Jefferies Financial Group Lowers Bloom Energy (NYSE:BE) Price Target to $97.00

Bloom Energy (NYSE:BE) had its target price cut by equities researchers at Jefferies Financial Group to $97.00 in a research note issued to investors on Friday,Benzinga reports. The firm presently has an “underperform” rating on the stock. Jefferies Financial Group’s price objective suggests a potential downside of 27.36% from the company’s current price.

Several other brokerages have also commented on BE. Truist Financial set a $68.00 price target on shares of Bloom Energy in a report on Friday, January 9th. Zacks Research downgraded shares of Bloom Energy from a “strong-buy” rating to a “hold” rating in a report on Monday, March 9th. Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, January 27th. Barclays initiated coverage on Bloom Energy in a report on Wednesday, January 28th. They issued an “equal weight” rating and a $153.00 price objective on the stock. Finally, Wells Fargo & Company increased their target price on Bloom Energy to $130.00 and gave the company an “equal weight” rating in a report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued 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.com, Bloom Energy presently has a consensus rating of “Hold” and an average price target of $131.65.

Bloom Energy Trading Up 0.0%

BE stock opened at $133.54 on Friday. Bloom Energy has a 52-week low of $15.15 and a 52-week high of $180.90. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. The firm has a market cap of $37.47 billion, a P/E ratio of -351.43, a PEG ratio of 5.44 and a beta of 3.11. The company’s 50-day simple moving average is $152.26 and its 200-day simple moving average is $119.57.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.20. The firm had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.Bloom Energy’s revenue for the quarter was up 35.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, equities analysts forecast that Bloom Energy will post -0.23 EPS for the current fiscal year.

Insider Buying and Selling

In other news, Director Gary S. Pinkus sold 1,250 shares of the firm’s stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $165.80, for a total transaction of $207,250.00. Following the completion of the sale, the director owned 4,149 shares in the company, valued at $687,904.20. This trade represents a 23.15% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Satish Chitoori sold 18,964 shares of Bloom Energy stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $154.45, for a total transaction of $2,928,989.80. Following the sale, the insider directly owned 232,365 shares in the company, valued at approximately $35,888,774.25. The trade was a 7.55% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 370,092 shares of company stock worth $61,365,925 over the last quarter. Corporate insiders own 3.60% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in BE. Hantz Financial Services Inc. increased its stake in Bloom Energy by 45.5% during the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after acquiring an additional 100 shares during the last quarter. WPG Advisers LLC lifted its stake in shares of Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after purchasing an additional 67 shares during the last quarter. Caitong International Asset Management Co. Ltd acquired a new position in shares of Bloom Energy in the 4th quarter valued at $28,000. Fifth Third Bancorp purchased a new position in shares of Bloom Energy during the 3rd quarter worth $32,000. Finally, N.E.W. Advisory Services LLC purchased a new position in shares of Bloom Energy during the 3rd quarter worth $32,000. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Clear evidence of stronger demand from data centers: ClearBridge and other write-ups highlight Bloom’s Q4 surge driven by data‑center orders and backlog tied to AI power needs, a key revenue growth driver for Bloom. Bloom Energy (BE) Surged in Q4 Due to Demand from Data Centers
• Positive Sentiment: CERAWeek presentation reinforced the AI/data‑center growth narrative — management emphasized multibillion backlog and expanding service contracts as grid constraints and AI compute demand raise need for onsite power. This supports upside to revenue and recurring services. How Bloom Energy’s AI-Focused Power Pitch at CERAWeek 2026 Will Impact Investors
• Positive Sentiment: New CFO appointment (Simon Edwards) seen as a governance/operational positive—markets often view experienced finance chiefs as improving execution and credibility with investors. Bloom announced Edwards will join April 13. Bloom Energy Appoints Simon Edwards as Chief Financial Officer
• Positive Sentiment: Sell‑side / independent bullish research: A Seeking Alpha initiation argues for meaningful upside from the data‑center power boom and positions Bloom as a long‑term beneficiary of AI-driven demand. Bloom Energy: More Upside In The Data Center Power Boom
• Neutral Sentiment: Brokerage consensus sits around a “Hold” average—mixed analyst views suggest some caution despite operational momentum. Bloom Energy Given Average Rating of “Hold”
• Negative Sentiment: Jefferies cut its price target to $97 and assigned an “underperform” rating, signaling near‑term downside (their PT implies material downside from current levels) and adding selling pressure. Jefferies Lowers Price Target to $97
• Negative Sentiment: Analyst/market skepticism on valuation: coverage notes that strong growth and backlog clash with high valuation and past profitability volatility, which could cap multiple expansion until execution and margins prove durable. Bloom Energy’s Robust Performance Meets Analyst Skepticism Over Valuation

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.