Bloom Energy Corp's stock has fallen 5.09% and is currently hitting a 5-day low.
The company is set to report its Q4 2025 earnings on February 5, 2026, with an estimated revenue of $646.59 million, reflecting a 12.93% increase year-over-year. However, the stock is trading significantly above its moving averages, indicating potential overvaluation and investor caution ahead of the earnings report. Analysts have mixed ratings, with a Hold rating and price targets ranging from $39.00 to $155.00, reflecting uncertainty in market expectations.
This decline may indicate a sector rotation as the broader market, including the Nasdaq-100 and S&P 500, shows strength, suggesting that investors are reallocating their investments away from Bloom Energy in anticipation of the earnings report.
Wall Street analysts forecast BE stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for BE is 121.59 USD with a low forecast of 39.00 USD and a high forecast of 160.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
Wall Street analysts forecast BE stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for BE is 121.59 USD with a low forecast of 39.00 USD and a high forecast of 160.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Buy
8 Hold
1 Sell
Moderate Buy
Current: 165.390
Low
39.00
Averages
121.59
High
160.00
Current: 165.390
Low
39.00
Averages
121.59
High
160.00
Barclays
Equal Weight
initiated
$153
2026-01-28
New
Reason
Barclays
Price Target
$153
AI Analysis
2026-01-28
New
initiated
Equal Weight
Reason
Barclays initiated coverage of Bloom Energy with an Equal Weight rating and $153 price target. The company's solid-oxide fuel cells have emerged as a "compelling alternative" for on-site generation due to its declining costs, quick time to market, and ability to provide baseload power, the analyst tells investors in a research note. The firm says Bloom is positioned to benefit from rising onsite-power demand and strong hyperscaler momentum. However, the stock's valuation already prices in "meaningful scale-up toward," contends Barclays.
China Renaissance
NULL
to
Buy
initiated
$207
2026-01-28
New
Reason
China Renaissance
Price Target
$207
2026-01-28
New
initiated
NULL
to
Buy
Reason
China Renaissance initiated coverage of Bloom Energy with a Buy rating and $207 price target.
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Baird
NULL -> Outperform
maintain
$157 -> $172
2026-01-27
New
Reason
Baird
Price Target
$157 -> $172
2026-01-27
New
maintain
NULL -> Outperform
Reason
Baird raised the firm's price target on Bloom Energy to $172 from $157 and keeps an Outperform rating on the shares. The firm updated its model after it previewed Q4 results where they expect guidance to be conservative but consensus achievable.
Clear Street
Tim Moore
Hold
maintain
$68 -> $80
2026-01-23
Reason
Clear Street
Tim Moore
Price Target
$68 -> $80
2026-01-23
maintain
Hold
Reason
Clear Street analyst Tim Moore raised the firm's price target on Bloom Energy (BE) to $80 from $68 and keeps a Hold rating on the shares ahead of the company's scheduled December quarter report on February 5. Ahead of earnings, the firm increased its assumption for a larger sales contribution from the American Electric Power (AEP) order in Wyoming and now believes Bloom could achieve about 500 MW of fuel cells for that site. As such, the firm increased its 2026 sales forecast by 2% and its 2027 sales forecast by 4%.
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.
