UBS raises target for Bloom Energy stock to USD 350.00

Published on 10/09/2026 at 15:02 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue reached USD 1.065 billion, up 165.50 percent year over year. Bloom Energy stock costs EUR 247.50 on October 9, 2026 versus EUR 249.50.

Key points in brief

UBS raised its Bloom Energy price target from USD 325.00 to USD 350.00 on October 7, 2026 while keeping a Buy rating.
Second-quarter 2026 revenue reached USD 1.065 billion, up 165.50 percent year over year, with operating income of USD 182.20 million.
Bloom Energy stock was trading at EUR 247.50 at Lang & Schwarz on October 9, 2026, minus 0.80 percent versus the EUR 249.50 prior close.
Bloom Energy is listed on the NYSE and had a USD 80.4 billion market capitalization as of October 8, 2026.

BE, US0937121079, Illustration mit AI erstellt.

Bloom Energy (ISIN US0937121079) was trading at EUR 247.50 at Lang & Schwarz on October 9, 2026 at 2:59 p.m. CEST, down 0.80 percent versus the EUR 249.50 prior close. On October 7, 2026, UBS raised its Bloom Energy price target from USD 325.00 to USD 350.00 and kept a Buy rating, according to Markets Insider.

Three events set the valuation bar

The chronology is clear. On July 28, 2026, Bloom Energy reported second-quarter revenue of USD 1.065 billion, up 165.50 percent from a year earlier, while operating income reached USD 182.20 million versus a USD 3.50 million operating loss. Investing.com reported the figures from the filing. On September 25, 2026, the company reaffirmed its 2.4 gigawatt Oracle contract after a Project Jupiter delay report, according to the same Investing.com analysis. The latest event was UBS raising its target to USD 350.00 on October 7, 2026.

Revenue growth meets a demanding margin test

Bloom's second-quarter gross margin was 33.40 percent, up from 26.70 percent a year earlier. Gross profit totaled USD 355.60 million, and cash flow from operations reached USD 226.43 million for the quarter.

The improvement is substantial, but the valuation leaves little room for execution setbacks. Bloom Energy had a USD 80.4 billion market capitalization as of October 8, 2026, while its primary-exchange 52-week range was USD 75.70 to USD 351.28. The Lang & Schwarz euro quote cannot be compared directly with that dollar range, but the figures show why analyst disagreement matters.

What does the next report test?

The next reported event is the estimated October 27, 2026 earnings date listed by Yahoo Finance. That report will test whether quarterly revenue can remain above USD 1.00 billion while the company converts its strong demand into sustained profitability.

Bloom Energy stock stays below the prior close

At Lang & Schwarz, Bloom Energy stock was trading at EUR 247.50 on October 9, 2026 at 2:59 p.m. CEST, minus 0.80 percent versus the EUR 249.50 prior close. The primary listing is on the NYSE, where the finance quote timestamp was October 8, 2026 at 4:00 p.m. ET.

The further course of trading is shown by the continuously updated real-time quote of Bloom Energy stock.