Bloom Energy (NYSE:BE) Stock Price Up 4% After Analyst Upgrade

Key Points

• Shares jumped about 4% to roughly $229.66 after Robert W. Baird upgraded Bloom to Outperform and raised its price target to $242, with UBS and other brokers also lifting targets; mid-day volume (~7.0M) was ~39% below average.
• Bloom topped quarterly estimates (EPS $0.45 vs. $0.25 expected; revenue $777.7M vs. $647.6M) and set FY2026 guidance of $1.33–$1.48 EPS, though the analyst consensus average target remains a more conservative $154.86.
• Insiders sold a substantial 455,092 shares (~$78.6M) in the last quarter, leaving insider ownership at about 3.50%, a notable selling signal amid positive analyst commentary.

Bloom Energy Corporation (NYSE:BE - Get Free Report)'s share price rose 4% during mid-day trading on Wednesday after Robert W. Baird raised their price target on the stock to $242.00. Robert W. Baird currently has an outperform rating on the stock. Bloom Energy traded as high as $235.35 and last traded at $229.6560. Approximately 6,986,995 shares changed hands during mid-day trading, a decline of 39% from the average daily volume of 11,388,536 shares. The stock had previously closed at $220.91.

Other equities research analysts have also issued research reports about the stock. China Renaissance started coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They issued a "buy" rating and a $207.00 price target on the stock. TD Cowen lifted their target price on shares of Bloom Energy to $160.00 and gave the company a "hold" rating in a research note on Friday, February 6th. Wall Street Zen lowered shares of Bloom Energy from a "buy" rating to a "hold" rating in a research note on Saturday, February 28th. Royal Bank Of Canada set a $143.00 target price on shares of Bloom Energy in a research note on Tuesday, January 20th. Finally, Truist Financial set a $68.00 target price on shares of Bloom Energy in a research note on Friday, January 9th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, Bloom Energy has a consensus rating of "Moderate Buy" and an average target price of $154.86.

Insider Activity at Bloom Energy

In related news, insider Satish Chitoori sold 20,000 shares of the business'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 sale, the insider owned 212,365 shares of the company's stock, valued at $43,371,303.95. The trade was a 8.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Aman Joshi sold 10,000 shares of the business's stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $135.88, for a total transaction of $1,358,800.00. Following the sale, the insider directly owned 180,521 shares in the company, valued at $24,529,193.48. The trade was a 5.25% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 455,092 shares of company stock worth $78,564,475. 3.50% of the stock is currently owned by company insiders.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: UBS boosted its price target to $251 and reiterated a Buy, citing the “800 VDC data center” opportunity — this is a clear analyst signal that AI/data-center demand could re-rate the stock. UBS Hikes Bloom Energy's Price Target From $170 to $251 on the 800 VDC Data Center Revolution
• Positive Sentiment: Robert W. Baird raised its target to $242 and moved to Outperform — another upward estimate that supports near-term upside expectations. Benzinga
• Positive Sentiment: Zacks and other analyst pieces are highlighting Bloom’s stronger growth forecasts, improving returns and leadership vs. peers like Plug Power — reinforcing the narrative of Bloom as a cleaner, more liquid AI-power play. The Zacks Analyst Blog Bloom Energy and Plug Power
• Positive Sentiment: Coverage calling Bloom an “AI power” holding and listing it among stocks positioned to benefit from the AI data-center buildout has drawn institutional interest, supporting momentum. Bloom Energy Corporation (BE): AI Power Holding Attracting Elite Investors
• Neutral Sentiment: Jim Cramer publicly called Bloom “the real deal” but warned about the stock’s parabolic move — a high-profile endorsement that also reminds investors of short-term volatility risk. Jim Cramer Calls Bloom Energy “The Real Deal” But Addresses The “Parabolic Move”
• Neutral Sentiment: Citigroup raised its price target to $229 but kept a Neutral rating — this is a mixed signal that implies limited near-term upside from that shop. Benzinga
• Neutral Sentiment: General explainer pieces (MSN/Yahoo) are parsing the reasons for the stock’s jump — useful for investor context but not new fundamental catalysts. What's behind the jump in Bloom Energy stock?
• Negative Sentiment: Some coverage flags valuation scrutiny and ongoing net losses despite revenue growth — a reminder that strong momentum increases the risk of multiple contraction if execution or margins disappoint. Bloom Energy (BE) Valuation In Focus After Powerful Share Price Momentum And Ongoing Losses

Institutional Investors Weigh In On Bloom Energy

Several hedge funds have recently bought and sold shares of BE. Blue Trust Inc. boosted its stake in Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company's stock worth $25,000 after acquiring an additional 51 shares in the last quarter. WPG Advisers LLC boosted its stake in Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company's stock worth $28,000 after acquiring an additional 67 shares in the last quarter. Hantz Financial Services Inc. boosted its stake in Bloom Energy by 45.5% during the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company's stock worth $28,000 after acquiring an additional 100 shares in the last quarter. Godsey & Gibb Inc. boosted its stake in Bloom Energy by 2,000.0% during the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company's stock worth $28,000 after acquiring an additional 200 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd bought a new stake in Bloom Energy during the fourth quarter worth about $28,000. Institutional investors own 77.04% of the company's stock.

Bloom Energy Price 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's 50 day moving average is $158.34 and its 200 day moving average is $130.84. The firm has a market cap of $64.43 billion, a P/E ratio of -604.36, a price-to-earnings-growth ratio of 8.77 and a beta of 3.18.

Bloom Energy (NYSE:BE - Get Free Report) last posted its quarterly earnings data on Thursday, February 5th. The company reported $0.45 EPS 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 business had revenue of $777.68 million for the quarter, compared to analyst estimates of $647.59 million. During the same quarter in the previous year, the firm posted $0.43 earnings per share. Bloom Energy's quarterly revenue was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, analysts anticipate that Bloom Energy Corporation will post 1 earnings per share for the current year.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.