Bloom Energy (NYSE:BE) Downgraded by Wall Street Zen to Hold

Bloom Energy (NYSE:BE) was downgraded by stock analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research note issued on Saturday.

A number of other equities analysts have also recently weighed in on the stock. UBS Group reissued a “buy” rating and issued a $170.00 price objective on shares of Bloom Energy in a research report on Friday, February 6th. Jefferies Financial Group set a $102.00 price objective on Bloom Energy in a research note on Tuesday, February 10th. Morgan Stanley upped their target price on Bloom Energy to $184.00 and gave the company an “overweight” rating in a research report on Friday, February 6th. JPMorgan Chase & Co. raised their price target on shares of Bloom Energy to $166.00 and gave the stock an “overweight” rating in a research report on Friday, February 6th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a research note on Tuesday, January 27th. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $131.87.

Bloom Energy Trading Down 7.8%

NYSE:BE opened at $155.49 on Friday. The business’s 50-day moving average is $134.81 and its two-hundred day moving average is $104.80. The firm has a market capitalization of $43.62 billion, a PE ratio of -409.18, a price-to-earnings-growth ratio of 6.88 and a beta of 3.07. Bloom Energy has a 12 month low of $15.15 and a 12 month 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.

Bloom Energy (NYSE:BE) last released its quarterly earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, topping the consensus estimate of $0.25 by $0.20. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The firm had revenue of $777.68 million for the quarter, compared to analyst estimates of $647.59 million. During the same period in the previous year, the company posted $0.43 EPS. Bloom Energy’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 fiscal year.

Insider Activity at Bloom Energy

In other news, CEO Kr Sridhar sold 200,000 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the chief executive officer directly owned 2,189,869 shares in the company, valued at approximately $372,277,730. The trade was a 8.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Maciej Kurzymski sold 3,264 shares of the stock in a transaction that occurred on 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 $7,783,632.40. This trade represents a 3.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 268,788 shares of company stock valued at $45,575,889. Company insiders own 3.60% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Virtu Financial LLC acquired a new stake in Bloom Energy in the 4th quarter valued at about $360,000. Kovitz Investment Group Partners LLC acquired a new stake in shares of Bloom Energy during the fourth quarter worth $1,913,000. Compound Planning Inc. purchased a new stake in shares of Bloom Energy during the fourth quarter valued at $296,000. Corient Private Wealth LLC boosted its position in shares of Bloom Energy by 3,818.7% in the 4th quarter. Corient Private Wealth LLC now owns 894,797 shares of the company’s stock valued at $77,749,000 after purchasing an additional 871,963 shares during the period. Finally, First Commonwealth Financial Corp PA increased its stake in Bloom Energy by 17.6% in the 4th quarter. First Commonwealth Financial Corp PA now owns 3,101 shares of the company’s stock worth $269,000 after purchasing an additional 465 shares in the last quarter. Institutional investors own 77.04% of the company’s stock.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Brookfield partnership: Bloom and Brookfield announced a program worth up to $5 billion to deploy Bloom’s fuel‑cell systems for AI data centers and factories — a material commercial validation that supports future revenue growth tied to high‑density AI power demand. Bloom-Brookfield Deal
• Positive Sentiment: Backlog and guidance: Management has reported a large backlog (product backlog and total backlog figures cited) and set aggressive FY‑2026 revenue and margin targets, supporting the growth narrative for enterprise and AI customers. Those operational metrics justify investor optimism over medium‑term earnings expansion. Backlog & Guidance
• Positive Sentiment: Momentum and performance: BE has outpaced peers YTD and is up substantially over the past year as investors rotate into clean‑power and AI infrastructure plays, attracting momentum flows. Zacks YTD Note
• Neutral Sentiment: High‑profile commentary: Jim Cramer reiterated the stock’s volatility but said he’d feel more comfortable recommending BE after a pullback — publicity that raises awareness but is not an immediate catalyst. Cramer Comment
• Neutral Sentiment: Citi initiation: Citi initiated coverage with a neutral rating and a $162 target, signaling that some sell‑side desks view the stock as fairly valued near current levels — which can cap near‑term upside after the run. Citi Initiation
• Neutral Sentiment: Peer comparison: Analysts note Bloom outperforms peers like FuelCell Energy on earnings growth and ROIC but trades at a steep premium — a mixed signal for investors weighing growth vs. price. BE vs FCEL
• Negative Sentiment: Insider selling: CEO Kr Sridhar sold 200,000 shares (~$34M) on Feb. 24, reducing his stake — a high‑profile sale that often triggers short‑term profit taking and can pressure the stock. SEC Filing
• Negative Sentiment: Valuation risk: Multiple analysis pieces warn the stock may be “priced for perfection” — expensive multiples and high execution expectations are prompting some investors to lock in gains after the rally. Valuation Note

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.