Brokerages Set Bloom Energy Corporation (NYSE:BE) PT at $254.14

Bloom Energy Corporation (NYSE:BE) has been assigned an average recommendation of “Moderate Buy” from the twenty-six research firms that are currently covering the company, Marketbeat.com reports. One equities research analyst has rated the stock with a sell recommendation, twelve have issued a hold recommendation, ten have given a buy recommendation and three have given a strong buy recommendation to the company. The average 12 month target price among brokers that have issued a report on the stock in the last year is $254.1364.

A number of research firms have weighed in on BE. Mizuho raised their price target on Bloom Energy from $242.00 to $351.00 and gave the company an “outperform” rating in a research note on Monday, September 14th. Zacks Research upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, July 28th. Truist Financial dropped 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. Sanford C. Bernstein reiterated a “market perform” rating and issued a $282.00 target price on shares of Bloom Energy in a research note on Thursday, August 27th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $335.00 price target on shares of Bloom Energy in a report on Wednesday, June 10th.

Bloom Energy Stock Performance

Shares of NYSE:BE opened at $273.52 on Thursday. The firm’s 50 day simple moving average is $226.43 and its 200 day simple moving average is $230.72. Bloom Energy has a fifty-two week low of $61.37 and a fifty-two week high of $351.28. The company has a market capitalization 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 company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41.

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 net margin of 7.87% and a return on equity of 35.45%. The business had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $826.13 million. During the same quarter in the prior year, the company earned $0.10 EPS. The firm’s quarterly revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, sell-side analysts forecast that Bloom Energy will post 2.06 earnings per share for the current year.

Bloom Energy News Roundup

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

• Positive Sentiment: AI data-center demand is the main catalyst. Bloom’s 800V DC-native solid-oxide fuel-cell architecture is designed to provide continuous power directly to next-generation AI facilities, potentially reducing conversion losses and grid-connection delays. Hyperscaler approvals, a substantial fuel-cell backlog, and a Brookfield financing arrangement are reinforcing the growth narrative. Bloom Energy Unveils a New Power Play for the AI Boom
• Positive Sentiment: Potential government business could broaden demand. An Indelible-Bloom coalition received conditional U.S. Army awards for long-term power-generation leases at Army installations, offering a possible source of recurring projects if the agreements are finalized. Investors were also positioning the stock ahead of potential S&P 500 inclusion. BE Stock Jumps Premarket Ahead of S&P 500 Inclusion
• Positive Sentiment: Momentum remains strong. Bloom has gained substantially over the past year, supported by a record second quarter and improving acceptance of its technology among major U.S. hyperscalers. That performance is encouraging, although it also raises expectations for continued execution. Why Did Bloom Energy Stock More Than Triple in a Year?
• Neutral Sentiment: Valuation and execution risks are elevated. The stock’s rapid appreciation leaves it priced for substantial future growth. Investors will be watching whether backlog conversion, fuel-cell deployment, financing, and supply availability—including questions involving scandium—support the current expectations.
• Negative Sentiment: Multiple law firms publicized a securities-fraud class-action deadline. Firms say investors who purchased BE securities from February 27, 2025, through July 8, 2026, have until September 28 to seek lead-plaintiff status. These notices do not establish wrongdoing, but they create headline, legal-cost, and reputational risks. Bloom Energy Investor Deadline
• Negative Sentiment: Insider selling may weigh on sentiment. Reports disclosed several insider stock sales totaling hundreds of thousands of dollars. Such transactions may be routine or compensation-related, but they can concern investors after a steep rally.

Insider Activity

In related news, insider Satish Chitoori sold 2,870 shares of the firm’s stock in a transaction on Wednesday, September 16th. The stock was sold at an average price of $270.06, for a total value of $775,072.20. Following the transaction, the insider owned 202,494 shares in the company, valued at approximately $54,685,529.64. This trade represents a 1.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 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 stock in a transaction dated Thursday, August 13th. The stock was sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the sale, the director owned 208,333 shares in the company, valued at $52,083,250. The trade was a 6.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 89,604 shares of company stock worth $21,948,262. Corporate insiders own 3.00% of the company’s stock.

Institutional Trading of Bloom Energy

Hedge funds have recently made changes to their positions in the company. Continuum Advisory LLC bought a new position in Bloom Energy during the 2nd quarter worth approximately $25,000. MJT & Associates Financial Advisory Group Inc. boosted its stake in shares of Bloom Energy by 49.3% in the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after purchasing an additional 37 shares during the last quarter. Markowski Investments bought a new stake in shares of Bloom Energy in the 2nd quarter valued at $37,000. Bogart Wealth LLC increased its position in shares of Bloom Energy by 725.0% during the second quarter. Bogart Wealth LLC now owns 132 shares of the company’s stock worth $40,000 after buying an additional 116 shares during the period. Finally, Carolina Wealth Advisors LLC increased its position in shares of Bloom Energy by 51.7% during the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock worth $41,000 after buying an additional 46 shares during the period. 77.04% of the stock is owned by institutional investors and hedge funds.

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.