Update shared on04 Oct 2025
Fair value Increased 32%Analysts have raised their price target for Bloom Energy from $43.78 to $57.63. This change is attributed to an improved revenue growth outlook, although it is moderated by expectations of a higher discount rate and lower profit margins.
What's in the News
- Bloom Energy reaffirmed its earnings guidance for the full year 2025, projecting revenue between $1.65 billion and $1.85 billion. (Key Developments)
- Bloom Energy announced the deployment of its fuel cell technology at select Oracle Cloud Infrastructure data centers in the United States. The company aims to deliver highly reliable and efficient onsite power for an entire data center within 90 days. (Key Developments)
- Bloom Energy's clean energy systems support Oracle's use of sustainable energy sources. Their solutions are known to eliminate virtually all pollution and water use at the data centers. (Key Developments)
- Bloom Energy continues to power critical digital infrastructure globally. Deployments in partnership with Equinix, American Electric Power, and Quanta Computing total over 400 MW for data centers worldwide. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target increased from $43.78 to $57.63, reflecting a more optimistic outlook for Bloom Energy's market value.
- Discount Rate edged up slightly from 8.93% to 9.05%, signaling higher expectations for risk and return.
- Revenue Growth forecast rose from 24.3% to 28.2%, demonstrating strengthened expectations for the company’s top-line expansion.
- Net Profit Margin forecast declined from 16.39% to 14.83%, suggesting anticipated pressure on overall profitability.
- Future P/E ratio estimate jumped from 27.67x to 36.83x, indicating a higher valuation relative to forward earnings.
Disclaimer
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