Stock Detail
$BE
Industrials · 81 tracked mentions in the last 90 days across 31 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
7 creators lean undervalued while 9 lean overvalued, so the live read stays mixed instead of forcing a one-sided call on BE.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: drawdown discount
the price is 40 % cheaper than it was
Explicit claim • strong conviction • basis: multiple relative
Trailing multiples are extreme, roughly 350 times earnings and 28 times sales with a beta near 3.7. The packet references a backlog of roughly 20 billion, but its definition and measurement date are not supplied.
Explicit claim • strong conviction • basis: growth vs multiple
So very inexpensive even considering that 66% sales growth and a faster uh faster earnings growth there. .51 times for Verdive. We've got two times for uh PWR 68 times for Coherent and 1.5 times for MPWR. So really the uh the least expensive here, Bloom Energy.
Explicit claim • strong conviction • basis: multiple relative
80 times forward earnings
Mention History
Latest mentions across all history
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