Bloom Energy (NYSE:BE) Announces FY 2026 Earnings Guidance

Bloom Energy (NYSE:BE) issued an update on its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 3.100-3.400 for the period, compared to the consensus EPS estimate of 2.570. The company issued revenue guidance of $4.4 billion-$4.6 billion, compared to the consensus revenue estimate of $4.1 billion.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the company. Wells Fargo & Company lowered their price objective on Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating on the stock in a research note on Thursday, July 30th. Roth Capital set a $230.00 price objective on shares of Bloom Energy in a research report on Friday. Susquehanna upped their price objective on Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a research note on Friday, July 10th. Mizuho lifted their target price on Bloom Energy from $242.00 to $351.00 and gave the company an “outperform” rating in a report on Monday, September 14th. Finally, Robert W. Baird lifted their target price on shares of Bloom Energy from $310.00 to $351.00 and gave the company an “outperform” rating in a research report on Thursday, October 15th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $260.36.

Bloom Energy Stock Down 12.1%

NYSE:BE traded down $26.28 during mid-day trading on Friday, reaching $191.49. The company’s stock had a trading volume of 20,822,366 shares, compared to its average volume of 13,079,871. Bloom Energy has a 1 year low of $75.70 and a 1 year high of $351.28. The stock has a fifty day moving average of $249.46 and a 200-day moving average of $249.56. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. The firm has a market capitalization of $56.40 billion, a PE ratio of 256.48, a price-to-earnings-growth ratio of 3.08 and a beta of 3.77.

Bloom Energy (NYSE:BE) last posted its quarterly earnings results on Thursday, October 22nd. The company reported $0.94 earnings per share for the quarter, beating the consensus estimate of $0.69 by $0.25. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%. The business had revenue of $1.24 billion for the quarter, compared to the consensus estimate of $1.07 billion. During the same quarter in the previous year, the business earned $0.15 EPS. The company’s quarterly revenue was up 138.1% compared to the same quarter last year. Equities research analysts forecast that Bloom Energy will post 2.04 earnings per share for the current year.

Insider Activity at Bloom Energy

In related news, insider Aman Joshi sold 8,437 shares of the stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $277.17, for a total transaction of $2,338,483.29. Following the completion of the sale, the insider owned 147,092 shares in the company, valued at $40,769,489.64. This represents a 5.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Shawn Soderberg sold 2,895 shares of the business’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $233.60, for a total transaction of $676,272.00. Following the sale, the insider owned 129,370 shares in the company, valued at $30,220,832. The trade was a 2.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 89,698 shares of company stock valued at $21,780,758 in the last three months. Company insiders own 3.00% of the company’s stock.

Bloom Energy News Summary

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

• Positive Sentiment: Record Q3 results: Revenue surged 138.1% year over year to $1.24 billion, while adjusted earnings reached $0.94 per share, well above the roughly $0.69–$0.71 analyst consensus. Bloom also reported net income of $250.3 million, compared with a loss a year earlier. Bloom Energy Q3 earnings report
• Positive Sentiment: Raised 2026 outlook: Bloom lifted full-year adjusted EPS guidance to $3.10–$3.40 and revenue guidance to $4.4–$4.6 billion, both above Wall Street expectations. This was the company’s third guidance increase of the year and reflects continued demand for on-site power from data centers and other customers. Bloom Energy lifts outlook and reports higher profit
• Positive Sentiment: Analyst support remains: RBC reaffirmed an “outperform” rating with a $335 price target, while Bernstein raised its target to $306, suggesting some analysts see significant long-term upside from distributed power and AI infrastructure demand. RBC analyst rating
• Neutral Sentiment: Management said Bloom’s opportunity extends beyond AI data centers, with broader demand expected for reliable, on-site electricity and hydrogen-related applications. However, investors remain focused on whether that growth can translate into sustainable free cash flow. Bloom Energy CEO discusses power demand
• Negative Sentiment: Cash flow is overshadowing profits: Bloom reported approximately $180 million of negative net cash flow in Q3. Investors are concerned that aggressive manufacturing expansion and working-capital needs could require substantial additional funding despite the earnings beat. Bloom Energy cash flow analysis
• Negative Sentiment: High expectations and valuation: With the stock priced for substantial future growth, investors appear to be taking profits after the pre-earnings rally. KeyCorp maintained a “sector weight” rating, reinforcing the cautious view that strong results may already be reflected in the share price.

Bloom Energy Company Profile

Bloom Energy Corporation develops and manufactures energy systems designed to generate electricity on-site. Its primary product is the Bloom Energy Server, a solid oxide fuel cell platform that converts fuel into electricity through an electrochemical process rather than combustion. The systems are used by businesses, utilities, data centers and other organizations seeking reliable, distributed power.

The company also develops electrolyzers based on its solid oxide technology. These systems are designed to produce hydrogen from electricity and water and support applications related to industrial operations, energy storage and the emerging hydrogen economy.