
Bloom Energy (BE) Stock Forecast & Price Target
Bloom Energy (BE) Analyst Ratings
Bulls say
Bloom Energy is demonstrating strong financial momentum, evidenced by a 21% revenue beat in Q3 2025, reporting approximately $519 million driven primarily by higher-than-expected product sales. The positive outlook is further supported by the company's ability to ramp up electrolyzer sales and achieve positive operating margins by 2024, alongside a noteworthy contract with Oracle for rapid deployment of its fuel servers. Additionally, management's focus on cost efficiencies has resulted in improved non-GAAP gross margins, which increased by approximately 510 basis points year-over-year, surpassing market expectations.
Bears say
Bloom Energy's financial outlook is negatively impacted by a projected slowdown in revenue growth, with expectations of reaching only ~20% growth through 2040 due to leveling off US power demand. Additionally, the company faces substantial risks including the failure to commercialize hydrogen technology, potential loss of key customers, and increased competition from both existing and emerging market entrants. Furthermore, rising supply chain constraints are likely to exacerbate production challenges, further complicating the company's ability to capitalize on current market demand for power generation solutions.
This aggregate rating is based on analysts' research of Bloom Energy and is not a guaranteed prediction by Public.com or investment advice.
Bloom Energy (BE) Analyst Forecast & Price Prediction
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