Bloom Energy (NYSE:BE) Shares Gap Up After Strong Earnings

Bloom Energy Corporation (NYSE:BE) shares gapped up prior to trading on Friday after the company announced better than expected quarterly earnings. The stock had previously closed at $136.60, but opened at $153.27. Bloom Energy shares last traded at $139.1070, with a volume of 3,111,737 shares traded.

The company reported $0.45 EPS for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a return on equity of 8.74% and a net margin of 0.84%.The company had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. During the same quarter in the previous year, the business earned $0.43 EPS. The company’s quarterly revenue 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.

Bloom Energy News Roundup

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

• Positive Sentiment: Q4 earnings and revenue beat — Bloom reported $0.45 EPS vs. $0.25 expected and $777.7M revenue (up 35.9% YoY), driven by products & services strength; management released slides and the earnings release. Press Release / Slide Deck
• Positive Sentiment: Very bullish FY2026 guidance — Bloom raised FY26 EPS to $1.33–1.48 (consensus ~0.70) and revenue guidance to $3.1B–$3.3B (consensus ~$2.3B); management cites surge in AI data‑center demand and a much larger product backlog. Business Wire: Results & Guidance
• Positive Sentiment: Backlog and revenue outlook lift growth story — company said product backlog surged (~140–150% YoY) and set a $3.1B–$3.3B revenue target for 2026, reinforcing the narrative of durable demand from AI and C&I customers. Seeking Alpha: Backlog & Guidance
• Positive Sentiment: Analysts lift targets — BTIG raised its price target to $165 (buy) and TD Cowen to $160 (hold), signaling analyst support for the stronger outlook and adding near‑term upside. The Fly: BTIG PT Raise
• Neutral Sentiment: Extensive coverage & materials available — earnings call transcript, presentation and third‑party writeups (MarketWatch, Zacks, Seeking Alpha) provide detail for investors doing a deeper read. MarketWatch: Q4 Coverage
• Negative Sentiment: Pre‑earnings volatility and short interest — the shares had tumbled into earnings and short interest spiked (~10% in January), which increases downside risk and could amplify post‑earnings swings if execution slips. Benzinga: Pre‑earnings Drop

Analyst Ratings Changes

BE has been the topic of a number of recent research reports. Jefferies Financial Group restated an “underperform” rating and issued a $92.00 target price on shares of Bloom Energy in a report on Monday, January 26th. Roth Mkm lifted their price objective on shares of Bloom Energy to $133.00 and gave the stock a “neutral” rating in a research report on Tuesday. UBS Group restated a “buy” rating on shares of Bloom Energy in a report on Friday. Hsbc Global Res raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, October 29th. Finally, Royal Bank Of Canada set a $143.00 price objective on Bloom Energy in a research report on Tuesday, January 20th. One investment 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, the stock currently has a consensus rating of “Hold” and a consensus price target of $121.17.

Insider Transactions at Bloom Energy

In other Bloom Energy news, insider Shawn Marie Soderberg sold 2,733 shares of Bloom Energy stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $108.26, for a total value of $295,874.58. Following the completion of the sale, the insider directly owned 223,216 shares in the company, valued at $24,165,364.16. The trade was a 1.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Aman Joshi sold 4,543 shares of the firm’s stock in a transaction 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 owned 219,818 shares in the company, valued at $23,988,738.34. This represents a 2.02% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 14,639 shares of company stock worth $1,496,660. Corporate insiders own 3.60% of the company’s stock.

Institutional Trading of Bloom Energy

Hedge funds have recently added to or reduced their stakes in the business. Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new position in Bloom Energy in the 4th quarter worth approximately $13,042,000. TimesSquare Capital Management LLC grew its stake in shares of Bloom Energy by 92.4% in the fourth quarter. TimesSquare Capital Management LLC now owns 336,800 shares of the company’s stock worth $29,265,000 after acquiring an additional 161,732 shares during the last quarter. Resona Asset Management Co. Ltd. increased its position in Bloom Energy by 1,248.8% during the fourth quarter. Resona Asset Management Co. Ltd. now owns 64,755 shares of the company’s stock worth $5,640,000 after acquiring an additional 59,954 shares during the period. Capstone Capital Management Ltd acquired a new position in Bloom Energy during the 4th quarter valued at $1,152,000. Finally, ProShare Advisors LLC boosted its holdings in Bloom Energy by 7.1% in the 4th quarter. ProShare Advisors LLC now owns 41,548 shares of the company’s stock valued at $3,610,000 after purchasing an additional 2,750 shares during the period. Institutional investors own 77.04% of the company’s stock.

Bloom Energy Stock Up 1.8%

The firm’s 50-day simple moving average is $117.81 and its 200-day simple moving average is $91.58. The company has a debt-to-equity ratio of 1.98, a quick ratio of 2.88 and a current ratio of 4.40. The company has a market capitalization of $32.88 billion, a price-to-earnings ratio of 818.61, a price-to-earnings-growth ratio of 11.91 and a beta of 3.07.

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.