Bloom Energy (NYSE:BE) Shares Up 1.5% – Here’s Why

Bloom Energy Corporation (NYSE:BE) shares were up 1.5% on Monday . The stock traded as high as $209.92 and last traded at $204.45. Approximately 14,763,376 shares traded hands during mid-day trading, an increase of 18% from the average session volume of 12,476,345 shares. The stock had previously closed at $201.45.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: AI and data-center power demand support the growth story. An analysis argues that Bloom’s factory-built, modular onsite-generation systems could help address electricity bottlenecks for data centers. Oracle’s multigigawatt commitment and Brookfield’s expanded $25 billion financing framework are cited as potential catalysts for project deployment. The article also highlights second-quarter revenue growth of approximately 166%, a 34.3% non-GAAP gross margin and positive operating cash flow. Bloom Energy: Factory-Built Power Is Becoming AI’s Fastest Route To Scale
• Positive Sentiment: Analyst targets imply substantial upside. Zacks reported that Wall Street’s average price target points to roughly 36.9% upside, while noting that upward revisions to earnings estimates are generally a more useful signal than the target itself. Bloom also carries a reported “Moderate Buy” consensus recommendation from brokerages. Wall Street Analysts See a 36.89% Upside in Bloom Energy
• Neutral Sentiment: Hydrogen and fuel-cell stocks are diverging. Bloom gained while Plug Power declined, suggesting investors are differentiating between companies based on business models, execution and exposure to near-term power demand rather than trading the broader hydrogen sector uniformly. Plug Power Falls 4%, Bloom Energy Moves Up as the Hydrogen Trade Divides
• Negative Sentiment: Multiple law firms publicized a securities class action against Bloom and certain executives. The complaints allege that Bloom misrepresented its lack of China supply-chain exposure, including the sourcing of scandium through intermediaries linked to China. Investors who purchased shares during the stated class period are being urged to seek lead-plaintiff status by September 28, 2026. The allegations could create litigation costs, reputational damage and uncertainty, although they have not been proven in court. Levi & Korsinsky Bloom Energy Investor Alert

Analyst Ratings Changes

BE has been the subject of several recent research reports. Roth Capital boosted their price objective on Bloom Energy from $225.00 to $285.00 and gave the company a “neutral” rating in a report on Wednesday, July 1st. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $335.00 price objective on shares of Bloom Energy in a report on Wednesday, June 10th. Wall Street Zen upgraded Bloom Energy from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. BMO Capital Markets decreased their target price on shares of Bloom Energy from $279.00 to $227.00 and set a “market perform” rating on the stock in a research report on Wednesday, July 29th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, July 21st. Three research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $248.05.

Bloom Energy Stock Up 1.5%

The firm has a market capitalization of $60.22 billion, a P/E ratio of 272.60, a P/E/G ratio of 2.76 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. The company has a 50 day simple moving average of $244.12 and a two-hundred day simple moving average of $217.28.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. The firm had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The company’s quarterly revenue was up 165.5% compared to the same quarter last year. During the same period in the prior year, the company earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, equities analysts predict that Bloom Energy Corporation will post 1.92 EPS for the current fiscal year.

Insider Buying and Selling at Bloom Energy

In related news, Director John T. Chambers sold 15,000 shares of the company’s stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the completion of the transaction, the director owned 208,333 shares in the company, valued at $52,083,250. This represents a 6.72% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Jeffrey R. Immelt sold 30,000 shares of the company’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $238.91, for a total transaction of $7,167,300.00. Following the completion of the sale, the director directly owned 201,243 shares of the company’s stock, valued at $48,078,965.13. This represents a 12.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 144,464 shares of company stock valued at $38,504,205. Insiders own 3.00% of the company’s stock.

Institutional Trading of Bloom Energy

Hedge funds and other institutional investors have recently bought and sold shares of the business. Blue Trust Inc. boosted its position in shares of Bloom Energy by 37.2% in the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after purchasing an additional 51 shares during the period. Continuum Advisory LLC purchased a new position in Bloom Energy during the second quarter worth $25,000. Anchor Investment Management LLC acquired a new stake in Bloom Energy during the first quarter worth approximately $27,000. Hantz Financial Services Inc. lifted its holdings in shares of Bloom Energy by 45.5% during the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after acquiring an additional 100 shares during the period. Finally, Godsey & Gibb Inc. increased its stake in Bloom Energy by 2,000.0% during the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock worth $28,000 after acquiring 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.