Brokerages Set Bloom Energy Corporation (NYSE:BE) PT at $248.05

Shares of Bloom Energy Corporation (NYSE:BE) have received a consensus rating of “Moderate Buy” from the twenty-six analysts that are presently covering the company, MarketBeat reports. One equities research analyst has rated the stock with a sell recommendation, twelve have given a hold recommendation, ten have issued a buy recommendation and three have assigned a strong buy recommendation to the company. The average 1-year price target among brokerages that have updated their coverage on the stock in the last year is $248.0455.

BE has been the topic of a number of research analyst reports. Citigroup reaffirmed a “hold” rating on shares of Bloom Energy in a report on Thursday, July 16th. TD Cowen reissued a “hold” rating and set a $235.00 price target on shares of Bloom Energy in a report on Monday, July 20th. Zacks Research upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, July 28th. Truist Financial reduced their price objective on Bloom Energy from $250.00 to $218.00 and set a “hold” rating on the stock in a research note on Wednesday, July 29th. Finally, Mizuho upgraded Bloom Energy from a “neutral” rating to an “outperform” rating and decreased their target price for the company from $285.00 to $242.00 in a research report on Thursday, July 30th.

Bloom Energy News Roundup

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

• Positive Sentiment: A congressional financial disclosure showed the Pelosi family purchased approximately 15,000 Bloom Energy shares and 200 call options, reportedly representing a multimillion-dollar position. The disclosure attracted retail and momentum-oriented buying because of the household’s history of profitable technology investments. Nancy Pelosi Invested $3 Million in This AI Energy Play
• Positive Sentiment: Coverage highlighted Bloom’s positioning as an onsite power provider for AI data centers, where grid constraints are increasing demand for modular, factory-built generation. Oracle’s multigigawatt plans and Brookfield’s expanded financing framework were cited as potential catalysts for project growth. AI Data Centers Need More Power and Bloom Energy Could Be a Big Winner
• Positive Sentiment: Recent bullish commentary pointed to Bloom’s strong quarterly performance, including roughly $1.1 billion in revenue, significant year-over-year growth, improved gross margin, positive operating cash flow, and raised fiscal 2026 targets of $3.9 billion–$4.2 billion in revenue and $2.55–$2.85 in EPS. Analysts’ average price targets imply additional upside, although targets are not guarantees. Bloom Energy: Pelosi Buys And Sell-Side Earnings Hikes, Reiterate Buy
• Negative Sentiment: Several law firms publicized a securities class action covering investors who purchased BE securities from February 27, 2025, through July 8, 2026. The lawsuit alleges Bloom misled investors with assurances that it had no China supply-chain exposure, while an investigative report allegedly traced Chinese-origin scandium into its supply base; the company’s shares reportedly fell after that report. The September 28, 2026 lead-plaintiff deadline may keep legal and disclosure concerns in focus. BE Shareholder Alert

Bloom Energy Stock Performance

NYSE BE opened at $217.28 on Friday. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59. The firm has a market capitalization of $64.00 billion, a price-to-earnings ratio of 289.71, a P/E/G ratio of 2.79 and a beta of 3.79. The firm’s 50 day simple moving average is $241.43 and its 200 day simple moving average is $218.03. Bloom Energy has a 1 year low of $48.87 and a 1 year high of $351.28.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The business 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 posted $0.10 earnings per share. The firm’s quarterly revenue was up 165.5% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, research analysts expect that Bloom Energy will post 1.92 earnings per share for the current fiscal year.

Insider Transactions at Bloom Energy

In other news, insider Shawn Marie Soderberg sold 2,895 shares of the firm’s stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $233.60, for a total value of $676,272.00. Following the sale, the insider directly owned 129,370 shares in the company, valued at approximately $30,220,832. This trade represents a 2.19% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jeffrey R. Immelt sold 30,000 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $238.91, for a total transaction of $7,167,300.00. Following the completion of the sale, the director owned 201,243 shares in the company, valued at approximately $48,078,965.13. The trade was a 12.97% 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 144,464 shares of company stock valued at $38,504,205. 3.00% of the stock is owned by company insiders.

Institutional Trading of Bloom Energy

A number of hedge funds have recently added to or reduced their stakes in BE. California State Teachers Retirement System increased its holdings in shares of Bloom Energy by 39,637.2% during the second quarter. California State Teachers Retirement System now owns 123,526,724 shares of the company’s stock worth $37,391,539,000 after buying an additional 123,215,865 shares in the last quarter. Brooklands Fund Management Ltd acquired a new stake in shares of Bloom Energy during the 4th quarter valued at $347,560,000. Norges Bank bought a new stake in Bloom Energy during the 4th quarter worth $239,683,000. Jennison Associates LLC grew its position in Bloom Energy by 20,074.4% during the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock worth $364,066,000 after acquiring an additional 2,673,710 shares during the last quarter. Finally, Amundi grew its position in Bloom Energy by 390.7% during the 4th quarter. Amundi now owns 3,154,197 shares of the company’s stock worth $274,068,000 after acquiring an additional 2,511,426 shares during the last quarter. Institutional investors and hedge funds 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.