Bloom Energy (NYSE:BE) Given New $306.00 Price Target at Sanford C. Bernstein

Bloom Energy (NYSE:BE) had its price target lifted by research analysts at Sanford C. Bernstein from $282.00 to $306.00 in a research report issued to clients and investors on Friday, Benzinga reports. The firm presently has a “market perform” rating on the stock. Sanford C. Bernstein‘s target price points to a potential upside of 41.22% from the stock’s current price.

Other research analysts have also recently issued research reports about the company. Zacks Research cut Bloom Energy from a “strong-buy” rating to a “hold” rating in a research report on Friday, October 2nd. Jefferies Financial Group upped their price objective on Bloom Energy from $229.00 to $264.00 and gave the company a “hold” rating in a research note on Tuesday, September 29th. Royal Bank Of Canada reissued an “outperform” rating and issued a $335.00 target price on shares of Bloom Energy in a research report on Monday, September 28th. Robert W. Baird boosted their price target on shares of Bloom Energy from $310.00 to $351.00 and gave the company an “outperform” rating in a research report on Thursday, October 15th. Finally, TD Cowen raised Bloom Energy to a “hold” rating in a report on Monday, October 5th. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $260.59.

Bloom Energy Stock Performance

Shares of BE stock opened at $216.69 on Friday. Bloom Energy has a 52 week low of $75.70 and a 52 week high of $351.28. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. The company has a market cap of $63.82 billion, a price-to-earnings ratio of 288.92, a price-to-earnings-growth ratio of 3.08 and a beta of 3.77. The firm has a 50 day moving average of $249.46 and a 200-day moving average of $249.56.

Bloom Energy (NYSE:BE) last issued its earnings results on Thursday, October 22nd. The company reported $0.94 EPS for the quarter, beating the consensus estimate of $0.69 by $0.25. The company had revenue of $1.24 billion during the quarter, compared to the consensus estimate of $1.07 billion. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%. The firm’s revenue for the quarter was up 138.1% compared to the same quarter last year. During the same period last year, the business posted $0.15 EPS. On average, equities analysts forecast that Bloom Energy will post 2.04 earnings per share for the current year.

Insider Activity at Bloom Energy

In other Bloom Energy news, Director John T. Chambers sold 15,000 shares of the company’s stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the completion of the sale, the director directly owned 208,333 shares in the company, valued at $52,083,250. This represents a 6.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Shawn Soderberg sold 2,895 shares of the business’s stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $233.60, for a total value of $676,272.00. Following the completion of the sale, the insider owned 129,370 shares of the company’s stock, valued at $30,220,832. The trade was a 2.19% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 89,698 shares of company stock worth $21,780,758 in the last quarter. 3.00% of the stock is owned by company insiders.

Institutional Trading of Bloom Energy

Several large investors have recently modified their holdings of BE. Blue Trust Inc. increased its holdings in Bloom Energy by 37.2% during the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after purchasing an additional 51 shares during the period. Continuum Advisory LLC purchased a new position in Bloom Energy during the second quarter valued at $25,000. Trifecta Capital Advisors LLC purchased a new position in Bloom Energy during the 3rd quarter valued at about $26,000. Anchor Investment Management LLC bought a new stake in shares of Bloom Energy in the 1st quarter worth approximately $27,000. Finally, MJT & Associates Financial Advisory Group Inc. boosted its holdings in Bloom Energy by 49.3% in the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock worth $34,000 after acquiring an additional 37 shares in the last quarter. 77.04% of the stock is owned by institutional investors.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Record results beat expectations. Third-quarter revenue surged 138.1% year over year to $1.24 billion, exceeding the $1.07 billion consensus estimate. Adjusted earnings of $0.94 per share also topped estimates of roughly $0.69–$0.71 and rose sharply from $0.15 a year earlier. Bloom Energy quarterly earnings report
• Positive Sentiment: Bloom raised its full-year outlook. Management expects 2026 adjusted earnings of $3.10 to $3.40 per share and approximately $4.5 billion in revenue at the midpoint, reportedly about 9% above analyst expectations. The stronger outlook reflects demand for Bloom’s on-site power systems. Bloom Energy lifts outlook and reports higher profit
• Positive Sentiment: Data-center demand remains a key growth driver. Hyperscalers are increasing adoption of distributed power as electricity availability becomes a constraint for artificial-intelligence infrastructure. CEO KR Sridhar also said Bloom’s opportunities extend beyond AI, including broader power generation and hydrogen applications. Bloom Energy Q3 earnings call transcript
• Neutral Sentiment: Expectations and valuation are unusually high. Bloom Energy has benefited from the AI-power theme and is up substantially over the past year, but its high earnings multiple leaves less room for execution disappointments. BMO Capital issued a Hold rating, underscoring the more cautious analyst view. BMO Capital Hold rating
• Negative Sentiment: Negative cash flow overshadowed the earnings beat. Bloom reportedly generated approximately $180 million of negative net cash flow in the quarter. Investors may be concerned that rapid growth is requiring substantial working capital and investment, making the headline profit less valuable until cash conversion improves. Bloom Energy cash-flow reaction
• Negative Sentiment: Profit-taking amplified the reaction. Fuel-cell and AI-power stocks had rallied sharply ahead of earnings, creating a high comparison bar. Traders appear to be selling the news despite the strong report, particularly because the results did not eliminate concerns about cash flow and valuation. Bloom Energy pre-earnings rally reverses

About Bloom Energy

Bloom Energy Corporation develops and manufactures energy systems designed to generate electricity on-site. Its primary product is the Bloom Energy Server, a solid oxide fuel cell platform that converts fuel into electricity through an electrochemical process rather than combustion. The systems are used by businesses, utilities, data centers and other organizations seeking reliable, distributed power.

The company also develops electrolyzers based on its solid oxide technology. These systems are designed to produce hydrogen from electricity and water and support applications related to industrial operations, energy storage and the emerging hydrogen economy.