UBS raised target for Bloom Energy stock to USD 350

Published on 10/12/2026 at 11:35 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Bloom Energy reported USD 1.07 billion revenue in the second quarter. Bloom Energy stock costs EUR 247.00 on October 12, 2026 in trading.

Key points in brief

UBS raised its Bloom Energy target from USD 325.00 to USD 350.00 on October 7, 2026, while keeping a Buy rating.
Second-quarter revenue reached USD 1.07 billion, and operating income was USD 182.24 million.
Bloom Energy stock was trading at EUR 247.00 at Lang & Schwarz on October 12, 2026 at 11:31 a.m. CEST.

BE, US0937121079, Illustration mit AI erstellt.

Bloom Energy (ISIN US0937121079) was trading at EUR 247.00 at Lang & Schwarz on October 12, 2026 at 11:31 a.m. CEST. According to Markets Insider on October 7, 2026, UBS raised its Bloom Energy target from USD 325.00 to USD 350.00 and kept a Buy rating.

Three dated developments shape the story

Bloom Energy reported second-quarter revenue of USD 1.07 billion on July 28, 2026, up 165.50 percent from the prior-year quarter, according to MarketBeat. The same report listed quarterly earnings per share of USD 0.78 versus USD 0.39 consensus.

On September 29, 2026, Oracle reaffirmed a 2.4 gigawatt commitment linked to Project Jupiter, while Bloom Energy said its fuel cells could be redirected if the project timeline changed, as The Inference reported.

The latest dated event is the UBS action on October 7, 2026. Its USD 25.00 target increase, calculated against the previous USD 325.00 target, represents a 7.69 percent rise in the target itself.

What tests Bloom Energy margins?

The second-quarter gross margin was 33.00 percent, but the quality of that improvement matters. Yahoo Finance reported that the adjusted margin reached 34.30 percent, helped by a USD 37.40 million recovery of previously paid import tariffs. Excluding that item, the margin was 30.80 percent, versus 28.20 percent a year earlier.

That distinction gives the upcoming quarter a clear test: revenue growth must be accompanied by repeatable margin performance rather than a one-off benefit. Bloom Energy's second-quarter operating income was USD 182.24 million, while net income reached USD 198.86 million, according to the quarterly financial record.

Next dated company catalyst

The next dated event identified in the recent coverage is November 23, 2026, when a New Mexico air-permit ruling related to the Oracle project is expected, according to The Inference. For the stock, the combination of a higher UBS target and the margin test creates a split picture: demand expectations remain elevated, while execution must support the valuation case.

Bloom Energy stock stays highly valued

Bloom Energy is listed on the NYSE under ticker BE, and its market capitalization was USD 82.6 billion as of October 9, 2026. The same market snapshot showed a 52-week range of USD 75.70 to USD 351.28, placing the latest US market value below the yearly high.

At Lang & Schwarz, Bloom Energy stock was trading at EUR 247.00 on October 12, 2026 at 11:31 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Bloom Energy stock.