Roth Capital lifts Bloom Energy target to USD 260 for Bloom Energy stock

Published on 10/16/2026 at 09:10 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Roth Capital set a USD 260 target on October 13. Bloom Energy stock costs EUR 211.00 on October 16, 2026. Third-quarter results are due October 22.

Analyst target and reporting date

Roth Capital set a USD 260 target for Bloom Energy on October 13, 2026.
Second-quarter 2026 revenue reached USD 1.065 billion, up 166 percent year over year.
Bloom Energy stock trades at EUR 211.00 at 9:06 a.m. CEST at Lang & Schwarz on October 16, 2026.

BE, US0937121079, Illustration mit AI erstellt.

Bloom Energy (ISIN US0937121079) was trading at EUR 211.00 at Lang & Schwarz on October 16, 2026, at 9:06 a.m. CEST. The latest catalyst was Roth Capital's target increase to USD 260 from USD 225 on October 13, 2026, while the firm kept its Neutral rating, according to Markets Insider.

Oracle role supports the catalyst

Oracle reaffirmed on October 13, 2026, that Bloom Energy would remain the primary electricity provider for Project Jupiter, its AI data center campus in New Mexico. The site is expected to receive up to 2.45 gigawatts of installed fuel-cell capacity, while a proposed energy service agreement would support construction, commissioning and emergency power, as Yahoo Finance reported.

What does the target mean for valuation?

Bloom's second-quarter 2026 revenue was USD 1.065 billion, an increase of 166 percent from the same quarter a year earlier. Operating income reached USD 182.2 million on a GAAP basis, while operating cash flow was USD 226.4 million, according to the company's second-quarter earnings call transcript published by Yahoo Finance.

Management raised full-year 2026 revenue guidance to USD 3.9 billion to USD 4.2 billion and non-GAAP operating income guidance to USD 800 million to USD 900 million. The transcript also states that the second-quarter operating margin was 22.5 percent and that the updated revenue midpoint represented 100 percent growth over 2025 revenue.

Three events shaped the story

On June 2026, Brookfield expanded its Bloom financing commitment from USD 5 billion to USD 25 billion. On July 28, 2026, Bloom reported second-quarter revenue of USD 1.065 billion and raised its full-year revenue outlook to USD 3.9 billion to USD 4.2 billion. On October 13, 2026, Roth Capital raised its target from USD 225 to USD 260 and Oracle reaffirmed Bloom's Project Jupiter role.

Next reporting date is October 22

Bloom Energy is scheduled to report third-quarter 2026 results after the market closes on October 22, 2026, according to Simply Wall St. That release will show whether the company converted its raised outlook and data-center demand into another period of revenue growth.

Stock price and market frame

Bloom Energy closed at USD 236.30 on the NYSE on October 15, 2026. Its market capitalization was USD 70.5 billion on October 16, 2026, and its 52-week range was USD 75.70 to USD 351.28. The stock's valuation leaves the October 22 report as the next quantified test of the growth expectations embedded in the analyst target.

Bloom Energy was trading at EUR 211.00 at Lang & Schwarz on October 16, 2026, at 9:06 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Bloom Energy stock.