Green Hydrogen Market Growth: The green hydrogen market is rapidly expanding due to global efforts to reduce carbon emissions, advancements in electrolysis and renewables, and government support through policies and investments.
Market Projection: A report from MarketsAndMarkets forecasts the green hydrogen market to reach $30.6 billion by 2030, growing at a CAGR of 61.1% from 2023 to 2030, driven by its versatility in various industries.
Charbone Hydrogen Corporation Expansion: Charbone Hydrogen Corporation is increasing its electrolyzer capacity at its Quebec plant, aiming to enhance operational capacity and introduce cleaner alternatives for industrial users.
Industry Collaborations: Companies like Bloom Energy, NANO Nuclear Energy Inc., Plug Power Inc., and FuelCell Energy, Inc. are making significant strides in the green energy sector through collaborations and innovative technologies.
Global Energy Transition: The adoption of green hydrogen in the power industry is accelerating, aligning with renewable energy sources and government initiatives for sustainable energy solutions, marking a shift towards cleaner energy sources.
BE
$87.61+Infinity%1D
Analyst Views on BE
Wall Street analysts forecast BE stock price to rise 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 26.00 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.
17 Analyst Rating
Wall Street analysts forecast BE stock price to rise 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 26.00 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
7 Hold
1 Sell
Moderate Buy
Current: 89.580
Low
26.00
Averages
121.59
High
160.00
Current: 89.580
Low
26.00
Averages
121.59
High
160.00
Daiwa
NULL
to
Hold
initiated
$98
2025-12-02
Reason
Daiwa
Price Target
$98
2025-12-02
initiated
NULL
to
Hold
Reason
Daiwa initiated coverage of Bloom Energy with a Hold rating and $98 price target.
BofA
Underperform
maintain
$26 -> $39
2025-11-25
Reason
BofA
Price Target
$26 -> $39
2025-11-25
maintain
Underperform
Reason
BofA raised the firm's price target on Bloom Energy to $39 from $26 and keeps an Underperform rating on the shares. Better execution underpins the firm's revised estimates, but it still views consensus revenue forecasts as "ambitious" and argues that the current valuation "leaves limited upside potential."
Roth Capital
Chip Moore
Neutral
maintain
$73 -> $103
2025-10-29
Reason
Roth Capital
Chip Moore
Price Target
$73 -> $103
2025-10-29
maintain
Neutral
Reason
Roth Capital analyst Chip Moore raised the firm's price target on Bloom Energy to $103 from $73 and keeps a Neutral rating on the shares after its Q3 earnings beat. The current positioning and commercial momentum are perhaps the most positive in company history, but the forward expectations are already factoring in very large order flow and incremental capacity growth in future years, the analyst tells investors in a research note. Roth adds it is positive on Bloom's position with established technology that can be rapidly deployed in markets that are increasingly grid-constrained, but it also continues to find the risk/reward as balanced at current valuation levels.
Mizuho
Neutral
maintain
$79 -> $89
2025-10-29
Reason
Mizuho
Price Target
$79 -> $89
2025-10-29
maintain
Neutral
Reason
Mizuho raised the firm's price target on Bloom Energy to $89 from $79 and keeps a Neutral rating on the shares.
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.
