Bloom Energy (NYSE:BE) Price Target Raised to $160.00

Bloom Energy (NYSE:BE) had its target price boosted by stock analysts at TD Cowen from $105.00 to $160.00 in a research report issued on Friday. The firm currently has a “hold” rating on the stock. TD Cowen’s price target indicates a potential upside of 17.56% from the company’s current price.

Several other research firms have also weighed in on BE. Morgan Stanley raised their price objective on Bloom Energy to $184.00 and gave the stock an “overweight” rating in a research note on Friday. Susquehanna upped their price objective on shares of Bloom Energy to $157.00 and gave the company a “positive” rating in a research note on Wednesday, October 29th. JPMorgan Chase & Co. raised their price target on Bloom Energy to $129.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 29th. Truist Financial set a $68.00 price objective on shares of Bloom Energy in a research note on Friday, January 9th. Finally, Daiwa Capital Markets set a $98.00 target price on Bloom Energy in a report on Tuesday, December 2nd. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $117.17.

Bloom Energy Stock Performance

Shares of NYSE BE opened at $136.10 on Friday. Bloom Energy has a 12-month low of $15.15 and a 12-month high of $176.49. The stock has a 50 day simple moving average of $117.81 and a 200-day simple moving average of $91.58. The company has a current ratio of 4.40, a quick ratio of 2.88 and a debt-to-equity ratio of 1.98. The company has a market cap of $32.19 billion, a PE ratio of 818.61, a P/E/G ratio of 11.91 and a beta of 3.07.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a net margin of 0.84% and a return on equity of 8.74%. The company had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. During the same period in the prior year, the business posted $0.43 EPS. The business’s revenue for the quarter was up 35.9% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, equities research analysts forecast that Bloom Energy will post -0.23 EPS for the current year.

Insider Buying and Selling

In related news, insider Aman Joshi sold 4,543 shares of the stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $109.13, for a total transaction of $495,777.59. Following the completion of the sale, the insider owned 219,818 shares in the company, valued at $23,988,738.34. This trade represents a 2.02% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Shawn Marie Soderberg sold 1,583 shares of the business’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $105.97, for a total transaction of $167,750.51. Following the completion of the transaction, the insider owned 221,633 shares in the company, valued at approximately $23,486,449.01. This trade represents a 0.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 14,639 shares of company stock worth $1,496,660 in the last quarter. Corporate insiders own 3.60% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. WPG Advisers LLC increased its stake in shares of Bloom Energy by 26.4% in the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after buying an additional 67 shares in the last quarter. N.E.W. Advisory Services LLC bought a new stake in Bloom Energy during the 3rd quarter worth about $32,000. Fifth Third Bancorp acquired a new stake in Bloom Energy in the 3rd quarter valued at about $32,000. Parkside Financial Bank & Trust increased its holdings in shares of Bloom Energy by 250.9% in the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock valued at $33,000 after purchasing an additional 281 shares in the last quarter. Finally, Elevation Point Wealth Partners LLC bought a new position in Bloom Energy in the 2nd quarter valued at $36,000. 77.04% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Q4 results beat consensus — BE reported $0.45 EPS vs. $0.25 expected and revenue of $777.7M vs. ~$647.6M est; revenue grew ~36% YoY, signaling accelerating top-line momentum. MarketWatch: Bloom Energy 4Q Revenue Rises as AI Push Drives Power Demand
• Positive Sentiment: Very bullish FY2026 guidance — management set EPS of $1.33–$1.48 and revenue of $3.1B–$3.3B, well above consensus (~$0.70 EPS and ~$2.3B revenue), implying meaningful margin and revenue improvement ahead. Investing.com: Bloom Energy soars on strong earnings, bullish outlook
• Positive Sentiment: Backlog and demand indicators look strong — product backlog up ~140% and management cited record full-year revenue ($2.02B) driven by AI data-center and commercial & industrial demand, supporting multi-year growth visibility. Seeking Alpha: Bloom Energy outlines $3.1B–$3.3B revenue target for 2026
• Neutral Sentiment: Management commentary and full earnings materials available — earnings call transcript, slide deck and press release provide detail on bookings, channel demand and margin assumptions for investors doing deeper diligence. Yahoo Finance: Q4 2025 Earnings Call Transcript
• Negative Sentiment: Pre-earnings volatility and short-term drawdown — the stock dropped sharply (~18% before results) as investors weighed execution risk into the print, highlighting the security’s high volatility. Benzinga: Bloom Energy Stock Tumbles 18% Ahead Of Earnings
• Negative Sentiment: Valuation and margin risk remain — despite top-line strength, profitability is still limited (reported net margin ~0.8%), and the stock’s high valuation makes it sensitive to any execution or guidance disappointments. MSN: Clean energy choice for AI data centers craters prior to earnings

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.