--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/39829524.md" description: "Yesterday, Bloom Energy surged over 7% in a single day, and the reason is straightforward: Zacks upgraded BE to a Strong Buy on April 8th. Coupled with the recovery in overall market sentiment, capital rapidly flowed in.$Bloom Energy(BE.US) What does it do? Simply put, it manufactures solid oxide fuel cells—converting natural gas/hydrogen directly into electricity without combustion, making it more efficient and stable than traditional power generation. AI data centers require 24/7 uninterrupted power supply, and the grid can't keep up. BE's on-site power generation solution precisely addresses this pain point. Fundamentally, it's quite solid: Full-year 2025 revenue reached $2.02 billion, a year-over-year increase of over 37%, hitting a record high. Management provided 2026 revenue guidance of $3.1 billion to $3.3 billion, indicating clear growth momentum. The order backlog is as high as $20 billion.However, the risks are also significant. Even on a non-GAAP basis, the estimated 2026 EPS is around $1.39, which, relative to the current stock price, still implies a P/E ratio exceeding 100 times. The valuation is extremely high. Short interest exceeds 11% of the float, and the sharp rise clearly contains a short squeeze component, warranting caution for a pullback." datetime: "2026-04-10T10:14:07.000Z" locales: - [en](https://longbridge.com/en/topics/39829524.md) - [zh-CN](https://longbridge.com/zh-CN/topics/39829524.md) - [zh-HK](https://longbridge.com/zh-HK/topics/39829524.md) author: "[小狗在加班](https://longbridge.com/en/profiles/26880222.md)" --- # Yesterday, Bloom Energy surged over 7% in a single… ### Related Stocks - [BE.US](https://longbridge.com/en/quote/BE.US.md) ## Comments (2) - **普通投资者老张 · 2026-04-10T10:19:07.000Z**: Short interest is at 11%, and there's a significant short squeeze component in the big rally. Be cautious in this situation; after the positive catalysts are digested, a rapid pullback is likely to occur. - **宇宙第一美少女美乐蒂 · 2026-04-10T10:17:57.000Z**: It has risen nearly 600% in the past year... Me: 😶 Why didn't I buy it back then waaaaah