Bloom Energy (NYSE:BE) Trading 1.2% Higher After Analyst Upgrade

Bloom Energy Corporation (NYSE:BE) shares traded up 1.2% during mid-day trading on Tuesday after Citigroup raised their price target on the stock to $229.00. Citigroup currently has a neutral rating on the stock. Bloom Energy traded as high as $234.35 and last traded at $220.8880. 12,077,473 shares changed hands during trading, an increase of 6% from the average session volume of 11,444,006 shares. The stock had previously closed at $218.27.

BE has been the topic of several other research reports. Roth Mkm reaffirmed a “neutral” rating on shares of Bloom Energy in a research note on Tuesday, April 14th. UBS Group lifted their target price on shares of Bloom Energy to $251.00 and gave the stock a “buy” rating in a research note on Tuesday. Morgan Stanley lifted their target price on shares of Bloom Energy to $184.00 and gave the stock an “overweight” rating in a research note on Friday, February 6th. Jefferies Financial Group upgraded Bloom Energy from an “underperform” rating to a “hold” rating and set a $187.00 price target on the stock in a report on Tuesday, April 14th. Finally, Evercore reiterated an “outperform” rating and set a $179.00 price target on shares of Bloom Energy in a report on Friday, February 6th. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Bloom Energy presently has an average rating of “Moderate Buy” and an average target price of $151.68.

Insider Buying and Selling

In other news, CEO Kr Sridhar sold 200,000 shares of Bloom Energy stock in a transaction on 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 transaction, the chief executive officer owned 2,189,869 shares in the company, valued at $372,277,730. The trade was a 8.37% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Aman Joshi sold 19,944 shares of Bloom Energy stock in a transaction on Monday, March 16th. The stock was 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 in the company, valued at approximately $29,502,176.85. This represents a 9.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 455,092 shares of company stock worth $78,564,475 in the last quarter. 3.50% of the stock is currently owned by insiders.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: UBS sharply raised its price target from $170 to $251 and kept a Buy rating, citing Bloom’s role in the 800‑VDC data‑center shift — a strong signal of analyst conviction that supports further upside. UBS Hikes Bloom Energy’s Price Target From $170 to $251 on the 800 VDC Data Center Revolution
• Positive Sentiment: Multiple analyst and media write-ups (Zacks, Yahoo, InsiderMonkey, MarketBeat) are positioning BE as a leading AI data‑center infrastructure name versus peers (e.g., Plug Power), highlighting stronger estimate revisions, ROE and liquidity — coverage that tends to attract flows into the stock. The Zacks Analyst Blog Bloom Energy and Plug Power
• Positive Sentiment: Bloom’s last reported quarter beat revenue and EPS estimates and the company set FY2026 EPS guidance of $1.33–$1.48 — fundamentals and guidance that support the bullish analyst revisions and reduce execution uncertainty. Company earnings and guidance (Feb 5)
• Neutral Sentiment: Citigroup raised its price target to $229 but kept a Neutral rating, implying only modest upside from current levels — this could temper further upgrades unless visibility improves significantly. Citigroup raises price target to $229 – Benzinga
• Negative Sentiment: Valuation is a key risk: several commentators note Bloom’s rally has put shares well ahead of many analyst targets and traditional valuation metrics look stretched, increasing the chance of a pullback if order momentum or margins disappoint. 5 Stocks Positioned to Win the AI Data Center Buildout

Institutional Trading of Bloom Energy

A number of hedge funds and other institutional investors have recently modified their holdings of BE. Blue Trust Inc. increased its position in shares of Bloom Energy by 37.2% during the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after purchasing an additional 51 shares during the last quarter. WPG Advisers LLC increased its position in shares of Bloom Energy by 26.4% during the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after purchasing an additional 67 shares during the last quarter. Hantz Financial Services Inc. increased its position in shares of Bloom Energy by 45.5% during the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after purchasing an additional 100 shares during the last quarter. Godsey & Gibb Inc. increased its position in shares of Bloom Energy by 2,000.0% during the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock worth $28,000 after purchasing an additional 200 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd acquired a new stake in shares of Bloom Energy during the 4th quarter worth about $28,000. 77.04% of the stock is owned by institutional investors and hedge funds.

Bloom Energy Stock Up 1.2%

The business has a 50-day moving average of $158.34 and a 200-day moving average of $130.84. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. The stock has a market capitalization of $61.97 billion, a price-to-earnings ratio of -581.28, a P/E/G ratio of 8.77 and a beta of 3.18.

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, topping 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 company’s quarterly revenue was up 35.9% on a year-over-year basis. During the same period last year, the company earned $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, sell-side analysts expect that Bloom Energy Corporation will post 1 EPS for the current year.

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.