Financial Comparison of Bloom Energy and Eos Energy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 22 hours ago
0mins
Source: Fool
- Bloom Energy Performance: In FY 2025, Bloom Energy reported revenue of $2 billion, a 37.3% increase year-over-year, despite a net loss of approximately $88.4 million, indicating its potential in the rapidly growing AI infrastructure market, yet it has not achieved profitability with a net margin of negative 4.4%.
- Eos Energy Growth: Eos Energy's revenue surged to nearly $114.2 million in FY 2025, up from about $15.6 million the previous year, although it incurred a net loss of approximately $969.6 million, resulting in a net margin of negative 849.1%, reflecting the high cost pressures associated with its expansion efforts.
- Competitive Risk Analysis: Bloom Energy faces intense competition from traditional grid providers and alternative onsite power equipment, aiming for a 2 GW factory capacity by 2026; however, its growth is heavily tied to the expansion of AI data centers, meaning any slowdown in that sector could reduce demand for its fuel cells.
- Valuation Comparison: Eos Energy appears cheaper based on forward P/E at 10.6x compared to Bloom Energy's 126.7x, suggesting that Eos may be a more attractive investment choice in the rapidly growing market, even as both companies aim to address the AI energy bottleneck.
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Analyst Views on BE
Wall Street analysts forecast BE stock price to fall
19 Analyst Rating
8 Buy
9 Hold
2 Sell
Moderate Buy
Current: 295.050
Low
71.00
Averages
142.89
High
184.00
Current: 295.050
Low
71.00
Averages
142.89
High
184.00
About BE
Bloom Energy Corporation is engaged in stationary fuel cell power generation by market share. The Company provides distributed energy technology solutions to customers. The Company manufactures advanced and versatile fuel cell energy platforms, supporting the commercial availability of two products: the Bloom Energy Server for generating electricity and the Bloom Electrolyzer for producing hydrogen. With approximately 1.4 gigawatts (GW) of Energy Server systems deployed in more than 1,000 locations and nine countries. Its solid oxide fuel cell technology platform is the foundation for its Energy Server system and Bloom Electrolyzer. The Bloom Energy Server system is designed to deliver reliable, resilient, clean and affordable energy for utilities and organizations alike. Its Energy Server system is designed to deliver reliable electricity. The Bloom Electrolyzer is designed to provide hydrogen solutions based on the same solid oxide platform as its Energy Server systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Bloom Energy Schedules Q2 2026 Financial Results Release
- Earnings Release Announcement: Bloom Energy has announced that it will release its Q2 2026 financial results on July 28, 2026, after market close, reflecting the company's performance amid soaring energy demands.
- Conference Call Details: Management will host a conference call at 2:00 p.m. PT (5:00 p.m. ET) on the same day, lasting 60 minutes, aimed at providing investors with in-depth discussions on financial results and future outlook.
- Replay Access: Following the call, investors can access a replay by dialing 1-800-770-2030 (toll-free) or 1-609-800-9909, with the replay available for one week, ensuring key information is accessible to stakeholders.
- Online Replay Platform: Bloom Energy's investor website will host a replay for one year, further enhancing information transparency between the company and investors, supporting its leadership position in the global energy market.
See More
Financial Comparison of Bloom Energy and Eos Energy
- Bloom Energy Performance: In FY 2025, Bloom Energy reported revenue of $2 billion, a 37.3% increase year-over-year, despite a net loss of approximately $88.4 million, indicating its potential in the rapidly growing AI infrastructure market, yet it has not achieved profitability with a net margin of negative 4.4%.
- Eos Energy Growth: Eos Energy's revenue surged to nearly $114.2 million in FY 2025, up from about $15.6 million the previous year, although it incurred a net loss of approximately $969.6 million, resulting in a net margin of negative 849.1%, reflecting the high cost pressures associated with its expansion efforts.
- Competitive Risk Analysis: Bloom Energy faces intense competition from traditional grid providers and alternative onsite power equipment, aiming for a 2 GW factory capacity by 2026; however, its growth is heavily tied to the expansion of AI data centers, meaning any slowdown in that sector could reduce demand for its fuel cells.
- Valuation Comparison: Eos Energy appears cheaper based on forward P/E at 10.6x compared to Bloom Energy's 126.7x, suggesting that Eos may be a more attractive investment choice in the rapidly growing market, even as both companies aim to address the AI energy bottleneck.
See More
Bloom Energy and Eos Energy Growth Analysis
- Bloom Energy Growth Potential: Bloom Energy achieved $2 billion in revenue for FY 2025, a 37.3% increase year-over-year, despite a net loss of $88.4 million, indicating strong demand in the AI infrastructure market and future profitability potential.
- Eos Energy Rapid Expansion: Eos Energy's revenue climbed to nearly $114.2 million in FY 2025, a significant rise from $15.6 million the previous year, although it recorded a net loss of approximately $969.6 million, reflecting high costs associated with commercializing its zinc battery technology.
- Market Competition Landscape: Bloom Energy faces intense competition from traditional grid providers and alternative onsite power equipment like gas turbines, with plans to reach a 2 GW factory capacity by 2026, yet this goal carries execution risks.
- Investor Considerations: While Eos Energy's forward P/E appears attractive, Bloom Energy's P/S ratio exceeds 20, suggesting that the market has already priced in its growth expectations, prompting investors to carefully assess its investment value.
See More
Bloom Energy Shares Surge Over 234% in First Half of 2026
- Significant Investment Returns: Bloom Energy's stock surged from $90.57 at the start of 2026 to $302.70 by June 30, representing over a 234% increase, which means a $5,000 investment has grown to $16,709, showcasing strong market performance and investment appeal.
- Robust Revenue Growth: Bloom reported revenues of $751.1 million in Q1 2026, a 130.4% increase year-over-year, and while such growth is not unusual for the company, its shift towards profitability marks a significant improvement in financial health.
- Strategic Partnership Expansion: The collaboration with Brookfield Asset Management not only secured an initial $5 billion investment but was expanded to $25 billion on June 30, providing further validation for Bloom's on-site power strategy and supporting long-term business growth.
- Optimistic Market Outlook: Despite Bloom's stock price skyrocketing over 1000% in the past year, the anticipated growth in power demand and the company's move towards consistent profitability suggest continued substantial returns for shareholders, albeit with high market volatility.
See More
Bloom Energy Stock Surges 234% in H1 2026
- Outstanding Stock Performance: Bloom Energy's stock surged 234% in the first half of 2026, climbing from $90.57 on January 2 to $302.70 by June 30, reflecting strong market demand and investor confidence, which has attracted more attention from investors.
- Significant Revenue Growth: The company reported a 130.4% year-over-year revenue increase in Q1, reaching $751.1 million, and achieved a net profit of $70.6 million for the first time, marking a pivotal shift towards profitability that enhances market confidence in its future growth.
- Strategic Partnership Expansion: Bloom's collaboration with Brookfield Asset Management has deepened, with Brookfield increasing its investment from $5 billion to $25 billion to support Bloom's fuel cell technology, which not only validates its on-site power strategy but also secures long-term projects.
- Optimistic Market Outlook: Despite Bloom's stock exhibiting high volatility, the ongoing demand for power from data centers and other sectors positions Bloom to continue rewarding shareholders in the coming years, making it a strong candidate for long-term investment.
See More
AI Growth Fuels Demand for Clean Energy Solutions
- Surging Power Demand: The rapid growth of artificial intelligence has led to a significant increase in power demand, causing communities to resist the construction of new AI data centers, positioning Bloom Energy's hydrogen fuel cells as a timely solution with a projected product backlog of $6 billion by 2026.
- Long-Term Contract Benefits: Each new fuel cell from Bloom Energy comes with a long-term service contract, expanding revenue potential from $6 billion to a staggering $20 billion, highlighting its strong competitive edge in the clean energy market.
- Brookfield's Stable Income: Brookfield Renewable Partners boasts a diversified portfolio of clean energy assets and has secured long-term power contracts with Google and Microsoft, ensuring a reliable 4.6% yield and consistent income growth.
- Investor Choice Divergence: While Bloom Energy attracts high-risk investors as a growth stock, Brookfield Renewable appeals to those seeking stable income through reliable dividend growth, with its valuation appearing reasonable for long-term holding compared to Bloom Energy.
See More
Bloom Energy Schedules Q2 2026 Financial Results Release
- Earnings Release Announcement: Bloom Energy has announced that it will release its Q2 2026 financial results on July 28, 2026, after market close, reflecting the company's performance amid soaring energy demands.
- Conference Call Details: Management will host a conference call at 2:00 p.m. PT (5:00 p.m. ET) on the same day, lasting 60 minutes, aimed at providing investors with in-depth discussions on financial results and future outlook.
- Replay Access: Following the call, investors can access a replay by dialing 1-800-770-2030 (toll-free) or 1-609-800-9909, with the replay available for one week, ensuring key information is accessible to stakeholders.
- Online Replay Platform: Bloom Energy's investor website will host a replay for one year, further enhancing information transparency between the company and investors, supporting its leadership position in the global energy market.
See More
Financial Comparison of Bloom Energy and Eos Energy
- Bloom Energy Performance: In FY 2025, Bloom Energy reported revenue of $2 billion, a 37.3% increase year-over-year, despite a net loss of approximately $88.4 million, indicating its potential in the rapidly growing AI infrastructure market, yet it has not achieved profitability with a net margin of negative 4.4%.
- Eos Energy Growth: Eos Energy's revenue surged to nearly $114.2 million in FY 2025, up from about $15.6 million the previous year, although it incurred a net loss of approximately $969.6 million, resulting in a net margin of negative 849.1%, reflecting the high cost pressures associated with its expansion efforts.
- Competitive Risk Analysis: Bloom Energy faces intense competition from traditional grid providers and alternative onsite power equipment, aiming for a 2 GW factory capacity by 2026; however, its growth is heavily tied to the expansion of AI data centers, meaning any slowdown in that sector could reduce demand for its fuel cells.
- Valuation Comparison: Eos Energy appears cheaper based on forward P/E at 10.6x compared to Bloom Energy's 126.7x, suggesting that Eos may be a more attractive investment choice in the rapidly growing market, even as both companies aim to address the AI energy bottleneck.
See More
Bloom Energy and Eos Energy Growth Analysis
- Bloom Energy Growth Potential: Bloom Energy achieved $2 billion in revenue for FY 2025, a 37.3% increase year-over-year, despite a net loss of $88.4 million, indicating strong demand in the AI infrastructure market and future profitability potential.
- Eos Energy Rapid Expansion: Eos Energy's revenue climbed to nearly $114.2 million in FY 2025, a significant rise from $15.6 million the previous year, although it recorded a net loss of approximately $969.6 million, reflecting high costs associated with commercializing its zinc battery technology.
- Market Competition Landscape: Bloom Energy faces intense competition from traditional grid providers and alternative onsite power equipment like gas turbines, with plans to reach a 2 GW factory capacity by 2026, yet this goal carries execution risks.
- Investor Considerations: While Eos Energy's forward P/E appears attractive, Bloom Energy's P/S ratio exceeds 20, suggesting that the market has already priced in its growth expectations, prompting investors to carefully assess its investment value.
See More
Bloom Energy Shares Surge Over 234% in First Half of 2026
- Significant Investment Returns: Bloom Energy's stock surged from $90.57 at the start of 2026 to $302.70 by June 30, representing over a 234% increase, which means a $5,000 investment has grown to $16,709, showcasing strong market performance and investment appeal.
- Robust Revenue Growth: Bloom reported revenues of $751.1 million in Q1 2026, a 130.4% increase year-over-year, and while such growth is not unusual for the company, its shift towards profitability marks a significant improvement in financial health.
- Strategic Partnership Expansion: The collaboration with Brookfield Asset Management not only secured an initial $5 billion investment but was expanded to $25 billion on June 30, providing further validation for Bloom's on-site power strategy and supporting long-term business growth.
- Optimistic Market Outlook: Despite Bloom's stock price skyrocketing over 1000% in the past year, the anticipated growth in power demand and the company's move towards consistent profitability suggest continued substantial returns for shareholders, albeit with high market volatility.
See More
Bloom Energy Stock Surges 234% in H1 2026
- Outstanding Stock Performance: Bloom Energy's stock surged 234% in the first half of 2026, climbing from $90.57 on January 2 to $302.70 by June 30, reflecting strong market demand and investor confidence, which has attracted more attention from investors.
- Significant Revenue Growth: The company reported a 130.4% year-over-year revenue increase in Q1, reaching $751.1 million, and achieved a net profit of $70.6 million for the first time, marking a pivotal shift towards profitability that enhances market confidence in its future growth.
- Strategic Partnership Expansion: Bloom's collaboration with Brookfield Asset Management has deepened, with Brookfield increasing its investment from $5 billion to $25 billion to support Bloom's fuel cell technology, which not only validates its on-site power strategy but also secures long-term projects.
- Optimistic Market Outlook: Despite Bloom's stock exhibiting high volatility, the ongoing demand for power from data centers and other sectors positions Bloom to continue rewarding shareholders in the coming years, making it a strong candidate for long-term investment.
See More
AI Growth Fuels Demand for Clean Energy Solutions
- Surging Power Demand: The rapid growth of artificial intelligence has led to a significant increase in power demand, causing communities to resist the construction of new AI data centers, positioning Bloom Energy's hydrogen fuel cells as a timely solution with a projected product backlog of $6 billion by 2026.
- Long-Term Contract Benefits: Each new fuel cell from Bloom Energy comes with a long-term service contract, expanding revenue potential from $6 billion to a staggering $20 billion, highlighting its strong competitive edge in the clean energy market.
- Brookfield's Stable Income: Brookfield Renewable Partners boasts a diversified portfolio of clean energy assets and has secured long-term power contracts with Google and Microsoft, ensuring a reliable 4.6% yield and consistent income growth.
- Investor Choice Divergence: While Bloom Energy attracts high-risk investors as a growth stock, Brookfield Renewable appeals to those seeking stable income through reliable dividend growth, with its valuation appearing reasonable for long-term holding compared to Bloom Energy.
See More
