Bloom Energy (NYSE:BE) Lowered to “Hold” Rating by Zacks Research

Zacks Research cut shares of Bloom Energy (NYSE:BE) from a strong-buy rating to a hold rating in a research note published on Monday morning,Zacks.com reports.

A number of other equities analysts have also recently commented on BE. BMO Capital Markets lifted their target price on shares of Bloom Energy to $149.00 and gave the company a “market perform” rating in a report on Friday, February 6th. Royal Bank Of Canada set a $143.00 price objective on shares of Bloom Energy in a research note on Tuesday, January 20th. Morgan Stanley upped their target price on shares of Bloom Energy to $184.00 and gave the company an “overweight” rating in a report on Friday, February 6th. Truist Financial set a $68.00 target price on shares of Bloom Energy in a research note on Friday, January 9th. Finally, TD Cowen boosted their price target on Bloom Energy to $160.00 and gave the company a “hold” rating in a research report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $131.87.

Bloom Energy Stock Up 1.6%

Bloom Energy stock opened at $153.79 on Monday. The company has a market capitalization of $43.14 billion, a P/E ratio of -404.70, a PEG ratio of 6.18 and a beta of 3.11. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. Bloom Energy has a fifty-two week low of $15.15 and a fifty-two week high of $180.90. The stock has a 50-day simple moving average of $143.84 and a 200-day simple moving average of $111.07.

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 company had revenue of $777.68 million for the quarter, compared to analyst estimates of $647.59 million. During the same quarter in the previous year, the company posted $0.43 earnings per share. The firm’s revenue was up 35.9% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Equities research analysts expect that Bloom Energy will post -0.23 earnings per share for the current year.

Insider Buying and Selling at Bloom Energy

In other news, CEO Kr Sridhar sold 200,000 shares of the business’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $170.00, for a total transaction of $34,000,000.00. Following the transaction, the chief executive officer directly owned 2,189,869 shares in the company, valued at $372,277,730. The trade was a 8.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Shawn Marie Soderberg sold 25,244 shares of the stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $177.93, for a total transaction of $4,491,664.92. Following the transaction, the insider directly owned 227,048 shares of the company’s stock, valued at $40,398,650.64. This represents a 10.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 268,788 shares of company stock valued at $45,575,889. Insiders own 3.50% of the company’s stock.

Institutional Trading of Bloom Energy

Several hedge funds have recently modified their holdings of the business. Corient Private Wealth LLC lifted its holdings in shares of Bloom Energy by 57.4% in 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 during the period. Hsbc Holdings PLC raised 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 $3,665,000. Virtu Financial LLC acquired a new stake in Bloom Energy in the fourth quarter valued at $360,000. Finally, Kovitz Investment Group Partners LLC purchased a new stake in shares of Bloom Energy during the 4th quarter worth $1,913,000. 77.04% of the stock is owned by institutional investors and hedge funds.

Key Bloom Energy News

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

• Positive Sentiment: Bloom agreed a multibillion‑dollar partnership with Brookfield to deploy its fuel cell systems for AI data centers, which management says adds materially to project pipeline and backlog — this directly ties Bloom to booming AI infrastructure demand. Bloom Energy Brookfield Deal Puts AI Power Growth And Valuation In Focus
• Positive Sentiment: Industry writeups highlight Bloom as a beneficiary of AI buildout bottlenecks (power and energy solutions), reinforcing the narrative that Bloom’s products are strategic to data center operators. AI Bottlenecks: 3 Stocks Poised to Gain from the AI Buildout
• Positive Sentiment: Bloom was noted as joining an “elite” group with a 95+ composite rating, a signal that quantitative screens and momentum indicators are strongly positive — this can attract momentum and quant flows. Bloom Energy joins elite list of stocks with 95-plus composite rating
• Neutral Sentiment: Analyst and media pieces (Motley Fool, others) are debating buy/hold positioning after a strong YTD rally; these are more interpretive than news‑driving but keep retail attention on valuation and growth assumptions. Bloom Energy: Buy, Sell, or Hold?
• Negative Sentiment: Zacks Research downgraded Bloom from “strong‑buy” to “hold,” which may weigh on short‑term sentiment and prompt some profit‑taking among tactical investors. Zacks.com
• Negative Sentiment: Coverage raising questions about whether the stock can recover from recent volatility and weekly losses highlights downside risk if AI enthusiasm cools or execution/slower project take‑rates emerge. Can Bloom Energy Stock Recover From Massive Weekly Losses?

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.