Bloom Energy Corporation (NYSE:BE) Receives Consensus Rating of "Moderate Buy" from Brokerages

Key Points

• Analysts hold a “Moderate Buy” consensus on Bloom Energy, with 10 buy, three strong-buy, 12 hold and one sell ratings. The average 12-month price target is $254.14.
• Bloom reported strong quarterly results, earning $0.78 per share versus the $0.39 consensus estimate and generating $1.07 billion in revenue, up 165.5% year over year. However, the stock’s $79.7 billion valuation and price-to-earnings ratio above 360 indicate elevated expectations.
• AI data-center demand and S&P 500 inclusion are potential catalysts, while securities litigation over alleged disclosures involving Chinese-sourced materials remains a key risk. Bloom’s 800V fuel-cell technology and Project Phoenix deployments further support its data-center growth narrative.

Shares of Bloom Energy Corporation (NYSE:BE - Get Free Report) have earned a consensus rating of "Moderate Buy" from the twenty-six ratings firms that are covering the stock, Marketbeat reports. One analyst has rated the stock with a sell rating, twelve have issued a hold rating, ten have assigned a buy rating and three have assigned a strong buy rating to the company. The average 12-month price target among analysts that have updated their coverage on the stock in the last year is $254.1364.

A number of research analysts have recently commented on the company. Evercore reissued an "outperform" rating on shares of Bloom Energy in a report on Friday, August 7th. TD Cowen reissued a "hold" rating and set a $235.00 target price on shares of Bloom Energy in a research note on Monday, July 20th. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $335.00 price target on shares of Bloom Energy in a research note on Wednesday, June 10th. Citigroup reiterated a "hold" rating on shares of Bloom Energy in a report on Thursday, July 16th. Finally, UBS Group reiterated a "buy" rating and set a $325.00 price objective on shares of Bloom Energy in a research note on Monday, September 7th.

Bloom Energy Stock Performance

BE stock opened at $270.61 on Thursday. Bloom Energy has a 1 year low of $61.37 and a 1 year high of $351.28. The stock has a market capitalization of $79.70 billion, a price-to-earnings ratio of 360.81, a PEG ratio of 3.32 and a beta of 3.80. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. The stock's fifty day moving average is $224.72 and its two-hundred day moving average is $228.28.

Bloom Energy (NYSE:BE - Get Free Report) last announced its quarterly earnings results 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 company had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. During the same quarter last year, the business earned $0.10 earnings per share. Bloom Energy's revenue 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. On average, research analysts predict that Bloom Energy will post 2.06 EPS for the current year.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: S&P 500 inclusion should create incremental demand. S&P Dow Jones Indices confirmed that Bloom Energy will join the S&P 500 before the market opens on September 21. Index-tracking funds may need to purchase BE shares, potentially supporting trading activity and liquidity. Bloom Energy Gains 4% as S&P 500 Entry Nears
• Positive Sentiment: 800V fuel-cell technology strengthens the AI data-center narrative. Bloom’s new report says its 800V DC-native architecture could reduce non-compute capital expenditures for a 1-gigawatt AI data center by $3.6 billion, or 27%, and lower five-year total ownership costs by $5.5 billion, or 9%. The technology may also reduce power-conversion equipment and eliminate the need for some transformers, improving Bloom’s competitive positioning. Bloom Energy’s 800V DC-Native Power Can Cut Billions from AI Data Center Costs
• Positive Sentiment: Project Phoenix provides a commercial proof point. RBC highlighted Bloom fuel-cell deployments for Aligned Data Centers’ 2-gigawatt Project Phoenix in Pennsylvania as evidence that data-center customers are adopting onsite power solutions to avoid lengthy grid-connection delays. Bloom Energy Gains Another Meaningful Proof Point With Project Phoenix
• Neutral Sentiment: Analysts and technical commentators remain bullish on the recovery, but Bloom’s roughly $79.7 billion market capitalization and elevated valuation leave the stock sensitive to execution expectations and profit-taking.
• Negative Sentiment: Securities litigation remains an overhang. Multiple law firms publicized a class action covering investors who purchased BE securities from February 27, 2025, through July 8, 2026. The allegations concern whether Bloom adequately disclosed exposure to Chinese-sourced scandium and components; the claims have not been proven. The lead-plaintiff deadline is September 28, 2026. Bloom Energy Securities Class Action Announcement

Insider Transactions at Bloom Energy

In other Bloom Energy news, insider Aman Joshi sold 4,677 shares of the stock in a transaction on Friday, August 14th. The stock was sold at an average price of $241.75, for a total transaction of $1,130,664.75. Following the completion of the transaction, the insider directly owned 159,130 shares of the company's stock, valued at approximately $38,469,677.50. This trade represents a 2.86% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shawn Soderberg sold 2,895 shares of the stock in a transaction on Friday, August 14th. The shares were sold at an average price of $233.60, for a total value of $676,272.00. Following the transaction, the insider directly owned 129,370 shares of the company's stock, valued at approximately $30,220,832. The trade was a 2.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 77,968 shares of company stock valued at $18,810,011 over the last three months. 3.00% of the stock is owned by company insiders.

Institutional Investors Weigh In On Bloom Energy

Several hedge funds and other institutional investors have recently bought and sold shares of the business. MJT & Associates Financial Advisory Group Inc. boosted its position in shares of Bloom Energy by 49.3% in the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company's stock valued at $34,000 after purchasing an additional 37 shares during the period. Compound Planning Inc. raised its stake in Bloom Energy by 1.1% during the 1st quarter. Compound Planning Inc. now owns 3,445 shares of the company's stock valued at $467,000 after purchasing an additional 38 shares during the period. Carolina Wealth Advisors LLC raised its stake in Bloom Energy by 51.7% during the 2nd quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company's stock valued at $41,000 after purchasing an additional 46 shares during the period. Blue Trust Inc. lifted its holdings in shares of Bloom Energy by 37.2% in the first quarter. Blue Trust Inc. now owns 188 shares of the company's stock valued at $25,000 after purchasing an additional 51 shares in the last quarter. Finally, Odyssean LLC lifted its holdings in shares of Bloom Energy by 1.8% in the second quarter. Odyssean LLC now owns 2,926 shares of the company's stock valued at $886,000 after purchasing an additional 51 shares in the last quarter. 77.04% of the stock is currently owned by institutional investors.

About Bloom Energy

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.

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