Bloom Energy (NYSE:BE) Rating Lowered to “Hold” at Zacks Research

Bloom Energy (NYSE:BE) was downgraded by investment analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a note issued to investors on Monday,Zacks.com reports.

Several other research firms have also issued reports on BE. Wells Fargo & Company upped their target price on Bloom Energy to $217.00 and gave the company an “equal weight” rating in a report on Wednesday, April 29th. Citigroup reissued a “neutral” rating on shares of Bloom Energy in a research report on Thursday, May 28th. UBS Group set a $322.00 price objective on Bloom Energy in a research note on Monday, June 22nd. Roth Mkm set a $225.00 target price on Bloom Energy in a research report on Wednesday, April 29th. Finally, TD Cowen lifted their target price on Bloom Energy to $235.00 and gave the stock a “hold” rating in a research note on Wednesday, April 29th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $224.36.

Bloom Energy Trading Up 10.0%

Shares of BE stock opened at $302.41 on Monday. Bloom Energy has a 52-week low of $21.52 and a 52-week high of $351.28. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03. The company has a 50-day simple moving average of $278.07 and a two-hundred day simple moving average of $188.33. The company has a market capitalization of $86.02 billion, a price-to-earnings ratio of -6,047.03 and a beta of 3.73.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, beating the consensus estimate of $0.12 by $0.32. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The firm had revenue of $751.05 million during the quarter, compared to analyst estimates of $539.94 million. During the same quarter last year, the business posted $0.03 EPS. The company’s revenue for the quarter was up 130.4% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Research analysts anticipate that Bloom Energy will post 1.31 EPS for the current fiscal year.

Insiders Place Their Bets

In other Bloom Energy news, Director John T. Chambers sold 55,000 shares of the stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $297.69, for a total value of $16,372,950.00. Following the sale, the director directly owned 238,333 shares in the company, valued at $70,949,350.77. This represents a 18.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Satish Chitoori sold 20,000 shares of the firm’s stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $204.23, for a total transaction of $4,084,600.00. Following the completion of the transaction, the insider directly owned 212,365 shares of the company’s stock, valued at approximately $43,371,303.95. The trade was a 8.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 220,274 shares of company stock worth $57,337,672 over the last quarter. Insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Bloom Energy

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

Bloom Energy News Summary

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

• Positive Sentiment: Bloom Energy and Brookfield expanded their strategic AI infrastructure partnership, increasing the financing framework from $5 billion to $25 billion. The fivefold increase signals much stronger demand for Bloom Energy’s fuel-cell power solutions and could support a larger project pipeline globally. Article title: Brookfield and Bloom Energy Expand AI Infrastructure Partnership to 25 Billion
• Positive Sentiment: The stock has also been boosted by broader enthusiasm around Bloom Energy as an AI power play, with recent coverage highlighting accelerating revenue growth, expanding backlog, and rising demand for behind-the-meter power from data centers. Article title: The Time To Power Signal The Market Missed In Bloom Energy Stock
• Positive Sentiment: Bloom Energy is getting additional support from market momentum and index-related buying after reports that it was set to join the Russell 1000 index, which can attract passive investment flows. Article title: Bloom Energy stock is climbing Monday: What’s driving the move?
• Neutral Sentiment: Analyst and commentary pieces have been mixed, with some writers calling Bloom Energy’s valuation stretched even as others remain bullish on its AI infrastructure role. This does not add a clear near-term catalyst by itself. Article title: Bloom Energy: AI Boom Has Pushed It Precariously Close To The Cliff
• Negative Sentiment: Some coverage warns that expectations may be running very high after the stock’s huge run-up, which could make BE vulnerable if growth or deal execution slows. Article title: Bloom Energy’s Momentum Fatigue Plays Out, AI Trade Too Hot To Handle

Bloom Energy Company Profile

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.