Roth/ MKM raises target to USD 260 for Bloom Energy stock
Published on 10/15/2026 at 09:45 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst valuation and reporting date
- Roth/MKM lifted its Bloom Energy target to USD 260 on October 13, 2026.
- Second-quarter revenue reached USD 1.07 billion, up 165.5 percent year over year.
- Bloom Energy stock trades at EUR 205.50 at 9:36 a.m. CEST at Lang & Schwarz on October 15, 2026.
- Bloom Energy is scheduled to report third-quarter results on October 22, 2026.
Bloom Energy (ISIN US0937121079) stock is at EUR 205.50 at Lang & Schwarz on October 15, 2026, at 9:36 a.m. CEST. Investing.com reported on October 13, 2026 that Roth/MKM raised its Bloom Energy target from USD 225 to USD 260 while keeping a Neutral rating.
Why the target changed
Roth/MKM cited broader market acceptance of Bloom Energy technology, deployment potential in grid-constrained markets and planned capacity expansion. The firm also pointed to large expected order flow, while valuation and limited transparency kept its rating at Neutral, according to Investing.com.
The operating backdrop is stronger than the rating alone suggests. Bloom Energy reported USD 1.07 billion of revenue for the second quarter of 2026, a 165.5 percent year-over-year increase, while GAAP operating income reached USD 182.2 million after a USD 3.5 million loss in the second quarter of 2025, according to the company earnings call transcript carried by Yahoo Finance.
Three dated stock events
On October 5, 2026, TD Cowen raised Bloom Energy to Hold, according to MarketBeat. On October 7, 2026, Bernstein reaffirmed Market Perform with a USD 282 target, the same report said. On October 13, 2026, Roth/MKM raised its target from USD 225 to USD 260 while retaining Neutral, as reported by Investing.com.
What comes next
Bloom Energy is scheduled to release its third-quarter 2026 results on October 22, 2026, after the market close, according to the company announcement cited by StockAnalysis. That date gives investors the next test of whether the second-quarter revenue acceleration is translating into sustained profitability.
Price and company profile
Bloom Energy develops solid-oxide fuel-cell systems and electrolyzers for on-site electricity and hydrogen production. Its second-quarter 2026 operating cash flow was USD 226.4 million, compared with a USD 213.1 million cash outflow in the year-earlier quarter, according to Yahoo Finance.
The company also lifted its full-year 2026 revenue outlook to USD 3.9 billion to USD 4.2 billion and its non-GAAP operating income outlook to USD 800 million to USD 900 million. For investors, the October 22 results will show whether that growth profile can support the valuation debate.
Bloom Energy was trading at EUR 205.50 at Lang & Schwarz on October 15, 2026, at 9:36 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Bloom Energy stock.
Bloom Energy stock facts
- Company: Bloom Energy Corporation
- ISIN: US0937121079
- Ticker: BE
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 15, 2026, 9:36 a.m. CEST): EUR 205.50
- Market capitalization: USD 70.5 billion (as of October 14, 2026)
- 52-week range: USD 75.70-351.28 (as of October 14, 2026)
- Sector / Industry: Industrials / Electrical Equipment and Parts
- Next earnings date: October 22, 2026
Market context: Market report S&P 500.
