Bloom Energy (NYSE:BE) Price Target Raised to $165.00

Bloom Energy (NYSE:BE) had its target price lifted by BTIG Research to $165.00 in a research note issued to investors on Friday morning, Marketbeat.com reports. The firm currently has a buy rating on the stock.

Other analysts also recently issued reports about the company. TD Cowen restated a “hold” rating on shares of Bloom Energy in a research report on Wednesday, October 29th. Mizuho set a $89.00 target price on shares of Bloom Energy in a research note on Wednesday, October 29th. Zacks Research lowered shares of Bloom Energy from a “strong-buy” rating to a “hold” rating in a report on Monday, November 3rd. Roth Mkm upped their price target on shares of Bloom Energy to $133.00 and gave the company a “neutral” rating in a report on Tuesday, February 3rd. Finally, JPMorgan Chase & Co. increased their price objective on shares of Bloom Energy to $129.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $127.42.

Bloom Energy Trading Up 5.0%

BE opened at $143.48 on Friday. The stock has a 50-day moving average of $118.48 and a 200 day moving average of $93.33. The company has a current ratio of 4.40, a quick ratio of 2.88 and a debt-to-equity ratio of 1.98. Bloom Energy has a 12 month low of $15.15 and a 12 month high of $176.49. The firm has a market cap of $33.93 billion, a P/E ratio of -377.58, a P/E/G ratio of 11.56 and a beta of 3.07.

Bloom Energy (NYSE:BE) last issued its quarterly earnings data on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. The business had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a positive return on equity of 8.38% and a negative net margin of 4.37%.The company’s quarterly revenue was up 35.9% compared to the same quarter last year. During the same period in the prior year, the business posted $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, research analysts forecast that Bloom Energy will post -0.23 EPS for the current year.

Insider Activity at Bloom Energy

In other Bloom Energy news, insider Shawn Marie Soderberg sold 2,733 shares of the company’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $108.26, for a total value of $295,874.58. Following the transaction, the insider directly owned 223,216 shares in the company, valued at $24,165,364.16. This represents a 1.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Aman Joshi sold 4,543 shares of Bloom Energy stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $109.13, for a total transaction of $495,777.59. Following the sale, the insider directly owned 219,818 shares of the company’s stock, valued at $23,988,738.34. This represents a 2.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 14,639 shares of company stock worth $1,496,660. 3.60% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Graticule Asia Macro Advisors LLC bought a new stake in Bloom Energy during the 3rd quarter valued at $402,494,000. Trivest Advisors Ltd grew its position in shares of Bloom Energy by 1,461.6% during the 3rd quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock worth $289,229,000 after buying an additional 3,201,000 shares in the last quarter. Norges Bank purchased a new position in shares of Bloom Energy during the second quarter valued at $57,821,000. Westfield Capital Management Co. LP purchased a new position in shares of Bloom Energy during the third quarter valued at $141,679,000. Finally, Man Group plc raised its holdings in shares of Bloom Energy by 177.4% in the second quarter. Man Group plc now owns 2,392,915 shares of the company’s stock valued at $57,239,000 after acquiring an additional 1,530,167 shares in the last quarter. Institutional investors own 77.04% of the company’s stock.

Trending Headlines about Bloom Energy

Here are the key news stories impacting Bloom Energy this week:

• Positive Sentiment: Q4 beat: Bloom posted EPS of $0.45 and revenue of $777.7M, both comfortably above estimates — a clear catalyst for upside as the company delivered profitable quarterly results and revenue growth. Read More.
• Positive Sentiment: Very bullish FY2026 guidance: management set revenue guidance of $3.1B–$3.3B and EPS of $1.33–$1.48, well above Street expectations — this raises forward growth expectations and supports re-rating. Read More.
• Positive Sentiment: AI/data-center demand tailwind: management and coverage point to a pronounced AI-driven pickup in on-site power demand and a large backlog (140–150% increase), giving revenue visibility and supporting scale-up plans. Read More.
• Neutral Sentiment: Analyst re-ratings: a mix of upgrades/price-target raises (BTIG to $165 buy; TD Cowen to $160 hold) show growing analyst optimism but also differing conviction on valuation — supports momentum but leaves dispersion in expectations. Read More.
• Neutral Sentiment: Earnings materials available: full press release, slide deck and call transcript provide detail on margins, backlog and unit economics — useful for modeling and verifying management’s assumptions. Read More.
• Negative Sentiment: Margin pressure and execution risk: management noted gross-margin contraction (expected) and service/product mix shifts; margins must improve as the installed base scales for guidance to fully materialize. Read More.
• Negative Sentiment: Short interest and valuation risks: short interest spiked earlier (~10%), and the shares now trade at a very rich forward multiple — both can amplify volatility and create downside if growth or margin execution slips. (See company filings and market data for current short/valuation metrics.)

About Bloom Energy

Bloom Energy is a clean energy technology company that designs, manufactures and deploys solid oxide fuel cell systems for on-site power generation. Its flagship product, the Bloom Energy Server, converts natural gas, biogas or hydrogen into electricity through an electrochemical reaction, offering customers a reliable, low-carbon alternative to grid power. The company also provides a suite of services that includes system installation, remote monitoring and preventative maintenance to ensure long-term performance and uptime.

Founded in 2001 by Dr.