NYSE: BE

Bloom Energy (BE) Stock Analysis & Forecast

Nov 4 close

$200.40−13.61 (−6.4%)

Gekko Brief

AI summaryNov 4 close

Bloom Energy shares fell this week after a record Q3 2026 that included revenue surging 138% to $1.24 billion, operating income of $286 million, and product gross margin climbing to 38.4%. The company raised FY2026 revenue guidance to $4.4–4.6 billion and set Q4 guidance of $1.35 billion to $1.55 billion, while its backlog exceeds $20 billion with customers including Google, Oracle, and American Electric Power. Bloom was also added to the S&P 500, and analyst reaction has split, with one downgrade to Hold and a $176 price target citing slowing growth concerns against several Buy calls pointing to an overdone selloff.

The stock closed at $200.40, down 6.4% on the day, sitting between its 50-day average of $247.97 and 200-day average of $222.19, with one-month and six-month returns of -32.2% and -29.8% respectively against a one-year return of 40.8%. The GekkoIndex reads 63.3, placing BE in the Accumulation zone, and the current price sits 23.8% below the Gekko Fair Value of $262.94.

The next earnings date falls on 4 February 2027, outside the next 20 trading days. Smart money activity over the last 90 days shows 1 Congressional buy and no sales, while the last 30 days recorded 7 unusual options signals, with call premium of $90.3 million against put premium of $36.3 million. Seasonality over 5 years shows an average 20-day return of 31.2% from this point, rising in 3 of those years. A director sale of 8,828 shares at $203.43 under a 10b5-1 plan was also disclosed this week.

Written by AI from the Nov 4, 2026 close and checked automatically against the figures on this page.

Bloom Energy price vs fair value

$262.94$200.40Nov ’25May ’26Nov ’26
Close $200.40200-day averageGekko Fair Value $262.94

Bloom Energy quick facts

Market cap
$59.23B
P/E ratio
118.9
Forward P/E
35.2
EPS, TTM
$1.65
Revenue, TTM
$3.83B
Profit margin
13.5%
Dividend yield
—
Beta
3.62
Volume
23.55M avg 15.75M
1-year return
+40.8%
Typical daily move
±9.8%
Typical 20-day move
±15.6%
50-day average
$247.97
200-day average
$222.19
Next earnings
Feb 4 after close
Shares outstanding
295.5M
52-week range
$75.70$351.28

Bloom Energy swing-trade checklist

Bloom Energy scores 5 supportive, 1 mixed and 0 headwinds across the 6 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

5 supportive1 mixed0 headwinds

  • Trendmixed

    Averages disagree

    Close $200.40 sits between the 50-day ($247.97) and 200-day ($222.19) averages, or the averages disagree.

    See the chart
  • GekkoIndexsupportive

    63.3, Accumulation

    Reading 63.3 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuesupportive

    23.8% below

    Price is 23.8% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneysupportive

    Leans bullish

    Last 90 days: Congress 1 buy / 0 sales. Last 30 days: 7 unusual options signals.

    See smart money
  • Earnings risksupportive

    Reports in 91 days

    Next report Feb 4, 2027, 91 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalitysupportive

    +31.2% on average

    From this point in the calendar, the next 20 trading days averaged +31.2% over 5 years, rising in 3 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Bloom Energy stock chart and price history

Bloom Energy closed at $200.40 on Nov 4, 2026, +40.8% over the past year, inside a 52-week range of $75.70 to $351.28.

Close50-day average200-day averageVolume
Bloom Energy share price, past year, with 50-day and 200-day moving averages and volume$100$300DecJan 2026FebMarAprMayJunJulAugSepOct200.40

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−32.2%
3 months
−12.5%
6 months
−29.8%
1 year
+40.8%
The full BE chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open BE in Gekko

Follow Bloom Energy through every session

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About Bloom Energy

Bloom Energy builds and installs solid-oxide fuel cell systems that generate electricity on site, serving customers in the United States and abroad. Its main product, the Bloom Energy Server, turns fuels such as natural gas, biogas, hydrogen, or mixtures of them into power through an electrochemical process, without burning the fuel. The company is best known for this fuel cell platform as an alternative way of producing electricity at the point of use.

Its systems are supplied to operators of facilities where power reliability matters, including data centers, hospitals, healthcare manufacturing and biotech sites, grocery and hardware retailers, banks, and telecommunications centers.

Bloom Energy was established in 2001 under the name Ion America Corp. and took its current name in September 2006. It is headquartered in San Jose, California, and its shares are listed on the NYSE under the ticker BE.

Listed
NYSE
Sector
Electronic technology
Industry
Electronic production equipment
Website
bloomenergy.com

Bloom Energy GekkoIndex: the smart money zone

Bloom Energy’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 63.3, in the Accumulation zone, up 0.9 points over five sessions.

010063.3Accumulation

Up 0.9 points over five sessions.

Reading for Nov 4, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying24+8.6%+12.2%+22.7%+43.5%
Accumulation (current zone)197+3.6%+8.2%+19.3%+39.3%
Neutral389+1.3%+3.0%+8.0%+37.3%
Distribution82+7.7%+15.8%+25.7%+56.1%
Selling5Too few readings yet

Average BE share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.0% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the BE price, zone by zone.Track BE in Gekko

Is Bloom Energy stock overvalued? Gekko Fair Value

Bloom Energy trades 23.8% below Gekko Fair Value of $262.94, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what Bloom Energy shares are worth, recalculated every trading day.

$262.94

Gekko Fair Value, Nov 4, 2026

23.8% Undervalued

At the end of Aug 2026 the price was 20.9% below the estimate.

Gekko Fair ValueShare price, month end
$263$214Aug 2026SepOctNov 2026

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open BE in Gekko

Bloom Energy insider and Congress trading

No open-market insider purchases were filed for Bloom Energy, and members of Congress disclosed 1 purchase and 0 sales, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for BE in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every BE insider filing, plotted on the chart in Gekko.Open BE in Gekko

Congress trades last 90 days

1trade disclosed: 1 purchase and 0 sales.

MemberTypeAmountDisclosed
Ro Khanna
House, CA, purchase
Purchase$1,001 - $15,000Oct 9
traded Sep 25

From congressional disclosures, which report amounts as ranges.

Unusual options activity last 30 days

7signals, 71% of the flagged premium in calls.

Latest: Bearish flow on Nov 4, $11.92M in unusual premium.

Hedge funds and billionaires quarter ended Jun 30

4of the funds Gekko tracks hold BE.

0added1opened3trimmed2sold out
Every signal with its contract, strike and premium, and which funds are on each side.Unlock in Gekko

Bloom Energy earnings: next date and track record

Bloom Energy reports on Feb 4, 2027, after the close (91 days away), and beat the EPS estimate in 8 of its last 8 reports.

8 of 8reports beat the EPS estimate
±12.1%average move across the report
3 of 8reports followed by a gain

Share-price move across each report

+2.6%Feb ’25−11.1%Apr ’25−2.4%Jul ’25+23.2%Oct ’25−2.9%Feb ’26+22.7%Apr ’26−13.0%Jul ’26−19.0%Oct ’26

Last earnings call, Oct 22, 2026 AI summary

What they said
Bloom Energy reported a record Q3 2026 quarter and was added to the S&P 500. The company positions itself as a critical on-site power provider for AI data centers and hyperscalers, with management claiming Bloom has become the standard solution for concentrated power needs. A proprietary survey indicates 25% of C&I facilities expect full on-site power by 2030, representing a massive addressable market expansion beyond hyperscalers.
Guidance
Management did not provide specific revenue or EPS targets in this excerpt. Full year 2026 outlook was referenced but not detailed. Growth trajectory appears tied to hyperscaler demand and C&I market adoption through 2030-2035.
ReportedEPSSurpriseRevenueSurpriseMove
Oct 22, 2026$0.94
est $0.69
+36.0%$1.24B
est $1.07B
+15.4%−19.0%
Jul 28, 2026$0.61
est $0.23
+165.2%$1.07B
est $826.1M
+29.0%−13.0%
Apr 28, 2026$0.44
est $0.12
+255.1%$751.1M
est $539.9M
+39.1%+22.7%
Feb 5, 2026$0.45
est $0.31
+46.7%$777.7M
est $648.5M
+19.9%−2.9%
Oct 28, 2025$0.15
est $0.10
+49.0%$519.0M
est $427.1M
+21.5%+23.2%
Jul 31, 2025$0.10
est $0.01
+725.8%$401.2M
est $376.0M
+6.7%−2.4%
Apr 30, 2025$0.03
est −$0.07
+142.9%$326.0M
est $384.6M
−15.2%−11.1%
Feb 27, 2025$0.43
est $0.32
+34.4%$572.4M
est $507.5M
+12.8%+2.6%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Bloom Energy stock forecast and analyst price targets

Analysts’ average 12-month price target for Bloom Energy is $284.88, +42.2% from the last close, from 20 firms rating the stock in the last 90 days.

$284.88consensus 12-month target, +42.2% from the last close
Low $182High $351
Buy11
Hold9
Sell0

Each firm’s latest rating in the last 90 days: 20 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Oct 28BarclaysHold, maintained$316+57.7%
Oct 26Wells FargoHold, maintained$182−9.2%
Oct 26Evercore ISIBuy, maintained$350+74.7%
Oct 23Roth MKMHold, maintained$230+14.8%
Oct 23SusquehannaBuy, maintained$298+48.7%
+19.3%average 20-day move after past Accumulation readings
+31.2%average move over the next 20 trading days in the last 5 years
±9.8%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Bloom Energy seasonality: the next 20 trading days

Over the next 20 trading days from Nov 4, Bloom Energy averaged +31.2% across the last 5 years, rising in 3 of them.

Next 20 trading days, by year

−18.0%2021+9.3%2022+47.8%2023+141.6%2024−20.6%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+9.6%3 of 5
Next 10 trading days+23.4%3 of 5
Next 15 trading days+26.6%3 of 5
Next 20 trading days+31.2%3 of 5
Next 30 trading days+19.1%3 of 5

For scale, BE’s typical 20-trading-day move in either direction is about 15.6%.

Bloom Energy market cap and key statistics

Bloom Energy’s market cap is $59.23B, with a P/E ratio of 118.9 and revenue of $3.83B over the last twelve months.

Valuation

Market cap
$59.23B
P/E ratio
118.9
Forward P/E
35.2
EPS, TTM
$1.65
Gekko Fair Value
$262.94

Trading

Volume
23.55M
Avg volume, 20 days
15.75M
52-week high
$351.28
52-week low
$75.70
Shares outstanding
295.5M

Financials

Revenue, TTM
$3.83B
Profit margin
13.5%
Return on equity
39.6%
Quarterly earnings growth, YoY
−98.8%

Risk and income

Beta
3.62
Typical daily move
±9.8%
Typical 20-day move
±15.6%

Bloom Energy stock news this week

6 headlines about Bloom Energy from the past week, newest first, each linking to the publisher.

Bloom Energy peers

Bloom Energy’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
VRTVertiv−5.3%Accumulation20.6% below
TERTeradyne−5.2%Buying25.6% below
FLEXFlex−10.3%Accumulation25.4% below
LFUSLittelfuse−5.6%Accumulation1.1% above
AEISAdvanced Energy Industries−10.0%Accumulation24.5% below
SANMSanmina−11.9%Accumulation26.8% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

More stocks in Electronic production equipment

Bloom Energy stock FAQ

What is Bloom Energy’s market cap?

Bloom Energy’s market cap is $59.23B at the Nov 4, 2026 close of $200.40, with 295.5M shares outstanding. The shares trade on a P/E ratio of 118.9.

What is the Bloom Energy stock forecast?

The consensus analyst 12-month price target for Bloom Energy is $284.88, +42.2% from the last close. Of the 20 firms that rated the stock in the last 90 days, 11 rate it a buy, 9 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is Bloom Energy stock overvalued or undervalued?

On Gekko’s estimate Bloom Energy is undervalued: the Nov 4, 2026 close of $200.40 is 23.8% below Gekko Fair Value of $262.94. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Bloom Energy report earnings next?

Bloom Energy is expected to report on Feb 4, 2027, after the market closes (91 days away). Analysts expect earnings of $1.07 per share on revenue of $1.42B. Bloom Energy beat the earnings estimate in 8 of its last 8 reports, moving 12.1% on average across the report.

What is Bloom Energy’s 52-week high and low?

Bloom Energy’s 52-week high is $351.28 and its 52-week low is $75.70; it closed at $200.40 on Nov 4, 2026, +40.8% over the past year.

Is Bloom Energy stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 5 of the 6 items with data read as supportive (gekkoindex, fair value, smart money, earnings risk and seasonality), 1 as mixed (trend). The checklist is a description of current data, not a recommendation.

Is there unusual options activity in Bloom Energy?

Gekko flagged 7 unusual options signals in Bloom Energy over the last 30 days, with $90.32M of flagged premium in calls and $36.29M in puts. The latest, bearish flow, was on Nov 4, 2026 with $11.92M in unusual premium. The signal-by-signal table is in Gekko.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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