Bloom Energy (NYSE:BE) Trading 1.1% Higher – Should You Buy?

Bloom Energy Corporation (NYSE:BE) was up 1.1% during mid-day trading on Monday . The stock traded as high as $244.44 and last traded at $232.40. 10,584,916 shares changed hands during mid-day trading, a decline of 15% from the average daily volume of 12,494,044 shares. The stock had previously closed at $229.94.

Bloom Energy News Summary

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

• Positive Sentiment: Bloom Energy’s “time-to-power” advantage is attracting demand from AI data centers, where onsite electricity generation can help customers address grid-connection delays. Analysts cited in recent coverage expect the company’s revenue to more than double over the next two years. Bloom Energy Stock Has Surged 150% in 2026. Is It Still a Buy?
• Positive Sentiment: Nebius’ reported support for Bloom Energy provides another potential validation of Bloom’s role in the AI infrastructure buildout and reinforces the growth narrative surrounding the stock. Nebius Just Gave Bloom Energy a Big Boost
• Neutral Sentiment: Voya Investment Management highlighted Bloom Energy in its second-quarter investor letter as gains were influenced by balancing factor exposure. The item offers institutional visibility but does not represent a new contract, earnings revision or direct change to Bloom’s fundamentals. Balancing Factor Exposure Drives Bloom Energy Corp’s Gains
• Neutral Sentiment: Recent analysis presents a mixed valuation picture: discounted-cash-flow estimates suggest potential upside, while market-based multiples indicate that the shares look expensive after a substantial multiyear rally. Bloom’s elevated price-to-earnings ratio increases sensitivity to any growth disappointment. Is Bloom Energy Still Undervalued After Its AI-Driven Run?
• Negative Sentiment: Multiple law firms publicized a securities class action alleging investor harm involving purchases made from February 27, 2025, through July 8, 2026. The notices set a September 28, 2026 deadline for investors to seek lead-plaintiff status. Although the allegations remain unresolved, the repeated announcements create legal and reputational overhang for BE. Bloom Energy Securities Fraud Lawsuit Deadline Alert
• Negative Sentiment: Director John Chambers reportedly sold 15,000 Bloom Energy shares. Insider selling is not necessarily evidence of deteriorating fundamentals, but it can weigh on investor confidence following the stock’s strong run. John Chambers Sells 15,000 Shares of Bloom Energy

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. Jefferies Financial Group upped their price target on Bloom Energy from $188.00 to $229.00 and gave the stock a “hold” rating in a report on Friday. Roth Capital boosted their price objective on Bloom Energy from $225.00 to $285.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 1st. Morgan Stanley reissued an “overweight” rating and set a $310.00 price objective on shares of Bloom Energy in a research report on Wednesday, April 29th. Royal Bank Of Canada restated an “outperform” rating and set a $335.00 target price on shares of Bloom Energy in a research note on Wednesday, June 10th. Finally, Truist Financial reduced their target price on shares of Bloom Energy from $250.00 to $218.00 and set a “hold” rating on the stock in a report on Wednesday, July 29th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $248.05.

Bloom Energy Price Performance

The stock has a fifty day simple moving average of $248.28 and a 200-day simple moving average of $215.39. The company has a market capitalization of $68.45 billion, a PE ratio of 309.87, a P/E/G ratio of 3.14 and a beta of 3.79. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The business had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. During the same quarter in the prior year, the business posted $0.10 EPS. The business’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. Equities analysts anticipate that Bloom Energy Corporation will post 1.93 earnings per share for the current year.

Insider Transactions at Bloom Energy

In other Bloom Energy news, CAO Maciej Kurzymski sold 2,259 shares of the stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $288.62, for a total value of $651,992.58. Following the transaction, the chief accounting officer directly owned 79,686 shares in the company, valued at $22,998,973.32. This represents a 2.76% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shawn Marie Soderberg sold 2,842 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $288.63, for a total transaction of $820,286.46. Following the sale, the insider directly owned 132,265 shares in the company, valued at approximately $38,175,646.95. The trade was a 2.10% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 104,839 shares of company stock valued at $29,033,881 over the last three months. 3.00% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Bloom Energy

Several hedge funds and other institutional investors have recently bought and sold shares of BE. Blue Trust Inc. grew its holdings in shares of Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after purchasing an additional 51 shares during the last quarter. Anchor Investment Management LLC purchased a new stake in shares of Bloom Energy in the 1st quarter valued at about $27,000. 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 valued at $28,000 after purchasing an additional 67 shares during the period. Hantz Financial Services Inc. boosted its position in shares of Bloom Energy by 45.5% in the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after purchasing an additional 100 shares during the period. Finally, Godsey & Gibb Inc. grew its stake in Bloom Energy by 2,000.0% during the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock worth $28,000 after buying an additional 200 shares during the last quarter. 77.04% of the stock is currently owned by institutional investors and hedge funds.

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.