BTIG Research Issues Positive Forecast for Bloom Energy (NYSE:BE) Stock Price

Bloom Energy (NYSE:BE) had its price target boosted by BTIG Research to $165.00 in a research report sent to investors on Friday, Marketbeat.com reports. They currently have a buy rating on the stock.

A number of other research firms have also commented on BE. Mizuho set a $89.00 target price on shares of Bloom Energy in a report on Wednesday, October 29th. TD Cowen restated a “hold” rating on shares of Bloom Energy in a research report on Wednesday, October 29th. Susquehanna upped their price objective on Bloom Energy to $157.00 and gave the company a “positive” rating in a report on Wednesday, October 29th. Evercore restated an “outperform” rating on shares of Bloom Energy in a report on Thursday, January 8th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, January 27th. 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. According to data from MarketBeat.com, Bloom Energy has a consensus rating of “Hold” and an average price target of $127.42.

Bloom Energy Price Performance

Bloom Energy stock opened at $143.48 on Friday. The stock has a market cap of $33.93 billion, a price-to-earnings ratio of -377.58, a P/E/G ratio of 11.04 and a beta of 3.07. Bloom Energy has a 12-month low of $15.15 and a 12-month high of $176.49. 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 business’s 50-day simple moving average is $118.48 and its 200 day simple moving average is $92.40.

Bloom Energy (NYSE:BE) last released its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. The company had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 8.38%. During the same period in the prior year, the company posted $0.43 EPS. The company’s 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. As a group, research analysts anticipate that Bloom Energy will post -0.23 earnings per share for the current year.

Insiders Place Their Bets

In other news, insider Maciej Kurzymski sold 3,264 shares of the 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 $7,783,632.40. This represents a 3.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Shawn Marie Soderberg sold 1,583 shares of the business’s stock in a transaction on 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 sale, the insider directly owned 221,633 shares in the company, valued at $23,486,449.01. This represents a 0.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 14,639 shares of company stock valued at $1,496,660 in the last quarter. 3.60% of the stock is owned by company insiders.

Institutional Trading of Bloom Energy

Hedge funds and other institutional investors have recently modified their holdings of the company. Legato Capital Management LLC lifted its holdings in shares of Bloom Energy by 30.7% in the fourth quarter. Legato Capital Management LLC now owns 32,762 shares of the company’s stock valued at $2,847,000 after purchasing an additional 7,703 shares in the last quarter. Nano Cap New Millennium Growth Fund L P bought a new stake in Bloom Energy in the 4th quarter valued at approximately $130,000. Global Retirement Partners LLC boosted its position in Bloom Energy by 36.1% during the 4th quarter. Global Retirement Partners LLC now owns 14,537 shares of the company’s stock worth $1,263,000 after acquiring an additional 3,856 shares during the last quarter. Flaharty Asset Management LLC bought a new position in shares of Bloom Energy during the 4th quarter worth approximately $243,000. Finally, Leonteq Securities AG acquired a new stake in shares of Bloom Energy in the fourth quarter valued at approximately $1,955,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy News Summary

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.