Bloom Energy (NYSE:BE) Stock Price Up 6.6% – Time to Buy?

Bloom Energy Corporation (NYSE:BE) traded up 6.6% during trading on Thursday . The company traded as high as $167.97 and last traded at $166.94. 9,574,486 shares changed hands during trading, a decline of 18% from the average session volume of 11,657,288 shares. The stock had previously closed at $156.58.

Key Bloom Energy News

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

• Positive Sentiment: Brookfield commitment — Bloom secured a multibillion‑dollar investment commitment from Brookfield Asset Management to deploy Bloom fuel cells at scale for AI data centers, providing a large, strategic customer pipeline and validation of Bloom’s role in high‑growth digital infrastructure. Bloom Energy Brookfield Deal Links Fuel Cells To AI Data Center Growth
• Positive Sentiment: AI/data‑center demand story — Analysts and commentators highlight urgent power constraints for large AI cloud builds and position Bloom as a near‑term solution for fast power capacity, supporting revenue and backlog growth expectations. Bloom Energy: Positioned To Capture Urgent Demand For Data Centers
• Neutral Sentiment: Mixed analyst setup and consensus targets — Wall Street coverage is mixed (buy/hold/sell split) and consensus 12‑month target sits below today’s level, so further upside may depend on execution and deal announcements rather than multiple expansion alone. Why Bloom Energy Stayed in Focus as AI Power Demand Lifted Interest in the Stock
• Negative Sentiment: Insider sale — Aman Joshi sold 19,944 shares at about $154.85 (~$3.09M), trimming his stake ~9.5%, which can be viewed as a near‑term headwind to sentiment. Aman Joshi Sells 19,944 Shares of Bloom Energy (NYSE:BE) Stock
• Negative Sentiment: Large insider block sales — Shawn Marie Soderberg sold ~42,881 shares across filings (~$6.6M total), and Satish Chitoori sold 18,964 shares (~$2.93M); multiple insider sales in a short window can raise short‑term caution among investors. Insider sales filings (see Soderberg/Chitoori)
• Negative Sentiment: Additional insider sale — Director/officer Maciej Kurzymski sold 7,800 shares at ~$151.85 (~$1.18M), another disclosed reduction in insider holdings. Insider Selling: Bloom Energy (NYSE:BE) Insider Sells 7,800 Shares

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on BE shares. Zacks Research downgraded shares of Bloom Energy from a “strong-buy” rating to a “hold” rating in a report on Monday, March 9th. Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, January 27th. Bank of America set a $39.00 price target on Bloom Energy in a research report on Tuesday, November 25th. Royal Bank Of Canada set a $143.00 price objective on shares of Bloom Energy in a research note on Tuesday, January 20th. Finally, JPMorgan Chase & Co. raised their price target on Bloom Energy to $166.00 and gave the stock an “overweight” rating in a research note on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Bloom Energy currently has an average rating of “Hold” and an average price target of $131.87.

Bloom Energy Stock Performance

The business’s 50 day simple moving average is $150.92 and its two-hundred day simple moving average is $115.07. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. The firm has a market capitalization of $46.84 billion, a PE ratio of -439.32, a price-to-earnings-growth ratio of 6.53 and a beta of 3.11.

Bloom Energy (NYSE:BE) last released 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. The business had revenue of $777.68 million for the quarter, compared to the consensus estimate 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 last year, the firm earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Research analysts expect that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Insider Activity at Bloom Energy

In other news, insider Maciej Kurzymski sold 7,800 shares of Bloom Energy stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $151.85, for a total value of $1,184,430.00. Following the completion of the transaction, the insider owned 84,294 shares in the company, valued at approximately $12,800,043.90. The trade was a 8.47% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Aman Joshi sold 19,944 shares of Bloom Energy stock in a transaction on Monday, March 16th. The stock was sold at an average price of $154.85, for a total transaction of $3,088,328.40. Following the transaction, the insider directly owned 190,521 shares of the company’s stock, valued at $29,502,176.85. The trade was a 9.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 354,682 shares of company stock valued at $59,047,182 in the last 90 days. 3.60% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Hantz Financial Services Inc. boosted its holdings in 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 acquiring an additional 100 shares during the period. WPG Advisers LLC lifted its position in shares of Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after purchasing an additional 67 shares during the last quarter. Caitong International Asset Management Co. Ltd purchased a new stake in shares of Bloom Energy during the fourth quarter valued at $28,000. Fifth Third Bancorp bought a new position in shares of Bloom Energy in the third quarter worth about $32,000. Finally, N.E.W. Advisory Services LLC bought a new position in shares of Bloom Energy in the third quarter worth about $32,000. Institutional investors own 77.04% of the company’s stock.

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.