Bloom Energy (NYSE:BE) Stock Price Up 2.9% - Should You Buy?

Key Points

• Earnings beat: Bloom topped expectations with Q results of $0.45 EPS (vs. $0.25 est.) and $777.7M revenue (vs. $647.6M est.), with revenue up 35.9% YoY and FY2026 guidance of $1.33–$1.48 EPS, while the stock still reflects a negative P/E and high volatility (beta 3.11).
• Analysts and thematic coverage are bullish on the company’s SOFC/AI data‑center opportunity — several firms raised targets (e.g., Morgan Stanley $184, BTIG $165, Evercore $179) and Bloom cites a ~140% backlog surge for 2025 — yet consensus remains a "Hold" with an average price target of $131.87.
• Key risks include notable insider selling (370,092 shares, ~$61.4M, last quarter) and recent technical weakness, which could pressure sentiment despite positive fundamentals and analyst upgrades.

Shares of Bloom Energy Corporation (NYSE:BE - Get Free Report) rose 2.9% during trading on Wednesday . The stock traded as high as $153.70 and last traded at $150.0540. Approximately 7,133,196 shares changed hands during mid-day trading, a decline of 39% from the average daily volume of 11,675,379 shares. The stock had previously closed at $145.88.

More Bloom Energy News

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

• Positive Sentiment: Initiation with a Buy thesis citing a large SOFC (solid‑oxide fuel cell) opportunity from AI data‑center power demand, supply gaps in gas turbines, Bloom’s efficiency and short lead times, and optionality in hydrogen — supports a multi‑year growth/valuation story. Bloom Energy: More Upside In The Data Center Power Boom
• Positive Sentiment: Company positioned for the “Bring Your Own Power” trend: modular fuel cells (800V DC), accelerating commercial adoption, and a reported backlog surge (≈140% in 2025) — signals expanding demand and shorter project cycles. BYOP (Bring Your Own Power) Is Getting Bigger: Bloom Energy Makes That Happen, Quickly
• Positive Sentiment: Press pieces tying AI’s rising power needs to winners in power infrastructure cite Bloom as a direct beneficiary of more capital‑intensive data‑center buildouts. This thematic coverage is supporting demand expectations for BE. Bloom Energy (BE) stock trades up, here is why
• Neutral Sentiment: Broader market headwinds — softer growth signals and rising Treasury yields — could cap valuation expansion even as sector fundamentals improve. US Stock Market Today S&P 500 Futures Ease As Growth Signals Cool And Yields Rise
• Negative Sentiment: Insider selling was reported and coincided with intraday weakness; such transactions can weigh on sentiment and were cited as a proximate cause for a pullback. Bloom Energy NYSE: BE Trading Down 5.6% After Insider Selling
• Negative Sentiment: Recent technical weakness and short‑term price drops have been noted in market coverage, highlighting volatility and a loss of support levels that could trigger further near‑term selling. Bloom Energy (BE) Stock Dips While Market Gains: Key Facts

Analysts Set New Price Targets

BE has been the subject of a number of research reports. BTIG Research lifted their target price on Bloom Energy to $165.00 and gave the company a "buy" rating in a research note on Friday, February 6th. Morgan Stanley increased their price target on Bloom Energy to $184.00 and gave the stock an "overweight" rating in a report on Friday, February 6th. Citigroup began coverage on shares of Bloom Energy in a research report on Tuesday, February 24th. They issued a "neutral" rating and a $162.00 price objective on the stock. Evercore reissued an "outperform" rating and issued a $179.00 price objective on shares of Bloom Energy in a research note on Friday, February 6th. Finally, 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 for the company. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and three 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 price target of $131.87.

Bloom Energy Trading Up 2.9%

The company has a market cap of $42.10 billion, a price-to-earnings ratio of -394.88, a P/E/G ratio of 5.77 and a beta of 3.11. The business has a fifty day simple moving average of $152.35 and a 200 day simple moving average of $118.24. 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 (NYSE:BE - Get Free Report) last announced its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.25 by $0.20. The company had revenue of $777.68 million during the quarter, compared to analysts' expectations of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. During the same quarter in the previous year, the business posted $0.43 earnings per share. The firm's quarterly 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. On average, equities analysts anticipate that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Insider Transactions at Bloom Energy

In related news, insider Aman Joshi sold 19,944 shares of the company's stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $154.85, for a total transaction of $3,088,328.40. Following the completion of the transaction, the insider owned 190,521 shares of the company's stock, valued at approximately $29,502,176.85. This represents a 9.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Gary S. Pinkus sold 1,250 shares of Bloom Energy stock in a transaction on Friday, February 27th. The shares were sold at an average price of $165.80, for a total transaction of $207,250.00. Following the completion of the transaction, the director owned 4,149 shares in the company, valued at approximately $687,904.20. This trade represents a 23.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 370,092 shares of company stock worth $61,365,925 in the last quarter. 3.50% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Bloom Energy

Several institutional investors have recently bought and sold shares of the business. WPG Advisers LLC raised its stake in shares of Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company's stock valued at $28,000 after acquiring an additional 67 shares during the period. Orion Capital Management LLC boosted its position in Bloom Energy by 0.7% during the 4th quarter. Orion Capital Management LLC now owns 12,083 shares of the company's stock worth $1,050,000 after purchasing an additional 83 shares during the period. Ritholtz Wealth Management increased its holdings in Bloom Energy by 1.5% in the 4th quarter. Ritholtz Wealth Management now owns 5,765 shares of the company's stock valued at $501,000 after purchasing an additional 87 shares in the last quarter. CoreCap Advisors LLC increased its holdings in Bloom Energy by 7.3% in the 4th quarter. CoreCap Advisors LLC now owns 1,295 shares of the company's stock valued at $113,000 after purchasing an additional 88 shares in the last quarter. Finally, Reliant Investment Management LLC raised its position in Bloom Energy by 3.6% in the fourth quarter. Reliant Investment Management LLC now owns 2,556 shares of the company's stock valued at $222,000 after purchasing an additional 90 shares during the period. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

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.

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