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

Bloom Energy (NYSE:BE) updated its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 2.550-2.850 for the period, compared to the consensus EPS estimate of 1.990. The company issued revenue guidance of $3.9 billion-$4.2 billion, compared to the consensus revenue estimate of $3.7 billion.

Bloom Energy Stock Performance

NYSE BE traded down $20.45 during trading hours on Tuesday, hitting $167.73. 27,749,737 shares of the stock were exchanged, compared to its average volume of 11,963,249. The company has a market cap of $47.71 billion, a price-to-earnings ratio of -3,353.85 and a beta of 3.73. Bloom Energy has a 12-month low of $32.52 and a 12-month high of $351.28. The stock has a 50-day moving average of $269.18 and a 200 day moving average of $207.93. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, beating analysts’ consensus estimates of $0.41 by $0.37. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The company had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, equities research analysts forecast that Bloom Energy will post 1.43 earnings per share for the current year.

Analysts Set New Price Targets

A number of research firms recently weighed in on BE. Citigroup restated a “hold” rating on shares of Bloom Energy in a research note on Thursday, July 16th. Wall Street Zen raised Bloom Energy from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Truist Financial initiated coverage on shares of Bloom Energy in a research report on Monday, July 13th. They set a “hold” rating and a $250.00 target price on the stock. BTIG Research upped their price target on shares of Bloom Energy to $295.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Finally, Zacks Research downgraded shares of Bloom Energy from a “strong-buy” rating to a “hold” rating in a report on Monday, June 29th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $254.00.

Insider Activity at Bloom Energy

In other Bloom Energy news, CAO Maciej Kurzymski sold 2,259 shares of the company’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $288.62, for a total value of $651,992.58. Following the sale, the chief accounting officer owned 79,686 shares of the company’s stock, valued at approximately $22,998,973.32. This represents a 2.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,837 shares of the firm’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $289.11, for a total value of $820,205.07. Following the completion of the transaction, the insider owned 207,417 shares of the company’s stock, valued at approximately $59,966,328.87. This represents a 1.35% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 153,617 shares of company stock valued at $44,003,909 in the last 90 days. 3.00% of the stock is owned by corporate insiders.

Bloom Energy News Summary

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

• Positive Sentiment: Bloom’s exposure to AI data-center power demand remains a key bullish theme. Its onsite power systems could benefit from data centers’ need for reliable electricity, and analysts see the company’s scalable platform and stronger outlook as advantages over Plug Power. Bloom Energy Rose on AI Data Center Power Demand
• Positive Sentiment: Bloom’s previous quarter showed substantial momentum: revenue increased 130% year over year, earnings exceeded expectations, and management raised its full-year guidance. Those results support the long-term investment case if the company can sustain growth. Bloom Energy Reports Earnings Tuesday
• Neutral Sentiment: Wall Street expects second-quarter revenue to grow roughly 106% and earnings per share to increase more than fourfold. The report and management’s guidance will determine whether those ambitious expectations are met or exceeded. BE Stock Dips Premarket Ahead of Q2 Results
• Negative Sentiment: Investors appear to be locking in profits after Bloom’s stock gained more than 100% during the year and reached a much higher recent valuation. The sharp retreat from its 52-week high reflects concern that excellent results may already be priced in. Why Bloom Energy Shares Are Tanking Ahead of Earnings
• Negative Sentiment: The broader hydrogen and fuel-cell complex is selling off ahead of Bloom’s results, adding sector-level pressure. With elevated volatility and a beta of 3.73, BE is particularly sensitive to profit-taking and changes in risk appetite. Bloom Energy Sinks Ahead of Q2 Report

Hedge Funds Weigh In On Bloom Energy

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Bloom Energy in the fourth quarter valued at approximately $28,000. NewEdge Advisors LLC lifted its stake in Bloom Energy by 674.7% in the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after buying an additional 1,626 shares in the last quarter. McMillan Office Inc. purchased a new stake in Bloom Energy in the 4th quarter valued at approximately $37,000. Kemnay Advisory Services Inc. acquired a new stake in Bloom Energy during the 4th quarter valued at $49,000. Finally, UMB Bank n.a. acquired a new stake in Bloom Energy during the 4th quarter valued at $61,000. 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.