BEIndustrials · Electrical Equipment & PartsThe 29 Wall Street analysts covering Bloom Energy Corp. hold a median 12-month price target of $302 — +48.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 62 of 100 as at 31 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Bloom Energy Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (99): Analysts have, on balance, been raising their forecasts.
Issuance (10): The company has been issuing shares or taking on financing, diluting existing holders.
Size (4): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on BE, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +48.7% from it.
Of the 20 most recent actions, 10 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 29 Oct 2026 | Citigroup | Maintains | Neutral | $281 → $284 |
| 26 Oct 2026 | Barclays | Maintains | Equal-Weight | $308 → $316 |
| 26 Oct 2026 | Wells Fargo | Maintains | Equal-Weight | $176 → $182 |
| 23 Oct 2026 | Bernstein | Maintains | Market Perform | $282 → $306 |
| 23 Oct 2026 | BTIG | Maintains | Buy | $295 → $250 |
| 23 Oct 2026 | JP Morgan | Maintains | Overweight | $314 → $292 |
| 23 Oct 2026 | Keybanc | Reiterates | Sector Weight | — |
| 23 Oct 2026 | Morgan Stanley | Maintains | Overweight | $310 → $335 |
| 23 Oct 2026 | RBC Capital | Reiterates | Outperform | $335 |
| 16 Oct 2026 | Truist Securities | Maintains | Hold | — |
| 16 Oct 2026 | Truist Securities | Maintains | Hold | $218 → $240 |
| 15 Oct 2026 | Baird | Maintains | Outperform | $310 → $351 |
| 15 Oct 2026 | Baird | Maintains | Outperform | — |
| 7 Oct 2026 | Bernstein | Reiterates | Market Perform | — |
| 7 Oct 2026 | Bernstein | Reiterates | Market Perform | $282 |
| 7 Oct 2026 | UBS | Maintains | Buy | — |
| 7 Oct 2026 | UBS | Maintains | Buy | $325 → $350 |
| 2 Oct 2026 | Barclays | Maintains | Equal-Weight | $276 → $308 |
| 2 Oct 2026 | Barclays | Maintains | Equal-Weight | — |
| 1 Oct 2026 | Barclays | Maintains | Equal-Weight | $276 → $308 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The model tests each one against its peers. 10 pass every test this week.
AI cloud capacity
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AI chips
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AI networking and serversIn full
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Data centre power
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Bloom Energy Corp. returned +58.9% against +12.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 6% of US stocks
Cheaper than 10% of US stocks
Cheaper than 3% of US stocks
Cheaper than 2% of US stocks
Higher than 94% of US stocks
Higher than 89% of US stocks
Higher than 39% of US stocks
Higher than 77% of US stocks
Higher than 76% of US stocks
Higher than 91% of US stocks
Higher than 86% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Bloom Energy Corp. has a market value of $65.7B and an enterprise value of $66.1B.
Revenue in the twelve months to 30 June 2026: $3.1B. The latest quarter grew 138.1% year on year.
Net income over the same four quarters: $251.0M, a 8.1% net margin.
Diluted earnings per share, trailing twelve months: $0.75.
Free cash flow in the twelve months to 30 June 2026: $624.7M.
Trailing P/E: 123.0×; forward P/E: 38.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Bloom Energy Corp. employs 2,214 people — $1.4M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Bloom Energy Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Bloom Energy’s trailing price-to-earnings ratio fell from over 350x before its third-quarter 2026 earnings to around 140x afterward.
Why it matters — BE watchers may note the sharp change in the company’s trailing valuation multiple following its third-quarter earnings.
Bloom Energy was added to the S&P 500 in September. The article notes that the company may have room to grow as the AI market expands.
Why it matters — BE watchers may care about the index addition and the article’s discussion of potential growth alongside the expanding AI market.
Fuel cell stocks fell on a risk-off day: FuelCell Energy was down 12% despite completing $49 million in Export-Import Bank financing, while Bloom Energy fell 10% and Plug Power declined 4%.
Why it matters — The report notes a broad pullback that included Bloom Energy, despite fresh financing news for a competitor.
Zacks Investment Research compares Bloom Energy with Plug Power, saying BE leads on earnings growth, profitability and liquidity while its valuation gap raises questions about long-term upside.
Why it matters — The comparison highlights BE's relative financial strengths alongside concerns about how its valuation could affect the long-term outlook.
Benzinga reported that Hunterbrook Media issued a report titled “Bloom: Chinese Scandium Supply Route Restarts” and stated that Hunterbrook Capital is short $BE.
Why it matters — A BE watcher may note the report’s focus on a Chinese scandium supply route and the disclosed short position.
The 29 Wall Street analysts covering Bloom Energy Corp. have a median 12-month price target of $302, with estimates ranging from $102 to $380. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 29 analysts covering Bloom Energy Corp., 15 rate it a Buy, 12 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Bloom Energy Corp. 62 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, Bloom Energy Corp. ranks 62 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (99 of 100).
No one can know that. What the data says: the median 12-month target from 29 analysts implies +48.7% from the last close, and Ticker Nerd's factor model ranks Bloom Energy Corp. 62 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Bloom Energy Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for BE are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $102 to $380 over the next 12 months.
Bloom Energy Corp. returned +58.9% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Bloom Energy Corp. Class A Common Stock represents Bloom Energy, a clean energy technology company focused on on-site power generation and hydrogen production.
The most recent item we track (The Motley Fool, 1 Nov 2026): "Bloom Energy Trades at 140 Times Earnings. Here's the Growth Rate It Needs to Justify That.". Bloom Energy’s trailing price-to-earnings ratio fell from over 350x before its third-quarter 2026 earnings to around 140x afterward.
Bloom Energy Corp. Class A Common Stock represents Bloom Energy, a clean energy technology company focused on on-site power generation and hydrogen production. The company designs, manufactures, sells, and installs solid oxide fuel cell systems that generate electricity through an electrochemical process rather than combustion. Its core product, the Bloom Energy Server, is used by commercial, industrial, and utility customers to provide reliable distributed power for applications such as data centers, healthcare, manufacturing, telecommunications, and other critical infrastructure. Bloom Energy also offers the Bloom Electrolyzer, which supports hydrogen production using the same solid oxide platform. Headquartered in San Jose, California, Bloom Energy plays a significant role in the distributed energy market by delivering fuel-flexible systems that can operate on natural gas, biogas, hydrogen, or blended fuels.
CEO Dr. K. R. Sridhar Ph.D. · 2,214 employees · United States · https://www.bloomenergy.com
