MOS · Deep Dive

BE

Bloom Energy Corporation
2026-04-09 10:26 ET · Analysis took 14.3s
$157.62 +8.3% Bullish
Bloom Energy Corporation (BE) is trading at $157.62, up 8.3% with a 30.3% options-implied expected move, suggesting significant market uncertainty ahead of its recent bullish news sentiment-driven surge. The stock's composite score of 55/100 and trend DOWN indicate a mixed technical picture, while its Fwd P/E of 53.6 and negative margin (-4%) raise fundamental concerns. With an IV/RV ratio of 7.11x indicating severely overpriced options, the key risk is whether BE's growth momentum can justify its rich valuation, currently above its target price of $144.
Composite
55
/ 100
1M
-4.7%
3M
+35.9%
6M
+70.6%
1Y
+7.5%
Trend
DOWN
Sharpe
0.23

Fundamentals
Sector
Industrials
Industry
Electrical Equipment & Parts
Market Cap
$44B
Fwd P/E
53.6
Beta
3.19
Short Interest
11.6%
Analyst Target
$144
Margin
-4%
Rev Growth
36%
EPS Growth
-99%
ROE
-13%
D/E
378%
From 52w High
-12.9%
From 52w Low
+884.5%
Consensus
Buy

Research Digest
Bloom Energy (BE) surged after CoreWeave's $21 billion deal with Meta Platforms, as investors bet on rising demand for AI-driven power. BE's share price has returned 48.7% YTD, with a 10.8% gain over the last 7 days. However, with a 1-year surge of 7x and a forward P/E of 53.6, the market may be overestimating its growth prospects.
Headlines
Barron This Stock Is the Big Winner of the CoreWeave-Meta Deal
Simply Is It Too Late To Consider Bloom Energy (BE) After A 7x One Year Surge?
Motley 1 Brilliant Energy Stock to Buy Now and Hold for the Long Term
Motley 2 Monster Stocks to Hold for the Next 10 Years
Motley Got $1,000? This Under-the-Radar Growth Stock Powers Every AI Data Center On the Planet

Signals
Bullish Probability
21%
Expected Move (45d)
30.3%

Options Intelligence
Options are NOT attractive. IV/RV 7.1x — options severely overpriced.
IV / RV Ratio
7.11x
VERY EXPENSIVE (IV >> RV)
Implied Vol
111.2%
Fwd Prob (±15%)
25%
Option Score
76
/ 100
Open Interest
2,426
Volume
156
Bid-Ask Spread
6.1%
Liquidity
High

Cash Secured Puts
StrikeDTEPremiumAnn. ReturnOTM %Delta
$130.0 15d $2.90 54.3% 17.5% 0.15
$130.0 36d $9.00 70.2% 17.5% 0.23
$135.0 36d $10.70 80.4% 14.3% 0.27
$140.0 36d $12.70 92.0% 11.2% 0.30
$135.0 15d $3.80 68.5% 14.3% 0.20

Covered Calls
StrikeDTEPremiumAnn. ReturnOTM %Delta
$175.0 36d $15.43 99.2% 11.0% 0.06
$170.0 36d $17.25 111.0% 7.9% 0.14
$170.0 22d $12.25 128.9% 7.9% 0.07
$170.0 29d $16.12 128.8% 7.9% 0.11
$175.0 43d $17.90 96.4% 11.0% 0.08

Call Leverage
StrikeDTECostPrem %BE Move+15% ROIDeltaIVScore
$155.0 35d $23.62 15.0% 13.3% 11% 0.60 111% 76
$145.0 35d $28.90 18.3% 10.3% 25% 0.67 112% 48
$150.0 35d $26.27 16.7% 11.8% 19% 0.63 111% 71
$160.0 35d $21.48 13.6% 15.1% -1% 0.56 112% 70
$165.0 35d $19.23 12.2% 16.9% -15% 0.53 111% 67
MOS · Deep Dive · 2026-04-09 10:26 ET
Generated in 14.3s · mosbrief.com