Bloom Energy (NYSE:BE) Trading Up 4% After Analyst Upgrade

Bloom Energy Corporation (NYSE:BE)’s share price was up 4% during mid-day trading on Wednesday after Robert W. Baird raised their price target on the stock to $242.00. Robert W. Baird currently has an outperform rating on the stock. Bloom Energy traded as high as $235.35 and last traded at $229.6560. Approximately 6,986,995 shares were traded during mid-day trading, a decline of 39% from the average daily volume of 11,388,536 shares. The stock had previously closed at $220.91.

BE has been the subject of several other research reports. Citigroup upped their target price on shares of Bloom Energy to $229.00 and gave the company a “neutral” rating in a report on Tuesday. BTIG Research upped their target price on shares of Bloom Energy to $165.00 and gave the company a “buy” rating in a report on Friday, February 6th. Royal Bank Of Canada set a $143.00 target price on shares of Bloom Energy in a report on Tuesday, January 20th. Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, January 27th. Finally, Truist Financial set a $68.00 target price on shares of Bloom Energy in a report on Friday, January 9th. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $154.86.

Insider Buying and Selling at Bloom Energy

In related news, insider Maciej Kurzymski sold 7,800 shares of the company’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $151.85, for a total value of $1,184,430.00. Following the completion of the sale, the insider owned 84,294 shares in the company, valued at $12,800,043.90. This represents a 8.47% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Aman Joshi sold 10,000 shares of the company’s stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $135.88, for a total transaction of $1,358,800.00. Following the completion of the sale, the insider owned 180,521 shares of the company’s stock, valued at approximately $24,529,193.48. This trade represents a 5.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 455,092 shares of company stock worth $78,564,475 in the last 90 days. Company insiders own 3.60% of the company’s stock.

Bloom Energy News Roundup

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

• Positive Sentiment: The Trump administration’s decision to preserve federal hydrogen hub funding removes a major regulatory overhang and validates Bloom’s hydrogen and fuel-cell pipeline, reducing policy risk for long-term revenue assumptions. Bloom Energy Just Scored a Major Win With the Trump Admin. Is BE Stock a Buy?
• Positive Sentiment: UBS raised its price target to $251 and kept a Buy rating, citing new opportunities (800 VDC data-center trends) that imply higher addressable market and revenue upside. UBS Hikes Bloom Energy’s Price Target From $170 to $251
• Positive Sentiment: Robert W. Baird raised its target to $242 and set an Outperform rating, signaling incremental analyst conviction and supporting near-term buying interest. Benzinga
• Positive Sentiment: Zacks highlighted Bloom’s stronger growth forecasts and relative outperformance versus peers (e.g., Plug Power), reinforcing a narrative of accelerating clean-energy demand. The Zacks Analyst Blog: Bloom Energy and Plug Power
• Neutral Sentiment: Jim Cramer called Bloom “the real deal,” which can boost retail interest, but he also warned about the stock’s parabolic short-term move—suggesting momentum-driven volatility. Jim Cramer Calls Bloom Energy “The Real Deal” But Addresses the “Parabolic Move”
• Neutral Sentiment: Citigroup lifted its target to $229 but kept a Neutral rating, implying limited upside from current levels and signaling some analyst caution. Benzinga
• Neutral Sentiment: Mainstream coverage (MSN) is parsing the rapid stock move and attributing gains to the mix of upgrades, policy clarity and momentum—coverage that can amplify trading flows. What’s behind the jump in Bloom Energy stock?
• Negative Sentiment: Yahoo Finance flags valuation and ongoing losses as a restraint — rapid share gains tighten the margin for error and increase downside risk if growth or margins disappoint. Bloom Energy (BE) Valuation In Focus After Powerful Share Price Momentum And Ongoing Losses

Institutional Trading of Bloom Energy

Several institutional investors and hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. raised its position in Bloom Energy by 6.3% in the 3rd quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock valued at $1,759,726,000 after purchasing an additional 1,240,819 shares during the last quarter. Geode Capital Management LLC raised its position in Bloom Energy by 5.4% during the 4th quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock worth $461,272,000 after buying an additional 269,662 shares during the last quarter. Graticule Asia Macro Advisors LLC purchased a new position in Bloom Energy during the 3rd quarter worth $402,494,000. Brooklands Fund Management Ltd purchased a new position in Bloom Energy during the 4th quarter worth $347,560,000. Finally, Trivest Advisors Ltd raised its position in Bloom Energy by 1,461.6% during the 3rd quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock worth $289,229,000 after buying 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 Stock Performance

The company has a market cap of $64.43 billion, a PE ratio of -604.36, a P/E/G ratio of 8.87 and a beta of 3.18. 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’s 50-day simple moving average is $159.81 and its 200 day simple moving average is $131.54.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Thursday, February 5th. The company reported $0.45 EPS for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. The company had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. Bloom Energy’s quarterly revenue was up 35.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, equities analysts anticipate 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.