Bloom Energy (NYSE:BE) Given New $165.00 Price Target at BTIG Research

Bloom Energy (NYSE:BE) had its price objective increased by investment analysts at BTIG Research to $165.00 in a research report issued on Friday, Marketbeat Ratings reports. The brokerage currently has a “buy” rating on the stock. BTIG Research’s price target points to a potential upside of 21.23% from the stock’s current price.

Several other equities analysts have also weighed in on BE. Bank of America lifted their price target on Bloom Energy from $26.00 to $39.00 and gave the company an “underperform” rating in a research note on Tuesday, November 25th. Hsbc Global Res upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, October 29th. Barclays started coverage on Bloom Energy in a research report on Wednesday, January 28th. They set an “equal weight” rating and a $153.00 target price on the stock. Evercore ISI reissued an “outperform” rating on shares of Bloom Energy in a report on Thursday, January 8th. Finally, Susquehanna upped their price objective on shares of Bloom Energy to $157.00 and gave the stock a “positive” rating in a research report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, Bloom Energy has an average rating of “Hold” and an average target price of $117.17.

Bloom Energy Stock Performance

Shares of BE stock opened at $136.10 on Friday. Bloom Energy has a 52-week low of $15.15 and a 52-week high of $176.49. The company has a quick ratio of 2.88, a current ratio of 4.40 and a debt-to-equity ratio of 1.98. The stock has a market cap of $32.19 billion, a PE ratio of 818.61, a price-to-earnings-growth ratio of 11.91 and a beta of 3.07. The business has a 50-day simple moving average of $117.81 and a 200-day simple moving average of $91.58.

Bloom Energy (NYSE:BE) last issued 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. The business had revenue of $777.68 million for the quarter, compared to analysts’ expectations of $647.59 million. Bloom Energy had a net margin of 0.84% and a return on equity of 8.74%. The business’s revenue was up 35.9% on a year-over-year basis. During the same quarter last year, the company earned $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, equities analysts expect that Bloom Energy will post -0.23 EPS for the current year.

Insider Buying and Selling at Bloom Energy

In other news, insider Satish Chitoori sold 2,085 shares of the company’s stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $104.08, for a total value of $217,006.80. Following the completion of the sale, the insider directly owned 229,880 shares in the company, valued at $23,925,910.40. This represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Aman Joshi sold 4,543 shares of Bloom Energy stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $109.13, for a total value of $495,777.59. Following the transaction, the insider owned 219,818 shares in the company, valued at approximately $23,988,738.34. The trade was a 2.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 14,639 shares of company stock valued at $1,496,660. Insiders own 3.60% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of BE. TimesSquare Capital Management LLC grew its holdings in shares of Bloom Energy by 92.4% in the fourth quarter. TimesSquare Capital Management LLC now owns 336,800 shares of the company’s stock valued at $29,265,000 after purchasing an additional 161,732 shares during the period. Resona Asset Management Co. Ltd. boosted its holdings in Bloom Energy by 1,248.8% in the 4th quarter. Resona Asset Management Co. Ltd. now owns 64,755 shares of the company’s stock valued at $5,640,000 after purchasing an additional 59,954 shares during the last quarter. Capstone Capital Management Ltd acquired a new position in Bloom Energy in the 4th quarter valued at about $1,152,000. ProShare Advisors LLC grew its stake in shares of Bloom Energy by 7.1% in the 4th quarter. ProShare Advisors LLC now owns 41,548 shares of the company’s stock valued at $3,610,000 after buying an additional 2,750 shares during the period. Finally, HighTower Advisors LLC increased its holdings in shares of Bloom Energy by 301.8% during the 4th quarter. HighTower Advisors LLC now owns 57,276 shares of the company’s stock worth $4,977,000 after buying an additional 43,020 shares during the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

More Bloom Energy News

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

• Positive Sentiment: Q4 results beat consensus — BE reported $0.45 EPS vs. $0.25 expected and revenue of $777.7M vs. ~$647.6M est; revenue grew ~36% YoY, signaling accelerating top-line momentum. MarketWatch: Bloom Energy 4Q Revenue Rises as AI Push Drives Power Demand
• Positive Sentiment: Very bullish FY2026 guidance — management set EPS of $1.33–$1.48 and revenue of $3.1B–$3.3B, well above consensus (~$0.70 EPS and ~$2.3B revenue), implying meaningful margin and revenue improvement ahead. Investing.com: Bloom Energy soars on strong earnings, bullish outlook
• Positive Sentiment: Backlog and demand indicators look strong — product backlog up ~140% and management cited record full-year revenue ($2.02B) driven by AI data-center and commercial & industrial demand, supporting multi-year growth visibility. Seeking Alpha: Bloom Energy outlines $3.1B–$3.3B revenue target for 2026
• Neutral Sentiment: Management commentary and full earnings materials available — earnings call transcript, slide deck and press release provide detail on bookings, channel demand and margin assumptions for investors doing deeper diligence. Yahoo Finance: Q4 2025 Earnings Call Transcript
• Negative Sentiment: Pre-earnings volatility and short-term drawdown — the stock dropped sharply (~18% before results) as investors weighed execution risk into the print, highlighting the security’s high volatility. Benzinga: Bloom Energy Stock Tumbles 18% Ahead Of Earnings
• Negative Sentiment: Valuation and margin risk remain — despite top-line strength, profitability is still limited (reported net margin ~0.8%), and the stock’s high valuation makes it sensitive to any execution or guidance disappointments. MSN: Clean energy choice for AI data centers craters prior to earnings

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.