Bloom Energy (BE)

• Market cap: $18.6B
• 1 day: 8.71%
• 5 days: 24.27%
• 1 month: 71.33%
• 3 months: 273.34%
• 6 months: 229.35%
• Year to date: 240.91%
• 1 year: 689.59%
• 5 years: 447.56%
• 10 years: 218.68%
• Sector: Industrials
• Industry: Electrical Equipment & Parts

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. Bloom primarily sells its systems in the United States and internationally.

Employees: 2,127

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

39% more call options, than puts

Call options by funds: $376M | Put options by funds: $271M

33% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 4 (+1) [Q2]

31% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 62

27% more capital invested

Capital invested by funds: $3.94B [Q1] → $4.99B (+$1.05B) [Q2]

4% more funds holding

Funds holding: 366 [Q1] → 382 (+16) [Q2]

3.21% more ownership

Funds ownership: 86.66% [Q1] → 89.87% (+3.21%) [Q2]

8% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 120

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $25
• Avg. target: $50
• High target: $85

9 analyst ratings

• positive: 7 78%
• neutral: 2 22%
• negative: 0 0%

Morgan Stanley Stephen Byrd	$85	Overweight Maintained	16 Sep 2025
Wells Fargo Michael Blum	$65	Equal-Weight Maintained	12 Sep 2025
RBC Capital Christopher Dendrinos	$75	Outperform Maintained	11 Sep 2025
Baird Ben Kallo	$61	Outperform Maintained	4 Sep 2025
UBS Manav Gupta	$41	Buy Maintained	25 Jul 2025