Bloom Energy stock gets a USD 264 target as Q2 revenue hits USD 1.07 billion

Published on 09/30/2026 at 14:03 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Bloom Energy stock delivered USD 0.78 EPS in Q2 2026 against a USD 0.39 consensus estimate. At Lang & Schwarz, it was EUR 259.25 on September 30, 2026, plus 0.48 percent.

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Bloom Energy stock (ISIN US0937121079) was EUR 259.25 at Lang & Schwarz on September 30, 2026 at 1:59 p.m. CEST, up 0.48 percent from the prior close of EUR 258.00. The market is weighing a fresh USD 264.00 Jefferies target against Bloom's record second-quarter growth.

Jefferies lifts target to USD 264

According to Investing.com on September 29, 2026, Jefferies raised its Bloom Energy target from USD 229.00 to USD 264.00 and retained a Hold rating.

The analyst cited project timing risks involving air, water, gas and local approvals, while its assessment kept customer demand and financing outside the main concern. That distinction matters because it points to execution timing rather than a direct reduction in demand.

Q2 revenue reaches USD 1.07 billion

Bloom Energy's second-quarter 2026 revenue rose 165.5 percent year over year to USD 1.07 billion, while EPS came in at USD 0.78 against a USD 0.39 consensus estimate, according to MarketBeat.

The revenue figure was also 29.0 percent above the USD 826.13 million consensus estimate cited in the same report. Bloom's 2026 EPS guidance was listed at USD 2.55-2.85, giving the earnings story a forward reference beyond the latest quarter.

For investors, the central contrast is clear: operating growth is accelerating, but analyst targets vary sharply. RBC maintained an Outperform rating and a USD 335.00 target, while Mizuho raised its target from USD 242.00 to USD 351.00, according to Investing.com.

Stock stays below yearly high

Bloom Energy's market capitalization was USD 85.8 billion as of September 29, 2026. Its 52-week range stood at USD 75.70 to USD 351.28, leaving the Lang & Schwarz euro quote below the latest reported yearly high in the primary-market currency.

The latest market picture therefore combines a modest same-day euro move with substantial fundamental and valuation dispersion. The next decisive evidence will be whether the revenue expansion converts into sustained margins while project approvals progress.

Bloom Energy stock trades at EUR 259.25

Bloom Energy stock was trading at EUR 259.25 at Lang & Schwarz on September 30, 2026 at 1:59 p.m. CEST, plus 0.48 percent versus the prior close of EUR 258.00. On the NYSE, the stock was last at USD 291.25 on September 29, 2026 at 4:00 p.m. ET.