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

Bloom Energy (NYSE:BE) issued an update on its FY 2026 earnings guidance on Friday. The company provided EPS guidance of 3.100-3.400 for the period, compared to the consensus 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 Analyst Weigh In

BE has been the subject of a number of research reports. JPMorgan Chase & Co. reduced their price objective on Bloom Energy from $314.00 to $292.00 and set an “overweight” rating for the company in a research report on Friday. Wall Street Zen lowered Bloom Energy from a “buy” rating to a “hold” rating in a report on Saturday. Robert W. Baird boosted their price objective on Bloom Energy from $310.00 to $351.00 and gave the company an “outperform” rating in a research report on Thursday, October 15th. Citigroup restated a “buy” rating on shares of Bloom Energy in a research report on Friday. Finally, Mizuho upped their target price on Bloom Energy from $242.00 to $351.00 and gave the company an “outperform” rating in a research note on Monday, September 14th. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Bloom Energy has an average rating of “Moderate Buy” and an average target price of $258.36.

Bloom Energy Stock Down 11.6%

Shares of NYSE BE opened at $192.52 on Friday. The firm’s 50-day simple moving average is $248.71 and its 200 day simple moving average is $249.16. The company has a market cap of $56.70 billion, a price-to-earnings ratio of 118.11, a price-to-earnings-growth ratio of 2.50 and a beta of 3.77. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. Bloom Energy has a 12-month low of $75.70 and a 12-month high of $351.28.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Thursday, October 22nd. The company reported $0.94 earnings per share for the quarter, beating analysts’ consensus estimates of $0.69 by $0.25. Bloom Energy had a net margin of 13.53% and a return on equity of 53.69%. The business had revenue of $1.24 billion during the quarter, compared to analyst estimates of $1.07 billion. During the same quarter last year, the business posted $0.15 earnings per share. Bloom Energy’s revenue for the quarter was up 138.1% compared to the same quarter last year. On average, research analysts expect that Bloom Energy will post 2.04 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Bloom Energy news, insider Shawn Soderberg sold 2,870 shares of the business’s stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $270.07, for a total value of $775,100.90. Following the sale, the insider owned 126,500 shares in the company, valued at approximately $34,163,855. The trade was a 2.22% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 8,437 shares of the stock in a transaction 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 owned 147,092 shares of the company’s stock, valued at $40,769,489.64. The trade was a 5.42% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 89,698 shares of company stock valued at $21,780,758. 3.00% of the stock is owned by company insiders.

More Bloom Energy News

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

• Positive Sentiment: Bloom Energy reported record third-quarter revenue of $1.24 billion, up 138.1% year over year, while adjusted EPS of $0.94 exceeded the approximately $0.69–$0.71 analyst consensus. Net income reached $250.3 million, compared with a loss in the prior-year quarter. Bloom Energy Reports Record Third Quarter 2026 Financial Results and Raises Full Year 2026 Guidance
• Positive Sentiment: The company raised its full-year 2026 outlook for the third time, projecting revenue of $4.4 billion to $4.6 billion and adjusted EPS of $3.10 to $3.40—both above consensus expectations. Management cited strong product sales, rising backlog and demand from data centers and other customers requiring reliable, on-site power. BE Q3 Earnings Beat Estimates on Strong Product Sales, View Up
• Positive Sentiment: Analyst sentiment remained generally constructive: JPMorgan maintained an “overweight” rating despite lowering its price target to $292, while RBC reaffirmed “outperform” with a $335 target and Bernstein raised its target to $306. JPMorgan Bloom Energy Ratings
• Neutral Sentiment: Broader selling in AI-related and data-center power stocks is adding pressure, as investors reassess whether projected capital spending will translate into near-term returns. Bloom’s CEO said the company’s opportunity extends beyond artificial intelligence, including broader distributed-power demand. The AI Rout: Sorting CAPEX Fact From Fiction
• Negative Sentiment: Operating and net cash flow were negative by roughly $180 million in the quarter. Investors are concerned that aggressive manufacturing expansion and other growth investments could require substantial cash before the higher revenue and backlog convert into sustainable free cash flow. Bloom Energy Slides as Q3 Beat and Raise Clouded by Cash Outflows
• Negative Sentiment: At a very high earnings multiple, Bloom Energy had already priced in substantial growth. Consequently, the cash-flow shortfall and expansion spending outweighed the earnings beat and guidance increase for short-term investors.

About Bloom Energy

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.