Bloom Energy (NYSE:BE) Trading Up 3.2% – Here’s Why

Bloom Energy Corporation (NYSE:BE) shares were up 3.2% during trading on Wednesday . The company traded as high as $164.65 and last traded at $158.96. Approximately 9,299,804 shares changed hands during trading, a decline of 23% from the average daily volume of 12,029,755 shares. The stock had previously closed at $154.00.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Brookfield partnership—Bloom agreed a ~$5 billion partnership with Brookfield Asset Management to deploy its solid-oxide fuel cell systems for AI data centers, expanding its project pipeline and tying BE to fast-growing AI infrastructure demand. Bloom Energy Brookfield Deal Puts AI Power Growth And Valuation In Focus
• Positive Sentiment: Strong revenue momentum—coverage notes Bloom generated ~$2 billion in revenue for 2025 and expects roughly another $1 billion this year, supporting the company’s faster top-line trajectory and backlog expansion. Bloom Energy: Buy, Sell, or Hold?
• Positive Sentiment: Strong composite rating—Bloom made a list of stocks with a 95-plus composite rating, signaling favorable technical/quantitative interest from some investors. Bloom Energy joins elite list of stocks with 95-plus composite rating
• Positive Sentiment: AI infrastructure theme—analysts writing on AI bottlenecks flag companies providing energy and physical infrastructure (including Bloom) as likely beneficiaries of the AI buildout. AI Bottlenecks: 3 Stocks Poised to Gain from the AI Buildout
• Neutral Sentiment: Momentum noted—coverage points out BE’s shares have risen sharply (over 80% so far in 2026), which reflects momentum but also raises the base for near-term returns. Bloom Energy: Buy, Sell, or Hold?
• Negative Sentiment: Zacks downgrade—Zacks moved BE from “strong-buy” to “hold,” signaling some analyst caution on valuation or near-term catalysts despite positive headlines. Zacks Research Downgrade
• Negative Sentiment: Volatility and pullback concerns—commentary (Forbes) highlights recent steep weekly losses and questions whether the stock can sustain gains, underscoring valuation and volatility risk for traders. Can Bloom Energy Stock Recover From Massive Weekly Losses?

Analyst Upgrades and Downgrades

Several research analysts have commented on BE shares. Wall Street Zen lowered Bloom Energy from a “buy” rating to a “hold” rating in a research report on Saturday, February 28th. Jefferies Financial Group set a $102.00 target price on shares of Bloom Energy in a research report on Tuesday, February 10th. Zacks Research downgraded shares of Bloom Energy from a “strong-buy” rating to a “hold” rating in a research report on Monday. TD Cowen increased their price target on shares of Bloom Energy to $160.00 and gave the stock a “hold” rating in a research note on Friday, February 6th. Finally, Evercore reissued an “outperform” rating and set a $179.00 price objective on shares of Bloom Energy in a research report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, Bloom Energy has a consensus rating of “Hold” and an average price target of $131.87.

Bloom Energy Stock Performance

The firm has a market cap of $44.60 billion, a price-to-earnings ratio of -418.32, a price-to-earnings-growth ratio of 6.18 and a beta of 3.11. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. The stock has a fifty day moving average price of $143.84 and a 200-day moving average price of $111.07.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, topping the consensus estimate of $0.25 by $0.20. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The firm had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. During the same period last year, the company earned $0.43 earnings per share. The company’s revenue for the quarter was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, analysts expect that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, CEO Kr Sridhar sold 200,000 shares of Bloom Energy stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $170.00, for a total value of $34,000,000.00. Following the sale, the chief executive officer owned 2,189,869 shares of the company’s stock, valued at $372,277,730. The trade was a 8.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Satish Chitoori sold 1,521 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $139.37, for a total transaction of $211,981.77. Following the transaction, the insider owned 230,017 shares in the company, valued at approximately $32,057,469.29. This trade represents a 0.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 268,788 shares of company stock worth $45,575,889. 3.50% of the stock is currently owned by insiders.

Institutional Trading of Bloom Energy

Hedge funds have recently modified their holdings of the business. Bayforest Capital Ltd acquired a new position in Bloom Energy during the first quarter worth $2,055,000. AQR Capital Management LLC purchased a new stake in shares of Bloom Energy during the 1st quarter worth $1,820,000. NewEdge Advisors LLC increased its holdings in shares of Bloom Energy by 674.7% in the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after purchasing an additional 1,626 shares in the last quarter. Goldman Sachs Group Inc. increased its holdings in shares of Bloom Energy by 50.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after purchasing an additional 836,810 shares in the last quarter. Finally, Focus Partners Wealth lifted its stake in shares of Bloom Energy by 30.7% in the first quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock valued at $394,000 after purchasing an additional 4,716 shares during the period. 77.04% of the stock is owned by institutional investors and hedge funds.

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.