Barclays Initiates Coverage on Bloom Energy (NYSE:BE)

Investment analysts at Barclays started coverage on shares of Bloom Energy (NYSE:BE) in a research note issued on Wednesday, Marketbeat.com reports. The firm set an “equal weight” rating and a $153.00 price target on the stock. Barclays‘s target price indicates a potential downside of 2.28% from the stock’s current price.

Other research analysts have also issued research reports about the company. JPMorgan Chase & Co. upped their price target on Bloom Energy to $129.00 and gave the company an “overweight” rating in a research report on Wednesday, October 29th. BTIG Research upped their target price on Bloom Energy to $145.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Morgan Stanley lifted their price target on shares of Bloom Energy to $155.00 and gave the company an “overweight” rating in a report on Wednesday, October 29th. Susquehanna upped their price objective on shares of Bloom Energy to $157.00 and gave the stock a “positive” rating in a report on Wednesday, October 29th. Finally, Truist Financial set a $68.00 price target on shares of Bloom Energy in a research report on Friday, January 9th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $109.83.

Bloom Energy Trading Down 5.3%

NYSE:BE opened at $156.57 on Wednesday. The firm has a market capitalization of $37.03 billion, a P/E ratio of 918.83, a P/E/G ratio of 13.93 and a beta of 3.01. The company has a quick ratio of 2.88, a current ratio of 4.40 and a debt-to-equity ratio of 1.98. The company has a fifty day moving average of $112.28 and a 200 day moving average of $87.18. Bloom Energy has a 52 week low of $15.15 and a 52 week high of $167.57.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Tuesday, October 28th. The company reported $0.15 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.08 by $0.07. The firm had revenue of $519.05 million for the quarter, compared to analysts’ expectations of $425.18 million. Bloom Energy had a net margin of 0.84% and a return on equity of 8.74%. The company’s revenue for the quarter was up 57.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned ($0.01) earnings per share. On average, research analysts predict that Bloom Energy will post -0.23 earnings per share for the current year.

Insider Transactions at Bloom Energy

In other news, insider Aman Joshi sold 4,543 shares of the firm’s stock in a transaction on Friday, November 14th. The stock was sold at an average price of $109.13, for a total transaction of $495,777.59. Following the completion of the transaction, the insider directly owned 219,818 shares in the company, valued at $23,988,738.34. This trade represents a 2.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Maciej Kurzymski sold 3,264 shares of Bloom Energy stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $86.48, for a total value of $282,270.72. Following the completion of the transaction, the insider directly owned 90,005 shares of the company’s stock, valued at approximately $7,783,632.40. This represents a 3.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 120,410 shares of company stock valued at $16,557,185. 3.60% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Bloom Energy

A number of institutional investors have recently made changes to their positions in the company. WPG Advisers LLC raised its holdings in Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after acquiring an additional 67 shares during the last quarter. N.E.W. Advisory Services LLC bought a new stake in shares of Bloom Energy in the 3rd quarter worth $32,000. Fifth Third Bancorp purchased a new position in shares of Bloom Energy in the third quarter worth $32,000. Parkside Financial Bank & Trust lifted its holdings in shares of Bloom Energy by 250.9% during the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock valued at $33,000 after purchasing an additional 281 shares in the last quarter. Finally, Elevation Point Wealth Partners LLC purchased a new stake in shares of Bloom Energy during the second quarter valued at $36,000. Hedge funds and other institutional investors own 77.04% of the company’s stock.

More Bloom Energy News

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

• Positive Sentiment: Bloom announced a large commercial agreement to supply power for AI data centers — a reported US$2.65 billion deal that directly targets the fast‑growing AI/datacenter market and supports higher near‑term revenue visibility and backlog. Bloom Energy Fuels AI Data Center Power With US$2.65b Deal
• Positive Sentiment: China Renaissance initiated coverage with a “Buy” and a $207 price target (~32% upside from current levels), adding upside analyst momentum and reinforcing the narrative that data‑center demand could drive outsized growth. China Renaissance initiates coverage on Bloom Energy
• Positive Sentiment: MarketBeat highlighted BE as one of five continuing winners for 2026, noting accelerating revenue growth from data‑center placements and improving analyst sentiment — a bullish thematic endorsement that helps investor interest. 5 Stocks to Buy in February: Last Year’s Winners Aren’t Done Yet
• Neutral Sentiment: Coverage pieces (e.g., AAII, MSN, Seeking Alpha) explain the stock’s recent sharp gains — useful context for retail/institutional interest but not new fundamental information on their own. Why Bloom Energy Corporation’s (BE) Stock Is Up 5.99%
• Negative Sentiment: Barclays initiated coverage at “Equal Weight” with a $153 target (slightly below the current price), which appears to have contributed to intraday selling as some traders lock gains after the recent rally. Barclays initiates Bloom Energy with neutral view
• Negative Sentiment: Elevated valuation and a steep recent run‑up invite profit‑taking and higher volatility — BE trades with a very high P/E and large intraday volume swings, so even positive news can be followed by pullbacks as traders re‑price short‑term risk.

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.