Bloom Energy Corporation (NYSE:BE) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Bloom Energy Corporation (NYSE:BE) has earned a consensus recommendation of “Moderate Buy” from the twenty-six brokerages that are currently covering the company, MarketBeat reports. One equities research analyst has rated the stock with a sell rating, twelve have given a hold rating, ten have given a buy rating and three have issued a strong buy rating on the company. The average 1 year price objective among brokers that have covered the stock in the last year is $246.1818.

BE has been the subject of several recent analyst reports. Roth Capital boosted their price target on Bloom Energy from $225.00 to $285.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 1st. Wall Street Zen raised Bloom Energy from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Evercore reiterated an “outperform” rating and issued a $350.00 price objective on shares of Bloom Energy in a report on Wednesday, July 1st. Jefferies Financial Group set a $188.00 target price on Bloom Energy in a research report on Wednesday. Finally, Zacks Research raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 28th.

Insider Activity

In related news, Director Mary K. Bush sold 25,000 shares of the stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the transaction, the director owned 108,524 shares in the company, valued at $28,971,567.04. This represents a 18.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Aman Joshi sold 8,343 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $300.37, for a total transaction of $2,505,986.91. Following the completion of the sale, the insider owned 163,807 shares in the company, valued at $49,202,708.59. This represents a 4.85% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 118,617 shares of company stock valued at $34,238,909 over the last three months. Corporate insiders own 3.00% of the company’s stock.

Hedge Funds Weigh In On Bloom Energy

A number of institutional investors and hedge funds have recently made changes to their positions in BE. Fortem Financial Group LLC bought a new position in Bloom Energy in the 4th quarter worth $369,000. Strs Ohio grew its holdings in Bloom Energy by 24.8% during the fourth quarter. Strs Ohio now owns 41,200 shares of the company’s stock valued at $3,580,000 after purchasing an additional 8,200 shares during the period. Norges Bank bought a new stake in Bloom Energy during the fourth quarter valued at about $239,683,000. Cidel Asset Management Inc. purchased a new stake in Bloom Energy in the first quarter worth about $445,000. Finally, Zweig DiMenna Associates LLC purchased a new stake in Bloom Energy in the first quarter worth about $8,468,000. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Analyst support and AI demand: Mizuho upgraded Bloom Energy to “Outperform” and set a $242 price target, citing the potential for fuel cells to provide rapidly deployable power for data centers. Other coverage also highlights Bloom’s commercial scale and a reported multiyear backlog tied to artificial-intelligence power demand. Mizuho upgrades Bloom Energy
• Positive Sentiment: Strong quarterly results continue to support the bull case: Bloom reported quarterly revenue of $1.07 billion, up 165.5% year over year, and EPS of $0.78 versus the $0.39 consensus estimate. The company also issued fiscal 2026 EPS guidance of $2.55 to $2.85, reinforcing optimism about accelerating demand and operating leverage. Bloom Energy shares gap up after strong earnings
• Neutral Sentiment: Valuation and technical volatility are limiting conviction: Despite the earnings beat, Bloom trades at a very high earnings multiple and has fallen substantially from its 52-week high. The sharp swings indicate that traders are rapidly repricing both the company’s AI opportunity and execution risks.
• Negative Sentiment: Hunterbrook challenges fuel-cell performance claims: Hunterbrook Capital alleged that Bloom’s fuel cells may not deliver the efficiency, output, or lifespan previously claimed. The report directly attacks the company’s technology and could pressure investor confidence if its assertions gain wider attention. Hunterbrook report challenges fuel-cell performance
• Negative Sentiment: Multiple securities-fraud class-action announcements add legal overhang: Several law firms publicized a lawsuit covering investors who purchased Bloom securities from February 27, 2025, through July 8, 2026, alleging investor harm from purportedly misleading disclosures. The September 28, 2026 lead-plaintiff deadline is likely to keep the issue in focus, although the repeated notices largely concern the same case. Bloom Energy class action investor alert
• Negative Sentiment: Conflicting analyst views weigh on sentiment: Wells Fargo lowered its price target to $176 and maintained an “Equal Weight” rating, while BMO issued a pessimistic forecast. Those targets contrast sharply with Mizuho’s bullish outlook and highlight uncertainty over whether Bloom’s growth expectations justify its valuation. Bloom Energy analyst coverage

Bloom Energy Price Performance

Shares of BE opened at $206.06 on Wednesday. The company has a market capitalization of $58.61 billion, a P/E ratio of 274.75 and a beta of 3.73. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. The firm has a 50 day moving average of $261.00 and a 200 day moving average of $209.65. Bloom Energy has a twelve month low of $32.52 and a twelve month high of $351.28.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The company had revenue of $1.07 billion during the quarter, compared to analyst estimates of $826.13 million. During the same period in the previous year, the business earned $0.10 EPS. The firm’s revenue for the quarter was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, equities research analysts anticipate that Bloom Energy will post 1.55 earnings per share for the current fiscal year.

About Bloom Energy

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.