Bloom Energy (NYSE:BE) Shares Up 5% on Strong Earnings

Bloom Energy Corporation (NYSE:BE)’s share price rose 5% on Friday following a better than expected earnings announcement. The company traded as high as $156.50 and last traded at $143.48. Approximately 20,103,780 shares changed hands during mid-day trading, an increase of 52% from the average daily volume of 13,223,627 shares. The stock had previously closed at $136.60.

The company reported $0.45 EPS for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. The business had revenue of $777.68 million during the quarter, compared to analysts’ expectations of $647.59 million. Bloom Energy had a return on equity of 8.74% and a net margin of 0.84%.The firm’s quarterly revenue was up 35.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS.

Key Headlines Impacting 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.)

Analysts Set New Price Targets

A number of brokerages recently issued reports on BE. BTIG Research lifted their target price on Bloom Energy to $165.00 and gave the company a “buy” rating in a research report on Friday. HSBC upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating and set a $150.00 target price for the company in a research note on Wednesday, October 29th. Royal Bank Of Canada set a $143.00 target price on shares of Bloom Energy in a research note on Tuesday, January 20th. JPMorgan Chase & Co. upped their price objective on Bloom Energy to $166.00 and gave the company an “overweight” rating in a report on Friday. Finally, Wedbush set a $39.00 price target on shares of Bloom Energy in a research report on Tuesday, November 25th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, Bloom Energy presently has an average rating of “Hold” and an average price target of $127.42.

Insiders Place Their Bets

In other Bloom Energy news, insider Shawn Marie Soderberg sold 2,733 shares of Bloom Energy stock in a transaction 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 of the company’s stock, valued at approximately $24,165,364.16. The trade was a 1.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Satish Chitoori sold 2,085 shares of the firm’s stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $104.08, for a total value of $217,006.80. Following the completion of the sale, the insider directly owned 229,880 shares of the company’s stock, valued at $23,925,910.40. This trade represents a 0.90% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 14,639 shares of company stock valued at $1,496,660. Insiders own 3.60% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the stock. Resona Asset Management Co. Ltd. bought a new stake in shares of Bloom Energy during the second quarter valued at approximately $108,000. Meridian Wealth Management LLC purchased a new stake in shares of Bloom Energy during the 3rd quarter worth $553,000. Mizuho Markets Americas LLC boosted its holdings in shares of Bloom Energy by 29.9% in the 2nd quarter. Mizuho Markets Americas LLC now owns 395,490 shares of the company’s stock valued at $9,460,000 after buying an additional 90,980 shares in the last quarter. Udine Wealth Management Inc. boosted its stake in Bloom Energy by 27.8% in the third quarter. Udine Wealth Management Inc. now owns 62,967 shares of the company’s stock valued at $5,325,000 after acquiring an additional 13,684 shares in the last quarter. Finally, Straight Path Wealth Management purchased a new position in Bloom Energy during the 3rd quarter worth $1,099,000. Institutional investors own 77.04% of the company’s stock.

Bloom Energy Price Performance

The company has a quick ratio of 2.88, a current ratio of 4.40 and a debt-to-equity ratio of 1.98. The firm has a market cap of $33.93 billion, a PE ratio of 818.61, a price-to-earnings-growth ratio of 11.91 and a beta of 3.07. The stock has a 50 day moving average price of $117.81 and a two-hundred day moving average price of $91.58.

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.