Bloom Energy Corporation (NYSE:BE) Stock Has Average Target Price of $258.32 According to Analysts

Shares of Bloom Energy Corporation (NYSE:BE) have earned a consensus recommendation of “Moderate Buy” from the twenty-six analysts that are covering the company, Marketbeat reports. One analyst has rated the stock with a sell rating, thirteen have assigned a hold rating, ten have assigned a buy rating and two have issued a strong buy rating on the company. The average 12 month target price among brokers that have covered the stock in the last year is $260.05.

BE has been the topic of a number of research reports. Susquehanna raised their price target on Bloom Energy from $293.00 to $298.00 and gave the stock a “positive” rating in a research note on Friday, July 10th. Clear Str raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Wednesday, July 29th. Wells Fargo & Company lowered their target price on Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating on the stock in a report on Thursday, July 30th. Barclays raised their price objective on shares of Bloom Energy from $276.00 to $308.00 and gave the stock an “equal weight” rating in a report on Thursday, October 1st. Finally, Evercore reissued an “outperform” rating on shares of Bloom Energy in a report on Friday, August 7th.

More Bloom Energy News

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

• Positive Sentiment: Robert W. Baird raised its price target for Bloom Energy (BE) to $351 from $310 and maintained an “outperform” rating, signaling substantial potential upside if the company delivers on its AI-power growth opportunity. Benzinga report on Bloom Energy analyst activity
• Positive Sentiment: Truist lifted its price target to $240 from $218, although it retained a “hold” rating. Morgan Stanley also initiated or reiterated a “buy” view, providing additional institutional support. Morgan Stanley gives Bloom Energy a buy rating
• Positive Sentiment: Coverage continues to highlight Bloom’s solid-oxide fuel cells as a potential solution to electricity bottlenecks at AI data centers. The company’s Oracle-related AI-campus opportunity and projected 2026 revenue of $3.9 billion to $4.2 billion support the longer-term growth narrative. Bloom Energy Oracle AI campus coverage
• Neutral Sentiment: Bloom Energy’s $10,000 donations to firefighter and public-safety organizations in Texas and Florida enhance its community profile but are not expected to materially affect financial results or the stock. Bloom Energy supports Central Texas first responders
• Negative Sentiment: The recent AI-power rally is unwinding as investors question whether data-center construction and electricity demand can justify the sector’s valuations. Bloom has risen sharply this year, increasing profit-taking and pullback risk. Barron’s analysis of Bloom Energy’s decline
• Negative Sentiment: Bloom trades at a very demanding valuation, while coverage ahead of earnings says the company may lack the usual indicators associated with a likely earnings beat. Investors are focused on backlog, guidance and whether strong prior revenue growth can continue. Zacks earnings preview for Bloom Energy

Insider Transactions at Bloom Energy

In related news, CAO Maciej Kurzymski sold 2,295 shares of Bloom Energy stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $268.42, for a total transaction of $616,023.90. Following the transaction, the chief accounting officer owned 77,391 shares in the company, valued at approximately $20,773,292.22. The trade was a 2.88% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shawn Soderberg sold 2,870 shares of the company’s stock in a transaction on Wednesday, September 16th. The stock was sold at an average price of $270.07, for a total transaction of $775,100.90. Following the completion of the transaction, the insider directly owned 126,500 shares of the company’s stock, valued at $34,163,855. This represents a 2.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders sold 89,698 shares of company stock valued at $21,780,758. Company insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Bloom Energy

Institutional investors and hedge funds have recently bought and sold shares of the business. Montanova Capital LLC bought a new position in Bloom Energy in the 2nd quarter worth approximately $10,231,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in Bloom Energy by 78.3% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock valued at $401,849,000 after buying an additional 583,135 shares in the last quarter. Militia Capital Management LLC purchased a new stake in Bloom Energy during the 1st quarter valued at approximately $813,000. Assenagon Asset Management S.A. raised its position in shares of Bloom Energy by 3,398.3% during the second quarter. Assenagon Asset Management S.A. now owns 239,877 shares of the company’s stock valued at $72,611,000 after buying an additional 233,020 shares during the last quarter. Finally, Zweig DiMenna Associates LLC purchased a new position in shares of Bloom Energy in the first quarter worth $8,468,000. 77.04% of the stock is owned by institutional investors.

Bloom Energy Stock Up 0.1%

Shares of Bloom Energy stock opened at $221.61 on Monday. The company has a market cap of $65.27 billion, a price-to-earnings ratio of 295.48, a price-to-earnings-growth ratio of 2.86 and a beta of 3.77. The company’s 50 day moving average is $249.30 and its 200 day moving average is $246.99. Bloom Energy has a twelve month low of $75.70 and a twelve month high of $351.28. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. The business had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The firm’s revenue was up 165.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Research analysts anticipate that Bloom Energy will post 2.04 EPS for the current year.

About Bloom Energy

Bloom Energy Corporation develops and manufactures energy systems designed to generate electricity on-site. Its primary product is the Bloom Energy Server, a solid oxide fuel cell platform that converts fuel into electricity through an electrochemical process rather than combustion. The systems are used by businesses, utilities, data centers and other organizations seeking reliable, distributed power.

The company also develops electrolyzers based on its solid oxide technology. These systems are designed to produce hydrogen from electricity and water and support applications related to industrial operations, energy storage and the emerging hydrogen economy.