Bloom Energy’s (BE) “Outperform” Rating Reiterated at Royal Bank Of Canada

Royal Bank Of Canada reaffirmed their outperform rating on shares of Bloom Energy (NYSE:BE) in a research note issued to investors on Monday morning, Marketbeat reports. They currently have a $335.00 target price on the stock.

Other analysts also recently issued research reports about the stock. JPMorgan Chase & Co. reduced their price objective on shares of Bloom Energy from $346.00 to $314.00 and set an “overweight” rating for the company in a research report on Wednesday, July 29th. Weiss Ratings reissued a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, July 21st. Mizuho upped their price objective on shares of Bloom Energy from $242.00 to $351.00 and gave the company an “outperform” rating in a research note on Monday, September 14th. Roth Capital raised their price objective on Bloom Energy from $225.00 to $285.00 and gave the stock a “neutral” rating in a report on Wednesday, July 1st. Finally, Barclays lifted their target price on Bloom Energy from $254.00 to $276.00 and gave the stock an “equal weight” rating in a research report on Tuesday, June 23rd. Three analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $255.73.

Bloom Energy Trading Down 4.8%

BE opened at $277.24 on Monday. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. Bloom Energy has a one year low of $75.70 and a one year high of $351.28. The company has a market cap of $81.66 billion, a P/E ratio of 369.66, a PEG ratio of 3.72 and a beta of 3.80. The business’s 50-day simple moving average is $234.29 and its 200-day simple moving average is $236.76.

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

Insider Buying and Selling

In related news, insider Aman Joshi sold 4,677 shares of the stock in a transaction on Friday, August 14th. The stock was sold at an average price of $241.75, for a total transaction of $1,130,664.75. Following the completion of the sale, the insider directly owned 159,130 shares of the company’s stock, valued at $38,469,677.50. This trade represents a 2.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,870 shares of Bloom Energy stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $270.06, for a total transaction of $775,072.20. Following the completion of the transaction, the insider owned 202,494 shares in the company, valued at approximately $54,685,529.64. This trade represents a 1.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 81,261 shares of company stock worth $19,442,275. 3.00% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Bloom Energy

A number of hedge funds have recently added to or reduced their stakes in BE. Blue Trust Inc. lifted its holdings in Bloom Energy by 37.2% in 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. Continuum Advisory LLC purchased a new position in shares of Bloom Energy in the 2nd quarter valued at about $25,000. Anchor Investment Management LLC purchased a new position in shares of Bloom Energy in the 1st quarter valued at about $27,000. Hantz Financial Services Inc. lifted its stake in shares of Bloom Energy by 45.5% in the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after purchasing an additional 100 shares during the period. Finally, Godsey & Gibb Inc. lifted its stake in shares of Bloom Energy by 2,000.0% in the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock valued at $28,000 after purchasing an additional 200 shares during the period. Institutional investors and hedge funds 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: RBC maintained an “Outperform” rating and a $335 price target, saying Bloom Energy is positioned for a meaningful recovery in the final quarter of 2026. The target implies substantial upside from the prior closing price. RBC analyst says Bloom Energy stock is poised for recovery
• Positive Sentiment: Jefferies raised its Bloom Energy price target to $264 from $229, citing the company’s growth prospects, although it retained a Hold rating. The revision helped reinforce bullish sentiment around the fuel-cell and AI infrastructure theme. Jefferies raises Bloom Energy price target
• Positive Sentiment: Bloom’s factory expansion and its positioning to supply power for artificial-intelligence data centers support expectations for sustained fuel-cell demand. CEO K. R. Sridhar also warned that U.S. electricity demand is coming from multiple sources, including data centers, potentially creating a long-term market opportunity. Bloom Energy CEO discusses U.S. power demand
• Neutral Sentiment: Bloom’s recent record quarter and more than 200% year-to-date advance have strengthened its AI-power investment case, but the rapid rally has also increased sensitivity to earnings execution and future guidance. Bloom Energy: Why I’m Letting My Winner Ride
• Negative Sentiment: Nearly 90% of second-quarter revenue came from power-equipment sales, raising concerns about customer concentration and whether the record pace can continue if equipment orders slow. With the stock trading at an elevated valuation, investors may be demanding broader and more durable revenue growth. Should Bloom Energy investors worry about its record quarter?
• Negative Sentiment: Oracle’s force majeure notice related to a natural-gas pipeline delay at its Project Jupiter data center highlights execution and infrastructure risks for AI power projects, potentially affecting Bloom’s expected deployment timeline. Oracle’s force majeure notice and AI build-out risks

About Bloom Energy

Bloom Energy Corporation (NYSE: BE) develops and manufactures energy-generation and hydrogen technologies. Its primary product is the Bloom Energy Server, a solid-oxide fuel cell system designed to produce electricity onsite from fuels such as natural gas, biogas and hydrogen. The company’s distributed-generation systems are intended to provide reliable, low-emission power for commercial and industrial facilities, data centers, utilities and other large energy users.

Bloom Energy also produces electrolyzers that use electricity to separate water into hydrogen and oxygen.