Bloom Energy (NYSE:BE) Stock Price Up 3% – What’s Next?

Shares of Bloom Energy Corporation (NYSE:BE) were up 3% on Monday . The company traded as high as $282.00 and last traded at $273.52. Approximately 14,421,459 shares changed hands during mid-day trading, an increase of 12% from the average session volume of 12,920,271 shares. The stock had previously closed at $265.63.

Bloom Energy News Roundup

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

• Positive Sentiment: Bloom Energy’s proposed 800V DC-native solid-oxide fuel-cell architecture is attracting attention because it could provide continuous, efficient power directly to AI data centers, reducing conversion losses and easing grid-connection constraints. Bloom Energy Unveils a New Power Play for the AI Boom
• Positive Sentiment: Investor enthusiasm is also being driven by Bloom’s fuel-cell backlog, reported approvals from hyperscale customers, and a Brookfield financing arrangement intended to support AI-related power infrastructure. Analysts have raised targets as data-center electricity demand accelerates. Can Bloom Energy Pop the Top Off AI’s Massive Energy Bottleneck?
• Positive Sentiment: A coalition involving Bloom reportedly received conditional U.S. Army leases to design, finance, build, and operate commercial power generation on Army installations. The potential long-term contracts could broaden Bloom’s customer base beyond commercial data centers. U.S. Army Awards Power Leases to Indelible-Bloom Coalition
• Neutral Sentiment: Several law firms repeated notices about a securities class action covering investors who purchased Bloom Energy shares from February 27, 2025, through July 8, 2026. The September 28 lead-plaintiff deadline is procedural and does not establish wrongdoing, but continued publicity may increase headline risk. Bloom Energy Securities Fraud Lawsuit Deadline Alert
• Negative Sentiment: Reports of multiple insiders selling Bloom Energy stock, including transactions worth roughly $616,000 to $972,000, may weigh on sentiment by suggesting some insiders are taking profits after the substantial rally. These sales do not necessarily indicate a change in the company’s outlook. Bloom Energy Insider Selling Report

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on BE. Clear Str raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Wednesday, July 29th. Jefferies Financial Group boosted their price objective on Bloom Energy from $188.00 to $229.00 and gave the company a “hold” rating in a research report on Friday, August 14th. Royal Bank Of Canada restated an “outperform” rating and set a $335.00 target price on shares of Bloom Energy in a report on Wednesday, June 10th. Mizuho lifted their price target on shares of Bloom Energy from $242.00 to $351.00 and gave the company an “outperform” rating in a research note on Monday, September 14th. Finally, Zacks Research upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 28th. Three 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 presently has a consensus rating of “Moderate Buy” and a consensus price target of $254.14.

Bloom Energy Trading Up 3.0%

The stock has a market cap of $80.56 billion, a price-to-earnings ratio of 364.69, a P/E/G ratio of 3.40 and a beta of 3.80. The business has a 50-day simple moving average of $225.63 and a two-hundred day simple moving average of $229.87. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09.

Bloom Energy (NYSE:BE) last posted 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. 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 for the quarter, compared to the consensus estimate of $826.13 million. During the same period last year, the company earned $0.10 earnings per share. The firm’s revenue was up 165.5% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, research analysts forecast that Bloom Energy Corporation will post 2.06 EPS for the current year.

Insider Activity at Bloom Energy

In related news, insider Shawn Soderberg sold 2,895 shares of the company’s stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $233.60, for a total transaction of $676,272.00. Following the sale, the insider owned 129,370 shares in the company, valued at approximately $30,220,832. This represents a 2.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,870 shares of the stock in a transaction that occurred on Wednesday, September 16th. The shares were sold at an average price of $270.06, for a total value of $775,072.20. Following the transaction, the insider directly owned 202,494 shares of the company’s stock, valued at $54,685,529.64. This trade represents a 1.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders sold 89,604 shares of company stock worth $21,948,262. Corporate insiders own 3.00% of the company’s stock.

Hedge Funds Weigh In On Bloom Energy

Several hedge funds and other institutional investors have recently made changes to their positions in the company. IKE Capital LLC bought a new stake in Bloom Energy during the second quarter worth $2,952,000. Sequoia Financial Advisors LLC lifted its stake in Bloom Energy by 4.6% in the second quarter. Sequoia Financial Advisors LLC now owns 6,150 shares of the company’s stock valued at $1,862,000 after acquiring an additional 268 shares during the last quarter. MCF Advisors LLC grew its position in shares of Bloom Energy by 479.2% in the 2nd quarter. MCF Advisors LLC now owns 278 shares of the company’s stock valued at $84,000 after acquiring an additional 230 shares during the period. WINTON GROUP Ltd acquired a new position in shares of Bloom Energy during the 2nd quarter worth about $9,444,000. Finally, Capital Advantage Inc. acquired a new position in shares of Bloom Energy during the 2nd quarter worth about $283,000. 77.04% of the stock is owned by institutional investors.

About Bloom Energy

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.