Bloom Energy (NYSE:BE) Shares Up 4.9% - Still a Buy?

Key Points

• Shares jumped 4.9% to $218.08 on Monday (volume down ~24% vs. average), giving Bloom a market cap of about $61.2B while analysts' consensus target is $144.27 and the average rating is "Hold".
• Bloom beat the quarter—EPS $0.45 vs. $0.25 estimate and revenue $777.7M vs. $647.6M estimate—and set FY2026 guidance of 1.33–1.48 EPS.
• Insiders have sold heavily (455,092 shares worth roughly $78.6M over the past three months) and the company shows risk indicators including a high debt-to-equity ratio (3.54) and a negative net margin (−4.37%).

Bloom Energy Corporation (NYSE:BE - Get Free Report) shares shot up 4.9% during trading on Monday . The company traded as high as $220.70 and last traded at $218.0820. 8,710,275 shares changed hands during trading, a decline of 24% from the average session volume of 11,435,512 shares. The stock had previously closed at $207.86.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on BE. BMO Capital Markets boosted their price objective on shares of Bloom Energy to $149.00 and gave the company a "market perform" rating in a research report on Friday, February 6th. Zacks Research raised Bloom Energy from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, April 7th. Susquehanna reduced their price objective on Bloom Energy to $173.00 and set a "positive" rating for the company in a research report on Thursday, April 9th. Barclays started coverage on shares of Bloom Energy in a research report on Wednesday, January 28th. They set an "equal weight" rating and a $153.00 price objective on the stock. Finally, Wells Fargo & Company raised their price objective on shares of Bloom Energy to $130.00 and gave the company an "equal weight" rating in a research report on Friday, February 6th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Bloom Energy currently has an average rating of "Hold" and a consensus target price of $144.27.

Bloom Energy Stock Performance

The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95. The firm has a fifty day simple moving average of $155.63 and a 200 day simple moving average of $129.01. The company has a market cap of $61.18 billion, a price-to-earnings ratio of -573.90, a P/E/G ratio of 8.35 and a beta of 3.18.

Bloom Energy (NYSE:BE - Get Free Report) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, beating the consensus estimate of $0.25 by $0.20. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The company had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. During the same quarter last year, the company posted $0.43 earnings per share. The company's revenue for the quarter 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. On average, sell-side analysts expect that Bloom Energy Corporation will post 1 earnings per share for the current fiscal year.

Insider Activity

In other Bloom Energy news, insider Satish Chitoori sold 20,000 shares of the company's stock in a transaction dated Tuesday, April 14th. The shares were sold at an average price of $204.23, for a total transaction of $4,084,600.00. Following the completion of the sale, the insider directly owned 212,365 shares in the company, valued at $43,371,303.95. This represents a 8.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Shawn Marie Soderberg sold 25,000 shares of the company's stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $225.13, for a total transaction of $5,628,250.00. Following the sale, the insider owned 140,732 shares of the company's stock, valued at $31,682,995.16. This trade represents a 15.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 455,092 shares of company stock valued at $78,564,475 over the last three months. 3.50% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the business. Blue Trust Inc. increased its holdings in shares of Bloom Energy by 37.2% during the 1st quarter. Blue Trust Inc. now owns 188 shares of the company's stock worth $25,000 after purchasing an additional 51 shares during the period. WPG Advisers LLC increased its holdings in shares of Bloom Energy by 26.4% during the 4th quarter. WPG Advisers LLC now owns 321 shares of the company's stock worth $28,000 after purchasing an additional 67 shares during the period. Hantz Financial Services Inc. grew its holdings in shares of Bloom Energy by 45.5% during the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company's stock worth $28,000 after purchasing an additional 100 shares in the last quarter. Godsey & Gibb Inc. grew its holdings in shares of Bloom Energy by 2,000.0% during the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company's stock worth $28,000 after purchasing an additional 200 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd acquired a new stake in shares of Bloom Energy during the 4th quarter worth approximately $28,000. 77.04% of the stock is currently owned by institutional investors and hedge funds.

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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