Bloom Energy (NYSE:BE) Shares Up 1.1% – What’s Next?

Bloom Energy Corporation (NYSE:BE)’s stock price traded up 1.1% during trading on Friday . The stock traded as high as $272.56 and last traded at $261.4680. 13,951,917 shares changed hands during trading, an increase of 23% from the average session volume of 11,318,952 shares. The stock had previously closed at $258.64.

Key Bloom Energy News

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

• Positive Sentiment: Bloom Energy is being highlighted as an AI-energy winner after reporting record Q1 2026 revenue of $751.1 million, beating expectations and prompting a major price-target increase from analysts who cited stronger-than-expected demand and an expanded Oracle partnership.
• Positive Sentiment: Jim Cramer called Bloom Energy a “rocket ship,” adding to bullish sentiment around the stock as investors rotate into AI-related infrastructure and non-combustible power generation plays. Jim Cramer on Bloom Energy: “Stock Is a Rocket Ship”
• Positive Sentiment: Several recent articles argue Bloom is among the market’s strongest growth stories, with commentary pointing to its rapid April share-price surge and its potential to keep benefiting from AI capex buildout. Why Bloom Energy Stock Skyrocketed 109% in April
• Positive Sentiment: Industry coverage also notes that Bloom’s recent earnings beat and outlook raise are helping lift the broader fuel-cell and alternative-energy group, reinforcing confidence in the company’s growth trajectory.
• Neutral Sentiment: Some Street coverage remains cautious despite higher price targets, with at least one major firm reiterating a Neutral rating even after sharply lifting its target, suggesting valuation may be getting stretched. Here’s What the Street is Saying About Bloom Energy Corporation (BE)
• Negative Sentiment: Broader alternative-energy commentary warns that tariffs and expiring tax credits could pressure renewable and clean-energy projects, which may create some headwinds for the sector over time.

Analyst Ratings Changes

Several research firms recently weighed in on BE. Barclays raised their price objective on Bloom Energy to $177.00 and gave the company an “equal weight” rating in a research note on Monday, April 27th. JPMorgan Chase & Co. upped their target price on Bloom Energy to $267.00 and gave the company an “overweight” rating in a report on Wednesday, April 29th. Citigroup raised their price target on Bloom Energy to $281.00 and gave the company a “neutral” rating in a research report on Wednesday, April 29th. Mizuho set a $285.00 price target on Bloom Energy in a research note on Friday, May 1st. Finally, Evercore reissued an “outperform” rating and issued a $179.00 price objective on shares of Bloom Energy in a research note on Friday, February 6th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $213.81.

Bloom Energy Trading Up 1.1%

The business has a 50 day moving average of $179.59 and a 200-day moving average of $141.89. The stock has a market cap of $73.35 billion, a PE ratio of -5,228.31 and a beta of 3.82. The company has a current ratio of 5.03, a quick ratio of 4.10 and a debt-to-equity ratio of 2.90.

Bloom Energy (NYSE:BE) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, topping the consensus estimate of $0.12 by $0.32. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The company had revenue of $751.05 million during the quarter, compared to the consensus estimate of $539.94 million. During the same quarter last year, the business posted $0.03 earnings per share. Bloom Energy’s revenue was up 130.4% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, analysts anticipate that Bloom Energy Corporation will post 1.31 EPS for the current year.

Insider Activity

In related news, insider Aman Joshi sold 19,944 shares of the firm’s stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $154.85, for a total transaction of $3,088,328.40. Following the sale, the insider owned 190,521 shares in the company, valued at approximately $29,502,176.85. This trade represents a 9.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Shawn Marie Soderberg sold 35,000 shares of Bloom Energy stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $279.00, for a total transaction of $9,765,000.00. Following the completion of the sale, the insider directly owned 341,731 shares of the company’s stock, valued at $95,342,949. The trade was a 9.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 490,092 shares of company stock valued at $88,329,475 in the last 90 days. Company insiders own 3.00% 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. Blue Trust Inc. increased its stake in Bloom Energy by 37.2% in 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. Anchor Investment Management LLC acquired a new position in shares of Bloom Energy during the 1st quarter valued at about $27,000. Godsey & Gibb Inc. lifted its holdings in shares of Bloom Energy by 2,000.0% during the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock worth $28,000 after acquiring an additional 200 shares during the period. CENTRAL TRUST Co lifted its holdings in shares of Bloom Energy by 10,000.0% during the 1st quarter. CENTRAL TRUST Co now owns 303 shares of the company’s stock worth $41,000 after acquiring an additional 300 shares during the period. Finally, Hantz Financial Services Inc. boosted its position in shares of Bloom Energy by 45.5% in the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after acquiring an additional 100 shares during the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

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.