276,"zh","\u002Fblog\u002Fbloom-energy-stock-is-up-91-over-the-past-year-heres-the-number-to-watch-next","bloom-energy-stock-is-up-91-over-the-past-year-heres-the-number-to-watch-next","images\u002Fsmiling-man-in-a-tie-rising-green-bars\u002Fsmiling-man-in-a-tie-rising-green-bars","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792780118\u002Fimages\u002Fsmiling-man-in-a-tie-rising-green-bars\u002Fsmiling-man-in-a-tie-rising-green-bars.png?_i=AA",{"altText":165,"imageCredit":166},"Bloom Energy Stock Is Up 91% Over the Past Year. Here’s The Number to Watch Next.","max-kegfire from Getty Images via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Gian Estrada","giantikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"David Hanson","davidtikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Bloom Energy stock is up 91% in a year, but an 11% drop after a record quarter left it at 40x earnings. Here’s what the Street still expects.",{"title":188,"description":186,"twitterTitle":188,"twitterDescription":186,"author":168,"articlePublisher":189,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":190,"twitterData1":191,"ogTitle":188,"ogDescription":186,"ogUrl":160,"ogImage":163,"ogImageWidth":192,"ogImageHeight":193,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"Bloom Energy Stock Is Up 91% Over the Past Year. Here’s The Number to Watch Next.","TIKR.com","预计阅读时间","3 minutes",1200,630,[195,210,225,239,256],{"id":183,"title":196,"date":197,"excerpt":198,"wordCount":199,"uri":200,"slug":201,"cloudinaryAssetId":202,"featuredImageOriginalUrl":203,"featuredImageMetadata":204,"author":205,"categories":207,"relatedPosts":209},"阿斯利康：胃癌药物销售潜力达30至50亿美元，但存在一个显著问题","2026-10-26 08:35:51","阿斯利康的sone-ve药物在三线胃癌治疗中将死亡风险降低了53%，但在疾病进展方面以微弱差距未达终点。即便其50亿美元的销售峰值，也占不到公司总收入的9%。",734,"\u002Fblog\u002Fastrazeneca-stomach-cancer-drug-with-3-to-5-billion-sales-potential-and-one-significant-wrinkle","astrazeneca-stomach-cancer-drug-with-3-to-5-billion-sales-potential-and-one-significant-wrinkle","images\u002FFEATURED-IMAGE-MAKER-1898\u002FFEATURED-IMAGE-MAKER-1898","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003135\u002Fimages\u002FFEATURED-IMAGE-MAKER-1898\u002FFEATURED-IMAGE-MAKER-1898.png?_i=AA",{"altText":196},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":206},[],[208],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":211,"date":212,"excerpt":213,"wordCount":214,"uri":215,"slug":216,"cloudinaryAssetId":217,"featuredImageOriginalUrl":218,"featuredImageMetadata":219,"author":220,"categories":222,"relatedPosts":224},"SK海力士承诺10月28日公布股东回报方案：能否支付120亿美元特别股息？","2026-10-26 07:00:00","SK海力士可能将返还其约70%的滚动自由现金流。周三公布的股息数字将显示现金是流向股东还是Solidigm。",820,"\u002Fblog\u002Fsk-hynix-promises-shareholder-returns-on-october-28-can-it-pay-a-12-billion-special-dividend","sk-hynix-promises-shareholder-returns-on-october-28-can-it-pay-a-12-billion-special-dividend","images\u002FFEATURED-IMAGE-MAKER-1896\u002FFEATURED-IMAGE-MAKER-1896","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792994007\u002Fimages\u002FFEATURED-IMAGE-MAKER-1896\u002FFEATURED-IMAGE-MAKER-1896.png?_i=AA",{"altText":211},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":221},[],[223],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":226,"date":212,"excerpt":227,"wordCount":228,"uri":229,"slug":230,"cloudinaryAssetId":231,"featuredImageOriginalUrl":232,"featuredImageMetadata":233,"author":234,"categories":236,"relatedPosts":238},"马斯克称SpaceX锁定400亿美元芯片订单，英伟达成赢家：“我们已是投资级”","马斯克表示，SpaceX已为GPU业务锁定了400亿美元的债务融资。对英伟达而言，这笔资金支撑着2027年的需求预期，但其实际规模远不及标题所暗示的那么庞大。",883,"\u002Fblog\u002Fmusk-says-spacex-locked-in-40-billion-for-chips-a-win-for-nvidia-were-investment-grade","musk-says-spacex-locked-in-40-billion-for-chips-a-win-for-nvidia-were-investment-grade","images\u002FFEATURED-IMAGE-MAKER-1897\u002FFEATURED-IMAGE-MAKER-1897","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792996223\u002Fimages\u002FFEATURED-IMAGE-MAKER-1897\u002FFEATURED-IMAGE-MAKER-1897.png?_i=AA",{"altText":226},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":235},[],[237],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":240,"date":241,"excerpt":242,"wordCount":243,"uri":244,"slug":245,"cloudinaryAssetId":246,"featuredImageOriginalUrl":247,"featuredImageMetadata":248,"author":249,"categories":253,"relatedPosts":255},"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","2026-10-26 00:59:42","让我看看现金，Bloom。",685,"\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":240},{"name":250,"slug":251,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":252},"Rexielyn Diaz","rexietikr",[],[254],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":257,"date":258,"excerpt":259,"wordCount":260,"uri":261,"slug":262,"cloudinaryAssetId":263,"featuredImageOriginalUrl":264,"featuredImageMetadata":265,"author":266,"categories":270,"relatedPosts":272},"美国银行在ServiceNow第三季度财报发布前上调其目标价","2026-10-26 00:38:00","美国银行将ServiceNow的目标股价上调至180美元，并在10月28日公布第三季度财报前维持\"买入\"评级。以下是值得关注的要点。",616,"\u002Fblog\u002Fbank-of-america-raises-servicenow-price-target-third-quarter-earnings","bank-of-america-raises-servicenow-price-target-third-quarter-earnings","images\u002FNOW-stock-@Melpomenem-from-Getty-Images-via-Canva-@Monster-Ztudio-via-Canva\u002FNOW-stock-@Melpomenem-from-Getty-Images-via-Canva-@Monster-Ztudio-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792819580\u002Fimages\u002FNOW-stock-@Melpomenem-from-Getty-Images-via-Canva-@Monster-Ztudio-via-Canva\u002FNOW-stock-@Melpomenem-from-Getty-Images-via-Canva-@Monster-Ztudio-via-Canva.png?_i=AA",{"altText":257},{"name":267,"slug":268,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":269},"Aditya Raghunath","adityatikr",[],[271],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[274,294,309,324,339],{"id":183,"title":275,"date":276,"excerpt":277,"wordCount":278,"uri":279,"slug":280,"cloudinaryAssetId":281,"featuredImageOriginalUrl":282,"featuredImageMetadata":283,"author":284,"categories":288,"relatedPosts":293},"埃克森美孚股价创下收盘新高，布伦特原油突破116美元。展望2030年该股走势","2026-10-26 07:55:00","埃克森美孚10月23日收盘创下183.21美元的历史新高，当时布伦特原油价格突破每桶116美元，目前其股价已超过华尔街分析师的平均目标价。该公司首席财务官表示，与先锋自然资源合并的协同效应已翻倍，且埃克森的目标是通过更少的油井使二叠纪盆地的采收率翻倍，这是公司可控的一项成本杠杆。",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":275},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":287},"Wiltone 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07:50:00","Rivian股价在收购一家人工智能模拟初创公司次日触及52周低点，延续了数周前开始的19%跌幅。10月29日的财报如今必须证明其成本结构能够承载自动驾驶研发支出。",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":295},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":305},[],[307],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[],{"id":183,"title":310,"date":311,"excerpt":312,"wordCount":313,"uri":314,"slug":315,"cloudinaryAssetId":316,"featuredImageOriginalUrl":317,"featuredImageMetadata":318,"author":319,"categories":321,"relatedPosts":323},"Robinhood股票在10月发布第三季度财报前下跌了15%。以下是其到2030年的潜在走向","2026-10-26 07:45:00","Robinhood在10月27日财报发布前，两个交易日累计下跌6.73%，走势与Coinbase同步。10月22日的两项进展指向可能不会在其加密货币收入项中体现的加密活动：比特币价格合约以及Morpho为其股票代币推出的首个借贷市场。",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":310},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":320},[],[322],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[],{"id":183,"title":325,"date":326,"excerpt":327,"wordCount":328,"uri":329,"slug":330,"cloudinaryAssetId":331,"featuredImageOriginalUrl":332,"featuredImageMetadata":333,"author":334,"categories":336,"relatedPosts":338},"沃尔玛股价10月上涨15%，尽管盈利预测并未上调。以下是其到2031年的潜在走势","2026-10-26 07:40:00","沃尔玛股价在9月30日至10月23日期间上涨了15.4%，但分析师对其未来12个月的每股收益（EPS）预估仍维持在3.00美元。几乎全部涨幅都源于更高的估值倍数，而公司此前在11月19日发布的业绩指引中，预计每股收益增长仅为0%至3%。",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":325},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":335},[],[337],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[],{"id":183,"title":340,"date":341,"excerpt":342,"wordCount":343,"uri":344,"slug":345,"cloudinaryAssetId":346,"featuredImageOriginalUrl":347,"featuredImageMetadata":348,"author":349,"categories":351,"relatedPosts":353},"苹果短暂超越英伟达，英伟达股价跌幅达12%。苹果股票到2030年可能走向何方","2026-10-26 07:35:00","苹果公司于10月23日短暂超越英伟达，成为全球市值最高的公司，股价创下351.73美元的历史新高。其人工智能战略所需资本支出极少，但以38倍的市盈率来看，11月2日公布的利润率数据将决定其估值倍数。",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":340},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":350},[],[352],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[]]