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

Shares of Bloom Energy Corporation (NYSE:BE) have earned a consensus rating of “Hold” from the twenty-six ratings firms that are presently covering the company, MarketBeat reports. Three investment analysts have rated the stock with a sell recommendation, twelve have assigned a hold recommendation, ten have given a buy recommendation and one has issued a strong buy recommendation on the company. The average twelve-month target price among brokerages that have updated their coverage on the stock in the last year is $131.8696.

Several research analysts have weighed in on the stock. Morgan Stanley raised their price objective on shares of Bloom Energy to $184.00 and gave the stock an “overweight” rating in a report on Friday, February 6th. Royal Bank Of Canada set a $143.00 target price on shares of Bloom Energy in a research note on Tuesday, January 20th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, January 27th. JPMorgan Chase & Co. lifted their price target on Bloom Energy to $166.00 and gave the stock an “overweight” rating in a research note on Friday, February 6th. Finally, BTIG Research boosted their price objective on Bloom Energy to $165.00 and gave the company a “buy” rating in a report on Friday, February 6th.

Bloom Energy Stock Performance

Shares of BE opened at $150.05 on Thursday. The firm has a market cap of $42.10 billion, a price-to-earnings ratio of -394.88, a PEG ratio of 5.95 and a beta of 3.11. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. The business’s 50 day moving average is $152.69 and its two-hundred day moving average is $118.46. 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 quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. The business had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The business’s quarterly revenue was up 35.9% compared to the same quarter last year. During the same quarter last year, the company earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Analysts forecast that Bloom Energy will post -0.23 EPS for the current fiscal year.

Insider Buying and Selling

In related news, insider Maciej Kurzymski sold 7,800 shares of the firm’s stock in a transaction on Monday, March 16th. The stock was sold at an average price of $151.85, for a total transaction of $1,184,430.00. Following the transaction, the insider directly owned 84,294 shares in the company, valued at $12,800,043.90. This trade represents a 8.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Satish Chitoori sold 18,964 shares of Bloom Energy stock in a transaction on Monday, March 16th. The stock was sold at an average price of $154.45, for a total transaction of $2,928,989.80. Following the completion of the transaction, the insider directly owned 232,365 shares of the company’s stock, valued at approximately $35,888,774.25. This represents a 7.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 370,092 shares of company stock worth $61,365,925. 3.60% of the stock is currently owned by insiders.

Institutional Trading of Bloom Energy

Institutional investors and hedge funds have recently modified their holdings of the business. Bayforest Capital Ltd acquired a new position in shares of Bloom Energy in the 1st quarter valued at about $2,055,000. AQR Capital Management LLC acquired a new stake in Bloom Energy during the first quarter worth about $1,820,000. NewEdge Advisors LLC lifted its holdings in Bloom Energy by 674.7% in the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after acquiring an additional 1,626 shares during the last quarter. Goldman Sachs Group Inc. lifted its holdings in Bloom Energy by 50.3% in the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after acquiring an additional 836,810 shares during the last quarter. Finally, Focus Partners Wealth boosted its stake in Bloom Energy by 30.7% in the first quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock valued at $394,000 after acquiring an additional 4,716 shares during the period. 77.04% of the stock is owned by institutional investors and hedge funds.

Key Bloom Energy News

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

• Positive Sentiment: Seeking Alpha initiated coverage with a Buy, arguing Bloom’s solid position in the solid oxide fuel cell (SOFC) market driven by surging AI data-center power needs, short lead times vs. gas turbines, and long-term optionality in hydrogen and commercial adoption — a valuation thesis that supports further upside. Bloom Energy: More Upside In The Data Center Power Boom
• Positive Sentiment: Seeking Alpha piece on BYOP highlights Bloom’s modular fuel-cell tech, 800V DC output, and a 140% backlog surge in 2025 — evidence of accelerating commercial adoption and demand from data centers and other industries. This backlog growth is a direct revenue and margin visibility positive. BYOP (Bring Your Own Power) Is Getting Bigger
• Positive Sentiment: Several financial outlets note Bloom’s gainers status amid AI data-center demand, calling out the stock’s strong performance relative to peers and highlighting the company as a key beneficiary of the capital-intensive buildout of AI infrastructure. This positive press supports increased investor attention and flows. Software Stocks Are Souring Again. Why ‘HALO’ Companies Might Not Be a Better Bet.
• Neutral Sentiment: Macro headwinds (weaker growth signals and rising Treasury yields) are keeping broader market sentiment cautious; these factors can amplify BE’s volatility even as company fundamentals improve. Monitor rates and growth data for near-term price sensitivity. US Stock Market Today S&P 500 Futures Ease As Growth Signals Cool And Yields Rise
• Negative Sentiment: An insider sale was reported and cited as a catalyst for a pullback, prompting at least one article noting the stock traded down after the disclosure — insider sales can raise short-term concerns about timing or personal liquidity and contributed to intraday pressure. Bloom Energy (NYSE:BE) Trading Down 5.6% After Insider Selling
• Negative Sentiment: Recent short-term pullbacks were reported in prior sessions, reflecting volatility as the market digests mixed signals — strong fundamental catalysts vs. macro/rate risk and episodic profit‑taking. Bloom Energy (BE) Stock Dips While Market Gains: Key Facts

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.