金吾财讯 | Bloom Energy（BE）盘前震荡走高，最新报241.50美元，涨幅2.53%。截至本周四美股收盘，该股已实现三连阳。消息面上，中信建投证券研究指，该公司近期发布2026年半年报，26Q2营收10.65亿美元，首次破10，同/环比+165.5%/+41.9%，毛利率33.4%，同环比+6.7/3.4pct。营业利润由去年同期亏损350万美元、上季度盈利7,219万美元，一举跃升至1.82亿美元，营业利润率17.1%;摊薄EPS由去年同期的-0.18美元转正至0.62美元。该机构指，26年指引营收区间下限（39亿）已高于第一次上调的上限（38亿），即最保守情形下的收入预期都比三个月前的最乐观预期还要高，北美2-3年供电紧缺能见度高，看好SOFC产业链放量。该机构预计，2026、2027、2028年公司实现营业收入分别为41.22、90.38、147.71亿美元，实现归母净利润分别为7.89、18.20、35.82亿美元；对应PE分别为79、34、17X，考虑公司盈利进入拐点，该机构将公司评级调整为“买入”。
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