Clear Str Upgrades Bloom Energy (NYSE:BE) to “Strong-Buy”

Bloom Energy (NYSE:BE) was upgraded by Clear Str from a “hold” rating to a “strong-buy” rating in a report issued on Wednesday,Zacks.com reports.

Several other research analysts have also recently weighed in on the company. UBS Group decreased their target price on Bloom Energy from $350.00 to $300.00 and set a “buy” rating for the company in a research note on Wednesday. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Wells Fargo & Company upped their price target on shares of Bloom Energy to $217.00 and gave the company an “equal weight” rating in a report on Wednesday, April 29th. Zacks Research lowered shares of Bloom Energy from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 29th. Finally, Jefferies Financial Group set a $188.00 price objective on shares of Bloom Energy in a research note on Wednesday. Three equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Bloom Energy currently has an average rating of “Moderate Buy” and an average price target of $250.00.

Bloom Energy Stock Performance

BE opened at $163.86 on Wednesday. The company has a market capitalization of $46.61 billion, a price-to-earnings ratio of 218.48 and a beta of 3.73. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10. Bloom Energy has a 1-year low of $32.52 and a 1-year high of $351.28. The business has a 50 day moving average price of $264.93 and a two-hundred day moving average price of $208.65.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.39 by $0.39. Bloom Energy had a return on equity of 44.62% and a net margin of 7.87%.The company had revenue of $1.07 billion for the quarter, compared to analysts’ expectations of $826.13 million. During the same period last year, the firm earned $0.10 EPS. The firm’s revenue for the quarter was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Research analysts predict that Bloom Energy will post 1.43 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, Director Mary K. Bush sold 25,000 shares of the business’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the sale, the director directly owned 108,524 shares of the company’s stock, valued at $28,971,567.04. The trade was a 18.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CAO Maciej Kurzymski sold 6,229 shares of the business’s stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $293.36, for a total value of $1,827,339.44. Following the sale, the chief accounting officer directly owned 81,945 shares in the company, valued at $24,039,385.20. This trade represents a 7.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 118,617 shares of company stock worth $34,238,909. Corporate insiders own 3.00% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Blue Trust Inc. raised its holdings in shares of Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after acquiring an additional 51 shares during the period. Anchor Investment Management LLC acquired a new position in Bloom Energy in the 1st quarter worth approximately $27,000. WPG Advisers LLC boosted its stake in Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after purchasing an additional 67 shares during the period. Hantz Financial Services Inc. boosted its stake in Bloom Energy by 45.5% in the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after purchasing an additional 100 shares during the period. Finally, Godsey & Gibb Inc. grew its position in Bloom Energy by 2,000.0% during the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock worth $28,000 after purchasing an additional 200 shares in the last quarter. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Bloom Energy News Roundup

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

• Positive Sentiment: Record quarterly results: Second-quarter revenue increased 165.5% year over year to approximately $1.07 billion, surpassing the $826 million consensus estimate. Adjusted earnings of $0.78 per share were double the $0.39 analyst expectation and rose from $0.10 a year earlier. Bloom Energy Reports Record Second Quarter 2026 Financial Results and Raises Full Year 2026 Guidance
• Positive Sentiment: Guidance was raised substantially: Bloom lifted its 2026 revenue outlook to $3.9 billion-$4.2 billion from $3.4 billion-$3.8 billion previously, above the roughly $3.7 billion consensus. EPS guidance of $2.55-$2.85 also exceeds the prior consensus estimate of $1.99. Bloom Energy Q2 Earnings Beat Estimates on Product Growth, View Up
• Positive Sentiment: AI infrastructure demand remains a key catalyst: Strong product sales and onsite-power demand reflect growing electricity needs from data centers. An expanded Brookfield partnership provides up to $25 billion in financing support for deployments, potentially improving Bloom’s ability to convert its backlog into revenue. Why Bloom Energy May Be the Most Important AI Infrastructure Stock
• Neutral Sentiment: Analyst views remain mixed: BTIG reaffirmed a Buy rating with a $295 target, while JPMorgan maintained Overweight but reduced its target from $346 to $314. BMO cut its target from $279 to $227 and retained a Market Perform rating, highlighting continued uncertainty despite the improved outlook.
• Negative Sentiment: Valuation and volatility are risks: The stock has experienced a sharp pullback after a substantial multi-year advance, encouraging profit-taking. Its elevated valuation, negative reported P/E and high beta leave shares particularly sensitive to changes in sentiment and interest-rate expectations.
• Negative Sentiment: Broader market pressure is a headwind: Technology and AI-related stocks were broadly weaker ahead of the Federal Reserve’s interest-rate decision, potentially limiting the benefit of Bloom’s strong company-specific results in the short term.

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.