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Why Bloom Energy Stock Popped Today

July 9, 2025
11:42 AM
2 min read
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Can tax credits from Congress save Bloom Energy stock?

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2 min read

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investment

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Published

July 9, 2025

11:42 AM

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The Motley Fool

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stockstradingfinancialenergytechnologymarket cyclesseasonal analysismarket

Can tax credits from Congress Bloom Energy stock

Bloom Energy (BE 18. 15%), the original hydrogen fuel cell stock, is soaring in mid-morning trading Wednesday after J

Morgan upgraded the stock to overweight with a $33 price target. 's right that price, it means Bloom stock could gain another 18% over the next 12 months -- on top of the 15. 5% the stock is already up today through 10:55 a

Image source: Getty Images

Morgan s Bloom Energy J

Cites Congress's decision to maintain 48E tax credits in President Trump's recently signed "One Big Beautiful Bill" (OBBB) as key to its optimism Bloom stock

The tax credits should add fit margin to Bloom at the same time as they encourage fuel cell system deployments, boosting Bloom's revenue

According to The Fly, J

Is expecting these benefits to begin appearing in Bloom's financial results in fiscal (which is also calendar) year 2026

However, the analyst also anticipates that Bloom might begin guiding investors to expect these imved results this year

And that means we might start seeing better guidance as early as July 31, when Bloom is expected to report its Q2 earnings

Is Bloom Energy stock a buy

Let's hope the analyst is right that, because as things stand today, Bloom Energy stock does look a bit pricey

Although the company turned fitable in Q4 last year, generally accepted accounting principles (GAAP) fits are still minimal, and the stock is trading for a P/E ratio well past 1,000

Bloom did generate positive free cash flow last year, but FCF is still only $77 million over the last 12 months, giving the stock a price-to-free cash flow ratio of 73 -- quite high even if fits grow at 25% annually, as most analysts predict

Tax credits or no tax credits, Bloom stock is still too expensive to buy

Rich Smith has no position in any of the stocks mentioned

The Motley Fool has no position in any of the stocks mentioned

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