Bloom Energy (NYSE:BE) Stock Price Up 1.5% – Still a Buy?

Bloom Energy Corporation (NYSE:BE)’s share price shot up 1.5% during mid-day trading on Monday . The stock traded as high as $209.92 and last traded at $204.45. Approximately 14,763,376 shares traded hands during trading, an increase of 18% from the average session volume of 12,476,345 shares. The stock had previously closed at $201.45.

More Bloom Energy News

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

• Positive Sentiment: Pelosi household investment boosts sentiment: Congressional disclosures showed the Pelosi household purchased approximately 15,000 Bloom Energy shares and 200 call options, reportedly representing a multimillion-dollar bet on the fuel-cell provider. The disclosure has attracted retail and momentum buying because Bloom is viewed as an AI infrastructure beneficiary. Nancy Pelosi Invested $3 Million in This AI Energy Play
• Positive Sentiment: AI data-center demand supports the growth narrative: Articles highlight Bloom’s onsite, modular power systems as a potential solution to electricity constraints facing AI data centers. Oracle’s multigigawatt commitment and Brookfield’s expanded financing framework were cited as catalysts for larger project deployments. Bloom Energy: Factory-Built Power Is Becoming AI’s Fastest Route To Scale
• Positive Sentiment: Exceptional results and raised guidance underpin bullish analyst views: Bloom’s latest quarter exceeded expectations, with adjusted EPS of $0.78 versus roughly $0.41 expected and revenue of about $1.07 billion, up approximately 166% year over year. Management raised fiscal 2026 targets to $3.9–$4.2 billion in revenue, 34% gross margin, $800–$900 million in operating income and $2.55–$2.85 EPS. Analysts cited earnings-estimate increases and price targets implying substantial additional upside. Bloom Energy: Pelosi Buys And Sell-Side Earnings Hikes, Reiterate Buy
• Neutral Sentiment: Valuation and volatility remain important considerations: Despite the operational momentum, Bloom trades at a very high earnings multiple and has a high-beta profile. The stock’s recent pullback and wide analyst price-target range indicate continued sensitivity to sentiment, execution and AI infrastructure spending expectations.
• Negative Sentiment: Investor litigation adds legal and reputational risk: Several law firms are publicizing a securities class action covering investors who purchased Bloom securities from February 27, 2025, through July 8, 2026. The complaints allege Bloom repeatedly assured investors it had no China supply chain, while an investigation allegedly traced Chinese-origin scandium into its supply base. The lead-plaintiff deadline is September 28, 2026; the allegations have not been proven. BE Shareholder Alert: Bloom Energy Corporation Securities Class Action Lawsuit

Wall Street Analyst Weigh In

BE has been the subject of a number of recent analyst reports. Morgan Stanley reiterated an “overweight” rating and set a $310.00 price target on shares of Bloom Energy in a report on Wednesday, April 29th. Zacks Research upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, July 28th. Mizuho raised Bloom Energy from a “neutral” rating to an “outperform” rating and decreased their target price for the stock from $285.00 to $242.00 in a research note on Thursday, July 30th. BMO Capital Markets decreased their target price on Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a research note on Wednesday, July 29th. Finally, Jefferies Financial Group lifted their target price on Bloom Energy from $188.00 to $229.00 and gave the stock a “hold” rating in a report on Friday, August 14th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $248.05.

Bloom Energy Stock Up 6.5%

The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. The stock has a 50 day simple moving average of $241.43 and a 200 day simple moving average of $218.03. The stock has a market cap of $64.00 billion, a price-to-earnings ratio of 289.71, a PEG ratio of 2.79 and a beta of 3.79.

Bloom Energy (NYSE:BE) last issued its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The company had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. During the same period in the prior year, the firm earned $0.10 earnings per share. Bloom Energy’s revenue for the quarter was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, analysts expect that Bloom Energy Corporation will post 1.92 earnings per share for the current fiscal year.

Insider Buying and Selling at Bloom Energy

In other news, insider Aman Joshi sold 4,677 shares of Bloom Energy stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $241.75, for a total transaction of $1,130,664.75. Following the completion of the transaction, the insider directly owned 159,130 shares in the company, valued at $38,469,677.50. This trade represents a 2.86% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shawn Marie Soderberg sold 2,895 shares of the business’s stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $233.60, for a total transaction of $676,272.00. Following the sale, the insider directly owned 129,370 shares of the company’s stock, valued at approximately $30,220,832. The trade was a 2.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 144,464 shares of company stock worth $38,504,205 in the last ninety days. 3.00% of the stock is currently owned by corporate insiders.

Institutional Trading of Bloom Energy

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Fortem Financial Group LLC bought a new stake in shares of Bloom Energy in the 4th quarter valued at about $369,000. Strs Ohio increased its position in shares of Bloom Energy by 24.8% in the fourth quarter. Strs Ohio now owns 41,200 shares of the company’s stock valued at $3,580,000 after acquiring an additional 8,200 shares during the period. Assenagon Asset Management S.A. raised its position in Bloom Energy by 3,398.3% during the 2nd quarter. Assenagon Asset Management S.A. now owns 239,877 shares of the company’s stock valued at $72,611,000 after purchasing an additional 233,020 shares during the last quarter. Norges Bank purchased a new stake in Bloom Energy in the fourth quarter worth $239,683,000. Finally, Militia Capital Management LLC bought a new position in Bloom Energy in the 1st quarter worth $813,000. 77.04% of the stock is owned by institutional investors.

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.