Bloom Energy’s (BE) Buy Rating Reiterated at BTIG Research

BTIG Research reiterated their buy rating on shares of Bloom Energy (NYSE:BE) in a research report released on Wednesday morning,Benzinga reports. The firm currently has a $295.00 price objective on the stock.

BE has been the topic of several other reports. Robert W. Baird reissued an “outperform” rating and set a $310.00 target price on shares of Bloom Energy in a research note on Thursday, July 9th. Susquehanna boosted their price objective on shares of Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a research report on Friday, July 10th. Sanford C. Bernstein lifted their price objective on Bloom Energy from $276.00 to $282.00 and gave the company a “market perform” rating in a research report on Wednesday. Evercore reiterated an “outperform” rating and issued a $350.00 target price on shares of Bloom Energy in a research note on Wednesday, July 1st. Finally, BMO Capital Markets reaffirmed an “outperform” rating on shares of Bloom Energy in a research report on Tuesday, June 9th. Three analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $246.18.

Bloom Energy Stock Performance

BE opened at $206.06 on Wednesday. The company has a quick ratio of 4.10, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. The firm has a market cap of $58.61 billion, a PE ratio of 274.75 and a beta of 3.73. The business has a fifty day simple moving average of $261.00 and a 200-day simple moving average of $209.14. Bloom Energy has a fifty-two week low of $32.52 and a fifty-two week high of $351.28.

Bloom Energy (NYSE:BE) last posted 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. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The firm had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. During the same quarter in the previous year, the company earned $0.10 EPS. The business’s revenue for the quarter 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, equities analysts predict that Bloom Energy will post 1.43 EPS for the current fiscal year.

Insider Buying and Selling at Bloom Energy

In other Bloom Energy 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 value of $6,674,000.00. Following the transaction, the director owned 108,524 shares of the company’s stock, valued at approximately $28,971,567.04. The trade was a 18.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Maciej Kurzymski sold 6,229 shares of the 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 owned 81,945 shares in the company, valued at $24,039,385.20. The trade was a 7.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 118,617 shares of company stock worth $34,238,909 over the last three months. 3.00% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Bloom Energy

Institutional investors and hedge funds have recently made changes to their positions in the company. Geode Capital Management LLC increased its stake in Bloom Energy by 5.4% in the fourth quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock valued at $461,272,000 after purchasing an additional 269,662 shares in the last quarter. Brooklands Fund Management Ltd bought a new stake in Bloom Energy during the 4th quarter worth approximately $347,560,000. Amundi boosted its holdings in shares of Bloom Energy by 390.7% in the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after buying an additional 2,511,426 shares during the period. Norges Bank acquired a new position in Bloom Energy in the 4th quarter worth $239,683,000. Finally, Jennison Associates LLC boosted its stake in Bloom Energy by 20,074.4% in the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock worth $364,066,000 after purchasing an additional 2,673,710 shares during the period. Institutional investors own 77.04% of the company’s stock.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Analyst support and AI demand: Mizuho upgraded Bloom Energy to “Outperform” and set a $242 price target, citing the potential for fuel cells to provide rapidly deployable power for data centers. Other coverage also highlights Bloom’s commercial scale and a reported multiyear backlog tied to artificial-intelligence power demand. Mizuho upgrades Bloom Energy
• Positive Sentiment: Strong quarterly results continue to support the bull case: Bloom reported quarterly revenue of $1.07 billion, up 165.5% year over year, and EPS of $0.78 versus the $0.39 consensus estimate. The company also issued fiscal 2026 EPS guidance of $2.55 to $2.85, reinforcing optimism about accelerating demand and operating leverage. Bloom Energy shares gap up after strong earnings
• Neutral Sentiment: Valuation and technical volatility are limiting conviction: Despite the earnings beat, Bloom trades at a very high earnings multiple and has fallen substantially from its 52-week high. The sharp swings indicate that traders are rapidly repricing both the company’s AI opportunity and execution risks.
• Negative Sentiment: Hunterbrook challenges fuel-cell performance claims: Hunterbrook Capital alleged that Bloom’s fuel cells may not deliver the efficiency, output, or lifespan previously claimed. The report directly attacks the company’s technology and could pressure investor confidence if its assertions gain wider attention. Hunterbrook report challenges fuel-cell performance
• Negative Sentiment: Multiple securities-fraud class-action announcements add legal overhang: Several law firms publicized a lawsuit covering investors who purchased Bloom securities from February 27, 2025, through July 8, 2026, alleging investor harm from purportedly misleading disclosures. The September 28, 2026 lead-plaintiff deadline is likely to keep the issue in focus, although the repeated notices largely concern the same case. Bloom Energy class action investor alert
• Negative Sentiment: Conflicting analyst views weigh on sentiment: Wells Fargo lowered its price target to $176 and maintained an “Equal Weight” rating, while BMO issued a pessimistic forecast. Those targets contrast sharply with Mizuho’s bullish outlook and highlight uncertainty over whether Bloom’s growth expectations justify its valuation. Bloom Energy analyst coverage

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.