Bloom Energy (NYSE:BE) Price Target Raised to $182.00

Bloom Energy (NYSE:BE) had its price objective upped by Wells Fargo & Company from $176.00 to $182.00 in a report issued on Monday morning,Benzinga reports. They currently have an equal weight rating on the stock.

A number of other research firms have also issued reports on BE. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $335.00 price target on shares of Bloom Energy in a research report on Friday, October 23rd. KeyCorp reissued a “sector weight” rating on shares of Bloom Energy in a research report on Friday, October 23rd. Oppenheimer reissued a “market perform” rating on shares of Bloom Energy in a research report on Friday, October 23rd. Wall Street Zen lowered shares of Bloom Energy from a “buy” rating to a “hold” rating in a research note on Saturday, October 24th. Finally, Evercore reaffirmed an “outperform” rating on shares of Bloom Energy in a report on Monday. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Bloom Energy currently has a consensus rating of “Moderate Buy” and a consensus target price of $264.19.

Bloom Energy Stock Up 4.3%

Shares of NYSE BE opened at $227.87 on Monday. The stock has a market cap of $67.12 billion, a P/E ratio of 139.80, a PEG ratio of 2.50 and a beta of 3.77. The company has a current ratio of 3.74, a quick ratio of 3.08 and a debt-to-equity ratio of 1.33. Bloom Energy has a 12-month low of $75.70 and a 12-month high of $351.28. The business’s fifty day simple moving average is $247.84 and its 200-day simple moving average is $219.02.

Bloom Energy (NYSE:BE) last released its earnings results on Thursday, October 22nd. The company reported $0.94 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.69 by $0.25. Bloom Energy had a return on equity of 45.29% and a net margin of 13.53%. The firm had revenue of $1.24 billion during the quarter, compared to analyst estimates of $1.07 billion. During the same period last year, the business posted $0.15 earnings per share. Bloom Energy’s revenue was up 138.1% compared to the same quarter last year. As a group, equities analysts predict that Bloom Energy will post 2.04 EPS for the current fiscal year.

Insider Activity

In other Bloom Energy news, Director John T. Chambers sold 15,000 shares of the firm’s stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $250.00, for a total value of $3,750,000.00. Following the sale, the director directly owned 208,333 shares in the company, valued at $52,083,250. This trade represents a 6.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Satish Chitoori sold 2,870 shares of the firm’s stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $270.06, for a total value of $775,072.20. Following the completion of the sale, the insider owned 202,494 shares in the company, valued at approximately $54,685,529.64. This represents a 1.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 89,698 shares of company stock valued at $21,780,758. Insiders own 3.00% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in BE. Blue Trust Inc. grew its holdings in shares of Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after purchasing an additional 51 shares during the last quarter. Continuum Advisory LLC acquired a new stake in shares of Bloom Energy during the second quarter worth about $25,000. Trifecta Capital Advisors LLC acquired a new stake in shares of Bloom Energy during the third quarter worth about $26,000. Anchor Investment Management LLC purchased a new stake in shares of Bloom Energy in the 1st quarter valued at about $27,000. Finally, MJT & Associates Financial Advisory Group Inc. lifted its holdings in shares of Bloom Energy by 49.3% in the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after purchasing an additional 37 shares during the last quarter. 77.04% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Higher outlook supports the stock: Bloom raised its 2026 revenue guidance to approximately $4.4 billion-$4.6 billion, citing surging electricity demand. Management also outlined plans to expand manufacturing capacity and pursue utility partnerships and carbon-capture opportunities. Bloom Energy Q3 Earnings Call Highlights Guidance Hike & Capacity Plan
• Positive Sentiment: Strong quarterly results: Third-quarter revenue reached $1.236 billion, a 138% year-over-year increase, while earnings exceeded analyst expectations. The results reinforce the view that Bloom is benefiting from demand for reliable, on-site power for data centers and other high-load customers. Bloom Energy: One Year Later, I’m Still Long
• Positive Sentiment: Analyst and technical momentum: A Wells Fargo-related analyst upgrade and bullish price expectations helped fuel buying interest. The stock also moved above its 200-day moving average, while the broader fuel-cell group recovered from its post-earnings selloff. Bloom Energy Share Price Crosses Above 200-Day Moving Average
• Neutral Sentiment: AI opportunity remains significant but unproven: New data-center contracts and rising global electricity demand strengthen Bloom’s growth narrative, but investors still need evidence that these opportunities will translate into durable cash flow and profitable utility-scale partnerships.
• Negative Sentiment: Cash-flow and valuation concerns remain: Contract assets doubled to $858.6 million, receivables rose to $634.7 million, and $306.5 million in Oracle-related customer consideration remains outstanding. These developments raise questions about collections, working-capital needs and Bloom’s bargaining power with hyperscale customers. Is Bloom Energy Stock Cheap After AI Demand and Cash Flow Concerns?
• Negative Sentiment: Valuation and analyst caution: Despite rapid growth, Bloom trades at an elevated earnings valuation, and one analyst downgraded the stock. Recent volatility reflects concern that future cash generation may not justify the substantial long-term share-price gains.

Bloom Energy Company Profile

Bloom Energy Corporation develops and manufactures energy systems designed to generate electricity on-site. Its primary product is the Bloom Energy Server, a solid oxide fuel cell platform that converts fuel into electricity through an electrochemical process rather than combustion. The systems are used by businesses, utilities, data centers and other organizations seeking reliable, distributed power.

The company also develops electrolyzers based on its solid oxide technology. These systems are designed to produce hydrogen from electricity and water and support applications related to industrial operations, energy storage and the emerging hydrogen economy.