Spotlight on Companies Advancing Clean Economy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy BE?
Source: Newsfilter
- Clean Energy Progress: On Earth Day, PRISM MarketView spotlighted eight public companies advancing the clean economy across power generation, storage, and electric mobility, showcasing significant progress in U.S. clean energy build-out driven by policy support and market demand.
- Importance of Distributed Generation: Bloom Energy, one of the few companies deploying commercial-scale solid-oxide fuel cells, is addressing the strain on the U.S. power grid from AI and data center load growth, highlighting the increasing structural importance of distributed clean generation.
- Key Storage Technology: Fluence Energy designs and deploys utility-scale battery storage systems that resolve the intermittency issues of solar and wind, ensuring a smooth renewable transition and positioning itself as one of the largest pure-play storage integrators in public markets.
- Electric Aviation Prospects: Joby Aviation is developing electric vertical takeoff and landing aircraft for commercial passenger service, representing a credible path for decarbonizing aviation, with its leading position in electric aviation making it stand out as most competitors are years away from commercial operation.
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Analyst Views on BE
Wall Street analysts forecast BE stock price to fall
19 Analyst Rating
8 Buy
9 Hold
2 Sell
Moderate Buy
Current: 237.570
Low
71.00
Averages
142.89
High
184.00
Current: 237.570
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.
Bloom Energy Stock Rises on Price Target Increases
- Stock Surge: Bloom Energy's stock has risen 14.3% over the past week, climbing from $207.86 last Friday to $237.44, reflecting investor optimism about the company's future performance.
- Price Target Increases: Analysts from Citigroup and UBS raised their price targets to $229 and $251 respectively, while Baird increased its target to $242, indicating strong market confidence in the company.
- Partnership Expansion Impact: The expanded partnership with Oracle to develop AI infrastructure using Bloom's fuel cell systems is likely attracting investor attention and contributing to the stock's rise.
- Future Earnings Focus: Management projects 2026 revenue between $3.1 billion and $3.3 billion, with adjusted earnings per share of $1.33 to $1.48, and if future earnings reports fail to meet these expectations, the stock could face significant declines.
See More
Bloom Energy Stock Price Targets Raised by Analysts
- Price Target Increases: Citigroup analyst Vikram Bagri raised Bloom Energy's price target from $162 to $229, while UBS analyst Manav Gupta lifted it from $170 to $251, indicating growing market confidence in the company.
- Strong Market Performance: Bloom Energy's stock has risen 14.3% since last Friday, closing at $207.86, reflecting optimistic investor sentiment, particularly in light of multiple firms raising their price targets.
- Expanded Partnership: Last week, Bloom Energy announced an expanded partnership with Oracle to develop AI infrastructure using its fuel cell systems, which may further drive investor interest and enhance market recognition of its technology.
- High Financial Expectations: Bloom Energy projects 2026 revenue between $3.1 billion and $3.3 billion, with adjusted earnings per share of $1.33 to $1.48, leading to heightened analyst expectations for its upcoming Q1 2026 report; failure to meet these targets could result in a significant stock price decline.
See More
Investor Strategies for High-Flying Stocks
- Psychological Pricing Strategy: Jim Cramer suggests a method of dividing high-priced stocks by 10, making a $230 stock like Bloom Energy psychologically feel like $23, thereby reducing the mental burden on investors and encouraging more aggressive entry in a rapidly rising market.
- Market Dynamics Observation: Cramer notes that stocks like Micron, AMD, and Dell Technologies have surged due to strong investment demand for AI and data centers, reflecting deep-pocketed investors' robust buying interest, which has led to these stocks climbing without significant pullbacks.
- Investment Style Reflection: Cramer identifies as a 'price-sensitive buyer' who prefers to wait for better entry points, but acknowledges that this strategy may lead to missed opportunities in the current fast-moving market, emphasizing the importance of adapting investment strategies in a bull market.
- Diversified Investment Advice: Cramer advises investors to flexibly select a small number of high-conviction stocks in a stable interest rate environment, stressing that as long as diversification is maintained, investors need not hesitate to buy these hot stocks, believing they still hold profit potential.
See More
Jim Cramer's Investment Strategy Explained
- Psychological Pricing Strategy: Jim Cramer advises investors to have the discipline to pay up in a hot market by reframing stock prices, suggesting that a $230 stock can be viewed as $23, making it psychologically easier to commit to investments.
- Market Dynamics Observation: Cramer highlights that stocks like Micron, AMD, and Dell have surged due to aggressive buying from deep-pocketed investors, reflecting strong market demand and sustained buying pressure.
- Investment Style Reflection: Cramer describes himself as a 'price-sensitive buyer' who prefers to wait for better entry points, but acknowledges that this approach can lead to missed opportunities in fast-moving markets, particularly with high-flying stocks.
- Flexible Investment Advice: Cramer emphasizes that while he does not recommend abandoning discipline entirely, investors should adopt a flexible 'must-own' mindset for a select few high-conviction stocks in a stable interest rate environment to capitalize on market opportunities.
See More
Spotlight on Companies Advancing Clean Economy
- Clean Energy Progress: On Earth Day, PRISM MarketView spotlighted eight public companies advancing the clean economy across power generation, storage, and electric mobility, showcasing significant progress in U.S. clean energy build-out driven by policy support and market demand.
- Importance of Distributed Generation: Bloom Energy, one of the few companies deploying commercial-scale solid-oxide fuel cells, is addressing the strain on the U.S. power grid from AI and data center load growth, highlighting the increasing structural importance of distributed clean generation.
- Key Storage Technology: Fluence Energy designs and deploys utility-scale battery storage systems that resolve the intermittency issues of solar and wind, ensuring a smooth renewable transition and positioning itself as one of the largest pure-play storage integrators in public markets.
- Electric Aviation Prospects: Joby Aviation is developing electric vertical takeoff and landing aircraft for commercial passenger service, representing a credible path for decarbonizing aviation, with its leading position in electric aviation making it stand out as most competitors are years away from commercial operation.
See More
Analysts Adjust Ratings for Bloom Energy and FuelCell Energy Stocks
- Bloom Energy Rating Upgrades: Bloom Energy received price target hikes from two analysts, with UBS raising its target from $170 to $251, indicating that rising demand for 800 VDC power architectures could create opportunities for its technologies, suggesting a 13.6% upside potential.
- Market Attention Rising: The stock of Bloom Energy hit an intraday high of $234.35 on Tuesday, up 3% from the previous trading day, reflecting investor optimism about its future performance, with Q1 2026 revenue expected to grow by 64% to $535.78 million.
- FuelCell Energy Retail Interest: FuelCell Energy saw retail trading volumes surge over 180% in a day, although analysts maintain a more cautious stance, with two out of eight analysts rating it as 'Sell', indicating market divergence regarding its future performance.
- Price Performance Comparison: Bloom Energy's stock has surged 154% in 2026, while FuelCell Energy has risen about 30%, reflecting differing market appeal, with Bloom Energy's forward P/E ratio at 71, indicating potential for profitability.
See More
Bloom Energy Stock Rises on Price Target Increases
- Stock Surge: Bloom Energy's stock has risen 14.3% over the past week, climbing from $207.86 last Friday to $237.44, reflecting investor optimism about the company's future performance.
- Price Target Increases: Analysts from Citigroup and UBS raised their price targets to $229 and $251 respectively, while Baird increased its target to $242, indicating strong market confidence in the company.
- Partnership Expansion Impact: The expanded partnership with Oracle to develop AI infrastructure using Bloom's fuel cell systems is likely attracting investor attention and contributing to the stock's rise.
- Future Earnings Focus: Management projects 2026 revenue between $3.1 billion and $3.3 billion, with adjusted earnings per share of $1.33 to $1.48, and if future earnings reports fail to meet these expectations, the stock could face significant declines.
See More
Bloom Energy Stock Price Targets Raised by Analysts
- Price Target Increases: Citigroup analyst Vikram Bagri raised Bloom Energy's price target from $162 to $229, while UBS analyst Manav Gupta lifted it from $170 to $251, indicating growing market confidence in the company.
- Strong Market Performance: Bloom Energy's stock has risen 14.3% since last Friday, closing at $207.86, reflecting optimistic investor sentiment, particularly in light of multiple firms raising their price targets.
- Expanded Partnership: Last week, Bloom Energy announced an expanded partnership with Oracle to develop AI infrastructure using its fuel cell systems, which may further drive investor interest and enhance market recognition of its technology.
- High Financial Expectations: Bloom Energy projects 2026 revenue between $3.1 billion and $3.3 billion, with adjusted earnings per share of $1.33 to $1.48, leading to heightened analyst expectations for its upcoming Q1 2026 report; failure to meet these targets could result in a significant stock price decline.
See More
Investor Strategies for High-Flying Stocks
- Psychological Pricing Strategy: Jim Cramer suggests a method of dividing high-priced stocks by 10, making a $230 stock like Bloom Energy psychologically feel like $23, thereby reducing the mental burden on investors and encouraging more aggressive entry in a rapidly rising market.
- Market Dynamics Observation: Cramer notes that stocks like Micron, AMD, and Dell Technologies have surged due to strong investment demand for AI and data centers, reflecting deep-pocketed investors' robust buying interest, which has led to these stocks climbing without significant pullbacks.
- Investment Style Reflection: Cramer identifies as a 'price-sensitive buyer' who prefers to wait for better entry points, but acknowledges that this strategy may lead to missed opportunities in the current fast-moving market, emphasizing the importance of adapting investment strategies in a bull market.
- Diversified Investment Advice: Cramer advises investors to flexibly select a small number of high-conviction stocks in a stable interest rate environment, stressing that as long as diversification is maintained, investors need not hesitate to buy these hot stocks, believing they still hold profit potential.
See More
Jim Cramer's Investment Strategy Explained
- Psychological Pricing Strategy: Jim Cramer advises investors to have the discipline to pay up in a hot market by reframing stock prices, suggesting that a $230 stock can be viewed as $23, making it psychologically easier to commit to investments.
- Market Dynamics Observation: Cramer highlights that stocks like Micron, AMD, and Dell have surged due to aggressive buying from deep-pocketed investors, reflecting strong market demand and sustained buying pressure.
- Investment Style Reflection: Cramer describes himself as a 'price-sensitive buyer' who prefers to wait for better entry points, but acknowledges that this approach can lead to missed opportunities in fast-moving markets, particularly with high-flying stocks.
- Flexible Investment Advice: Cramer emphasizes that while he does not recommend abandoning discipline entirely, investors should adopt a flexible 'must-own' mindset for a select few high-conviction stocks in a stable interest rate environment to capitalize on market opportunities.
See More
Spotlight on Companies Advancing Clean Economy
- Clean Energy Progress: On Earth Day, PRISM MarketView spotlighted eight public companies advancing the clean economy across power generation, storage, and electric mobility, showcasing significant progress in U.S. clean energy build-out driven by policy support and market demand.
- Importance of Distributed Generation: Bloom Energy, one of the few companies deploying commercial-scale solid-oxide fuel cells, is addressing the strain on the U.S. power grid from AI and data center load growth, highlighting the increasing structural importance of distributed clean generation.
- Key Storage Technology: Fluence Energy designs and deploys utility-scale battery storage systems that resolve the intermittency issues of solar and wind, ensuring a smooth renewable transition and positioning itself as one of the largest pure-play storage integrators in public markets.
- Electric Aviation Prospects: Joby Aviation is developing electric vertical takeoff and landing aircraft for commercial passenger service, representing a credible path for decarbonizing aviation, with its leading position in electric aviation making it stand out as most competitors are years away from commercial operation.
See More
Analysts Adjust Ratings for Bloom Energy and FuelCell Energy Stocks
- Bloom Energy Rating Upgrades: Bloom Energy received price target hikes from two analysts, with UBS raising its target from $170 to $251, indicating that rising demand for 800 VDC power architectures could create opportunities for its technologies, suggesting a 13.6% upside potential.
- Market Attention Rising: The stock of Bloom Energy hit an intraday high of $234.35 on Tuesday, up 3% from the previous trading day, reflecting investor optimism about its future performance, with Q1 2026 revenue expected to grow by 64% to $535.78 million.
- FuelCell Energy Retail Interest: FuelCell Energy saw retail trading volumes surge over 180% in a day, although analysts maintain a more cautious stance, with two out of eight analysts rating it as 'Sell', indicating market divergence regarding its future performance.
- Price Performance Comparison: Bloom Energy's stock has surged 154% in 2026, while FuelCell Energy has risen about 30%, reflecting differing market appeal, with Bloom Energy's forward P/E ratio at 71, indicating potential for profitability.
See More
