Bloom Energy Corporation (BE) - What Are Researchers Thinking About This Stock?

Key Points

• Analyst consensus is “Moderate Buy,” with 10 buy, 2 strong-buy, 13 hold and 1 sell rating; the average 12-month price target is $258.32.
• Bloom Energy reported strong quarterly results, including $1.07 billion in revenue, $0.78 in EPS versus a $0.39 estimate, and 165.5% year-over-year revenue growth. However, investors are questioning whether profitability is sustainable because a $37.4 million tariff refund boosted gross margin.
• Demand from AI data centers seeking on-site power is a major growth opportunity, though the stock’s high valuation, sharp volatility and recent insider selling add risk; the shares trade near $280, with a 52-week range of $75.70 to $351.28.

Bloom Energy Corporation (NYSE:BE - Get Free Report) has been assigned a consensus recommendation of "Moderate Buy" from the twenty-six ratings firms that are covering the stock, MarketBeat.com reports. One investment analyst has rated the stock with a sell recommendation, thirteen have assigned a hold recommendation, ten have given a buy recommendation and two have issued a strong buy recommendation on the company. The average 1 year price objective among brokers that have issued a report on the stock in the last year is $258.32.

A number of equities research analysts have recently issued reports on the stock. Mizuho lifted their price target on shares of Bloom Energy from $242.00 to $351.00 and gave the company an "outperform" rating in a research report on Monday, September 14th. Roth Capital upped their price target on Bloom Energy from $225.00 to $285.00 and gave the stock a "neutral" rating in a report on Wednesday, July 1st. JPMorgan Chase & Co. dropped their price objective on Bloom Energy from $346.00 to $314.00 and set an "overweight" rating for the company in a research note on Wednesday, July 29th. Jefferies Financial Group raised their price objective on Bloom Energy from $229.00 to $264.00 and gave the company a "hold" rating in a research note on Tuesday, September 29th. Finally, Sanford C. Bernstein reaffirmed a "market perform" rating and set a $282.00 price objective on shares of Bloom Energy in a report on Wednesday, October 7th.

Bloom Energy Stock Performance

NYSE:BE opened at $280.16 on Monday. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. Bloom Energy has a fifty-two week low of $75.70 and a fifty-two week high of $351.28. The stock has a market cap of $82.52 billion, a PE ratio of 373.55, a price-to-earnings-growth ratio of 3.61 and a beta of 3.77. The firm's fifty day simple moving average is $247.46 and its 200-day simple moving average is $243.18.

Bloom Energy (NYSE:BE - Get Free Report) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating the consensus estimate of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The firm had revenue of $1.07 billion during the quarter, compared to analysts' expectations of $826.13 million. During the same quarter last year, the business earned $0.10 earnings per share. The business's revenue for the quarter was up 165.5% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Analysts expect that Bloom Energy will post 2.04 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Bloom Energy news, insider Satish Chitoori sold 2,870 shares of the company's stock in a transaction on Wednesday, September 16th. The stock was sold at an average price of $270.06, for a total value of $775,072.20. Following the sale, the insider owned 202,494 shares of the company's stock, valued at approximately $54,685,529.64. This represents a 1.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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 Aman Joshi sold 8,437 shares of the firm's stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $277.17, for a total value of $2,338,483.29. Following the completion of the transaction, the insider owned 147,092 shares of the company's stock, valued at approximately $40,769,489.64. This represents a 5.42% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 89,698 shares of company stock valued at $21,780,758 in the last three months. 3.00% of the stock is owned by insiders.

Institutional Investors Weigh In On Bloom Energy

Institutional investors and hedge funds have recently made changes to their positions in the business. Integrated Financial Solutions Inc. grew its position in shares of Bloom Energy by 125.6% in the third quarter. Integrated Financial Solutions Inc. now owns 7,822 shares of the company's stock valued at $2,167,000 after purchasing an additional 4,355 shares during the period. Oak Grove Capital LLC lifted its position in Bloom Energy by 85.0% during the third quarter. Oak Grove Capital LLC now owns 7,400 shares of the company's stock worth $2,050,000 after buying an additional 3,400 shares during the period. Castle Rock Wealth Management LLC boosted its stake in Bloom Energy by 75.6% in the 3rd quarter. Castle Rock Wealth Management LLC now owns 2,290 shares of the company's stock worth $677,000 after buying an additional 986 shares during the last quarter. Wedmont Private Capital purchased a new stake in Bloom Energy in the 3rd quarter valued at about $772,000. Finally, Cadent Capital Advisors LLC grew its holdings in Bloom Energy by 18.7% in the 3rd quarter. Cadent Capital Advisors LLC now owns 8,691 shares of the company's stock valued at $2,407,000 after buying an additional 1,371 shares during the period. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy’s fuel-cell systems are benefiting from growing demand among AI data centers seeking on-site power generation. Management had discussed this opportunity before the stock’s major rally, which has reflected expectations for a broader power-infrastructure buildout. What Did Bloom Energy Stock Investors Miss Before The Run?
• Positive Sentiment: The company’s second-quarter results showed a sharp improvement, with approximately $196 million in profit versus a loss of about $43 million a year earlier. Bloom also reported strong revenue growth and earnings above consensus in the latest results. Can Bloom Energy Stay Profitable as It Doubles in Size?
• Positive Sentiment: UBS raised its price target for Bloom Energy to $350, signaling that at least one major analyst sees additional upside despite recent selling across fuel-cell and hydrogen stocks. Bloom Energy Tumbles 8% Even as UBS Lifts Its Price Target to $350
• Neutral Sentiment: Executives are scheduled to discuss opportunities created by the AI-infrastructure boom at TechCrunch Disrupt, keeping investor attention focused on potential data-center deployments and power demand. Bloom Energy Executives Discuss AI Infrastructure Opportunities
• Negative Sentiment: Bernstein reiterated a “Market Perform” rating with a $282 price target, indicating limited upside or potential downside from recent levels. The cautious stance follows a sharp prior decline and broader weakness in fuel-cell and hydrogen names. Bernstein Rating on Bloom Energy
• Negative Sentiment: Investors are questioning whether Bloom can remain profitable as it rapidly expands. A $37.4 million tariff refund boosted second-quarter gross margin, making the quality and repeatability of recent earnings a key concern. Can Bloom Energy Stay Profitable as It Doubles in Size?

About Bloom Energy

Bloom Energy Corporation NYSE: BE develops and manufactures energy-generation and hydrogen technologies. Its primary product is the Bloom Energy Server, a solid-oxide fuel cell system designed to produce electricity onsite from fuels such as natural gas, biogas and hydrogen. The company's distributed-generation systems are intended to provide reliable, low-emission power for commercial and industrial facilities, data centers, utilities and other large energy users.

Bloom Energy also produces electrolyzers that use electricity to separate water into hydrogen and oxygen.

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