Bloom Energy Corporation (NYSE:BE) Given Consensus Rating of “Hold” by Analysts

Shares of Bloom Energy Corporation (NYSE:BE) have been assigned an average rating of “Hold” from the twenty-six research firms that are currently covering the stock, MarketBeat Ratings reports. Three analysts have rated the stock with a sell rating, twelve have assigned a hold rating, ten have assigned a buy rating and one has given a strong buy rating to the company. The average 12 month target price among analysts that have updated their coverage on the stock in the last year is $131.8696.

A number of analysts have recently issued reports on the company. Truist Financial set a $68.00 target price on Bloom Energy in a report on Friday, January 9th. UBS Group reaffirmed a “buy” rating and set a $170.00 price target on shares of Bloom Energy in a research report on Friday, February 6th. Barclays initiated coverage on shares of Bloom Energy in a research note on Wednesday, January 28th. They set an “equal weight” rating and a $153.00 price objective for the company. Royal Bank Of Canada set a $143.00 price objective on shares of Bloom Energy in a research report on Tuesday, January 20th. Finally, Citigroup started coverage on Bloom Energy in a research report on Tuesday, February 24th. They issued a “neutral” rating and a $162.00 target price for the company.

Bloom Energy Trading Up 2.9%

Shares of BE opened at $150.05 on Thursday. Bloom Energy has a twelve month low of $15.15 and a twelve month high of $180.90. The firm has a market capitalization of $42.10 billion, a P/E ratio of -394.88, a price-to-earnings-growth ratio of 5.95 and a beta of 3.11. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. The stock’s fifty day simple moving average is $152.69 and its 200 day simple moving average is $118.46.

Bloom Energy (NYSE:BE) last posted its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. The firm 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 quarterly revenue was up 35.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, equities research analysts forecast that Bloom Energy will post -0.23 earnings per share for the current year.

Insider Transactions at Bloom Energy

In other news, insider Satish Chitoori sold 18,964 shares of Bloom Energy stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $154.45, for a total transaction of $2,928,989.80. Following the sale, the insider owned 232,365 shares in the company, valued at $35,888,774.25. This trade represents a 7.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Maciej Kurzymski sold 7,800 shares of the business’s stock in a transaction on Monday, March 16th. The stock was sold at an average price of $151.85, for a total transaction of $1,184,430.00. Following the transaction, the insider directly owned 84,294 shares in the company, valued at approximately $12,800,043.90. The trade was a 8.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 370,092 shares of company stock worth $61,365,925 over the last 90 days. 3.60% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Bloom Energy

A number of large investors have recently added to or reduced their stakes in BE. Vanguard Group Inc. lifted its holdings in Bloom Energy by 6.3% in the 3rd quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock worth $1,759,726,000 after buying an additional 1,240,819 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of Bloom Energy by 5.4% during the fourth quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock valued at $461,272,000 after acquiring an additional 269,662 shares in the last quarter. Graticule Asia Macro Advisors LLC purchased a new stake in shares of Bloom Energy during the third quarter worth about $402,494,000. Brooklands Fund Management Ltd purchased a new stake in shares of Bloom Energy during the fourth quarter worth about $347,560,000. Finally, Trivest Advisors Ltd lifted its stake in shares of Bloom Energy by 1,461.6% in the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock worth $289,229,000 after acquiring an additional 3,201,000 shares in the last quarter. 77.04% of the stock is owned by institutional investors and hedge funds.

Bloom Energy News Summary

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

• Positive Sentiment: Seeking Alpha initiated coverage with a Buy, arguing Bloom’s solid position in the solid oxide fuel cell (SOFC) market driven by surging AI data-center power needs, short lead times vs. gas turbines, and long-term optionality in hydrogen and commercial adoption — a valuation thesis that supports further upside. Bloom Energy: More Upside In The Data Center Power Boom
• Positive Sentiment: Seeking Alpha piece on BYOP highlights Bloom’s modular fuel-cell tech, 800V DC output, and a 140% backlog surge in 2025 — evidence of accelerating commercial adoption and demand from data centers and other industries. This backlog growth is a direct revenue and margin visibility positive. BYOP (Bring Your Own Power) Is Getting Bigger
• Positive Sentiment: Several financial outlets note Bloom’s gainers status amid AI data-center demand, calling out the stock’s strong performance relative to peers and highlighting the company as a key beneficiary of the capital-intensive buildout of AI infrastructure. This positive press supports increased investor attention and flows. Software Stocks Are Souring Again. Why ‘HALO’ Companies Might Not Be a Better Bet.
• Neutral Sentiment: Macro headwinds (weaker growth signals and rising Treasury yields) are keeping broader market sentiment cautious; these factors can amplify BE’s volatility even as company fundamentals improve. Monitor rates and growth data for near-term price sensitivity. US Stock Market Today S&P 500 Futures Ease As Growth Signals Cool And Yields Rise
• Negative Sentiment: An insider sale was reported and cited as a catalyst for a pullback, prompting at least one article noting the stock traded down after the disclosure — insider sales can raise short-term concerns about timing or personal liquidity and contributed to intraday pressure. Bloom Energy (NYSE:BE) Trading Down 5.6% After Insider Selling
• Negative Sentiment: Recent short-term pullbacks were reported in prior sessions, reflecting volatility as the market digests mixed signals — strong fundamental catalysts vs. macro/rate risk and episodic profit‑taking. Bloom Energy (BE) Stock Dips While Market Gains: Key Facts

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.