Bloom Energy (NYSE:BE) Updates FY 2026 Earnings Guidance
by Mitch Edgeman · The Markets DailyBloom Energy (NYSE:BE – Get Free Report) updated its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 2.550-2.850 for the period, compared to the consensus EPS estimate of 1.990. The company issued revenue guidance of $3.9 billion-$4.2 billion, compared to the consensus revenue estimate of $3.7 billion.
Analyst Upgrades and Downgrades
A number of equities research analysts have commented on the stock. Royal Bank Of Canada reissued an “outperform” rating and issued a $335.00 price objective on shares of Bloom Energy in a research report on Wednesday, June 10th. Susquehanna boosted their target price on shares of Bloom Energy from $293.00 to $298.00 and gave the stock a “positive” rating in a research note on Friday, July 10th. UBS Group increased their target price on Bloom Energy from $322.00 to $350.00 and gave the company a “buy” rating in a report on Wednesday, July 1st. BMO Capital Markets restated an “outperform” rating on shares of Bloom Energy in a research note on Tuesday, June 9th. Finally, JPMorgan Chase & Co. lifted their price target on Bloom Energy from $267.00 to $346.00 and gave the stock an “overweight” rating in a report on Tuesday, July 21st. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $254.00.
View Our Latest Stock Analysis on BE
Bloom Energy Stock Performance
Shares of BE traded down $20.45 during mid-day trading on Tuesday, hitting $167.73. 24,425,118 shares of the company’s stock were exchanged, compared to its average volume of 11,925,535. The company has a current ratio of 5.03, a quick ratio of 4.10 and a debt-to-equity ratio of 2.90. Bloom Energy has a fifty-two week low of $32.52 and a fifty-two week high of $351.28. The business’s 50 day moving average is $269.18 and its two-hundred day moving average is $207.93. The firm has a market capitalization of $47.71 billion, a P/E ratio of -3,353.85 and a beta of 3.73.
Bloom Energy (NYSE:BE – Get Free Report) last posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating the consensus estimate of $0.41 by $0.37. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The firm had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, equities analysts expect that Bloom Energy will post 1.43 earnings per share for the current year.
Insider Transactions at Bloom Energy
In related news, Director Mary K. Bush sold 25,000 shares of Bloom Energy stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $266.96, for a total value of $6,674,000.00. Following the transaction, the director directly owned 108,524 shares in the company, valued at $28,971,567.04. This trade represents a 18.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director John T. Chambers sold 55,000 shares of the firm’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $297.69, for a total transaction of $16,372,950.00. Following the completion of the sale, the director owned 238,333 shares of the company’s stock, valued at $70,949,350.77. This trade represents a 18.75% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 153,617 shares of company stock worth $44,003,909 over the last quarter. 3.00% of the stock is currently owned by corporate insiders.
Key Stories Impacting Bloom Energy
Here are the key news stories impacting Bloom Energy this week:
- Positive Sentiment: Bloom’s exposure to AI data-center power demand remains a key bullish theme. Its onsite power systems could benefit from data centers’ need for reliable electricity, and analysts see the company’s scalable platform and stronger outlook as advantages over Plug Power. Bloom Energy Rose on AI Data Center Power Demand
- Positive Sentiment: Bloom’s previous quarter showed substantial momentum: revenue increased 130% year over year, earnings exceeded expectations, and management raised its full-year guidance. Those results support the long-term investment case if the company can sustain growth. Bloom Energy Reports Earnings Tuesday
- Neutral Sentiment: Wall Street expects second-quarter revenue to grow roughly 106% and earnings per share to increase more than fourfold. The report and management’s guidance will determine whether those ambitious expectations are met or exceeded. BE Stock Dips Premarket Ahead of Q2 Results
- Negative Sentiment: Investors appear to be locking in profits after Bloom’s stock gained more than 100% during the year and reached a much higher recent valuation. The sharp retreat from its 52-week high reflects concern that excellent results may already be priced in. Why Bloom Energy Shares Are Tanking Ahead of Earnings
- Negative Sentiment: The broader hydrogen and fuel-cell complex is selling off ahead of Bloom’s results, adding sector-level pressure. With elevated volatility and a beta of 3.73, BE is particularly sensitive to profit-taking and changes in risk appetite. Bloom Energy Sinks Ahead of Q2 Report
Institutional Inflows and Outflows
Several large investors have recently bought and sold shares of BE. Caitong International Asset Management Co. Ltd acquired a new stake in Bloom Energy in the fourth quarter valued at $28,000. McMillan Office Inc. acquired a new position in shares of Bloom Energy during the 4th quarter worth $37,000. Kemnay Advisory Services Inc. purchased a new position in shares of Bloom Energy in the 4th quarter valued at about $49,000. UMB Bank n.a. purchased a new position in shares of Bloom Energy in the 4th quarter valued at about $61,000. Finally, Gen Wealth Partners Inc lifted its stake in shares of Bloom Energy by 1,532.6% in the fourth quarter. Gen Wealth Partners Inc now owns 702 shares of the company’s stock valued at $61,000 after purchasing an additional 659 shares during the period. Hedge funds and other institutional investors own 77.04% of the company’s stock.
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.