Bloom Energy (NYSE:BE) Upgraded to Strong-Buy at Zacks Research

Bloom Energy (NYSE:BE) was upgraded by investment analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research report issued to clients and investors on Tuesday,Zacks.com reports.

BE has been the subject of several other research reports. Barclays initiated coverage on Bloom Energy in a research report on Wednesday, January 28th. They issued an “equal weight” rating and a $153.00 price objective for the company. Roth Mkm upped their target price on Bloom Energy to $133.00 and gave the company a “neutral” rating in a report on Tuesday, February 3rd. China Renaissance initiated coverage on Bloom Energy in a report on Wednesday, January 28th. They set a “buy” rating and a $207.00 target price for the company. Truist Financial set a $68.00 target price on Bloom Energy in a report on Friday, January 9th. Finally, JPMorgan Chase & Co. upped their target price on Bloom Energy to $166.00 and gave the company an “overweight” rating in a report on Friday, February 6th. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $137.18.

Bloom Energy Stock Performance

Shares of BE stock opened at $146.52 on Tuesday. 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 moving average price of $149.79 and a two-hundred day moving average price of $123.00. The company has a market capitalization of $41.11 billion, a P/E ratio of -385.59, a PEG ratio of 5.54 and a beta of 3.18.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data 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. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The firm had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. During the same quarter in the previous year, the company posted $0.43 earnings per share. The business’s 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. Analysts expect that Bloom Energy will post -0.23 earnings per share for the current year.

Insiders Place Their Bets

In related news, insider Shawn Marie Soderberg sold 29,807 shares of the company’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $153.78, for a total transaction of $4,583,720.46. Following the completion of the transaction, the insider owned 224,216 shares in the company, valued at $34,479,936.48. This represents a 11.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Satish Chitoori sold 18,964 shares of the company’s stock in a transaction on Monday, March 16th. The stock was sold at an average price of $154.45, for a total value of $2,928,989.80. Following the completion of 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 380,092 shares of company stock worth $62,724,725 in the last ninety days. Insiders own 3.60% of the company’s stock.

Institutional Investors Weigh In On Bloom Energy

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in 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 grew its stake in Bloom Energy by 5.4% in the fourth quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock worth $461,272,000 after purchasing an additional 269,662 shares during the period. Graticule Asia Macro Advisors LLC purchased a new stake in Bloom Energy in the third quarter worth $402,494,000. Brooklands Fund Management Ltd purchased a new stake in Bloom Energy in the fourth quarter worth $347,560,000. Finally, Trivest Advisors Ltd grew its stake in Bloom Energy by 1,461.6% in the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock worth $289,229,000 after purchasing an additional 3,201,000 shares during the period. 77.04% of the stock is owned by hedge funds and other institutional investors.

Bloom Energy News Summary

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

• Positive Sentiment: AI-driven demand thesis: The Fool highlights soaring energy needs from AI training and inference and calls Bloom a top play for investors who want exposure to infrastructure that can deliver reliable, cost-efficient power to data centers. 1 Brilliant Energy Stock to Buy Now and Hold for the Long Term
• Positive Sentiment: Positioning as an AI data-center supplier: Another Fool piece profiles Bloom as an under-the-radar growth name powering data centers, noting the company’s central role in the current energy crunch and recent strong returns — reinforcing the narrative that demand from hyperscalers could sustain revenue growth. Got $1,000? This Under-the-Radar Growth Stock Powers Every AI Data Center On the Planet
• Positive Sentiment: Analyst upgrade / buy-list inclusion: Zacks added BE to its Rank #1 (Strong Buy) list, a signal that quant/analyst models expect continued outperformance and that the stock may attract renewed buy-side interest. New Strong Buy Stocks for April 8th
• Positive Sentiment: Q4 results and guidance context: Coverage of post-quarter analysis notes Bloom’s recent beat and the company’s FY2026 guidance, which together underpin investor confidence that revenue growth from deployments and service contracts can continue. Bloom Energy (BE): Buy, Sell, or Hold Post Q4 Earnings?
• Neutral Sentiment: Valuation and momentum scrutiny: Analysts and media note a large YTD gain and recent choppy trading — investors are weighing growth prospects against stretched multiples, which could increase short-term volatility. A Look At Bloom Energy (BE) Valuation After Strong Recent Share Price Gains
• Neutral Sentiment: Reputation / trust recognition: Bloom was named to Newsweek’s 2026 list of America’s Most Trustworthy Companies, a reputational plus that may help longer-term contract wins but is less likely to cause immediate price moves. Bloom Energy Trust Recognition And What It May Mean For Investors
• Neutral Sentiment: General company coverage: Aggregated profiles (CNN / market pages) provide updates and stock summary data for investors monitoring fundamentals and momentum. Bloom Energy Corporation Class A

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.