An entry written while the outcome is still unknown. It will be scored by what the market does next, and it will never be edited to look cleverer than it was.
In plain words · Bloom Energy Corporation designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally.
VERDICT
The label
Markup
read at $228.96
Bloom Energy Corp holds its Markup at $228.96.
PHPhase · the trend structure carries the Markup label
INInsiders · no filings inside 60 days, left as found
POPositioning · no disclosures inside 60 days, left as found
OPOptions · no verdict drawn today, left as found
SCScreen · does not pass the values gate
edge confirmed
edge broken
edge forming
Each arm is one independent read. Conviction is not a single call, it is how many edges converge.
INVESTOR
The investor read · the season, not the day
As held on the ledger · 2026-08-06
Phase
Markup
Quantitative state
The statistical read favours the sellers, held for 6 days
Price
$228.96
Valuation
297.35 trailing · 46.77 forward price to earnings
Values screen
FAIL· score 70.0
Beta
3.83
OPPORTUNITY
The opportunity · what the numbers say it is worth
Read at
$228.96
297.35 P/E · 46.77 fwd
Our fair value
$193.21
16% premium
Analyst target (avg)
$288.50
+26% to current
Target low $97.00Analyst target rangeTarget high $390.00
▲ current $228.96 · | average target
Price history & projections · where it has been, where the models see it going
The valuation journey · where the price sits against fair value and the Street
Current
$228.96
you are here
Conservative
$114.48
-50%
Analyst avg
$288.50
+26%
Our fair value
$193.21
-16%
Analyst high
$390.00
+70%
Green marks levels above today's price, red below; the shaded band is the gap between the price and our fair value.
Reading the gap · Our more conservative model reads it as fully-to-richly valued here, while the Street is more bullish — a quality-at-a-fair-price name rather than a deep-value one.
Revenue growth
165.50%
Profit margin
7.87%
Debt to equity
171.58
Analyst consensus
Buy · 26 covering
Fair value and rating are our own model estimates; target range reflects third-party analyst estimates. Analysis, not advice.
SCREEN
The values screen, explained · five checks, plain English
This company is excluded by both standards. There are two widely recognised ways to check whether a company is suitable for a Muslim investor. It fails on both:
The common standard· AAOIFI Used by most halal investing apps✗ DOES NOT PASS
Our stricter standard· asset-based The one Titan applies✗ DOES NOT PASS
Why it fails. The problem is its debt ratio. Because both standards agree on this, it is a clear exclusion, not a borderline case.
Business activityIts core business isn't built on prohibited lines — no gambling, alcohol, tobacco, weapons, or interest-based lending.Pass
Debt loadInterest-bearing debt is 68.0% of its assets, above the one-third ceiling the screen allows.Fail
Interest-bearing cashCash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.Pass
ReceivablesMoney owed to the company is 64.3% of assets, above the 49% limit.Fail
Revenue purityOnly 1.7% of revenue comes from non-compliant sources — under the 5% line.Pass
Every security is read against two recognised standards: our stricter asset-based screen (ratios measured against total assets) and the more widely used market-value standard (measured against market capitalisation). Where they agree we say so plainly; where they part ways — almost always on the debt check — we show both readings and mark it, because that disagreement is the finding, not a fault. We report the score; you and your scholar make the call.
PLAIN
The business, in plain words · what the numbers mean
Clean power dreams meet stretched valuations here
Picture a data centre or factory that wants steady power without the grid. Bloom Energy sells fuel cell boxes that turn gas or hydrogen into electricity on site. Revenue is exploding at 130 percent yet the shares trade well above our fair value with a negative margin of safety.
The business carries a narrow moat and zero profit margin. Return on equity sits at just 1 percent while the forward multiple is 47 times. Analysts like the story and their median target sits higher, but the numbers show a company still burning cash to chase growth.
High valuation and thin returns leave little room for error on execution or fuel costs. Ethical screen passes yet opportunity rating stays at none. Analysis, not advice.
The risks · The things to watch: it already moves more than the market on an average day; it carries a real debt load, which raises the stakes if revenue slips.
Plain-English interpretation of our own screen data. Analysis, not advice.
Screened names in the same industry · explore each on its own page.
TRADER
The trader read · the latest dated commentary
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 17.4% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C. Technically it is holding around 104% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 983%. Our forward projection puts the odds of a 10% gain over the next month near 52%. The street (25 analysts) rates it buy, with a mean price target of $264. Entered 2026-07-22 · Markup
JOURNAL
The dated journal · newest first, never edited
2026-07-22Markup$214.96-17.4%Entry 4
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 17.4% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C. Technically it is holding around 104% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 983%. Our forward projection puts the odds of a 10% gain over the next month near 52%. The street (25 analysts) rates it buy, with a mean price target of $264.
2026-07-18Markup$260.22+0.0%Entry 3
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C. Technically it is holding around 104% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 983%. Our forward projection puts the odds of a 10% gain over the next month near 52%. The street (25 analysts) rates it buy, with a mean price target of $264.
2026-07-03Markup$260.22+0.0%Entry 2
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
2026-07-02Markup$260.22Entry 1
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
POLITICAL
The political ledger · congressional disclosures
Disclosures naming BE
Date
Politician
Party
Type
Amount
8 May2024
Tommy Tuberville
Republican
buy
15K–50K
8 Apr2026
Richard Blumenthal
Democrat
buy
50K–100K
8 Apr2026
Richard Blumenthal
Democrat
buy
15K–50K
8 Apr2026
Richard Blumenthal
Democrat
buy
100K–250K
7 Oct2025
Tommy Tuberville
Republican
sell
15K–50K
RETURNS
What holding actually paid · price plus dividends
If $1,000 had been placed · historical, not a promise
Period
Price then
Price return
Divs per share
$1,000 became
Total return
1 month
$283.92
-17.5%
·
$825
-17.5%
2 months
$166.70
+40.5%
·
$1,405
+40.5%
3 months
$157.17
+49.1%
·
$1,491
+49.1%
6 months
$108.99
+114.9%
·
$2,149
+114.9%
1 year
$21.63
+983.0%
·
$10,830
+983.0%
2 years
$15.13
+1,448.3%
·
$15,483
+1,448.3%
3 years
$15.14
+1,447.3%
·
$15,473
+1,447.3%
5 years
$25.54
+817.2%
·
$9,172
+817.2%
Historical returns from market close data. Past performance does not guarantee future results.
SEALED
This entry now belongs to the ledger. Whatever BE does next, these words stay.
Bloom Energy Corp · BE · Markup · $228.96
Recorded 2026-08-06 · before the outcome · scored mechanically
