Bloom Energy (NYSE:BE) Trading 4.1% Higher – Time to Buy?

Bloom Energy Corporation (NYSE:BE)’s share price was up 4.1% during mid-day trading on Thursday . The company traded as high as $288.00 and last traded at $280.9930. 14,142,963 shares were traded during trading, an increase of 12% from the average daily volume of 12,571,951 shares. The stock had previously closed at $270.02.

More Bloom Energy News

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

• Positive Sentiment: AI data-center power opportunity: Bloom highlighted an 800V DC-native fuel-cell architecture that it says can eliminate transformers, reduce power-conversion losses, shorten deployment timelines and lower costs. For a 1-gigawatt AI data center, Bloom estimates $3.6 billion in lower non-compute capital expenditures and $5.5 billion in five-year total-cost-of-ownership savings. The announcement reinforced the investment case that power constraints could drive demand for Bloom’s on-site generation technology. Bloom Energy 800V DC-Native Power article
• Positive Sentiment: S&P 500 inclusion: Bloom is scheduled to enter the S&P 500 before trading opens September 21. The change is expected to create buying demand from index funds and improve the company’s visibility with institutional investors. Bloom Energy S&P 500 inclusion article
• Positive Sentiment: Favorable policy and project signals: A U.S. House measure shifting data-center power costs toward operators was viewed as supportive for on-site power providers. Separately, Bloom’s deployment in Aligned Data Centers’ 2-gigawatt Project Phoenix was cited by RBC as further evidence of its data-center growth opportunity. Fuel-cell stocks and House policy article
• Neutral Sentiment: Analyst sentiment remains constructive but valuation is demanding: Bloom carries a “Moderate Buy” consensus rating, while its sharp multi-year rally and elevated valuation leave the stock sensitive to execution, growth expectations and interest-rate changes.
• Negative Sentiment: Several law firms publicized a securities class action: The lawsuit covers investors who acquired Bloom securities from February 27, 2025, through July 8, 2026. Allegations center on whether Bloom adequately disclosed supply-chain exposure involving Chinese-sourced scandium; the allegations have not been proven. The lead-plaintiff deadline is September 28, 2026, creating headline and potential financial risk for the company. Bloom Energy class action notice

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on BE shares. Jefferies Financial Group lifted their price target on Bloom Energy from $188.00 to $229.00 and gave the company a “hold” rating in a report on Friday, August 14th. TD Cowen restated a “hold” rating and issued a $235.00 target price on shares of Bloom Energy in a research report on Monday, July 20th. Wall Street Zen upgraded Bloom Energy from a “hold” rating to a “buy” rating in a research report on Sunday, September 6th. BMO Capital Markets decreased their price target on Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a research note on Wednesday, July 29th. Finally, Robert W. Baird reissued an “outperform” rating and set a $310.00 price target on shares of Bloom Energy in a report on Thursday, July 9th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $254.14.

Bloom Energy Stock Up 4.1%

The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. The stock has a 50 day moving average price of $224.72 and a 200 day moving average price of $228.28. The company has a market cap of $82.76 billion, a P/E ratio of 374.66, a P/E/G ratio of 3.32 and a beta of 3.80.

Bloom Energy (NYSE:BE) last released its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. The firm had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.Bloom Energy’s revenue was up 165.5% compared to the same quarter last year. During the same period in the previous year, the company earned $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Research analysts expect that Bloom Energy Corporation will post 2.06 earnings per share for the current fiscal year.

Insider Activity at Bloom Energy

In other Bloom Energy news, Director Jeffrey R. Immelt sold 30,000 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $238.91, for a total value 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. The trade was a 12.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Aman Joshi sold 4,677 shares of the firm’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $241.75, for a total transaction of $1,130,664.75. Following the transaction, the insider owned 159,130 shares in the company, valued at $38,469,677.50. This represents a 2.86% 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. In the last three months, insiders have sold 77,968 shares of company stock worth $18,810,011. 3.00% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Bloom Energy

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Geode Capital Management LLC raised its position in shares of Bloom Energy by 5.4% in the fourth quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock valued at $461,272,000 after purchasing an additional 269,662 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in Bloom Energy by 78.3% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock valued at $401,849,000 after buying an additional 583,135 shares during the last quarter. Jennison Associates LLC raised its holdings in Bloom Energy by 20,074.4% in the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock worth $364,066,000 after acquiring an additional 2,673,710 shares during the period. Brooklands Fund Management Ltd acquired a new position in Bloom Energy during the 4th quarter worth $347,560,000. Finally, Bank of America Corp DE lifted its position in Bloom Energy by 6.1% during the 1st quarter. Bank of America Corp DE now owns 2,211,880 shares of the company’s stock worth $299,688,000 after acquiring an additional 126,649 shares during the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy Company Profile

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.