Bloom Energy Shares Face Critical Test Amidst Analyst Divide

Bloom Energy shares are experiencing intense volatility as investors brace for the company's upcoming quarterly results. The stock surged 8.7% to close at $110.29 amid elevated trading activity, reflecting heightened anticipation ahead of Monday's earnings release.

Market experts display remarkable divergence in their assessment of Bloom Energy's prospects. The gap between the most optimistic and pessimistic price targets reaches a staggering $111, highlighting the extreme uncertainty surrounding the company's valuation. Evercore ISI maintains the most bullish outlook with a $137 price objective, while Jefferies and B of A Securities project substantially lower targets of $31 and $26 respectively, warning of significant downside risk.

Should investors sell immediately? Or is it worth buying Bloom Energy?

Strategic Partnership Fuels Optimism

Recent developments have provided momentum for the bullish case. The company's collaboration with Brookfield to develop AI infrastructure has generated positive sentiment, positioning Bloom Energy to capitalize on the rapidly expanding data center market. This partnership has validated the company's technology within one of the most promising growth sectors, contributing to the recent share price appreciation.

Key Metrics Point to Pivotal Moment

• Recent performance: Shares advanced 8.7% to $110.29
• Trading activity: Volume reached 10.37 million shares, exceeding the average by 19%
• Price target range: $26 to $137 among analysts
• Earnings date: October 28, 2025

The unusually high trading volume indicates investors are positioning themselves for a potentially dramatic move following the earnings announcement. After Bloom Energy exceeded expectations in its July report, the stakes are particularly high for the upcoming results. The substantial price movement following Monday's report could validate either the bullish or bearish thesis, with the wide analyst dispersion suggesting the potential for significant market reaction in either direction.