Bloom Energy (NYSE:BE) Stock Price Up 4% After Analyst Upgrade

Bloom Energy Corporation (NYSE:BE)’s share price traded up 4% during mid-day trading on Wednesday after Robert W. Baird raised their price target on the stock to $242.00. Robert W. Baird currently has an outperform rating on the stock. Bloom Energy traded as high as $235.35 and last traded at $229.6560. 6,986,995 shares traded hands during mid-day trading, a decline of 39% from the average session volume of 11,388,536 shares. The stock had previously closed at $220.91.

Other research analysts have also recently issued reports about the stock. Royal Bank Of Canada set a $143.00 target price on shares of Bloom Energy in a report on Tuesday, January 20th. Zacks Research raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 7th. Mizuho lifted their target price on shares of Bloom Energy to $110.00 and gave the stock a “neutral” rating in a report on Monday, February 9th. Evercore reaffirmed an “outperform” rating and issued a $179.00 target price on shares of Bloom Energy in a report on Friday, February 6th. Finally, Jefferies Financial Group raised shares of Bloom Energy from an “underperform” rating to a “hold” rating and set a $187.00 target price for the company in a report on Tuesday, April 14th. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $154.86.

Insider Activity at Bloom Energy

In other news, insider Satish Chitoori sold 20,000 shares of the business’s stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $204.23, for a total transaction of $4,084,600.00. Following the completion of the transaction, the insider directly owned 212,365 shares of the company’s stock, valued at $43,371,303.95. The trade was a 8.61% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Shawn Marie Soderberg sold 30,000 shares of the business’s stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $204.23, for a total transaction of $6,126,900.00. Following the transaction, the insider directly owned 165,732 shares of the company’s stock, valued at $33,847,446.36. The trade was a 15.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 455,092 shares of company stock valued at $78,564,475 over the last ninety days. Company insiders own 3.50% of the company’s stock.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: UBS boosted its price target to $251 and reiterated a Buy, citing the “800 VDC data center” opportunity — this is a clear analyst signal that AI/data-center demand could re-rate the stock. UBS Hikes Bloom Energy’s Price Target From $170 to $251 on the 800 VDC Data Center Revolution
• Positive Sentiment: Robert W. Baird raised its target to $242 and moved to Outperform — another upward estimate that supports near-term upside expectations. Benzinga
• Positive Sentiment: Zacks and other analyst pieces are highlighting Bloom’s stronger growth forecasts, improving returns and leadership vs. peers like Plug Power — reinforcing the narrative of Bloom as a cleaner, more liquid AI-power play. The Zacks Analyst Blog Bloom Energy and Plug Power
• Positive Sentiment: Coverage calling Bloom an “AI power” holding and listing it among stocks positioned to benefit from the AI data-center buildout has drawn institutional interest, supporting momentum. Bloom Energy Corporation (BE): AI Power Holding Attracting Elite Investors
• Neutral Sentiment: Jim Cramer publicly called Bloom “the real deal” but warned about the stock’s parabolic move — a high-profile endorsement that also reminds investors of short-term volatility risk. Jim Cramer Calls Bloom Energy “The Real Deal” But Addresses The “Parabolic Move”
• Neutral Sentiment: Citigroup raised its price target to $229 but kept a Neutral rating — this is a mixed signal that implies limited near-term upside from that shop. Benzinga
• Neutral Sentiment: General explainer pieces (MSN/Yahoo) are parsing the reasons for the stock’s jump — useful for investor context but not new fundamental catalysts. What’s behind the jump in Bloom Energy stock?
• Negative Sentiment: Some coverage flags valuation scrutiny and ongoing net losses despite revenue growth — a reminder that strong momentum increases the risk of multiple contraction if execution or margins disappoint. Bloom Energy (BE) Valuation In Focus After Powerful Share Price Momentum And Ongoing Losses

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in BE. Blue Trust Inc. raised its holdings in shares of Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after purchasing an additional 51 shares during the last quarter. WPG Advisers LLC increased its holdings in Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after buying an additional 67 shares during the last quarter. Hantz Financial Services Inc. increased its holdings in Bloom Energy by 45.5% during the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after buying an additional 100 shares during the last quarter. Godsey & Gibb Inc. increased its holdings in Bloom Energy by 2,000.0% during the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock valued at $28,000 after buying an additional 200 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd purchased a new stake in Bloom Energy during the fourth quarter valued at approximately $28,000. 77.04% of the stock is owned by hedge funds and other institutional investors.

Bloom Energy Trading Up 4.0%

The firm has a market capitalization of $64.43 billion, a PE ratio of -604.36, a PEG ratio of 8.77 and a beta of 3.18. 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 stock’s fifty day simple moving average is $158.34 and its 200 day simple moving average is $130.84.

Bloom Energy (NYSE:BE) last announced its earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The business had revenue of $777.68 million during the quarter, compared to analysts’ expectations of $647.59 million. During the same period in the prior year, the company earned $0.43 earnings per share. The firm’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. On average, sell-side analysts predict that Bloom Energy Corporation will post 1 earnings per share for the current year.

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.