Morgan Stanley Raises Bloom Energy (BE) Price Target to $335
Key Points
- Morgan Stanley maintained its Overweight rating on Bloom Energy Corporation on October 23, 2026, while raising its target price to $335 from $310.
- Morgan Stanley's $335 price target implies 53.83% upside from Bloom Energy Corporation's ($BE) current $217.77 share price.
- Bloom Energy recently traded around $217.77, sitting below its 50-day moving average and well under the broader analyst consensus target of $286.70.
- Other Wall Street firms including Baird and Truist Securities have also updated their outlooks on the clean energy equipment maker.
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On October 23, 2026, Morgan Stanley maintained its Overweight rating on Bloom Energy Corporation (NYSE: BE) while raising its price target to $335 from $310. The update arrived in a research note issued by the firm on the same day, reflecting confidence in the fuel cell maker's market position.
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Bloom Energy Corporation
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Morgan Stanley's Call on Bloom Energy Corporation
In its October 23 note, Morgan Stanley kept an Overweight rating on the stock and bumped its target up by $25 from its prior $310 level. The move aligns with a broader group of updates from Wall Street institutions covering the company.
Other Institutional Activity in Bloom Energy Corporation
Other large institutional investors adjusted their holdings in Bloom Energy during the middle of the year. Ameriprise Financial, Inc. reduced its position by 4,753,946 shares, ending with 18,134,575 shares valued at about $3,949,166,475. Situational Awareness LP trimmed its stake by 212,725 shares to hold 6,272,808 shares worth roughly $1,366,029,424. Meanwhile, Value Aligned Research Advisors, LLC grew its holdings by 1,000,399 shares, finishing the period with 5,585,179 shares valued at approximately $1,216,284,454.
Bloom Energy Corporation Stock Down 8.7%
Bloom Energy shares closed at $217.77 on October 22, 2026, and recently traded right around that same level of $217.77. The stock sits below its 50-day moving average of $249.55 and roughly even with its 200-day moving average of $218.29. Over the past 52 weeks, the shares have traded as low as $75.70 and as high as $351.28.
$BE price target
Bloom Energy Corporation daily closes and this analyst's $335 target. Not advice.
Recent Earnings
For the trailing twelve months, Bloom Energy posted revenue of $3,113,149,952 with an EPS of $0.76. The company reported a net profit margin of 7.9% alongside a return on equity of 22.2%.
Analysts Set New Price Targets
Wall Street firms have actively adjusted their views on the stock through October. On October 15, 2026, Baird maintained its Outperform rating and raised its target from $310 to $351. On October 16, 2026, Truist Securities kept a Hold rating while lifting its target from $218 to $240. Alongside Morgan Stanley's update on October 23, Bernstein maintained a Market Perform rating and raised its target from $282 to $306. On the same day, BTIG kept a Buy rating while lowering its target from $295 to $250. Overall, the company holds a consensus buy recommendation across 26 analyst opinions with a mean price target of $286.70.
About Bloom Energy Corporation
Headquartered in San Jose, California, Bloom Energy Corporation builds solid oxide fuel cell systems designed to generate on-site electricity for industrial and commercial users. Its core technology converts fuels such as natural gas, hydrogen, or biogas into clean power through an electrochemical process rather than traditional combustion. The firm also produces electrolyzers to support hydrogen generation.
Bottom Line
Investors will want to track future institutional filings and upcoming earnings reports to see if the company meets analyst growth expectations. The stock currently trades below the consensus mean target of $286.70.
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Source: Morgan Stanley's rating change on $BE (Oct 23, 2026). Written by software, not financial advice. How we make alerts