Bloom Energy Corporation (NYSE:BE) Receives Consensus Recommendation of “Hold” from Analysts

Shares of Bloom Energy Corporation (NYSE:BE) have received a consensus rating of “Hold” from the twenty-six ratings firms that are presently covering the firm, Marketbeat.com reports. Three research analysts have rated the stock with a sell recommendation, eleven have assigned a hold recommendation, ten have issued a buy recommendation and two have assigned a strong buy recommendation to the company. The average 1 year target price among brokers that have issued a report on the stock in the last year is $131.8696.

A number of analysts recently issued reports on BE shares. Barclays started coverage on Bloom Energy in a research report on Wednesday, January 28th. They issued an “equal weight” rating and a $153.00 price target for the company. Wells Fargo & Company raised their target price on shares of Bloom Energy to $130.00 and gave the stock an “equal weight” rating in a report on Friday, February 6th. TD Cowen upped their price target on shares of Bloom Energy to $160.00 and gave the company a “hold” rating in a report on Friday, February 6th. BTIG Research raised their price objective on shares of Bloom Energy to $165.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, January 27th.

Insider Activity at Bloom Energy

In other news, CEO Kr Sridhar sold 200,000 shares of the business’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $170.00, for a total transaction of $34,000,000.00. Following the completion of the sale, the chief executive officer directly owned 2,189,869 shares of the company’s stock, valued at approximately $372,277,730. The trade was a 8.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Aman Joshi sold 10,000 shares of the company’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $175.60, for a total transaction of $1,756,000.00. Following the completion of the transaction, the insider owned 210,465 shares in the company, valued at approximately $36,957,654. The trade was a 4.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 268,788 shares of company stock worth $45,575,889 over the last quarter. 3.60% of the stock is owned by insiders.

Hedge Funds Weigh In On Bloom Energy

Several institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. raised its stake in shares of Bloom Energy by 6.3% during the 3rd quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock worth $1,759,726,000 after acquiring an additional 1,240,819 shares in the last quarter. Geode Capital Management LLC grew its holdings 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 worth $461,272,000 after purchasing an additional 269,662 shares during the last quarter. Graticule Asia Macro Advisors LLC acquired a new position in shares of Bloom Energy during the third quarter worth $402,494,000. Brooklands Fund Management Ltd acquired a new position in shares of Bloom Energy during the fourth quarter worth $347,560,000. Finally, Trivest Advisors Ltd lifted its holdings in shares of Bloom Energy by 1,461.6% during the 3rd quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after purchasing an additional 3,201,000 shares during the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Bloom Energy Price Performance

BE stock opened at $155.49 on Friday. Bloom Energy has a 52 week low of $15.15 and a 52 week high of $180.90. The firm has a market capitalization of $43.62 billion, a P/E ratio of -409.18, a price-to-earnings-growth ratio of 6.35 and a beta of 3.07. The company has a fifty day simple moving average of $134.81 and a two-hundred day simple moving average of $105.24. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54.

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

Key Bloom Energy News

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

• Positive Sentiment: Brookfield partnership: Bloom and Brookfield announced a program worth up to $5 billion to deploy Bloom’s fuel‑cell systems for AI data centers and factories — a material commercial validation that supports future revenue growth tied to high‑density AI power demand. Bloom-Brookfield Deal
• Positive Sentiment: Backlog and guidance: Management has reported a large backlog (product backlog and total backlog figures cited) and set aggressive FY‑2026 revenue and margin targets, supporting the growth narrative for enterprise and AI customers. Those operational metrics justify investor optimism over medium‑term earnings expansion. Backlog & Guidance
• Positive Sentiment: Momentum and performance: BE has outpaced peers YTD and is up substantially over the past year as investors rotate into clean‑power and AI infrastructure plays, attracting momentum flows. Zacks YTD Note
• Neutral Sentiment: High‑profile commentary: Jim Cramer reiterated the stock’s volatility but said he’d feel more comfortable recommending BE after a pullback — publicity that raises awareness but is not an immediate catalyst. Cramer Comment
• Neutral Sentiment: Citi initiation: Citi initiated coverage with a neutral rating and a $162 target, signaling that some sell‑side desks view the stock as fairly valued near current levels — which can cap near‑term upside after the run. Citi Initiation
• Neutral Sentiment: Peer comparison: Analysts note Bloom outperforms peers like FuelCell Energy on earnings growth and ROIC but trades at a steep premium — a mixed signal for investors weighing growth vs. price. BE vs FCEL
• Negative Sentiment: Insider selling: CEO Kr Sridhar sold 200,000 shares (~$34M) on Feb. 24, reducing his stake — a high‑profile sale that often triggers short‑term profit taking and can pressure the stock. SEC Filing
• Negative Sentiment: Valuation risk: Multiple analysis pieces warn the stock may be “priced for perfection” — expensive multiples and high execution expectations are prompting some investors to lock in gains after the rally. Valuation Note

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.