Mizuho Raises Bloom Energy (BE) PT to $110 Citing Cost Reductions, Improved Utilization

Core Viewpoint - Bloom Energy Corporation (NYSE:BE) is gaining attention as a promising investment opportunity in the AI sector, with various analysts adjusting their price targets following the company's strong Q4 2025 earnings report [1][2][4]. Analyst Ratings and Price Targets - Mizuho analyst Maheep Mandloi raised the price target on Bloom Energy to $110 from $89 while maintaining a Neutral rating, citing impressive gross margin improvements for 2026 due to cost reductions and better capacity utilization [1]. - Bank of America analyst Dimple Gosai increased the price target to $71 from $39 but maintained an Underperform rating, noting improved near-term visibility after a clean Q4 beat, while cautioning that the stock is priced for a smooth multi-year ramp in shipments and margin normalization [2]. - UBS analyst Manav Gupta raised the price target significantly to $170 from $115 with a Buy rating, highlighting a strong earnings beat and guidance that exceeded expectations [4]. Company Overview - Bloom Energy Corporation specializes in designing, manufacturing, selling, and installing solid-oxide fuel cell systems for on-site power generation, both in the US and internationally [5].