Bloom Energy (NYSE:BE) Lowered to Hold Rating by Zacks Research

Posted by James Conley on Mar 11th, 2026

Bloom Energy (NYSE:BE – Get Free Report) was downgraded by Zacks Research from a “strong-buy” rating to a “hold” rating in a research note issued to investors on Monday,Zacks.com reports.

Several other analysts have also issued reports on BE. BMO Capital Markets upped their price target on shares of Bloom Energy to $149.00 and gave the stock a “market perform” rating in a research report on Friday, February 6th. UBS Group restated a “buy” rating and set a $170.00 price objective on shares of Bloom Energy in a research note on Friday, February 6th. JPMorgan Chase & Co. upped their target price on shares of Bloom Energy to $166.00 and gave the company an “overweight” rating in a report on Friday, February 6th. TD Cowen raised their target price on shares of Bloom Energy to $160.00 and gave the company a “hold” rating in a research note on Friday, February 6th. Finally, Robert W. Baird set a $172.00 price target on Bloom Energy in a report on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, Bloom Energy presently has a consensus rating of “Hold” and an average price target of $131.87.

Check Out Our Latest Report on BE

Bloom Energy Stock Up 1.6%

BE stock opened at $153.79 on Monday. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. The business has a 50 day moving average price of $143.84 and a two-hundred day moving average price of $111.07. The company has a market cap of $43.14 billion, a price-to-earnings ratio of -404.70, a P/E/G ratio of 6.18 and a beta of 3.11. Bloom Energy has a twelve month low of $15.15 and a twelve month high of $180.90.

Bloom Energy (NYSE:BE – Get Free Report) last announced its quarterly earnings data on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. The company had revenue of $777.68 million for the quarter, compared to analysts’ expectations of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The business’s revenue was up 35.9% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Analysts anticipate that Bloom Energy will post -0.23 EPS for the current fiscal year.

Insider Activity

In other Bloom Energy news, insider Satish Chitoori sold 1,521 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $139.37, for a total transaction of $211,981.77. Following the completion of the transaction, the insider owned 230,017 shares in the company, valued at approximately $32,057,469.29. This trade represents a 0.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Aman Joshi sold 10,000 shares of the company’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $175.60, for a total transaction of $1,756,000.00. Following the completion of the sale, the insider directly owned 210,465 shares in the company, valued at approximately $36,957,654. This represents a 4.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 268,788 shares of company stock valued at $45,575,889. 3.50% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Bloom Energy

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Corient Private Wealth LLC boosted its position in Bloom Energy by 57.4% during the fourth quarter. Corient Private Wealth LLC now owns 35,947 shares of the company’s stock valued at $3,123,000 after acquiring an additional 13,113 shares during the last quarter. Hsbc Holdings PLC raised its position in shares of Bloom Energy by 31.6% in the 4th quarter. Hsbc Holdings PLC now owns 342,223 shares of the company’s stock worth $29,697,000 after acquiring an additional 82,089 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new position in shares of Bloom Energy in the 4th quarter valued at about $3,665,000. Virtu Financial LLC acquired a new position in shares of Bloom Energy in the 4th quarter valued at about $360,000. Finally, Kovitz Investment Group Partners LLC bought a new stake in shares of Bloom Energy during the 4th quarter valued at about $1,913,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

Key Headlines Impacting Bloom Energy

Here are the key news stories impacting Bloom Energy this week:

Positive Sentiment: Bloom agreed a $5 billion partnership with Brookfield to deploy solid oxide fuel cell systems for AI data centers — a large addition to Bloom’s project pipeline and backlog that directly links the company to booming AI infrastructure demand. Bloom Energy Brookfield Deal Puts AI Power Growth And Valuation In Focus
Positive Sentiment: Bloom’s 2025 revenue hit $2.0B and management expects about $1B of additional revenue this year, supporting the recent rally and the company’s FY‑26 guidance. Bloom Energy: Buy, Sell, or Hold?
Positive Sentiment: Analyst/commentary pieces highlight strong demand from technology companies and AI infrastructure buildouts as ongoing revenue drivers for Bloom. Bloom Energy Stock: Buy, Sell, or Hold?
Positive Sentiment: Bloom joined an “elite” list with a 95‑plus composite rating, a technical/quant signal that can attract additional momentum investors and funds. Bloom Energy joins elite list of stocks with 95-plus composite rating
Positive Sentiment: AI-focused market commentary groups energy providers as key beneficiaries of the AI buildout, placing Bloom in a favorable thematic category for investors focused on AI infrastructure. AI Bottlenecks: 3 Stocks Poised to Gain from the AI Buildout
Neutral Sentiment: Broader sector moves (e.g., GE Vernova gains on AI data-center power demand) show the group tailwind but are not specific catalysts for Bloom beyond sector context. GEV Rises 14.8% in 3 Months: Should You Buy the Stock Now or Wait?
Negative Sentiment: Some coverage questions whether recent gains are overextended and discusses short-term volatility and the need to “recover” from weekly losses — a reminder that momentum can reverse and valuation/earnings consistency remain watch points. Can Bloom Energy Stock Recover From Massive Weekly Losses?

About Bloom Energy

(Get Free Report)

Bloom Energy is a clean energy technology company that designs, manufactures and deploys solid oxide fuel cell systems for on-site power generation. Its flagship product, the Bloom Energy Server, converts natural gas, biogas or hydrogen into electricity through an electrochemical reaction, offering customers a reliable, low-carbon alternative to grid power. The company also provides a suite of services that includes system installation, remote monitoring and preventative maintenance to ensure long-term performance and uptime.

Founded in 2001 by Dr.