$第一太陽能(FSLR.US)$ $Bloom Energy(BE.US)$ $Sunrun(RUN.US)$ My research shows these to be most promising Solar for now. The focus is on capacity and expansion. In 2026, US home installation will be tax deductable (unless Trump win, then he will try to kill IRA bill to the detriment of society but enriches himself from saudi oil deals [lookinatyoukushnerscum]) General US population pays almost no attention to fine details in bills. Therefore, an advantage is made for those looking at the big pi...
As generative AI technology (GenAI) rapidly advances, investors eager to capitalize on the AI trend have shifted their focus to a once-quiet niche in the market—the companies that own and operate power plants.$摩根士丹利(MS.US)$'s latest report delves into the fast-paced growth of AI demand and the current state of power infrastructure, highlighting a potential investment hotspot that was previously overlooked. Rapidly Dec...
The consensus increased forecast losses for Bloom Energy, indicating potential issues. Despite revenue estimate downgrades, forecasts suggest better performance than the wider market. Analysts' lower future valuation estimate for Bloom Energy suggests recent business developments are not reassuring.
Analysts express caution over Bloom Energy's future. J.P. Morgan's Mark Strouse seeks clearer revenue and operating income growth, while Oppenheimer's Colin Rusch wants more customer diversity, management stability, and proof of rising demand in Korea.
Analysts downgraded Bloom Energy's stock due to shipment uncertainties to Korea and the CFO's departure. Despite long-term growth prospects, analysts await clearer revenue and operating income growth. CFO Cameron's departure, focused on margin improvement, is expected to negatively impact investors.
Despite Bloom Energy's revenue growth, its share price has significantly dropped, indicating potential profitability issues. The recent sell-off could be an opportunity if long-term growth trend signs emerge. However, there are 2 warning signs in Bloom Energy's investment analysis.
Dumoulin-Smith doubts Bloom Energy's anticipated commercial successes, expecting flat revenue in the coming years. He also suggests the market hasn't adjusted expectations for the company.
Bloom Energy's strained balance sheet, high debt level, and unprofitability at the EBIT level make it a risky investment. The company's ability to pay off its debt is concerning, especially given it burned through US$621m of cash over the last year.
Hehehe 6樓主 : 發生了什麼事