Bloom Energy (NYSE:BE) Price Target Cut to $97.00 by Analysts at Jefferies Financial Group

Bloom Energy (NYSE:BE) had its price objective decreased by Jefferies Financial Group to $97.00 in a research note published on Friday,Benzinga reports. Jefferies Financial Group currently has an underperform rating on the stock.

Other analysts have also issued research reports about the company. TD Cowen increased their target price on Bloom Energy to $160.00 and gave the stock a “hold” rating in a research note on Friday, February 6th. JPMorgan Chase & Co. boosted their target price on shares of Bloom Energy to $166.00 and gave the company an “overweight” rating in a research note on Friday, February 6th. Wells Fargo & Company upped their price target on shares of Bloom Energy to $130.00 and gave the stock an “equal weight” rating in a report on Friday, February 6th. Daiwa Securities Group set a $98.00 price target on shares of Bloom Energy in a research note on Tuesday, December 2nd. Finally, Evercore reiterated an “outperform” rating and set a $179.00 price objective on shares of Bloom Energy in a report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, Bloom Energy has an average rating of “Hold” and a consensus target price of $131.65.

Bloom Energy Stock Up 0.0%

Shares of NYSE:BE opened at $133.54 on Friday. The firm has a market capitalization of $37.47 billion, a PE ratio of -351.43, a price-to-earnings-growth ratio of 5.45 and a beta of 3.11. The business has a 50 day simple moving average of $152.26 and a two-hundred day simple moving average of $119.12. Bloom Energy has a 1 year low of $15.15 and a 1 year high of $180.90. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, topping the consensus estimate of $0.25 by $0.20. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The firm had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. During the same period in the prior year, the business posted $0.43 earnings per share. The company’s revenue for the quarter was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, equities analysts predict that Bloom Energy will post -0.23 EPS for the current year.

Insider Transactions at Bloom Energy

In other Bloom Energy news, insider Satish Chitoori sold 18,964 shares of the firm’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $154.45, for a total transaction of $2,928,989.80. Following the transaction, the insider owned 232,365 shares of the company’s stock, valued at approximately $35,888,774.25. This trade represents a 7.55% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Gary S. Pinkus sold 1,250 shares of the business’s stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $165.80, for a total transaction of $207,250.00. Following the completion of the sale, the director owned 4,149 shares of the company’s stock, valued at approximately $687,904.20. This represents a 23.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 370,092 shares of company stock valued at $61,365,925 over the last three months. 3.60% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Bloom Energy

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Hantz Financial Services Inc. increased its position in shares of Bloom Energy by 45.5% during the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after purchasing an additional 100 shares in the last quarter. WPG Advisers LLC boosted its position in shares of Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after purchasing an additional 67 shares in the last quarter. Caitong International Asset Management Co. Ltd purchased a new position in Bloom Energy during the 4th quarter worth $28,000. Fifth Third Bancorp purchased a new position in Bloom Energy during the 3rd quarter worth $32,000. Finally, N.E.W. Advisory Services LLC acquired a new position in Bloom Energy during the 3rd quarter valued at about $32,000. 77.04% of the stock is currently owned by institutional investors.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Clear evidence of stronger demand from data centers: ClearBridge and other write-ups highlight Bloom’s Q4 surge driven by data‑center orders and backlog tied to AI power needs, a key revenue growth driver for Bloom. Bloom Energy (BE) Surged in Q4 Due to Demand from Data Centers
• Positive Sentiment: CERAWeek presentation reinforced the AI/data‑center growth narrative — management emphasized multibillion backlog and expanding service contracts as grid constraints and AI compute demand raise need for onsite power. This supports upside to revenue and recurring services. How Bloom Energy’s AI-Focused Power Pitch at CERAWeek 2026 Will Impact Investors
• Positive Sentiment: New CFO appointment (Simon Edwards) seen as a governance/operational positive—markets often view experienced finance chiefs as improving execution and credibility with investors. Bloom announced Edwards will join April 13. Bloom Energy Appoints Simon Edwards as Chief Financial Officer
• Positive Sentiment: Sell‑side / independent bullish research: A Seeking Alpha initiation argues for meaningful upside from the data‑center power boom and positions Bloom as a long‑term beneficiary of AI-driven demand. Bloom Energy: More Upside In The Data Center Power Boom
• Neutral Sentiment: Brokerage consensus sits around a “Hold” average—mixed analyst views suggest some caution despite operational momentum. Bloom Energy Given Average Rating of “Hold”
• Negative Sentiment: Jefferies cut its price target to $97 and assigned an “underperform” rating, signaling near‑term downside (their PT implies material downside from current levels) and adding selling pressure. Jefferies Lowers Price Target to $97
• Negative Sentiment: Analyst/market skepticism on valuation: coverage notes that strong growth and backlog clash with high valuation and past profitability volatility, which could cap multiple expansion until execution and margins prove durable. Bloom Energy’s Robust Performance Meets Analyst Skepticism Over Valuation

Bloom Energy Company Profile

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.