Bloom Energy (NYSE:BE) Shares Gap Up After Strong Earnings

Bloom Energy Corporation (NYSE:BE) gapped up prior to trading on Friday following a better than expected earnings announcement. The stock had previously closed at $136.60, but opened at $153.27. Bloom Energy shares last traded at $139.1070, with a volume of 3,111,737 shares.

The company reported $0.45 EPS for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. The business had revenue of $777.68 million during the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period in the previous year, the company posted $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS.

Bloom Energy News Roundup

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.)

Wall Street Analyst Weigh In

Several analysts recently issued reports on the stock. HSBC raised shares of Bloom Energy from a “hold” rating to a “buy” rating and set a $150.00 price target for the company in a research report on Wednesday, October 29th. Barclays began coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They set an “equal weight” rating and a $153.00 price objective for the company. Morgan Stanley upped their target price on shares of Bloom Energy to $184.00 and gave the stock an “overweight” rating in a report on Friday. Robert W. Baird set a $172.00 price target on Bloom Energy in a research note on Tuesday, January 27th. Finally, Roth Mkm boosted their price objective on Bloom Energy to $133.00 and gave the stock a “neutral” rating in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $127.42.

Insider Activity

In related news, insider Shawn Marie Soderberg sold 2,733 shares of Bloom Energy stock in a transaction on Friday, November 14th. The stock was sold at an average price of $108.26, for a total transaction of $295,874.58. Following the sale, the insider directly owned 223,216 shares in the company, valued at approximately $24,165,364.16. This trade represents a 1.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Aman Joshi sold 4,543 shares of the business’s stock in a transaction 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 completion of the transaction, the insider directly owned 219,818 shares in the company, valued at approximately $23,988,738.34. This represents a 2.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 14,639 shares of company stock worth $1,496,660 in the last quarter. 3.60% of the stock is owned by corporate insiders.

Institutional Trading of Bloom Energy

A number of large investors have recently bought and sold shares of BE. Resona Asset Management Co. Ltd. bought a new position in shares of Bloom Energy during the 2nd quarter worth $108,000. Meridian Wealth Management LLC bought a new stake in Bloom Energy in the 3rd quarter valued at about $553,000. Mizuho Markets Americas LLC lifted its holdings in Bloom Energy by 29.9% during the second quarter. Mizuho Markets Americas LLC now owns 395,490 shares of the company’s stock valued at $9,460,000 after purchasing an additional 90,980 shares during the last quarter. Udine Wealth Management Inc. boosted its position in Bloom Energy by 27.8% during the third quarter. Udine Wealth Management Inc. now owns 62,967 shares of the company’s stock worth $5,325,000 after purchasing an additional 13,684 shares during the period. Finally, Straight Path Wealth Management bought a new position in Bloom Energy during the third quarter worth about $1,099,000. 77.04% of the stock is owned by hedge funds and other institutional investors.

Bloom Energy Price Performance

The firm’s 50 day moving average price is $118.48 and its two-hundred day moving average price is $92.40. The company has a debt-to-equity ratio of 1.98, a current ratio of 4.40 and a quick ratio of 2.88. The stock has a market cap of $33.93 billion, a PE ratio of -377.58, a P/E/G ratio of 11.04 and a beta of 3.07.

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.