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

Bloom Energy (NYSE:BE) issued an update on its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 3.100-3.400 for the period, compared to the consensus estimate of 2.570. The company issued revenue guidance of $4.4 billion-$4.6 billion, compared to the consensus revenue estimate of $4.1 billion.

Bloom Energy Stock Down 10.1%

Bloom Energy stock opened at $195.84 on Friday. Bloom Energy has a fifty-two week low of $75.70 and a fifty-two week high of $351.28. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. The firm has a 50 day moving average price of $249.46 and a 200 day moving average price of $249.56. The company has a market capitalization of $57.68 billion, a PE ratio of 270.78, a price-to-earnings-growth ratio of 3.08 and a beta of 3.77.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Thursday, October 22nd. The company reported $0.94 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.69 by $0.25. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%. The firm had revenue of $1.24 billion for the quarter, compared to the consensus estimate of $1.07 billion. During the same quarter in the previous year, the business earned $0.15 EPS. The company’s quarterly revenue was up 138.1% compared to the same quarter last year. Research analysts expect that Bloom Energy will post 2.04 earnings per share for the current year.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the stock. Clear Str raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, July 29th. KeyCorp restated a “sector weight” rating on shares of Bloom Energy in a report on Friday. Wells Fargo & Company cut their target price on shares of Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating on the stock in a research note on Thursday, July 30th. UBS Group increased their target price on shares of Bloom Energy from $325.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, October 7th. Finally, Sanford C. Bernstein raised their price target on shares of Bloom Energy from $282.00 to $306.00 and gave the company a “market perform” rating in a research report on Friday. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $260.36.

Insider Activity at Bloom Energy

In other news, insider Shawn Soderberg sold 2,895 shares of the firm’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $233.60, for a total value of $676,272.00. Following the sale, the insider directly owned 129,370 shares in the company, valued at approximately $30,220,832. This trade represents a 2.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director John T. Chambers sold 15,000 shares of Bloom Energy stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the sale, the director directly owned 208,333 shares of the company’s stock, valued at approximately $52,083,250. This trade represents a 6.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 89,698 shares of company stock worth $21,780,758 over the last ninety days. 3.00% of the stock is currently owned by insiders.

Bloom Energy News Roundup

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

• Positive Sentiment: Record results exceeded expectations: Third-quarter revenue surged 138% year over year to $1.24 billion, while adjusted EPS of $0.94 comfortably topped estimates near $0.69–$0.71. Net income reached $250.3 million versus a loss a year earlier. Bloom Energy Q3 Earnings: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Full-year outlook was raised: Bloom now expects 2026 revenue of $4.4 billion to $4.6 billion, with a midpoint about 9% above analyst expectations. Adjusted full-year EPS guidance was also set at $3.10 to $3.40, reflecting strong demand for on-site power systems. Bloom Energy Reports Record Third Quarter 2026 Financial Results and Raises Full Year 2026 Guidance
• Positive Sentiment: Data-center demand remains a major growth driver: Management said hyperscalers are accelerating adoption of Bloom’s distributed-power technology. The opportunity may extend beyond AI data centers to broader power and cooling infrastructure needs. Bloom Energy Q3 2026 Earnings Call Transcript
• Positive Sentiment: Bernstein raised its price target to $306 from $282 while maintaining a Market Perform rating, implying substantial potential upside from the referenced $216.69 price. Sanford C. Bernstein recommendations
• Neutral Sentiment: Analyst opinion remains mixed: KeyCorp reaffirmed Sector Weight and BMO maintained a Hold rating, suggesting that some analysts believe the strong results are already reflected in the shares. KeyCorp recommendations
• Negative Sentiment: Cash generation disappointed: Bloom reported approximately $180 million of negative net cash flow for the quarter. That concern appears to be offsetting the earnings beat and higher outlook, particularly after the stock’s substantial prior rally. BE Stock Drops After-Hours
• Negative Sentiment: Valuation leaves little room for disappointment: With a reported price-to-earnings ratio near 289 and a beta of 3.77, BE remains highly sensitive to concerns about execution, cash flow and the sustainability of AI-related demand.

About Bloom Energy

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.