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

Bloom Energy (NYSE:BE) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 1.330-1.480 for the period, compared to the consensus earnings per share estimate of 0.700. The company issued revenue guidance of $3.1 billion-$3.3 billion, compared to the consensus revenue estimate of $2.3 billion.

Wall Street Analyst Weigh In

BE has been the topic of several research analyst reports. BTIG Research increased their price target on Bloom Energy to $165.00 and gave the company a “buy” rating in a research report on Friday. Roth Mkm upped their target price on Bloom Energy to $133.00 and gave the stock a “neutral” rating in a report on Tuesday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a research note on Tuesday, January 27th. Daiwa Securities Group set a $98.00 price target on shares of Bloom Energy in a research note on Tuesday, December 2nd. Finally, Truist Financial set a $68.00 price objective on shares of Bloom Energy in a research report on Friday, January 9th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Bloom Energy has an average rating of “Hold” and an average target price of $127.42.

Bloom Energy Stock Up 5.0%

Shares of NYSE:BE opened at $143.48 on Friday. The company has a market cap of $33.93 billion, a price-to-earnings ratio of -377.58, a PEG ratio of 11.04 and a beta of 3.07. Bloom Energy has a fifty-two week low of $15.15 and a fifty-two week high of $176.49. The firm’s 50-day simple moving average is $118.48 and its 200-day simple moving average is $92.40. The company has a quick ratio of 2.88, a current ratio of 4.40 and a debt-to-equity ratio of 1.98.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Thursday, February 5th. The company reported $0.45 EPS for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a positive return on equity of 8.38% and a negative net margin of 4.37%.The business had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. During the same period in the prior year, the firm posted $0.43 EPS. The business’s revenue for the quarter was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, equities research analysts predict that Bloom Energy will post -0.23 earnings per share for the current year.

Insider Activity at Bloom Energy

In other news, insider Satish Chitoori sold 431 shares of the firm’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $88.12, for a total value of $37,979.72. Following the completion of the transaction, the insider owned 229,449 shares in the company, valued at $20,219,045.88. This trade represents a 0.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Shawn Marie Soderberg sold 1,583 shares of the company’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $105.97, for a total transaction of $167,750.51. Following the sale, the insider directly owned 221,633 shares in the company, valued at $23,486,449.01. This trade represents a 0.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 14,639 shares of company stock worth $1,496,660. Insiders own 3.60% of the company’s stock.

Trending Headlines about 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.)

Hedge Funds Weigh In On Bloom Energy

Several institutional investors have recently made changes to their positions in BE. Ausdal Financial Partners Inc. bought a new stake in Bloom Energy in the third quarter worth about $317,000. Equitable Holdings Inc. purchased a new position in Bloom Energy during the third quarter valued at approximately $250,000. Brooklyn Investment Group grew its position in Bloom Energy by 1,418.6% during the third quarter. Brooklyn Investment Group now owns 3,356 shares of the company’s stock worth $284,000 after buying an additional 3,135 shares in the last quarter. CreativeOne Wealth LLC purchased a new stake in shares of Bloom Energy in the 3rd quarter valued at about $285,000. Finally, Merit Financial Group LLC bought a new stake in shares of Bloom Energy during the 3rd quarter valued at about $242,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

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.