Zacks Research Downgrades Bloom Energy (NYSE:BE) to Hold

Bloom Energy (NYSE:BE) was downgraded by research analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a note issued to investors on Monday,Zacks.com reports.

Other equities analysts also recently issued research reports about the company. Citigroup initiated coverage on Bloom Energy in a report on Tuesday, February 24th. They issued a “neutral” rating and a $162.00 price objective on the stock. Truist Financial set a $68.00 price target on shares of Bloom Energy in a research note on Friday, January 9th. Barclays initiated coverage on shares of Bloom Energy in a research note on Wednesday, January 28th. They issued an “equal weight” rating and a $153.00 price objective for the company. JPMorgan Chase & Co. increased their target price on shares of Bloom Energy to $166.00 and gave the stock an “overweight” rating in a research report on Friday, February 6th. Finally, Mizuho raised their target price on Bloom Energy to $110.00 and gave the company a “neutral” rating in a report on Monday, February 9th. One equities 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 assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $131.87.

Bloom Energy Trading Up 1.6%

NYSE BE opened at $153.79 on Monday. The firm’s 50 day moving average price is $143.84 and its two-hundred day moving average price is $111.07. 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 twelve month low of $15.15 and a twelve month high of $180.90. The stock has a market cap of $43.14 billion, a price-to-earnings ratio of -404.70, a PEG ratio of 6.18 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 for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. The company had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The firm’s quarterly revenue was up 35.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Equities analysts anticipate that Bloom Energy will post -0.23 EPS for the current year.

Insider Buying and Selling at Bloom Energy

In related news, CEO Kr Sridhar sold 200,000 shares of the firm’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $170.00, for a total value of $34,000,000.00. Following the transaction, the chief executive officer directly owned 2,189,869 shares in the company, valued at approximately $372,277,730. This trade represents a 8.37% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Shawn Marie Soderberg sold 20,000 shares of Bloom Energy stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $180.00, for a total transaction of $3,600,000.00. Following the completion of the transaction, the insider owned 376,731 shares in the company, valued at $67,811,580. This trade represents a 5.04% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 268,788 shares of company stock worth $45,575,889 in the last quarter. 3.50% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Bloom Energy

Several hedge funds and other institutional investors have recently made changes to their positions in BE. Vanguard Group Inc. increased its stake in shares of Bloom Energy by 6.3% in the third quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock worth $1,759,726,000 after purchasing an additional 1,240,819 shares during the period. Geode Capital Management LLC boosted its stake in Bloom Energy by 5.4% during the 4th quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock valued at $461,272,000 after purchasing an additional 269,662 shares during the period. Graticule Asia Macro Advisors LLC acquired a new stake in Bloom Energy in the 3rd quarter valued at approximately $402,494,000. Brooklands Fund Management Ltd acquired a new stake in Bloom Energy in the 4th quarter valued at approximately $347,560,000. Finally, Trivest Advisors Ltd increased its position in Bloom Energy by 1,461.6% in the 3rd quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock worth $289,229,000 after buying an additional 3,201,000 shares during the period. 77.04% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Bloom Energy

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.