Bloom Energy Corporation

Bloom Energy Corporation

BEยทNYSE

$287.32

-5.1%
IndustrialsElectrical Equipment & Parts

Bloom Energy Corporation designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally. The company offers Bloom Energy Server, a power generation platform that converts fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels, into electricity through an electrochemical process without combustion. It serves data centers, hospitals, healthcare manufacturing facilities, biotechnology facilities, grocery stores, hardware stores, banks, telecom facilities and other critical infrastructure applications. The company was formerly known as Ion America Corp. and changed its name to Bloom Energy Corporation in September 2006. Bloom Energy Corporation was incorporated in 2001 and is headquartered in San Jose, California.

At a Glance

Live Snapshot
Market Cap$81.73B
EPS-0.3700
P/E Ratio-776.54
Earnings Date07/30/2026
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Bloom Energy Corporation Street Expectations Map

BE ยท NYSE

Wall Street analysts project that BE stock may decline over the coming 12 months. The consensus 1-year price target stands at 217.67, with estimates ranging from a low of 68.00 to a high of 324.00.

Lowest Target
68.00
-76.33%
Consensus Target
217.67
-24.24%
Highest Target
324.00
12.77%

The consensus 1-year price target stands at 217.67, with estimates ranging from a low of 68.00 to a high of 324.00.

Analyst Consensus Analysis

Upside Potential

-24.2%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

117.6% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

0.17x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

Extreme uncertainty: Massive dispersion in price targets reflects fundamental disagreement on business trajectory. This could signal transformation, disruption, or complex valuationโ€”requires deep sector expertise and contrarian mindset.

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Bloom Energy Corporation Forward Estimates of Revenue

BE ยท NYSE
Latest Revenue
2.02B
FY 2025
Avg Estimate
2.46B
FY 2026
Estimate Range
2.19B - 2.97B
Analyst Spread

Forward Growth Analysis

Projected Growth+21.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread32%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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Bloom Energy Corporation Forward Estimates of Net Income

BE ยท NYSE
Latest Net Income
-88.43M
FY 2025
Avg Estimate
235.99M
FY 2026
Estimate Range
175.09M - 296.89M
Analyst Spread

Forward Growth Analysis

Projected Growth+366.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread52%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Bloom Energy Corporation Forward Estimates of EPS

BE ยท NYSE
Latest EPS
-0.37
FY 2025
Avg Estimate
$1.04
FY 2026
Estimate Range
$0.77 - $1.31
Analyst Spread

Forward Growth Analysis

Projected Growth+380.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread52%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Bloom Energy Corporation Forward Estimates of EBIT

BE ยท NYSE
Latest EBIT
-30.52M
FY 2025
Avg Estimate
-291.58M
FY 2026
Estimate Range
-353.03M - -260.30M
Analyst Spread

Forward Growth Analysis

Projected Growth-855.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread32%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Bloom Energy Corporation Forward Estimates of EBITDA

BE ยท NYSE
Latest EBITDA
20.05M
FY 2025
Avg Estimate
-158.08M
FY 2026
Estimate Range
-191.40M - -141.12M
Analyst Spread

Forward Growth Analysis

Projected Growth-888.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread32%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Bloom Energy Corporation Forward Estimates of SG&A Expense

BE ยท NYSE
Latest SG&A Expense
328.61M
FY 2025
Avg Estimate
482.22M
FY 2026
Estimate Range
430.49M - 583.84M
Analyst Spread

Forward Growth Analysis

Projected Growth+46.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread32%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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Bloom Energy Corporation Insider Positioning

BE ยท NYSE

During the last 12 months, insiders have sold $414.08M worth of BE shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

248.1K

59.82M

Net Activity

-59.8M

-$59.82M

3-6 Months

Bought

0

0.00

Sold

232.3K

39.12M

Net Activity

-39.1M

-$39.12M

6-9 Months

Bought

0

0.00

Sold

154.6K

20.73M

Net Activity

-20.7M

-$20.73M

9-12 Months

Bought

0

0.00

Sold

10.4M

294.41M

Net Activity

-294.4M

-$294.41M

Top Buyers

No buying activity

Top Sellers

1
SECL

Sk Ecoplant Co., Ltd.

10 Percent Owner

10.0M sharesโ€ข1 transactions

$276.00M

2
SK

Sridhar Kr

Director, Officer: Chairman & Ceo

457.0K sharesโ€ข6 transactions

$47.04M

3
SSM

Soderberg Shawn Marie

Officer: See Remarks

263.6K sharesโ€ข16 transactions

$40.64M

4
CJT

Chambers John T

Director

55.0K sharesโ€ข1 transactions

$16.37M

5
BMK

Bush Mary K

Director

61.0K sharesโ€ข2 transactions

$11.82M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $414.08M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$59.82M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.