Bloom Energy
About: Bloom Energy designs, manufactures, sells, and installs solid-oxide fuel cell systems ("Energy Servers") for on-site power generation. Bloom Energy Servers are fuel-flexible and can use natural gas, biogas, and hydrogen to create 24/7 electricity for stationary applications. In 2021, the company announced plans to leverage its technology and enter the electrolyzer market. Bloom primarily sells its systems in the United States and internationally.
Employees: 2,127
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
600% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 7 (+6) [Q4]
118% more capital invested
Capital invested by funds: $1.93B [Q3] → $4.22B (+$2.29B) [Q4]
100% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 55
51% more call options, than puts
Call options by funds: $433M | Put options by funds: $287M
16% more funds holding
Funds holding: 312 [Q3] → 363 (+51) [Q4]
2.78% more ownership
Funds ownership: 80.23% [Q3] → 83.01% (+2.78%) [Q4]
5% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 101
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$16
25%
downside
Avg. target
$25
18%
upside
High target
$35
65%
upside
6 analyst ratings
2 positive
33%
3 neutral
50%
1 negative
17%
Morgan Stanley Stephen Byrd 55% 1-year accuracy 60 / 109 met price target | 65%upside $35 | Overweight Maintained | 20 Mar 2025 |
Mizuho Maheep Mandloi 17% 1-year accuracy 3 / 18 met price target | 32%upside $28 | Neutral Initiated | 18 Mar 2025 |
Piper Sandler Kashy Harrison 18% 1-year accuracy 7 / 40 met price target | 46%upside $31 | Overweight Maintained | 28 Feb 2025 |
B of A Securities Julien Dumoulin-Smith 58% 1-year accuracy 47 / 81 met price target | 15%downside $18 | Underperform Maintained | 28 Jan 2025 |
JP Morgan Mark Strouse 33% 1-year accuracy 16 / 48 met price target | 25%downside $16 | Neutral Maintained | 23 Jan 2025 |
Financial journalist opinion
Based on 15 articles about BE published over the past 30 days
Positive
Schaeffers Research
6 hours ago
Power Ranking Our Top Stock Picks of 2025
Subscribers to Chart of the Week received this commentary on Sunday, March 30.
Neutral
PRNewsWire
9 hours ago
Conagra Brands Collaborates with Bloom Energy to Utilize Fuel Cell Technology at its Ohio Production Facilities
New Technology Leverages Renewable Energy Solutions and Advances Conagra's Climate Change Goals CHICAGO , April 1, 2025 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG) and Bloom Energy (NYSE: BE), a global leader in power solutions, today announced they will collaborate to utilize Bloom's fuel cell technology at Conagra's Troy and Archbold, Ohio production facilities. The 15-year PPA (power purchase agreement) will deploy approximately six megawatts and provide combustion-free electricity generation, supplying approximately 70% to 75% of the electricity needs at the Troy and Archbold facilities, while also projecting a 19% decrease in their greenhouse gas emissions.
Positive
CNBC Television
23 hours ago
Energy could see another leg-up 'if the U.S. avoids a recession', says Veriten's Arjun Murti
Arjun Murti, Veriten partner, joins 'Closing Bell Overtime' to talk energy leading the market sectors.
Neutral
Zacks Investment Research
6 days ago
Bloom Energy (BE) Exceeds Market Returns: Some Facts to Consider
In the latest trading session, Bloom Energy (BE) closed at $23.11, marking a +0.35% move from the previous day.
Positive
Schaeffers Research
1 week ago
Why Bloom Energy Stock Holds Promise in 2025
The below excerpt came from Schaeffer's annual and exclusive Stock Picks for 2025, each one carefully curated by our team of top traders.
Positive
Zacks Investment Research
1 week ago
Is Bloom Energy (BE) Stock Outpacing Its Oils-Energy Peers This Year?
Here is how Bloom Energy (BE) and Oil States International (OIS) have performed compared to their sector so far this year.
Negative
Zacks Investment Research
2 weeks ago
Bloom Energy (BE) Stock Sinks As Market Gains: Here's Why
Bloom Energy (BE) closed at $24.19 in the latest trading session, marking a -1.14% move from the prior day.
Positive
Zacks Investment Research
2 weeks ago
Top Renewable Energy & Battery Storage Stocks Worth Investing in 2025
The growth prospects for renewable energy and battery storage stocks like AEE, CMS, BE and STEM remain promising, backed by growing global electricity demand.
Positive
Seeking Alpha
2 weeks ago
Bloom Energy: Strong Quarter But Questions Remain - Hold
Bloom Energy reported strong fourth quarter and full year 2024 results, highlighted by impressive free cash flow generation. Revenue of $572.4 million, consolidated non-GAAP gross margin of 39.3% and Adjusted EBITDA of $147.3 million also represented new all-time highs for the company. However, management's reluctance to provide much needed color around quarterly results, backlog, guidance and the supply agreement with AEP was disturbing.
Positive
Zacks Investment Research
3 weeks ago
Bloom Energy and the $632 Billion AI Energy Rush
Positioned to capitalize on the need for decentralized, reliable power, Bloom Energy stands to benefit significantly from the AI revolution's insatiable energy appetite.
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