Bloom Energy (NYSE:BE) Research Coverage Started at Citigroup

Citigroup assumed coverage on shares of Bloom Energy (NYSE:BE) in a research report released on Tuesday morning, MarketBeat Ratings reports. The brokerage issued a neutral rating and a $162.00 target price on the stock.

BE has been the topic of several other reports. HSBC raised shares of Bloom Energy from a “hold” rating to a “buy” rating and set a $150.00 target price on the stock in a research note on Wednesday, October 29th. TD Cowen upped their price objective on shares of Bloom Energy to $160.00 and gave the company a “hold” rating in a report on Friday, February 6th. JPMorgan Chase & Co. increased their price objective on shares of Bloom Energy to $166.00 and gave the stock an “overweight” rating in a research report on Friday, February 6th. Daiwa Securities Group set a $98.00 target price on Bloom Energy in a research note on Tuesday, December 2nd. Finally, Evercore reaffirmed an “outperform” rating and set a $179.00 price target on shares of Bloom Energy in a research note on Friday, February 6th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Bloom Energy has an average rating of “Hold” and a consensus price target of $131.87.

Bloom Energy Stock Down 3.5%

Shares of Bloom Energy stock opened at $168.74 on Tuesday. Bloom Energy has a one year low of $15.15 and a one year high of $180.90. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95. The stock’s 50-day moving average is $133.47 and its 200 day moving average is $103.98. The firm has a market cap of $47.34 billion, a price-to-earnings ratio of -444.05, a PEG ratio of 7.13 and a beta of 3.07.

Bloom Energy (NYSE:BE) last issued its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. The business had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The firm’s revenue for the quarter was up 35.9% on a year-over-year basis. During the same period in the previous year, the company posted $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Equities research analysts anticipate that Bloom Energy will post -0.23 EPS for the current year.

Insider Buying and Selling at Bloom Energy

In other Bloom Energy news, insider Shawn Marie Soderberg sold 3,332 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $139.56, for a total value of $465,013.92. Following the transaction, the insider owned 219,871 shares of the company’s stock, valued at approximately $30,685,196.76. The trade was a 1.49% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Kr Sridhar sold 200,000 shares of the business’s stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total transaction of $34,000,000.00. Following the completion of the transaction, the chief executive officer directly owned 2,189,869 shares in the company, valued at $372,277,730. This trade represents a 8.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 212,294 shares of company stock valued at $35,520,974 in the last ninety days. 3.60% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the business. Resona Asset Management Co. Ltd. bought a new position in shares of Bloom Energy in the second quarter valued at approximately $108,000. Meridian Wealth Management LLC purchased a new stake in Bloom Energy in the 3rd quarter worth approximately $553,000. Udine Wealth Management Inc. lifted its stake in Bloom Energy by 27.8% in the 3rd quarter. Udine Wealth Management Inc. now owns 62,967 shares of the company’s stock worth $5,325,000 after purchasing an additional 13,684 shares in the last quarter. Straight Path Wealth Management bought a new position in Bloom Energy in the 3rd quarter valued at $1,099,000. Finally, Huntleigh Advisors Inc. purchased a new position in shares of Bloom Energy during the 3rd quarter valued at $766,000. 77.04% of the stock is owned by institutional investors.

More Bloom Energy News

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

• Positive Sentiment: Major commercial deal and backlog surge — Brookfield agreed to invest up to $5 billion to deploy Bloom fuel cells for AI-focused data centers; company backlog and product backlog have jumped materially, supporting a sizable revenue/growth re-rate. Read More.
• Positive Sentiment: Strong outlook and unit economics — Company guidance and analyst write-ups point to 2026 revenue growth (~+60% guidance to $3.2B), expanding gross margins (to ~32%) and operating leverage, reinforcing the “bring-your-own-power” thesis tied to AI/data-center demand. Read More.
• Positive Sentiment: Momentum and YTD performance — BE has surged year-to-date (roughly +104% YTD), outpacing peers as investors rotate into clean-power and on-site generation plays tied to AI and data-center electrification. Read More.
• Neutral Sentiment: Celebrity/influencer caution — Jim Cramer called the stock “incredibly volatile” and said he’d prefer to recommend it after a pullback, underscoring sentiment-driven trading risk even as he acknowledges the company’s prospects. Read More.
• Neutral Sentiment: All-time high noted — coverage flagged that BE hit record highs this week, a technical milestone that can attract momentum traders but also prompt profit-taking. Read More.
• Negative Sentiment: Analyst initiation and price target pressure — Citi initiated coverage with a “neutral” rating and a $162 price target, implying a modest downside from current levels and signaling caution from a major sell-side shop. Read More.
• Negative Sentiment: Valuation and “priced-for-perfection” debate — several analysts and pieces argue BE’s rally already prices in near-perfect execution; valuation and execution risk (scaling, margins, capital intensity) are recurring investor concerns. Read More.

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.