Jefferies Maintains an Underperform rating on Bloom Energy Corporation (BE)

Bloom Energy Corporation (NYSE:BE) is among the Most Volatile Stocks.

On February 10, 2026, Jefferies lifted Bloom Energy Corporation (NYSE:BE)’s price objective to $102 from $92 while retaining an Underperform rating. Jefferies claimed a $6 billion backlog for near-term visibility. The firm noted a lack of transparency on potential capacity expansions.

On February 9, 2026, Mizuho boosted Bloom Energy Corporation (NYSE:BE)’s price target to $110 from $89 and kept a Neutral rating following the Q4 results. The firm cited gross margin accretion in 2026 as a result of cost cuts and higher capacity utilization backed by book-and-bill visibility.

On the same day, BofA elevated Bloom Energy Corporation (NYSE:BE)’s price objective to $71 from $39 while keeping an Underperform rating. The firm noted improved near-term visibility following a clean Q4 beat while cautioning stock prices against an effortless multi-year shipment ramp and margin stabilization.

On February 6, 2026, UBS upgraded Bloom Energy Corporation (NYSE:BE)’s price goal from $115 to $170 while maintaining a Buy rating, citing a solid quarterly beat and a forecast exceeding expectations.

Bloom Energy Corporation (NYSE:BE) manufactures and installs solid oxide fuel cell-based power production platforms. Bloom Energy Server turns conventional low-pressure natural gas or biogas into electricity using an electrochemical method that does not include combustion.

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