Unrealized Potential Persists in Hydrogen Sharing Market
Bloom Energy: Rapid Revenue Growth and Positive Outlook
The hydrogen sector is thriving, and Bloom Energy is riding this wave. UBS, a notable Swiss banking giant, has cast a favorable light on the American company's stock, foreseeing an impressive revenue and profitability upturn.
In Q2 of 2025, analysts anticipate Bloom Energy's revenue to soar to an impressive $365 million, marking an upgrade from the $326 million recorded in the previous quarter. EBITDA is set to climb even higher, moving from $25 million to an impressive $35 million in the same timeframe, signaling significant operational progress. For the entire year of 2025, UBS predicts a robust increase, with revenue hitting $1.78 billion, a nearly 20% leap from the $1.47 billion of the previous year. UBS stands firm behind its buy recommendation, targeting a price of $29, translating to an over 30% potential upward movement from the closing price of yesterday.
While Bloom Energy certainly sparks interest, it doesn't currently feature on our recommendation list. In the hydrogen industry, our preference leans towards Linde and ITM Power stocks.
Bloom Energy isn't just a standalone player; it's an integral member of the DER AKTIONÄR E-Hydrogen North America Index. This index holds the numero uno position, edging out engine manufacturer Cummins and energy provider NextEra Energy. Since late April, the index has surged by over 11%. More about the index can be found here.
It's worth noting that the price of the financial instruments is derived from an index, with Boersenmedien AG developing this index and holding the rights to it. Boersenmedien AG has signed a cooperation agreement with the issuer of the displayed securities, enabling the issuer to utilize the index in return for remuneration.
Bloom Energy specializes in solid oxide fuel cell systems, offering clean and dependable power generation options for commercial and industrial clients. These systems are also being incorporated into AI data centers.
[1] Seeking Alpha: Bloom Energy Q2 2025 Earnings Call Transcript[2] Yahoo Finance: Bloom Energy Corporation (BE) Stock Analysis from Wall Street Analysts[4] Forbes: Bloom Energy: The Clean Energy Stock That Could Power The Next Generation[5] BusinessWire: Bloom Energy Secures 1 GW of Fuel Cell Capacity Agreement with American Electric Power
- With UBS predicting a revenue increase of nearly 20% for Bloom Energy in 2025 and a buy recommendation, there's growing interest in investing in the technology-driven company that specializes in solid oxide fuel cell systems.
- Bloom Energy's focus on clean and reliable power generation through solid oxide fuel cell systems, and its integration into AI data centers, provides an attractive prospect for technology-focused investors, despite not being currently recommended on some lists.
