BTIG Research Raises Bloom Energy (NYSE:BE) Price Target to $165.00

Bloom Energy (NYSE:BE) had its target price increased by investment analysts at BTIG Research to $165.00 in a report issued on Friday, Marketbeat reports. The firm presently has a “buy” rating on the stock. BTIG Research’s price target would indicate a potential upside of 15.00% from the company’s current price.

Several other brokerages have also recently weighed in on BE. Mizuho set a $89.00 price objective on Bloom Energy in a report on Wednesday, October 29th. Morgan Stanley increased their target price on Bloom Energy to $184.00 and gave the stock an “overweight” rating in a report on Friday. BMO Capital Markets set a $136.00 price target on Bloom Energy in a research note on Wednesday, October 29th. TD Cowen reaffirmed a “hold” rating on shares of Bloom Energy in a research report on Wednesday, October 29th. Finally, Zacks Research downgraded shares of Bloom Energy from a “strong-buy” rating to a “hold” rating in a research note on Monday, November 3rd. One equities research 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 given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $127.42.

Bloom Energy Stock Performance

NYSE BE opened at $143.48 on Friday. 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 company has a market capitalization of $33.93 billion, a P/E ratio of -377.58, a P/E/G ratio of 11.56 and a beta of 3.07. Bloom Energy has a 12-month low of $15.15 and a 12-month high of $176.49. The firm has a 50-day moving average price of $118.48 and a two-hundred day moving average price of $92.87.

Bloom Energy (NYSE:BE) last announced 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. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 8.38%. The company had revenue of $777.68 million for the quarter, compared to analysts’ expectations of $647.59 million. During the same period last year, the firm earned $0.43 earnings per share. The business’s revenue for the quarter was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Analysts anticipate that Bloom Energy will post -0.23 earnings per share for the current year.

Insider Activity at Bloom Energy

In other news, insider Satish Chitoori sold 2,085 shares of the firm’s stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $104.08, for a total value of $217,006.80. Following the sale, the insider directly owned 229,880 shares in the company, valued at approximately $23,925,910.40. This trade represents a 0.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Maciej Kurzymski sold 3,264 shares of Bloom Energy stock in a transaction that occurred 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 sale, the insider directly owned 90,005 shares in the company, valued at $7,783,632.40. This trade represents a 3.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 14,639 shares of company stock worth $1,496,660 over the last three months. 3.60% of the stock is owned by insiders.

Institutional Trading of Bloom Energy

Several institutional investors have recently modified their holdings of BE. Bayforest Capital Ltd bought a new position in Bloom Energy during the 1st quarter worth $2,055,000. AQR Capital Management LLC bought a new stake in shares of Bloom Energy in the 1st quarter valued at about $1,820,000. NewEdge Advisors LLC increased its stake in shares of Bloom Energy by 674.7% in the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after buying an additional 1,626 shares during the period. Goldman Sachs Group Inc. raised its position in shares of Bloom Energy by 50.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after acquiring an additional 836,810 shares during the last quarter. Finally, Focus Partners Wealth raised its position in shares of Bloom Energy by 30.7% during the first quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock worth $394,000 after acquiring an additional 4,716 shares during the last quarter. Institutional investors own 77.04% of the company’s stock.

Trending Headlines about Bloom Energy

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.