Bloom Energy (NYSE:BE) Releases FY 2026 Earnings Guidance

Bloom Energy (NYSE:BE) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 1.850-2.250 for the period, compared to the consensus earnings per share estimate of 1.320. The company issued revenue guidance of $3.4 billion-$3.8 billion, compared to the consensus revenue estimate of $3.2 billion.

Bloom Energy Trading Down 4.5%

Bloom Energy stock traded down $12.98 during trading hours on Thursday, reaching $274.99. 8,149,060 shares of the company’s stock traded hands, compared to its average volume of 11,340,985. The firm has a market capitalization of $77.15 billion, a price-to-earnings ratio of -724.11, a PEG ratio of 9.42 and a beta of 3.18. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. Bloom Energy has a fifty-two week low of $16.05 and a fifty-two week high of $296.50. The firm’s 50 day moving average is $169.78 and its 200-day moving average is $137.02.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, topping the consensus estimate of $0.09 by $0.35. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The company had revenue of $751.05 million during the quarter, compared to analysts’ expectations of $531.29 million. During the same quarter in the previous year, the company earned $0.03 EPS. Bloom Energy’s revenue was up 130.4% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, analysts predict that Bloom Energy will post 1 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several brokerages have commented on BE. Jefferies Financial Group upgraded shares of Bloom Energy from an “underperform” rating to a “hold” rating and set a $187.00 target price for the company in a research report on Tuesday, April 14th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a research note on Friday, April 24th. Robert W. Baird upped their price objective on Bloom Energy to $242.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. Susquehanna increased their target price on Bloom Energy to $293.00 and gave the company a “positive” rating in a research note on Wednesday. Finally, Barclays boosted their target price on Bloom Energy to $177.00 and gave the stock an “equal weight” rating in a research report on Monday. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $194.95.

Insiders Place Their Bets

In other Bloom Energy news, insider Maciej Kurzymski sold 7,800 shares of the firm’s stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $151.85, for a total transaction of $1,184,430.00. Following the sale, the insider directly owned 84,294 shares in the company, valued at approximately $12,800,043.90. This trade represents a 8.47% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Satish Chitoori sold 20,000 shares of the business’s stock in a transaction dated Tuesday, April 14th. The shares were sold at an average price of $204.23, for a total value of $4,084,600.00. Following the completion of the sale, the insider owned 212,365 shares in the company, valued at approximately $43,371,303.95. This trade represents a 8.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 455,092 shares of company stock worth $78,564,475. 3.00% of the stock is owned by company insiders.

Bloom Energy News Summary

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

• Positive Sentiment: Record Q1 results and guidance raise — Bloom reported Q1 revenue of $751.1M (+130% YoY), adjusted EPS $0.44 (beat), and swung to GAAP profit (~$70.7M). Management raised FY2026 revenue and EPS guidance materially, signaling accelerating data‑center demand. BusinessWire: Q1 release
• Positive Sentiment: Data‑center demand is a core catalyst — Management and coverage cite strong uptake from data centers (including a highlighted Oracle partnership), which underpins the guide lift and investor appetite for BE as on‑site power for AI workloads. Seeking Alpha: Data center demand
• Positive Sentiment: Wall Street reaction: multiple firms raised targets/ratings after the print — several analysts increased price targets and sentiment (JPMorgan, Susquehanna and others), reinforcing the momentum. 247WallSt: analyst actions
• Neutral Sentiment: Momentum and retail/options flow amplified the move — heavy options activity and social interest pushed BE to an all‑time high and produced a fast, volatile run that can reverse quickly. CNBC: meme/options interest
• Negative Sentiment: Valuation risk — despite the operational beat, several analysts and commentators warn BE now trades at very rich multiples (high forward P/E/PEG metrics), leaving the stock vulnerable to profit‑taking or a normalization if growth slows. Seeking Alpha: valuation caution
• Negative Sentiment: Mixed analyst view and near‑term downside references — while many raised targets, some firms left conservative ratings or lower targets (Wells Fargo/TD Cowen updates cited), creating a patchwork of upside/downside expectations that can pressure the stock after a big rally.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in BE. Equitable Holdings Inc. bought a new position in shares of Bloom Energy in the 3rd quarter valued at about $250,000. Merit Financial Group LLC bought a new stake in Bloom Energy during the third quarter worth about $242,000. Corient Private Wealth LLC acquired a new position in Bloom Energy during the second quarter valued at approximately $235,000. Banco Bilbao Vizcaya Argentaria S.A. acquired a new position in Bloom Energy during the fourth quarter valued at approximately $212,000. Finally, Smartleaf Asset Management LLC grew its stake in Bloom Energy by 52.0% in the fourth quarter. Smartleaf Asset Management LLC now owns 2,086 shares of the company’s stock valued at $182,000 after purchasing an additional 714 shares in the last quarter. Institutional investors own 77.04% of the company’s stock.

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.