Bloom Energy Corporation (NYSE:BE) Given Average Rating of "Moderate Buy" by Brokerages

Key Points

• Analysts rate Bloom Energy “Moderate Buy.” Among 26 brokerages, 10 recommend buying and three strongly recommend buying, while 12 rate the stock a hold and one rates it a sell; the average 12-month price target is $248.05.
• Bloom reported strong quarterly results. Revenue rose 165.5% year over year to $1.07 billion, exceeding estimates, while EPS of $0.78 topped the $0.39 consensus forecast.
• Valuation and recent insider selling remain concerns. Shares opened at $200.78, with a P/E ratio of 267.71 and a wide 52-week range of $44.64 to $351.28; insiders sold shares primarily to cover tax obligations related to equity awards.

Shares of Bloom Energy Corporation (NYSE:BE - Get Free Report) have been assigned an average rating of "Moderate Buy" from the twenty-six ratings firms that are presently covering the firm, MarketBeat Ratings reports. One research analyst has rated the stock with a sell recommendation, twelve have issued a hold recommendation, ten have issued a buy recommendation and three have given a strong buy recommendation to the company. The average 12 month price objective among brokerages that have issued a report on the stock in the last year is $248.0455.

BE has been the topic of a number of recent research reports. Clear Str upgraded shares of Bloom Energy from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, July 29th. Roth Capital lifted their price target on shares of Bloom Energy from $225.00 to $285.00 and gave the stock a "neutral" rating in a research note on Wednesday, July 1st. JPMorgan Chase & Co. lowered their price target on shares of Bloom Energy from $346.00 to $314.00 and set an "overweight" rating for the company in a report on Wednesday, July 29th. BTIG Research reiterated a "buy" rating and set a $295.00 target price on shares of Bloom Energy in a research note on Wednesday, July 29th. Finally, Sanford C. Bernstein increased their target price on Bloom Energy from $276.00 to $282.00 and gave the company a "market perform" rating in a report on Wednesday, July 29th.

Bloom Energy Price Performance

Bloom Energy stock opened at $200.78 on Friday. The firm has a market cap of $59.14 billion, a PE ratio of 267.71, a price-to-earnings-growth ratio of 2.76 and a beta of 3.79. Bloom Energy has a 52-week low of $44.64 and a 52-week high of $351.28. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. The company's 50 day moving average is $244.12 and its two-hundred day moving average is $216.86.

Bloom Energy (NYSE:BE - Get Free Report) last released its earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping the consensus estimate of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The firm had revenue of $1.07 billion during the quarter, compared to analysts' expectations of $826.13 million. During the same period in the previous year, the firm posted $0.10 EPS. Bloom Energy's revenue for the quarter was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, research analysts expect that Bloom Energy will post 1.92 EPS for the current fiscal year.

Key Bloom Energy News

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

• Positive Sentiment: Strong AI data-center demand remains the bullish case. Analysts point to Bloom’s roughly $20 billion backlog, contracts or financing relationships involving Nebius, Oracle, Equinix and Brookfield, and the need for rapidly deployable power as data-center electricity constraints intensify. Bloom’s latest reported quarter also showed revenue growth of 165.5% year over year, with earnings and revenue exceeding consensus estimates. Bloom Energy growth and profitability article
• Positive Sentiment: Power Connect could improve execution. Bloom says its factory-integrated system can reduce onsite power installation time by more than 40%, potentially strengthening its competitive position in time-sensitive AI infrastructure projects. Bloom Energy Power Connect article
• Neutral Sentiment: Sector trading was mixed. FuelCell Energy and Plug Power advanced while Bloom declined, indicating that Friday’s move was not simply a broad reversal in hydrogen stocks and that company-specific concerns remained important. Hydrogen trade splits article
• Negative Sentiment: Valuation and momentum are pressuring the stock. Bloom has fallen from its year-to-date high near $350 after seven consecutive declining sessions. Commentators argue that much of the expected growth is already reflected in the valuation, leaving limited room for execution disappointments. Bloom Energy momentum article
• Negative Sentiment: Shareholder litigation is an additional overhang. Multiple law firms publicized a securities-fraud class action covering investors who bought BE securities between February 27, 2025 and July 8, 2026, with a September 28, 2026 lead-plaintiff deadline. The allegations reportedly involve disclosures about Bloom’s exposure to China’s supply chain; the claims have not been proven. Kaplan Fox Bloom Energy lawsuit notice
• Negative Sentiment: Insider selling may have added pressure by signaling that some company insiders were taking advantage of the stock’s earlier advance. Bloom Energy insider selling article

Insider Activity at Bloom Energy

In other news, insider Aman Joshi sold 4,677 shares of the firm's stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $241.75, for a total transaction of $1,130,664.75. Following the sale, the insider owned 159,130 shares of the company's stock, valued at approximately $38,469,677.50. This trade represents a 2.86% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,053 shares of the firm's stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $241.64, for a total value of $496,086.92. Following the sale, the insider directly owned 205,364 shares in the company, valued at $49,624,156.96. This trade represents a 0.99% decrease in their position. 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. Insiders sold 144,464 shares of company stock worth $38,504,205 over the last three months. Company insiders own 3.00% of the company's stock.

Hedge Funds Weigh In On Bloom Energy

Several hedge funds have recently added to or reduced their stakes in the stock. Saudi Central Bank boosted its holdings in shares of Bloom Energy by 127.9% in the 2nd quarter. Saudi Central Bank now owns 18,899 shares of the company's stock valued at $5,721,000 after buying an additional 10,606 shares in the last quarter. Compass Financial Management LLC purchased a new stake in Bloom Energy in the second quarter valued at $639,000. NBH Bank acquired a new position in Bloom Energy in the second quarter valued at $80,000. AlphaGrep UK Ltd purchased a new position in shares of Bloom Energy during the second quarter worth about $392,000. Finally, Shah Wealth Advisors LLC purchased a new position in shares of Bloom Energy during the second quarter worth about $4,841,000. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

About Bloom Energy

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.

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