Bloom Energy (NYSE:BE) Trading 8.9% Higher - Here's Why

Key Points

• Bloom Energy shares jumped 8.9% to about $159.86 on heavy trading, fueled by a Zacks upgrade to "Strong‑Buy," momentum flows, AI/data‑center demand narratives and Newsweek trust recognition.
• Bloom beat quarterly estimates with $0.45 EPS (vs. $0.25 est.) and $777.7M revenue (vs. $647.6M est.), reporting 35.9% revenue growth and setting FY2026 guidance of 1.33–1.48 EPS.
• Analysts are mixed—MarketBeat shows a consensus "Hold" with an average target of $137.91 amid widely divergent price targets, while the stock faces valuation scrutiny and sizable insider selling (~380K shares, $62.7M over three months).

Bloom Energy Corporation (NYSE:BE - Get Free Report)'s share price traded up 8.9% on Thursday . The stock traded as high as $163.29 and last traded at $159.8610. 10,263,938 shares were traded during trading, a decline of 9% from the average session volume of 11,336,849 shares. The stock had previously closed at $146.78.

Bloom Energy News Roundup

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

• Positive Sentiment: Zacks upgraded BE from "Hold" to "Strong‑Buy," which likely attracted buying interest from retail and quant screens. New Strong Buy Stocks for April 8th
• Positive Sentiment: Benzinga highlights momentum trading in Industrials and broad market breadth as a backdrop for Bloom’s sharp move — momentum flows can accelerate rallies. Bloom Energy Stock Is Skyrocketing: What's Going On?
• Positive Sentiment: Multiple Fool pieces and other outlets emphasize Bloom as a play on soaring energy demand from AI/data‑center buildouts — a structural story that supports a higher valuation multiple. 1 Brilliant Energy Stock to Buy Now and Hold for the Long Term
• Positive Sentiment: Bloom was named to Newsweek’s 2026 list of America’s Most Trustworthy Companies — positive for investor perception and may help in procurement/contract conversations. Bloom Energy Trust Recognition And What It May Mean For Investors
• Neutral Sentiment: Susquehanna trimmed its price target to $173 but kept a "Positive" rating — that signals continued analyst confidence but a more cautious near‑term upside view. Susquehanna price target note
• Neutral Sentiment: Yahoo and other outlets are re‑examining Bloom’s valuation after strong gains; useful analysis for longer‑term investors but not an immediate sell signal. A Look At Bloom Energy (BE) Valuation After Strong Recent Share Price Gains
• Negative Sentiment: Yahoo’s "Is It Too Late…" piece flags the 7x one‑year run and asks whether the rally already reflects all fundamentals — such narratives can prompt profit‑taking or a cooling of momentum. Is It Too Late To Consider Bloom Energy (BE) After A 7x One Year Surge?

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the stock. Jefferies Financial Group cut their price target on shares of Bloom Energy to $97.00 and set an "underperform" rating on the stock in a report on Friday, March 27th. Weiss Ratings restated a "hold (c)" rating on shares of Bloom Energy in a report on Tuesday, January 27th. Mizuho boosted their price target on shares of Bloom Energy to $110.00 and gave the stock a "neutral" rating in a report on Monday, February 9th. Barclays assumed coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They set an "equal weight" rating and a $153.00 price target on the stock. Finally, JPMorgan Chase & Co. boosted their price target on shares of Bloom Energy to $166.00 and gave the stock an "overweight" rating in a report on Friday, February 6th. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Hold" and an average target price of $137.91.

Bloom Energy Trading Up 8.9%

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 stock has a market capitalization of $44.85 billion, a PE ratio of -420.69, a PEG ratio of 5.54 and a beta of 3.18. The stock's 50 day simple moving average is $149.79 and its two-hundred day simple moving average is $123.00.

Bloom Energy (NYSE:BE - Get Free Report) last released its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, beating analysts' consensus estimates of $0.25 by $0.20. The firm had revenue of $777.68 million for 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%. The company's quarterly revenue was up 35.9% on a year-over-year basis. During the same period in the previous year, the company earned $0.43 earnings per share. 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 -0.23 EPS for the current year.

Insider Activity at Bloom Energy

In other Bloom Energy news, insider Satish Chitoori sold 18,964 shares of the business's stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $154.45, for a total value of $2,928,989.80. Following the transaction, the insider directly owned 232,365 shares in the company, valued at $35,888,774.25. The trade was a 7.55% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Shawn Marie Soderberg sold 29,807 shares of the business's stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $153.78, for a total transaction of $4,583,720.46. Following the completion of the transaction, the insider owned 224,216 shares in the company, valued at approximately $34,479,936.48. The trade was a 11.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 380,092 shares of company stock valued at $62,724,725 in the last three months. Insiders own 3.60% of the company's stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. WPG Advisers LLC lifted its stake in shares of Bloom Energy by 26.4% during the 4th quarter. WPG Advisers LLC now owns 321 shares of the company's stock valued at $28,000 after buying an additional 67 shares in the last quarter. Hantz Financial Services Inc. lifted its stake 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 valued at $28,000 after buying an additional 100 shares in the last quarter. Caitong International Asset Management Co. Ltd purchased a new stake in shares of Bloom Energy during the 4th quarter valued at approximately $28,000. N.E.W. Advisory Services LLC purchased a new stake in shares of Bloom Energy during the 3rd quarter valued at approximately $32,000. Finally, Fifth Third Bancorp purchased a new stake in shares of Bloom Energy during the 3rd quarter valued at approximately $32,000. 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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