Bloom Energy (NYSE:BE) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

Bloom Energy (NYSE:BE) had its target price increased by equities researchers at JPMorgan Chase & Co. to $166.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s price objective indicates a potential upside of 15.66% from the company’s previous close.

A number of other research firms have also recently commented on BE. Wedbush set a $39.00 price target on Bloom Energy in a research note on Tuesday, November 25th. Barclays initiated coverage on Bloom Energy in a research report on Wednesday, January 28th. They issued an “equal weight” rating and a $153.00 target price for the company. Mizuho set a $89.00 price target on shares of Bloom Energy in a research report on Wednesday, October 29th. Bank of America raised their price objective on shares of Bloom Energy from $26.00 to $39.00 and gave the company an “underperform” rating in a research note on Tuesday, November 25th. Finally, Royal Bank Of Canada set a $143.00 target price on shares of Bloom Energy in a research note on Tuesday, January 20th. One research 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. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $127.42.

Bloom Energy Trading Up 5.1%

Shares of Bloom Energy stock traded up $6.92 during trading hours on Friday, hitting $143.52. The company’s stock had a trading volume of 18,615,666 shares, compared to its average volume of 13,112,208. The stock has a market cap of $33.94 billion, a price-to-earnings ratio of 818.61, a P/E/G ratio of 11.91 and a beta of 3.07. The company has a debt-to-equity ratio of 1.98, a quick ratio of 2.88 and a current ratio of 4.40. Bloom Energy has a twelve month low of $15.15 and a twelve month high of $176.49. The firm has a fifty day moving average of $117.81 and a 200-day moving average of $91.58.

Bloom Energy (NYSE:BE) last posted its earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, beating 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 for the quarter, compared to analysts’ expectations of $647.59 million. During the same quarter in the prior year, the company posted $0.43 earnings per share. Bloom Energy’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. Research analysts forecast that Bloom Energy will post -0.23 EPS for the current year.

Insider Transactions at Bloom Energy

In other news, insider Aman Joshi sold 4,543 shares of the firm’s 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 transaction, the insider directly owned 219,818 shares in the company, valued at approximately $23,988,738.34. This trade represents a 2.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Maciej Kurzymski sold 3,264 shares of the company’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $86.48, for a total transaction of $282,270.72. Following the completion of the sale, the insider owned 90,005 shares of the company’s stock, valued at approximately $7,783,632.40. This trade represents a 3.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 14,639 shares of company stock valued at $1,496,660 over the last ninety days. 3.60% of the stock is owned by insiders.

Institutional Trading of Bloom Energy

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. WPG Advisers LLC increased its holdings 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 purchasing an additional 67 shares during the period. Fifth Third Bancorp acquired a new stake in shares of Bloom Energy in the 3rd quarter worth $32,000. N.E.W. Advisory Services LLC purchased a new stake in shares of Bloom Energy in the third quarter valued at about $32,000. Parkside Financial Bank & Trust increased its stake in shares of Bloom Energy by 250.9% during the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after acquiring an additional 281 shares during the period. Finally, Cranbrook Wealth Management LLC purchased a new position in Bloom Energy during the third quarter worth about $39,000. 77.04% of the stock is owned by hedge funds and other institutional investors.

Bloom Energy News Roundup

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.)

Bloom Energy Company Profile

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.