Bloom Energy Corporation (NYSE:BE) Stock Has Consensus Target Price of $263.05 According to Brokerages

Posted by Geri Gentry on Nov 11th, 2026

Bloom Energy Corporation (NYSE:BE – Get Free Report) has been given a consensus rating of “Hold” by the twenty-six ratings firms that are covering the firm, Marketbeat reports. One investment analyst has rated the stock with a sell recommendation, thirteen have assigned a hold recommendation, eleven have assigned a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year target price among brokerages that have issued ratings on the stock in the last year is $263.05.

Several research analysts have issued reports on the stock. Morgan Stanley raised their price target on shares of Bloom Energy from $310.00 to $335.00 and gave the stock an “overweight” rating in a report on Friday, October 23rd. UBS Group lifted their target price on shares of Bloom Energy from $325.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday, October 7th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $335.00 price target on shares of Bloom Energy in a research report on Monday. BMO Capital Markets downgraded Bloom Energy from an “outperform” rating to a “market perform” rating in a report on Tuesday, November 3rd. Finally, Roth Capital set a $230.00 price objective on Bloom Energy in a research report on Friday, October 23rd.

View Our Latest Research Report on Bloom Energy

Bloom Energy Stock Performance

Shares of NYSE BE opened at $185.36 on Friday. Bloom Energy has a one year low of $75.70 and a one year high of $351.28. The stock’s fifty day moving average price is $245.27 and its two-hundred day moving average price is $221.40. The firm has a market cap of $54.80 billion, a price-to-earnings ratio of 113.72, a P/E/G ratio of 1.96 and a beta of 3.63. The company has a debt-to-equity ratio of 1.33, a current ratio of 3.74 and a quick ratio of 3.08.

Bloom Energy (NYSE:BE – Get Free Report) last posted its earnings results on Thursday, October 22nd. The company reported $0.94 EPS for the quarter, beating the consensus estimate of $0.69 by $0.25. Bloom Energy had a return on equity of 45.29% and a net margin of 13.53%. The firm had revenue of $1.24 billion during the quarter, compared to the consensus estimate of $1.07 billion. During the same period last year, the company earned $0.15 earnings per share. The business’s quarterly revenue was up 138.1% on a year-over-year basis. On average, equities analysts forecast that Bloom Energy will post 2.61 EPS for the current year.

Bloom Energy News Summary

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

Positive Sentiment: Bloom Energy reportedly signed 1.6 gigawatts of fuel-cell contracts for data centers. The company is also linked to a planned 702-megawatt Google project in Wyoming, while a California partnership is evaluating at least 1 gigawatt of fuel-cell generation with carbon capture. These projects support the company’s growth opportunity as data centers seek power. Why Bloom Energy Stock Popped Today Bloom Energy rises as investors refocus on major data-center power deals
Positive Sentiment: RBC reaffirmed its Outperform rating and $335 price target, citing potential upside. Recent coverage also points to strong revenue growth and raised full-year guidance, though these factors have not shielded the stock from broader volatility. Bloom Energy Sank on Midterm Fears: Why RBC Sees 68% Upside
Negative Sentiment: Investors have sold data-center and power-infrastructure stocks amid concerns about project financing, capital constraints and potential overinvestment, with post-election policy uncertainty adding to caution. Bloom’s exposure to the AI-power theme makes it vulnerable to this sector-wide pullback. GE Vernova, Vertiv, and Bloom Energy Just Lost 10% to 24% in a Week
Negative Sentiment: Other coverage flags negative free cash flow in the third quarter and a demanding valuation—more than 60 times the midpoint of projected 2026 adjusted EPS in one analysis. Those concerns may weigh on shares even as contracts and revenue grow. Is Bloom Energy Really Worth $200 Right Now? Here’s the Math.

Insider Buying and Selling

In related news, insider Aman Joshi sold 8,437 shares of the company’s stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $277.17, for a total transaction of $2,338,483.29. Following the transaction, the insider directly owned 147,092 shares of the company’s stock, valued at approximately $40,769,489.64. This represents a 5.42% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director John T. Chambers sold 8,828 shares of the company’s stock in a transaction that occurred on Monday, November 2nd. The stock was sold at an average price of $203.43, for a total value of $1,795,880.04. Following the transaction, the director directly owned 199,505 shares in the company, valued at $40,585,302.15. The trade was a 4.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 85,859 shares of company stock worth $20,994,650 over the last 90 days. 3.00% of the stock is owned by company insiders.

Institutional Investors Weigh In On Bloom Energy

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Jennison Associates LLC boosted its stake in shares of Bloom Energy by 20,074.4% in the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock worth $364,066,000 after buying an additional 2,673,710 shares during the last quarter. Bank of America Corp DE lifted its holdings in Bloom Energy by 6.1% during the first quarter. Bank of America Corp DE now owns 2,211,880 shares of the company’s stock worth $299,688,000 after acquiring an additional 126,649 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in Bloom Energy by 78.3% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock worth $401,849,000 after acquiring an additional 583,135 shares during the period. Elemental Capital Partners LLC boosted its position in Bloom Energy by 2.5% in the third quarter. Elemental Capital Partners LLC now owns 1,039,031 shares of the company’s stock worth $287,791,000 after purchasing an additional 25,625 shares during the last quarter. Finally, Bank of New York Mellon Corp purchased a new position in Bloom Energy in the second quarter worth $296,413,000. 77.04% of the stock is owned by institutional investors.

Bloom Energy Company Profile

(Get Free Report)

Bloom Energy Corporation develops solid oxide fuel cell technology for on-site electricity generation and hydrogen production. Its Bloom Energy Server systems generate power near the point of use, helping businesses and institutions meet electricity needs and support resilient energy operations. The company also offers solid oxide electrolyzers designed to produce hydrogen. Founded in 2001 by K.R. Sridhar, Bloom Energy is headquartered in San Jose, California. It serves customers in the United States and international markets, including countries in Asia.