Bloom Energy (NYSE:BE) Earns Buy Rating from Analysts at China Renaissance

China Renaissance initiated coverage on shares of Bloom Energy (NYSE:BE) in a report issued on Wednesday morning, Marketbeat reports. The brokerage issued a buy rating and a $207.00 target price on the stock.

A number of other research analysts have also recently commented on BE. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a research report on Thursday, October 30th. BTIG Research boosted their price target on shares of Bloom Energy to $145.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Bank of America upped their price objective on shares of Bloom Energy from $26.00 to $39.00 and gave the stock an “underperform” rating in a report on Tuesday, November 25th. UBS Group lifted their target price on shares of Bloom Energy to $115.00 and gave the company a “buy” rating in a report on Tuesday, October 14th. Finally, Daiwa Capital Markets set a $98.00 target price on Bloom Energy in a research report on Tuesday, December 2nd. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eleven have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, Bloom Energy presently has a consensus rating of “Hold” and a consensus target price of $109.83.

Bloom Energy Trading Down 3.3%

Shares of Bloom Energy stock opened at $151.37 on Wednesday. The stock has a 50 day moving average of $113.51 and a 200 day moving average of $88.05. The company has a debt-to-equity ratio of 1.98, a quick ratio of 2.88 and a current ratio of 4.40. The firm has a market capitalization of $35.80 billion, a price-to-earnings ratio of 869.50, a PEG ratio of 13.18 and a beta of 3.01. Bloom Energy has a fifty-two week low of $15.15 and a fifty-two week high of $167.57.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Tuesday, October 28th. The company reported $0.15 EPS for the quarter, beating the consensus estimate of $0.08 by $0.07. The business had revenue of $519.05 million for the quarter, compared to analyst estimates of $425.18 million. Bloom Energy had a return on equity of 8.74% and a net margin of 0.84%.The company’s quarterly revenue was up 57.1% on a year-over-year basis. During the same quarter in the prior year, the company posted ($0.01) EPS. As a group, research analysts predict that Bloom Energy will post -0.23 earnings per share for the current year.

Insider Buying and Selling at Bloom Energy

In other news, insider Maciej Kurzymski sold 3,264 shares of the stock in a transaction 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 sale, the insider directly owned 90,005 shares in the company, valued at approximately $7,783,632.40. This trade represents a 3.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Shawn Marie Soderberg sold 1,583 shares of the business’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $105.97, for a total value of $167,750.51. Following the transaction, the insider directly owned 221,633 shares of the company’s stock, valued at $23,486,449.01. The trade was a 0.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 120,410 shares of company stock valued at $16,557,185. Insiders own 3.60% of the company’s stock.

Institutional Investors Weigh In On Bloom Energy

Hedge funds and other institutional investors have recently made changes to their positions in the business. WPG Advisers LLC lifted its stake in Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after purchasing an additional 67 shares during the last quarter. N.E.W. Advisory Services LLC acquired a new stake in Bloom Energy during the third quarter worth approximately $32,000. Fifth Third Bancorp acquired a new stake in Bloom Energy during the third quarter worth approximately $32,000. Parkside Financial Bank & Trust lifted its position in shares of Bloom Energy by 250.9% during the 3rd quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after buying an additional 281 shares during the last quarter. Finally, Elevation Point Wealth Partners LLC acquired a new position in shares of Bloom Energy in the 2nd quarter valued at $36,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy News Roundup

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

• Positive Sentiment: Bloom landed a large AI/data‑center supply deal worth about US$2.65 billion, giving the company multi‑year revenue visibility and explaining recent buying interest. Bloom Energy Fuels AI Data Center Power With US$2.65b Deal
• Positive Sentiment: Coverage and bullish writeups highlight accelerating demand from data centers and improving profitability trends (ROE and earnings momentum), which helped power a large rally into 2026. Bloom Energy vs. Plug Power: Which Fuel Cell Stock Leads in 2026?
• Positive Sentiment: MarketBeat and other screens list BE among momentum names to watch for continued gains into February, citing sustained data‑center demand and analyst coverage increases. 5 Stocks to Buy in February: Last Year’s Winners Aren’t Done Yet
• Neutral Sentiment: Barclays initiated coverage with an equal‑weight (neutral) rating and a $153 price target, noting much of Bloom’s growth appears priced in; that provides a reference point for investors but does not represent an upgrade. Barclays Initiates Bloom Energy (BE) with Equalweight, Sees Growth Priced In
• Negative Sentiment: Valuation and risk metrics remain elevated — BE’s trailing P/E and beta are high and the company carries leverage — making the stock vulnerable to pullbacks if growth guidance slips or market sentiment cools.
• Negative Sentiment: With rapid prior gains (multi‑hundred percent moves cited in coverage), some investors are taking profits; Barclays’ “growth priced in” tone likely accelerated selling despite the large contract news. Why Bloom Energy Corporation’s (BE) Stock Is Up 5.99%

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.