Bloom Energy Corporation (NYSE:BE) Stock Now Rated “Moderate Buy” by Sell-Side Analysts

Bloom Energy Corporation (NYSE:BE) has been assigned an average recommendation of “Moderate Buy” from the twenty-six ratings firms that are covering the stock, MarketBeat reports. One research analyst has rated the stock with a sell recommendation, thirteen have issued a hold recommendation, ten have assigned a buy recommendation and two have assigned a strong buy recommendation to the company. The average twelve-month price target among brokers that have updated their coverage on the stock in the last year is $260.05.

Several equities analysts recently weighed in on BE shares. Truist Financial increased their price target on shares of Bloom Energy from $218.00 to $240.00 and gave the company a “hold” rating in a research report on Friday. Wall Street Zen raised shares of Bloom Energy from a “hold” rating to a “buy” rating in a research note on Sunday, September 6th. Oppenheimer reissued a “market perform” rating on shares of Bloom Energy in a research note on Wednesday, July 29th. BTIG Research reissued a “buy” rating and issued a $295.00 price target on shares of Bloom Energy in a report on Wednesday, July 29th. Finally, Jefferies Financial Group raised their price objective on shares of Bloom Energy from $229.00 to $264.00 and gave the company a “hold” rating in a research report on Tuesday, September 29th.

Bloom Energy Stock Performance

Shares of Bloom Energy stock opened at $221.61 on Monday. The business’s fifty day simple moving average is $249.30 and its 200 day simple moving average is $246.10. 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 has a 12 month low of $75.70 and a 12 month high of $351.28. The firm has a market capitalization of $65.27 billion, a P/E ratio of 295.48, a price-to-earnings-growth ratio of 3.04 and a beta of 3.77.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share (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 business’s revenue for the quarter was up 165.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, analysts anticipate that Bloom Energy will post 2.04 EPS for the current year.

Insider Transactions at Bloom Energy

In related news, insider Shawn Soderberg sold 2,895 shares of the company’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $233.60, for a total value of $676,272.00. Following the transaction, the insider directly owned 129,370 shares of the company’s stock, valued at approximately $30,220,832. This represents a 2.19% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director John T. Chambers sold 15,000 shares of the business’s stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $250.00, for a total value of $3,750,000.00. Following the sale, the director owned 208,333 shares of the company’s stock, valued at approximately $52,083,250. This represents a 6.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 89,698 shares of company stock valued at $21,780,758. 3.00% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Bloom Energy

Several large investors have recently made changes to their positions in the company. KRS Capital Management LLC bought a new position in Bloom Energy during the third quarter valued at $504,000. Parisi Gray Wealth Management raised its holdings in Bloom Energy by 9.4% in the third quarter. Parisi Gray Wealth Management now owns 11,492 shares of the company’s stock valued at $3,183,000 after acquiring an additional 991 shares in the last quarter. TD Waterhouse Canada Inc. increased its stake in Bloom Energy by 152.6% in the third quarter. TD Waterhouse Canada Inc. now owns 1,427 shares of the company’s stock valued at $396,000 after purchasing an additional 862 shares during the period. Perryman Financial Advisory Inc. AD grew its holdings in Bloom Energy by 62.6% during the third quarter. Perryman Financial Advisory Inc. AD now owns 4,553 shares of the company’s stock worth $1,261,000 after acquiring an additional 1,753 shares during the period. Finally, TB Alternative Assets Ltd. purchased a new position in Bloom Energy during the third quarter worth $3,828,000. 77.04% of the stock is owned by institutional investors.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Robert W. Baird raised its price target for Bloom Energy (BE) to $351 from $310 and maintained an “outperform” rating, signaling substantial potential upside if the company delivers on its AI-power growth opportunity. Benzinga report on Bloom Energy analyst activity
• Positive Sentiment: Truist lifted its price target to $240 from $218, although it retained a “hold” rating. Morgan Stanley also initiated or reiterated a “buy” view, providing additional institutional support. Morgan Stanley gives Bloom Energy a buy rating
• Positive Sentiment: Coverage continues to highlight Bloom’s solid-oxide fuel cells as a potential solution to electricity bottlenecks at AI data centers. The company’s Oracle-related AI-campus opportunity and projected 2026 revenue of $3.9 billion to $4.2 billion support the longer-term growth narrative. Bloom Energy Oracle AI campus coverage
• Neutral Sentiment: Bloom Energy’s $10,000 donations to firefighter and public-safety organizations in Texas and Florida enhance its community profile but are not expected to materially affect financial results or the stock. Bloom Energy supports Central Texas first responders
• Negative Sentiment: The recent AI-power rally is unwinding as investors question whether data-center construction and electricity demand can justify the sector’s valuations. Bloom has risen sharply this year, increasing profit-taking and pullback risk. Barron’s analysis of Bloom Energy’s decline
• Negative Sentiment: Bloom trades at a very demanding valuation, while coverage ahead of earnings says the company may lack the usual indicators associated with a likely earnings beat. Investors are focused on backlog, guidance and whether strong prior revenue growth can continue. Zacks earnings preview for Bloom Energy

About Bloom Energy

Bloom Energy Corporation (NYSE: BE) develops and manufactures energy-generation and hydrogen technologies. Its primary product is the Bloom Energy Server, a solid-oxide fuel cell system designed to produce electricity onsite from fuels such as natural gas, biogas and hydrogen. The company’s distributed-generation systems are intended to provide reliable, low-emission power for commercial and industrial facilities, data centers, utilities and other large energy users.

Bloom Energy also produces electrolyzers that use electricity to separate water into hydrogen and oxygen.