Bloom Energy Corporation (NYSE:BE) Given Consensus Rating of “Hold” by Brokerages

Bloom Energy Corporation (NYSE:BE) has received an average recommendation of “Hold” from the twenty-six brokerages that are presently covering the stock, Marketbeat.com reports. Three investment analysts have rated the stock with a sell rating, eleven have issued a hold rating, ten have assigned a buy rating and two have issued a strong buy rating on the company. The average 12-month target price among brokers that have issued ratings on the stock in the last year is $131.8696.

BE has been the topic of a number of research reports. Evercore reissued an “outperform” rating and issued a $179.00 price objective on shares of Bloom Energy in a report on Friday, February 6th. Bank of America set a $39.00 price target on shares of Bloom Energy in a report on Tuesday, November 25th. Mizuho raised their price target on shares of Bloom Energy to $110.00 and gave the stock a “neutral” rating in a research report on Monday, February 9th. Daiwa Securities Group set a $98.00 price objective on shares of Bloom Energy in a report on Tuesday, December 2nd. Finally, Morgan Stanley increased their price objective on shares of Bloom Energy to $184.00 and gave the stock an “overweight” rating in a research note on Friday, February 6th.

Bloom Energy News Summary

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

• Positive Sentiment: Brookfield partnership: Bloom and Brookfield announced a program worth up to $5 billion to deploy Bloom’s fuel‑cell systems for AI data centers and factories — a material commercial validation that supports future revenue growth tied to high‑density AI power demand. Bloom-Brookfield Deal
• Positive Sentiment: Backlog and guidance: Management has reported a large backlog (product backlog and total backlog figures cited) and set aggressive FY‑2026 revenue and margin targets, supporting the growth narrative for enterprise and AI customers. Those operational metrics justify investor optimism over medium‑term earnings expansion. Backlog & Guidance
• Positive Sentiment: Momentum and performance: BE has outpaced peers YTD and is up substantially over the past year as investors rotate into clean‑power and AI infrastructure plays, attracting momentum flows. Zacks YTD Note
• Neutral Sentiment: High‑profile commentary: Jim Cramer reiterated the stock’s volatility but said he’d feel more comfortable recommending BE after a pullback — publicity that raises awareness but is not an immediate catalyst. Cramer Comment
• Neutral Sentiment: Citi initiation: Citi initiated coverage with a neutral rating and a $162 target, signaling that some sell‑side desks view the stock as fairly valued near current levels — which can cap near‑term upside after the run. Citi Initiation
• Neutral Sentiment: Peer comparison: Analysts note Bloom outperforms peers like FuelCell Energy on earnings growth and ROIC but trades at a steep premium — a mixed signal for investors weighing growth vs. price. BE vs FCEL
• Negative Sentiment: Insider selling: CEO Kr Sridhar sold 200,000 shares (~$34M) on Feb. 24, reducing his stake — a high‑profile sale that often triggers short‑term profit taking and can pressure the stock. SEC Filing
• Negative Sentiment: Valuation risk: Multiple analysis pieces warn the stock may be “priced for perfection” — expensive multiples and high execution expectations are prompting some investors to lock in gains after the rally. Valuation Note

Bloom Energy Stock Performance

BE opened at $155.49 on Friday. The firm’s 50-day moving average price is $134.81 and its 200-day moving average price is $105.24. The company has a market cap of $43.62 billion, a P/E ratio of -409.18, a price-to-earnings-growth ratio of 6.35 and a beta of 3.07. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. Bloom Energy has a 52-week low of $15.15 and a 52-week high of $180.90.

Bloom Energy (NYSE:BE) last released its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, topping the consensus estimate of $0.25 by $0.20. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The company had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. During the same quarter in the previous year, the firm earned $0.43 EPS. Bloom Energy’s revenue was up 35.9% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, equities analysts anticipate that Bloom Energy will post -0.23 EPS for the current fiscal year.

Insider Activity at Bloom Energy

In other Bloom Energy news, insider Aman Joshi sold 10,000 shares of Bloom Energy stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $175.60, for a total transaction of $1,756,000.00. Following the completion of the transaction, the insider owned 210,465 shares in the company, valued at approximately $36,957,654. This trade represents a 4.54% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Shawn Marie Soderberg sold 20,000 shares of the company’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $180.00, for a total value of $3,600,000.00. Following the completion of the sale, the insider owned 376,731 shares in the company, valued at $67,811,580. The trade was a 5.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 268,788 shares of company stock worth $45,575,889 in the last three months. Company insiders own 3.60% of the company’s stock.

Institutional Investors Weigh In On Bloom Energy

A number of hedge funds and other institutional investors have recently made changes to their positions in BE. Graticule Asia Macro Advisors LLC purchased a new position in Bloom Energy in the 3rd quarter valued at about $402,494,000. Brooklands Fund Management Ltd acquired a new position in shares of Bloom Energy during the fourth quarter valued at approximately $347,560,000. Trivest Advisors Ltd raised its holdings in shares of Bloom Energy by 1,461.6% during the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after acquiring an additional 3,201,000 shares during the last quarter. Norges Bank purchased a new position in shares of Bloom Energy in the fourth quarter valued at approximately $239,683,000. Finally, Amundi boosted its stake in shares of Bloom Energy by 390.7% in the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock worth $274,068,000 after acquiring an additional 2,511,426 shares during the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy Company Profile

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.