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 7,296 funds
0
Analysts bullish %
of 10 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
26% more call options, than puts
Call options by funds: $288M | Put options by funds: $228M
18% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 114
3.67% more ownership
Funds ownership: 82.99% [Q4 2024] → 86.66% (+3.67%) [Q1 2025]
8% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 62
0% more funds holding
Funds holding: 365 [Q4 2024] → 365 (+0) [Q1 2025]
7% less capital invested
Capital invested by funds: $4.22B [Q4 2024] → $3.94B (-$276M) [Q1 2025]
57% less funds holding in top 10
Funds holding in top 10: 7 [Q4 2024] → 3 (-4) [Q1 2025]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$10
54%
downside
Avg. target
$23
4%
upside
High target
$30
37%
upside
10 analyst ratings
6 positive
60%
3 neutral
30%
1 negative
10%
Mizuho Maheep Mandloi | 18%upside $26 | Outperform Upgraded | 5 May 2025 |
Piper Sandler Kashy Harrison | 18%upside $26 | Overweight Maintained | 5 May 2025 |
Morgan Stanley Stephen Byrd | 37%upside $30 | Overweight Maintained | 1 May 2025 |
Truist Securities Jordan Levy | 13%downside $19 | Hold Maintained | 21 Apr 2025 |
Jefferies Lloyd Byrne | 13%downside $19 | Hold Maintained | 16 Apr 2025 |
Financial journalist opinion
Based on 3 articles about BE published over the past 30 days
Neutral
Schaeffers Research
2 days ago
These 24 Stocks Are Ripe for a Short Squeeze
With the way negative stock market sentiment has piled up recently, short squeezes have generated some massive returns.
Negative
Zacks Investment Research
2 weeks ago
3 Alternative Energy Stocks to Watch Amid Escalated Tariff Uncertainty
Alternative energy stocks like ORA, SLI and BE show potential despite the industry struggling with tariff headwinds and cost surge.
Positive
The Motley Fool
4 weeks ago
Why Bloom Energy Stock Jumped This Week
Many big tech stocks have been soaring as spending for artificial intelligence (AI) infrastructure continues to grow. Major announcements this week during President Donald Trump's Middle East trip gave tech investors even more to cheer about.
Positive
The Motley Fool
1 month ago
AI Data Center Demand Is Growing Too Fast. That's an Opportunity for Bloom Energy.
Artificial intelligence (AI) is a powerful tool, and it's likely to change the world in interesting, if not incredible, ways. But AI doesn't exist in a vacuum.
Neutral
Business Wire
1 month ago
Bloom Energy Corporation Announces Exchange of a Portion of Its Existing 2.50% Green Convertible Senior Notes Due 2025 for 3.00% Green Convertible Senior Notes Due 2029
SAN JOSE, Calif.--(BUSINESS WIRE)--Bloom Energy Corporation (NYSE: BE) today announced that on May 7, 2025, it entered into privately negotiated exchange agreements (the “Exchange Agreements”) with holders of its 2.50% green convertible senior notes due 2025 (the “2025 Convertible Notes”). Pursuant to the Exchange Agreements, Bloom Energy will exchange (the “Exchange Transaction”) approximately $112.8 million in aggregate principal amount of the 2025 Convertible Notes for approximately $115.7 m.
Positive
Zacks Investment Research
1 month ago
Renewable Energy & Battery Storage Stocks to Add to Your Portfolio Now
As industries are increasingly adopting renewable energy, demand for energy storage solutions is surging. You may consider buying DTE, BEP, BE & STEM.
Positive
Seeking Alpha
1 month ago
Bloom Energy: Abrupt CFO Departure Unsettles Investors - Hold
Stationary fuel cell system provider Bloom Energy reported better-than-expected first quarter results, with both top- and bottom-line results coming in well above consensus estimates. However, outperformance was mostly due to project timing. As a result, management only reiterated full-year expectations. The abrupt resignation of CFO Daniel Berenbaum after just twelve months on the job isn't exactly suited to instill confidence in the company's projections.
Neutral
Seeking Alpha
1 month ago
Bloom Energy Corporation (BE) Q1 2025 Earnings Call Transcript
Bloom Energy Corporation (NYSE:BE ) Q1 2025 Earnings Conference Call April 30, 2025 5:00 PM ET Company Participants Michael Tierney - Vice President, Investor Relations KR Sridhar - Founder, Chairman & Chief Executive Officer Dan Berenbaum - Chief Financial Officer Conference Call Participants Andrew Percoco - Morgan Stanley Manav Gupta - UBS Dushyant Ailani - Jefferies Colin Rusch - Oppenheimer Chris Dendrinos - RBC Capital Markets Ameet Thakkar - BMO Capital Markets Sherif Elmaghrabi - BTIG Noel Parks - Tuohy Brothers Maheep Mandloi - Mizuho Securities Operator Hello, and welcome to the Bloom Energy First Quarter 2025 Financial Results Earnings Call. All lines have been placed on mute to prevent any background noise.
Positive
Zacks Investment Research
1 month ago
Bloom Energy (BE) Beats Q1 Earnings and Revenue Estimates
Bloom Energy (BE) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of a loss of $0.07 per share. This compares to loss of $0.17 per share a year ago.
Neutral
Business Wire
1 month ago
Bloom Energy Reports First Quarter 2025 Financial Results
SAN JOSE, Calif.--(BUSINESS WIRE)--Bloom Energy Corporation (NYSE: BE) reported today its financial results for the first quarter ended March 31, 2025. The company reported revenue of $326.0 million for the first quarter of 2025. First Quarter Highlights Revenue of $326.0 million in the first quarter of 2025, an increase of 38.6% compared to $235.3 million in the first quarter of 2024. Product and service revenue of $265.4 million in the first quarter of 2025, an increase of 26.5% compared to $.
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