Bloom Energy (NYSE:BE) Cut to Hold at Zacks Research

Zacks Research downgraded shares of Bloom Energy (NYSE:BE) from a strong-buy rating to a hold rating in a report released on Monday morning,Zacks.com reports.

Other equities research analysts have also recently issued research reports about the stock. Citigroup assumed coverage on shares of Bloom Energy in a research report on Tuesday, February 24th. They set a “neutral” rating and a $162.00 price objective on the stock. Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, January 27th. Morgan Stanley raised their target price on shares of Bloom Energy to $184.00 and gave the company an “overweight” rating in a research note on Friday, February 6th. UBS Group reiterated a “buy” rating and issued a $170.00 price target on shares of Bloom Energy in a report on Friday, February 6th. Finally, Bank of America set a $39.00 price target on shares of Bloom Energy in a research note on Tuesday, November 25th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $131.87.

Bloom Energy Stock Performance

NYSE BE opened at $158.96 on Monday. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. Bloom Energy has a twelve month low of $15.15 and a twelve month high of $180.90. The business has a 50-day moving average price of $145.29 and a 200-day moving average price of $111.41. The firm has a market cap of $44.60 billion, a price-to-earnings ratio of -418.32, a price-to-earnings-growth ratio of 6.29 and a beta of 3.11.

Bloom Energy (NYSE:BE) last issued its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, beating 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 company had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. During the same quarter last year, the company earned $0.43 EPS. The firm’s quarterly revenue was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, equities research analysts predict that Bloom Energy will post -0.23 EPS for the current fiscal year.

Insider Activity

In other news, insider Satish Chitoori sold 1,521 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $139.37, for a total transaction of $211,981.77. Following the completion of the transaction, the insider directly owned 230,017 shares in the company, valued at approximately $32,057,469.29. This represents a 0.66% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Shawn Marie Soderberg sold 25,244 shares of the firm’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $177.93, for a total transaction of $4,491,664.92. Following the completion of the transaction, the insider directly owned 227,048 shares of the company’s stock, valued at approximately $40,398,650.64. This trade represents a 10.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 268,788 shares of company stock worth $45,575,889. 3.60% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Bloom Energy

Institutional investors and hedge funds have recently made changes to their positions in the business. Corient Private Wealth LLC raised its position in shares of Bloom Energy by 57.4% during the 4th quarter. Corient Private Wealth LLC now owns 35,947 shares of the company’s stock valued at $3,123,000 after buying an additional 13,113 shares in the last quarter. Hsbc Holdings PLC grew its position in Bloom Energy by 31.6% in the fourth quarter. Hsbc Holdings PLC now owns 342,223 shares of the company’s stock worth $29,697,000 after acquiring an additional 82,089 shares in the last quarter. Caitong International Asset Management Co. Ltd purchased a new position in Bloom Energy in the fourth quarter worth about $3,665,000. Virtu Financial LLC bought a new stake in Bloom Energy during the fourth quarter worth approximately $360,000. Finally, Kovitz Investment Group Partners LLC bought a new stake in Bloom Energy during the fourth quarter worth approximately $1,913,000. 77.04% of the stock is owned by hedge funds and other institutional investors.

Key Bloom Energy News

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

• Positive Sentiment: Major partnership: Bloom agreed a reported $5 billion partnership with Brookfield to deploy its solid‑oxide fuel cells for AI data centers — a direct boost to its project pipeline, backlog and exposure to fast‑growing AI infrastructure demand. Read More.
• Positive Sentiment: Revenue momentum: Coverage notes Bloom generated roughly $2B in revenue in 2025 and expects about $1B of additional revenue this year — supporting the view that the company is scaling and justifying premium growth multiples if demand persists. Read More.
• Positive Sentiment: Market recognition: The stock was flagged as joining a select group with a 95+ composite rating, which can attract momentum/quant flows and validates recent performance metrics. Read More.
• Neutral Sentiment: AI thematic positioning: Analysts and commentators are increasingly citing Bloom as part of the energy stack for AI buildout (memory, power, space), which raises long‑term optionality but also ties expectations to AI capex cycles. Read More.
• Neutral Sentiment: Heavy media/analyst coverage: Multiple buy/sell assessments (Fool, Forbes, Yahoo/finance pieces) are driving attention and volatility — helpful for liquidity but increasing headline sensitivity. Read More.
• Negative Sentiment: Analyst downgrade: Zacks cut Bloom from “strong‑buy” to “hold,” which can temper momentum investors and act as a near‑term headwind to sentiment. Read More.

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.