Bloom Energy Shares Gain Momentum on Upward Forecast Revisions

Strong fourth-quarter 2025 results from Bloom Energy have prompted a significant reassessment of the company's prospects among market analysts. A wave of price target increases has followed the report, providing notable momentum for the equity this week. Beyond the daily price action, the central question for investors is how much of this renewed confidence is already reflected in the current share valuation.

The catalyst for this shift was the financial report released on February 5. Bloom Energy announced adjusted earnings per share (EPS) of $0.45 for Q4 2025, substantially surpassing the consensus estimate of $0.25. Quarterly revenue reached $777.68 million, marking a 35.9% year-over-year increase and also exceeding expectations of approximately $648 million.

In response to these figures, several financial institutions revised their outlooks:
- Evercore: Raised its target to $179 with an "Outperform" rating (February 6).
- BTIG Research: Set a target of $165, maintaining a "Buy" recommendation (February 6).
- Wells Fargo: Issued a $130 target with an "Equal Weight" rating (February 6).
- Mizuho: Increased its target to $110 from $89 (February 9).

Consensus Estimates Revised Sharply Higher

According to data from Simply Wall St, the 24 analysts covering the company have collectively raised their revenue projection for 2026 to $3.2 billion. This revised forecast represents a significant jump from the prior estimate of $2.6 billion and implies growth of 58% compared to the trailing twelve-month period.

Earnings expectations have also been lifted. The consensus EPS estimate for 2026 now stands at $0.87, up from the previous $0.68. Accompanying these changes, the average price target cited in the report has climbed to $140.

Market Reaction and Current Sentiment

Trading activity reflected this optimism. On yesterday's session, the stock advanced by 4.8% to reach roughly $155.77, as reported by MarketBeat. During the day, shares touched a high of $160.00 with trading volume of about 12.8 million shares.

Should investors sell immediately? Or is it worth buying Bloom Energy?

Despite the recent upgrades, MarketBeat indicates the consensus rating remains a "Hold," with a average price target of $132.61. The distribution of analyst recommendations currently shows 2 Strong Buy, 11 Buy, 10 Hold, and 3 Sell.

Forward-Looking Guidance Adds to Confidence

The company's own outlook has contributed to the positive sentiment. Management provided 2026 EPS guidance in the range of $1.33 to $1.48, a projection that sits well above earlier consensus figures.

The anticipated revenue growth trajectory is another focal point. Simply Wall St notes an expected annualized sales growth rate of 58% for Bloom Energy in 2026. This forecasted pace notably outpaces the approximate 11% per year growth estimated for comparable firms in the analysis.

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Bloom Energy Stock: New Analysis - 12 February

Fresh Bloom Energy information released. What's the impact for investors? Our latest independent report examines recent figures and market trends.

Read our updated Bloom Energy analysis...