Feb. 23, 2026 at 4:03 PM ET4 min read

Bloom Energy’s Soaring Stock: Price Targets Raised Amid Record Earnings

Tim BohenAvatar
Written by Tim Bohen
Reviewed by Ben Sturgill Fact-checked by Ellis Hobbs

Bloom Energy Corporation’s stocks have been trading up by 8.63 percent, spurred by significant advancements in clean energy solutions.

Key Takeaways

  • Record-breaking $2.02B revenues for 2025 headline Bloom’s robust financial results, underlining explosive growth in AI and commercial demand.
  • Analysts at UBS and Morgan Stanley have both hiked Bloom Energy’s price targets significantly, reflecting optimistic expectations and stellar earnings performance.
  • Bloom Energy forecasts remarkable revenue growth through 2026, with increased market share in data centers and manufacturing sectors.
  • Fueled by Q4 earnings beats, Bloom Energy’s share price witnesses a substantial uptick, amplified by favorable analyst outlooks and renewed investor confidence.
  • Bloom Energy is drawing attention with strategic advancements and an impressive expansion in backlog, highlighting its competitive positioning in the burgeoning clean energy landscape.

Candlestick Chart

Live Update At 16:01:46 EST: On Monday, February 23, 2026 Bloom Energy Corporation stock [NYSE: BE] is trending up by 8.63%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.

Recent Financial Overview

As the curtain dropped on 2025, Bloom Energy stole the spotlight with an unprecedented revenue achievement of $2.02 billion for the full year. What’s driving this meteoric rise? A surge in demand from AI data centers and industrial clients, coupled with an outstanding backlog growth of 2.5 times year-over-year. For the first time in two consecutive years, the company also posted positive cash flow from operations, a testament to Bloom Energy’s upward trajectory.

More Breaking News

Digging deeper, Bloom’s quest to supply 800V dc-ready product shipments exemplifies its future-forward attitude. Analysts took note—indeed, Morgan Stanley elevated its price target to $184 in light of the company’s record-breaking Q4 earnings. The price shift was underpinned by Bloomberg’s $777.7M revenue in a single quarter, towering over analysts’ $645.32M expectations.

Eyes on the Market: Investor Confidence on the Rise

What’s sparking excitement among investors? Simply put, Bloom Energy stands at the forefront of the clean energy domain, setting futuristic expectations that have analysts buzzing. UBS raised its price target from $115 to $170, maintaining a Buy rating as Bloom Energy’s outlook painted an optimistic picture.

Meanwhile, Morgan Stanley and JPMorgan mirrored their enthusiasm with revised projections and overweight ratings, driven by a noteworthy surge in adjusted earnings per share and revenue. The optimism stemmed from key drivers like burgeoning AI hyperscaler demand and manufacturing facility commitments to Bloom’s digital power shift.

Conclusion

In the grand scheme, Bloom Energy’s narrative is one of resilience and forward-thinking innovation. The numbers do not merely tell a success story—they indicate a thriving path ahead. By outperforming expectations and securing analyst confidence, Bloom has cemented its stance as a formidable player on the clean energy stage. For traders and market watchers who understand the intricacies of the market, it aligns with the philosophy As Tim Bohen, lead trainer with StocksToTrade says, “For me, trading is more about managing risk than finding the next big mover.” For Bloom, this isn’t just another peak; it’s a declaration of its bright and dynamic future in a rapidly evolving industry. While the markets react and acclimate, the takeaway remains clear: Bloom Energy is here to leave an indelible mark.

This is stock news, not investment advice. StocksToTrade News delivers real-time stock market updates tailored to highlight the key catalysts driving short-term price movements. Our coverage is designed for active traders and investors who thrive in fast-moving markets, with a focus on volatile sectors like penny stocks, AI stocks, Robinhood stocks and other momentum plays. From earnings reports and FDA approvals to mergers, new contracts, and unusual trading volume, we break down the events that can spark significant price action.

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