JPMorgan Chase & Co. Raises Bloom Energy (NYSE:BE) Price Target to $166.00

Bloom Energy (NYSE:BE) had its price objective increased by JPMorgan Chase & Co. to $166.00 in a research report issued on Friday,Benzinga reports. The firm presently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s price objective indicates a potential upside of 15.70% from the company’s current price.

A number of other analysts have also recently commented on BE. Zacks Research cut shares of Bloom Energy from a “strong-buy” rating to a “hold” rating in a report on Monday, November 3rd. Morgan Stanley upped their price objective on Bloom Energy to $184.00 and gave the stock an “overweight” rating in a research note on Friday. Jefferies Financial Group reaffirmed an “underperform” rating and issued a $92.00 target price on shares of Bloom Energy in a report on Monday, January 26th. Barclays started coverage on Bloom Energy in a report on Wednesday, January 28th. They set an “equal weight” rating and a $153.00 price target for the company. Finally, Oppenheimer reaffirmed a “market perform” rating on shares of Bloom Energy in a research note on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $127.42.

Bloom Energy Stock Up 5.0%

BE stock 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 P/E/G ratio of 11.56 and a beta of 3.07. The company has a debt-to-equity ratio of 1.98, a quick ratio of 2.88 and a current ratio of 4.40. The business’s 50-day moving average is $118.48 and its two-hundred day moving average is $92.87. Bloom Energy has a fifty-two week low of $15.15 and a fifty-two week high of $176.49.

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

Insiders Place Their Bets

In related news, insider Shawn Marie Soderberg sold 2,733 shares of the business’s stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $108.26, for a total value of $295,874.58. Following the transaction, the insider directly owned 223,216 shares of the company’s stock, valued at approximately $24,165,364.16. The trade was a 1.21% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, 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 transaction, the insider owned 229,880 shares of the company’s stock, valued at $23,925,910.40. The trade was a 0.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 14,639 shares of company stock valued at $1,496,660 over the last three months. Insiders own 3.60% of the company’s stock.

Hedge Funds Weigh In On Bloom Energy

Several hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. grew its stake in Bloom Energy by 6.3% during the third quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock valued at $1,759,726,000 after acquiring an additional 1,240,819 shares in the last quarter. Graticule Asia Macro Advisors LLC bought a new position in shares of Bloom Energy during the 3rd quarter valued at about $402,494,000. Geode Capital Management LLC boosted its holdings in shares of Bloom Energy by 2.1% during the 2nd quarter. Geode Capital Management LLC now owns 4,756,516 shares of the company’s stock valued at $113,790,000 after purchasing an additional 95,990 shares during the last quarter. Trivest Advisors Ltd grew its position in shares of Bloom Energy by 1,461.6% during the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after purchasing an additional 3,201,000 shares in the last quarter. Finally, Goldman Sachs Group Inc. increased its holdings in shares of Bloom Energy by 50.3% in the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after purchasing an additional 836,810 shares during the last quarter. Hedge funds and other institutional investors 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 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.)

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.