Wall Street Zen Upgrades Bloom Energy (NYSE:BE) to Buy

Key Points

• Wall Street Zen upgraded Bloom Energy from "hold" to buy, joining other analyst upgrades and leaving the consensus rating as a Moderate Buy with an average price target around $205.
• Bloom delivered a blowout Q1 — $0.44 EPS vs. $0.12 expected and $751.1M revenue vs. $539.9M expected (revenue +130.4% YoY) — and raised FY2026 EPS guidance to $1.85–$2.25, fueling the recent rally and renewed interest as an on‑site power solution for AI/data centers.
• Risks remain: insiders sold about 490,092 shares (~$88.3M) over the last 90 days (insiders own ~3%), institutions own ~77% of the stock, and analysts warn the rapid run, high beta and potential meme‑driven volatility make valuation and pullback risk significant.

Bloom Energy (NYSE:BE - Get Free Report) was upgraded by investment analysts at Wall Street Zen from a "hold" rating to a "buy" rating in a report issued on Saturday.

Other research analysts have also recently issued reports about the stock. Truist Financial set a $68.00 price target on shares of Bloom Energy in a research report on Friday, January 9th. Zacks Research raised shares of Bloom Energy from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, April 7th. BMO Capital Markets lifted their price target on shares of Bloom Energy to $149.00 and gave the company a "market perform" rating in a research report on Friday, February 6th. Evercore reaffirmed an "outperform" rating and set a $179.00 price target on shares of Bloom Energy in a research report on Friday, February 6th. Finally, Morgan Stanley reaffirmed an "overweight" rating and set a $310.00 price target on shares of Bloom Energy in a research report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Bloom Energy currently has an average rating of "Moderate Buy" and an average price target of $205.27.

Bloom Energy Trading Up 2.4%

Shares of BE stock opened at $290.07 on Friday. The stock has a market cap of $81.38 billion, a price-to-earnings ratio of -5,800.32, a price-to-earnings-growth ratio of 11.45 and a beta of 3.82. The company has a quick ratio of 4.95, a current ratio of 5.03 and a debt-to-equity ratio of 2.90. Bloom Energy has a fifty-two week low of $16.05 and a fifty-two week high of $296.50. The firm's 50 day moving average price is $172.25 and its two-hundred day moving average price is $138.03.

Bloom Energy (NYSE:BE - Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, beating analysts' consensus estimates of $0.12 by $0.32. The firm had revenue of $751.05 million for the quarter, compared to analysts' expectations of $539.94 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. Bloom Energy's revenue was up 130.4% compared to the same quarter last year. During the same period in the previous year, the company posted $0.03 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, analysts anticipate that Bloom Energy will post 0.99 EPS for the current year.

Insider Activity

In other news, insider Maciej Kurzymski sold 7,800 shares of Bloom Energy stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $151.85, for a total transaction of $1,184,430.00. Following the sale, the insider owned 84,294 shares in the company, valued at $12,800,043.90. This trade represents a 8.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Aman Joshi sold 10,000 shares of Bloom Energy stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $135.88, for a total transaction of $1,358,800.00. Following the sale, the insider owned 180,521 shares in the company, valued at $24,529,193.48. This represents 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 ninety days, insiders have sold 490,092 shares of company stock worth $88,329,475. Company insiders own 3.00% of the company's stock.

Institutional Trading of Bloom Energy

A number of hedge funds have recently made changes to their positions in the company. 180 Wealth Advisors LLC acquired a new stake in shares of Bloom Energy during the first quarter worth approximately $221,000. Midwest Trust Co acquired a new stake in shares of Bloom Energy during the first quarter worth approximately $211,000. Fifth Third Bancorp grew its position in shares of Bloom Energy by 811,825.0% during the first quarter. Fifth Third Bancorp now owns 64,954 shares of the company's stock worth $8,801,000 after buying an additional 64,946 shares in the last quarter. Torray Investment Partners LLC grew its position in shares of Bloom Energy by 95.0% during the first quarter. Torray Investment Partners LLC now owns 60,031 shares of the company's stock worth $8,134,000 after buying an additional 29,245 shares in the last quarter. Finally, Sequoia Financial Advisors LLC grew its position in shares of Bloom Energy by 110.1% during the first quarter. Sequoia Financial Advisors LLC now owns 5,882 shares of the company's stock worth $797,000 after buying an additional 3,083 shares in the last quarter. Hedge funds and other institutional investors own 77.04% of the company's stock.

Bloom Energy News Roundup

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

• Positive Sentiment: Blowout Q1 and upgraded guidance — Bloom reported a large revenue and EPS beat (Q1 revenue far above estimates, EPS swung to profit) and raised FY‑2026 EPS guidance to $1.85–$2.25, which is the primary fundamental driver behind the rally. Bloom Energy Corp (BE) Q1 2026 Earnings Call Highlights
• Positive Sentiment: AI/data-center demand ramp — Multiple reports highlight Bloom’s role as an on‑site power solution for data centers and AI clusters, with the company ramping fuel-cell production and deployments; investors are re‑rating BE as a data‑center power growth play. Bloom Energy May Be Solving AI’s Biggest Power Problem
• Positive Sentiment: Institutional interest and momentum — Reports that Stanley Druckenmiller has built a large position, plus coverage noting BE as one of April’s top industrial performers, are reinforcing momentum and retail/institutional attention. Druckenmiller Made 400% on SanDisk — Now He’s All In on Bloom Energy (BE)
• Positive Sentiment: Technical breakout / all-time highs — Traders are pushing the stock to new highs following the quarter and guidance lift, which attracts momentum buyers and breakout traders. Why Bloom Energy Stock Hit All-Time Highs Today
• Neutral Sentiment: Analyst moves — JPMorgan raised its rating to Overweight and lifted its target (note: the new $267 target is below intraday levels), signaling institutional analyst support but also reflecting mixed views on near‑term upside. JPMorgan price target update
• Negative Sentiment: Valuation and risk — Several analysts and outlets warn valuation is stretched after the surge; BE’s high beta and rapid run from its 52‑week low make it vulnerable to sharp pullbacks if execution or bookings slow. Bloom Energy Is Now a Data Center Stock. Buy Its Shares Now.
• Negative Sentiment: Meme/volatility concerns — Coverage noting a “meme‑stock” dynamic and heavy retail interest suggests sentiment‑driven swings; investors should expect elevated intraday and short‑term volatility. Bloom Energy shares rocket higher by 20%

About Bloom Energy

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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