Bloom Energy Shares Pull Back as Investors Reassess Rapid Gains
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy BE?
Source: Benzinga
- Record Revenue: Bloom Energy reported a record revenue of $2.02 billion for 2025, a 37% year-over-year increase, highlighting strong demand from AI data centers and manufacturers for on-site power generation, which enhances market expectations for future growth.
- Surging Backlog: The company's product backlog surged 140% year-over-year to $6 billion, with total backlog nearing $20 billion, and management guiding 2026 revenue between $3.1 billion and $3.3 billion, exceeding market expectations and indicating a strong position in the AI-driven market.
- Analyst Target Increase: Mizuho analyst raised Bloom Energy's price target from $89 to $110 while maintaining a Neutral rating, reflecting optimism about the company's growth prospects but cautioning investors about valuation risks.
- Mixed Technical Indicators: Bloom Energy's stock is currently trading 1.2% above its 20-day simple moving average but remains 25.7% above its 50-day moving average, indicating a strong long-term trend, yet short-term uncertainty suggests investors should be cautious of potential volatility.
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Analyst Views on BE
Wall Street analysts forecast BE stock price to rise
19 Analyst Rating
8 Buy
9 Hold
2 Sell
Moderate Buy
Current: 139.030
Low
71.00
Averages
142.89
High
184.00
Current: 139.030
Low
71.00
Averages
142.89
High
184.00
About BE
Bloom Energy Corporation is engaged in stationary fuel cell power generation by market share. The Company provides distributed energy technology solutions to customers. The Company manufactures advanced and versatile fuel cell energy platforms, supporting the commercial availability of two products: the Bloom Energy Server for generating electricity and the Bloom Electrolyzer for producing hydrogen. With approximately 1.4 gigawatts (GW) of Energy Server systems deployed in more than 1,000 locations and nine countries. Its solid oxide fuel cell technology platform is the foundation for its Energy Server system and Bloom Electrolyzer. The Bloom Energy Server system is designed to deliver reliable, resilient, clean and affordable energy for utilities and organizations alike. Its Energy Server system is designed to deliver reliable electricity. The Bloom Electrolyzer is designed to provide hydrogen solutions based on the same solid oxide platform as its Energy Server systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strategic Partnership Driving Growth: The $5 billion strategic partnership with Brookfield Asset Management enables Bloom to offer energy-as-a-service across Brookfield's trillion-dollar infrastructure portfolio, driving its product backlog to $6 billion, reflecting strong market demand.
- Production Capacity Expansion: Bloom Energy plans to double its production capacity from 1 GW to 2 GW by the end of 2026, and successfully delivered products to Oracle in just 55 days, far exceeding its 90-day promise, further solidifying its market position.
- Future Earnings Outlook: Despite Bloom Energy's high valuation, analysts project its EPS to reach $2.92 in 2027 and $4.58 in 2028, indicating that the company will continue to benefit from strong growth potential in the coming years.
See More
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- Backlog Growth: Bloom Energy's product backlog surged by 60% in Q4 to $6 billion, bringing total backlog to $20 billion, indicating a robust market position amid soaring energy demands from data centers.
- Strategic Partnership: The $5 billion partnership with Brookfield Asset Management enables Bloom to provide energy services across its trillion-dollar infrastructure portfolio, further solidifying its leadership in the energy market.
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