Susquehanna Cuts Bloom Energy (NYSE:BE) Price Target to $173.00

Bloom Energy (NYSE:BE) had its target price cut by Susquehanna to $173.00 in a report released on Thursday morning, Marketbeat Ratings reports. They currently have a positive rating on the stock.

BE has been the subject of several other research reports. China Renaissance assumed coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They issued a “buy” rating and a $207.00 price target for the company. Evercore reiterated an “outperform” rating and issued a $179.00 price target on shares of Bloom Energy in a report on Friday, February 6th. Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, January 27th. Citigroup assumed coverage on shares of Bloom Energy in a report on Tuesday, February 24th. They issued a “neutral” rating and a $162.00 price target for the company. Finally, Roth Mkm upped their price target on shares of Bloom Energy to $133.00 and gave the company a “neutral” rating in a report on Tuesday, February 3rd. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have given a Hold rating and two have issued 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 $137.91.

Bloom Energy Stock Up 3.8%

Shares of NYSE BE opened at $166.30 on Thursday. The stock has a market cap of $46.65 billion, a P/E ratio of -437.62, a P/E/G ratio of 6.80 and a beta of 3.18. The firm has a 50 day moving average price of $150.15 and a 200 day moving average price of $124.13. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. Bloom Energy has a 52-week low of $16.01 and a 52-week high of $180.90.

Bloom Energy (NYSE:BE) last issued its quarterly earnings data 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 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 for the quarter was up 35.9% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Analysts expect that Bloom Energy will post -0.23 EPS for the current year.

Insiders Place Their Bets

In other news, insider Shawn Marie Soderberg sold 15,410 shares of the business’s stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $150.47, for a total value of $2,318,742.70. Following the sale, the insider owned 195,732 shares of the company’s stock, valued at $29,451,794.04. The trade was a 7.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Satish Chitoori sold 18,964 shares of the business’s stock in a transaction on Monday, March 16th. The stock was sold at an average price of $154.45, for a total transaction of $2,928,989.80. Following the completion of the sale, the insider directly owned 232,365 shares in the company, valued at approximately $35,888,774.25. This represents a 7.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 380,092 shares of company stock valued at $62,724,725 over the last 90 days. 3.60% of the stock is currently owned by company insiders.

Institutional Trading of Bloom Energy

A number of institutional investors have recently made changes to their positions in BE. Graticule Asia Macro Advisors LLC bought a new stake in shares of Bloom Energy in the third quarter worth $402,494,000. Brooklands Fund Management Ltd bought a new stake in shares of Bloom Energy in the fourth quarter worth $347,560,000. Trivest Advisors Ltd lifted its position 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 purchasing an additional 3,201,000 shares in the last quarter. Norges Bank bought a new stake in shares of Bloom Energy in the fourth quarter worth $239,683,000. Finally, Amundi lifted its position in shares of Bloom Energy by 390.7% in the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock worth $274,068,000 after purchasing an additional 2,511,426 shares in the last quarter. Institutional investors own 77.04% of the company’s stock.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Company fundamentals: Q4 results showed an EPS beat and strong revenue growth with FY2026 EPS guidance of $1.33–$1.48, which supports investor confidence in near-term profitability and revenue trajectory. A Look Back at Renewable Energy Stocks’ Q4 Earnings: Bloom Energy (NYSE:BE) Vs The Rest Of The Pack
• Positive Sentiment: Leadership & pre-earnings momentum: Stock rallied ahead of earnings on news of a new finance chief and growing investor optimism, a catalyst for momentum traders. Bloom Energy (BE) Soars 9.1% Ahead of Earnings, New Finance Chief Appointment
• Positive Sentiment: Analyst upgrades: Zacks moved BE from “hold” to “strong-buy,” increasing buy-side interest. Upgrades/support from research houses can amplify buying pressure. Zacks Research upgrade
• Positive Sentiment: Susquehanna maintained a positive rating (target ~$173), signaling upside from some sell‑side analysts despite a lower target — another vote of confidence. Susquehanna price target update
• Positive Sentiment: Sector tailwinds: Coverage highlights AI-driven demand for power and energy infrastructure, a thematic tailwind for companies like Bloom that offer distributed power solutions. 1 Brilliant Energy Stock to Buy Now and Hold for the Long Term
• Neutral Sentiment: Market context: Broader market moves are mixed as investors weigh inflation data and rate dynamics; sector/market volatility could affect BE’s near-term trading. US Stock Market Today S&P 500 Futures Slip As Inflation Jitters Meet Rate Relief
• Neutral Sentiment: Valuation debate: After a multi‑fold one‑year surge, several writeups ask whether current price fully reflects fundamentals — this raises both profit‑taking risk and debate over longer‑term upside. Is It Too Late To Consider Bloom Energy (BE) After A 7x One Year Surge?
• Negative Sentiment: Sell-side caution: Jefferies maintains an Underperform (sell) rating and trimmed its price target, highlighting downside risk and skepticism about valuation/near-term execution for some investors. Here’s Why Jefferies Has a Sell Rating on Bloom Energy (BE)

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.