
Bloom Energy (BE) Stock Forecast & Price Target
Bloom Energy (BE) Analyst Ratings
Bulls say
Bloom Energy has demonstrated impressive growth, with a reported revenue of approximately $519 million for Q3 2025, significantly surpassing consensus estimates by around 21%, primarily due to robust Product revenue exceeding expectations by 25%. The company is expected to achieve positive operating margins by 2024 as it continues to expand Energy Server and electrolyzer sales, supported by a recently secured contract with Oracle for rapid deployment of its fuel servers. Furthermore, management's focus on cost efficiencies has resulted in an improved Non-GAAP gross margin of about 30%, reflecting a year-over-year increase of approximately 510 basis points, alongside revised revenue and EBITDA forecasts indicating a strong upward trajectory.
Bears say
The financial outlook for Bloom Energy is concerning due to projected revenue growth slowing from approximately 22% through 2030 to 20% by 2040, as U.S. power demand levels off. Additionally, significant risks include the failure to commercialize hydrogen technology, potential loss of key customers, and manufacturing cost overruns, all of which could adversely affect their financial performance. Furthermore, increasing competition and supply chain constraints pose additional challenges that could hinder the company's operational capabilities and growth trajectory.
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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