Bloom Energy (NYSE:BE) Upgraded at Zacks Research

Zacks Research upgraded shares of Bloom Energy (NYSE:BE) from a hold rating to a strong-buy rating in a research note published on Tuesday morning,Zacks.com reports.

Several other brokerages also recently weighed in on BE. China Renaissance assumed coverage on shares of Bloom Energy in a research note on Wednesday, January 28th. They issued a “buy” rating and a $207.00 target price on the stock. Robert W. Baird set a $172.00 target price on shares of Bloom Energy in a research note on Tuesday, January 27th. Morgan Stanley increased their price target on Bloom Energy to $184.00 and gave the stock an “overweight” rating in a report on Friday, February 6th. Evercore reiterated an “outperform” rating and issued a $179.00 price target on shares of Bloom Energy in a report on Friday, February 6th. Finally, Jefferies Financial Group reduced their price target on Bloom Energy to $97.00 and set an “underperform” rating on the stock in a report on Friday, March 27th. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $137.91.

Bloom Energy Trading Up 8.9%

Shares of BE stock opened at $159.86 on Tuesday. Bloom Energy has a 1 year low of $16.01 and a 1 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 simple moving average is $149.86 and its two-hundred day simple moving average is $123.25. The company has a market cap of $44.85 billion, a PE ratio of -420.69, a price-to-earnings-growth ratio of 5.99 and a beta of 3.18.

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

Insider Activity at Bloom Energy

In related news, insider Aman Joshi sold 19,944 shares of the firm’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $154.85, for a total value of $3,088,328.40. Following the transaction, the insider owned 190,521 shares of the company’s stock, valued at $29,502,176.85. This trade represents a 9.48% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Kr Sridhar sold 200,000 shares of the firm’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 represents a 8.37% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 380,092 shares of company stock worth $62,724,725. 3.60% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of BE. Bayforest Capital Ltd purchased a new position in Bloom Energy during the 1st quarter valued at about $2,055,000. AQR Capital Management LLC purchased a new position in shares of Bloom Energy in the 1st quarter valued at $1,820,000. NewEdge Advisors LLC increased its holdings in shares of Bloom Energy by 674.7% in the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after acquiring an additional 1,626 shares during the period. Goldman Sachs Group Inc. increased its holdings in shares of Bloom Energy by 50.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after acquiring an additional 836,810 shares during the period. Finally, Focus Partners Wealth increased its holdings in shares of Bloom Energy by 30.7% in the 1st quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock valued at $394,000 after acquiring an additional 4,716 shares during the period. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

More Bloom Energy News

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

• Positive Sentiment: Zacks upgraded BE from “hold” to “strong-buy,” a clear catalyst for momentum traders and retail buyers. Read More.
• Positive Sentiment: Multiple bullish features (The Motley Fool pieces) link Bloom to AI data-center power demand and position it as a long-term growth play, reinforcing buy-side narratives about secular tailwinds. Read More. and Read More.
• Positive Sentiment: Intraday trade-flow and sector breadth favored Industrials and momentum names today; Benzinga reports traders calling the stock “skyrocketing,” which attracts short-term buying and squeezes. Read More.
• Neutral Sentiment: Susquehanna lowered its price target to $173 but kept a “positive” rating — a mixed signal that trims upside expectations while still supporting conviction among some institutional buyers. Read More.
• Neutral Sentiment: CNN and other market pages refreshed BE coverage (quotes, charts), which increases visibility but doesn’t itself change fundamentals. Read More.
• Negative Sentiment: Jefferies reiterated an Underperform rating and cut its target (from $102 to $97 previously), highlighting lingering analyst skepticism about valuation and execution — a headwind for longer-term buyers. Read More.
• Negative Sentiment: Valuation concerns: coverage questioning whether the stock’s roughly 7x one‑year surge has left it overbought may prompt profit-taking and increase volatility. 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.