TD Cowen Forecasts Strong Price Appreciation for Bloom Energy (NYSE:BE) Stock

Bloom Energy (NYSE:BE) had its price target hoisted by analysts at TD Cowen to $160.00 in a research report issued on Friday, MarketBeat.com reports. The brokerage currently has a “hold” rating on the stock. TD Cowen’s price objective suggests a potential upside of 11.51% from the stock’s previous close.

BE has been the subject of several other research reports. HSBC raised Bloom Energy from a “hold” rating to a “buy” rating and set a $150.00 price objective for the company in a report on Wednesday, October 29th. Wedbush set a $39.00 price target on shares of Bloom Energy in a research note on Tuesday, November 25th. Bank of America increased their price target on shares of Bloom Energy from $26.00 to $39.00 and gave the stock an “underperform” rating in a report on Tuesday, November 25th. Truist Financial set a $68.00 price objective on shares of Bloom Energy in a report on Friday, January 9th. Finally, Royal Bank Of Canada set a $143.00 target price on shares of Bloom Energy in a research report on Tuesday, January 20th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $127.42.

Bloom Energy Trading Up 5.0%

Bloom Energy stock opened at $143.48 on Friday. The company has a debt-to-equity ratio of 1.98, a quick ratio of 2.88 and a current ratio of 4.40. Bloom Energy has a fifty-two week low of $15.15 and a fifty-two week high of $176.49. The stock has a market cap of $33.93 billion, a P/E ratio of -377.58, a PEG ratio of 11.56 and a beta of 3.07. The firm’s fifty day moving average price is $118.48 and its 200-day moving average price is $92.87.

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

Insider Buying and Selling at Bloom Energy

In related news, insider Maciej Kurzymski sold 3,264 shares of the stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $86.48, for a total transaction of $282,270.72. Following the transaction, the insider owned 90,005 shares of the company’s stock, valued at approximately $7,783,632.40. This trade represents a 3.50% 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 Shawn Marie Soderberg sold 1,583 shares of Bloom Energy stock in a transaction on Monday, November 17th. The stock was sold at an average price of $105.97, for a total transaction of $167,750.51. Following the completion of the transaction, the insider owned 221,633 shares in the company, valued at approximately $23,486,449.01. The trade was a 0.71% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 14,639 shares of company stock worth $1,496,660 over the last 90 days. Company insiders own 3.60% of the company’s stock.

Institutional Investors Weigh In On Bloom Energy

A number of hedge funds and other institutional investors have recently modified their holdings of BE. Graticule Asia Macro Advisors LLC bought a new position in Bloom Energy during the 3rd quarter worth approximately $402,494,000. Trivest Advisors Ltd boosted its stake 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 during the period. Norges Bank purchased a new stake in shares of Bloom Energy during the second quarter valued at approximately $57,821,000. Westfield Capital Management Co. LP bought a new position in shares of Bloom Energy in the third quarter worth approximately $141,679,000. Finally, Man Group plc increased its stake in shares of Bloom Energy by 177.4% in the second quarter. Man Group plc now owns 2,392,915 shares of the company’s stock worth $57,239,000 after buying an additional 1,530,167 shares during the period. 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.)

Bloom Energy Company Profile

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.