Bloom Energy (NYSE:BE) Trading Up 4.1% – Should You Buy?

Bloom Energy Corporation (NYSE:BE) shares rose 4.1% during mid-day trading on Thursday . The company traded as high as $288.00 and last traded at $280.9930. Approximately 14,142,963 shares were traded during trading, an increase of 12% from the average session volume of 12,571,951 shares. The stock had previously closed at $270.02.

Bloom Energy News Roundup

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

• Positive Sentiment: AI data-center power opportunity: Bloom highlighted an 800V DC-native fuel-cell architecture that it says can eliminate transformers, reduce power-conversion losses, shorten deployment timelines and lower costs. For a 1-gigawatt AI data center, Bloom estimates $3.6 billion in lower non-compute capital expenditures and $5.5 billion in five-year total-cost-of-ownership savings. The announcement reinforced the investment case that power constraints could drive demand for Bloom’s on-site generation technology. Bloom Energy 800V DC-Native Power article
• Positive Sentiment: S&P 500 inclusion: Bloom is scheduled to enter the S&P 500 before trading opens September 21. The change is expected to create buying demand from index funds and improve the company’s visibility with institutional investors. Bloom Energy S&P 500 inclusion article
• Positive Sentiment: Favorable policy and project signals: A U.S. House measure shifting data-center power costs toward operators was viewed as supportive for on-site power providers. Separately, Bloom’s deployment in Aligned Data Centers’ 2-gigawatt Project Phoenix was cited by RBC as further evidence of its data-center growth opportunity. Fuel-cell stocks and House policy article
• Neutral Sentiment: Analyst sentiment remains constructive but valuation is demanding: Bloom carries a “Moderate Buy” consensus rating, while its sharp multi-year rally and elevated valuation leave the stock sensitive to execution, growth expectations and interest-rate changes.
• Negative Sentiment: Several law firms publicized a securities class action: The lawsuit covers investors who acquired Bloom securities from February 27, 2025, through July 8, 2026. Allegations center on whether Bloom adequately disclosed supply-chain exposure involving Chinese-sourced scandium; the allegations have not been proven. The lead-plaintiff deadline is September 28, 2026, creating headline and potential financial risk for the company. Bloom Energy class action notice

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on the stock. Wells Fargo & Company dropped their price objective on shares of Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating for the company in a research note on Thursday, July 30th. BMO Capital Markets cut their target price on shares of Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a research note on Wednesday, July 29th. Barclays lifted their price target on shares of Bloom Energy from $254.00 to $276.00 and gave the stock an “equal weight” rating in a report on Tuesday, June 23rd. UBS Group reissued a “buy” rating and set a $325.00 price objective on shares of Bloom Energy in a research note on Monday, September 7th. Finally, Clear Str raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 29th. Three analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $254.14.

Bloom Energy Stock Up 4.1%

The firm has a 50-day moving average of $224.72 and a two-hundred day moving average of $228.28. 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 $82.76 billion, a PE ratio of 374.66, a price-to-earnings-growth ratio of 3.32 and a beta of 3.80.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.39 by $0.39. The company had revenue of $1.07 billion during the quarter, compared to analyst estimates of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The business’s quarterly revenue was up 165.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, equities research analysts forecast that Bloom Energy Corporation will post 2.06 EPS for the current year.

Insider Activity

In other Bloom Energy news, insider Satish Chitoori sold 2,053 shares of the stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $241.64, for a total transaction of $496,086.92. Following the transaction, the insider owned 205,364 shares of the company’s stock, valued at $49,624,156.96. This trade represents a 0.99% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jeffrey Immelt sold 30,000 shares of the company’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 value of $7,167,300.00. Following the sale, the director directly owned 201,243 shares in the company, valued at approximately $48,078,965.13. This represents a 12.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 77,968 shares of company stock valued at $18,810,011 over the last three months. Company insiders own 3.00% of the company’s stock.

Hedge Funds Weigh In On Bloom Energy

A number of large investors have recently bought and sold shares of the business. Continuum Advisory LLC bought a new stake in shares of Bloom Energy in the 2nd quarter worth approximately $25,000. MJT & Associates Financial Advisory Group Inc. increased its position in Bloom Energy by 49.3% in the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock worth $34,000 after buying an additional 37 shares during the period. Markowski Investments bought a new stake in Bloom Energy in the second quarter valued at $37,000. Bogart Wealth LLC lifted its stake in Bloom Energy by 725.0% in the second quarter. Bogart Wealth LLC now owns 132 shares of the company’s stock valued at $40,000 after buying an additional 116 shares during the last quarter. Finally, Carolina Wealth Advisors LLC boosted its holdings in shares of Bloom Energy by 51.7% during the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock valued at $41,000 after acquiring an additional 46 shares during the period. Institutional investors own 77.04% of the company’s stock.

About Bloom Energy

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.