Bloom Energy (NYSE:BE) Trading Up 3% – Should You Buy?

Shares of Bloom Energy Corporation (NYSE:BE) were up 3% during mid-day trading on Monday . The stock traded as high as $282.00 and last traded at $273.52. 14,421,459 shares were traded during mid-day trading, an increase of 12% from the average daily volume of 12,920,271 shares. The stock had previously closed at $265.63.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy’s solid-oxide fuel-cell systems are being positioned as a solution to rapidly growing power demand from AI data centers and electrification. Recent coverage highlights hyperscaler approvals, a growing backlog and a Brookfield financing agreement, supporting expectations for future orders and revenue growth. Can Bloom Energy Pop the Top Off AI’s Massive Energy Bottleneck?
• Positive Sentiment: Recent comparisons with Plug Power, Ballard Power Systems and NextEra Energy portray BE as having stronger earnings growth, profitability and exposure to data-center power demand, although the alternatives offer different risk and income profiles. BE vs. BLDP: Which Clean Energy Stock Has Stronger Growth Potential?
• Positive Sentiment: The stock’s recent rally reflects optimism that Bloom has evolved from a provider to hospitals and factories into an approved supplier for major U.S. hyperscalers. Its latest reported quarter also showed substantial revenue growth and earnings above analyst expectations, reinforcing the bullish narrative. Why Did Bloom Energy Stock More Than Triple in a Year?
• Neutral Sentiment: Coverage notes that higher interest rates increase financing costs for grid and power infrastructure, but also make Bloom’s distributed-generation technology more attractive if utilities and data-center operators need faster alternatives to traditional grid upgrades. Top 3 Grid Stocks to Watch in September 2026
• Negative Sentiment: Multiple law firms, including Kaplan Fox, Pomerantz and Portnoy, are publicizing a securities-fraud class action covering investors who purchased Bloom Energy securities from February 27, 2025, through July 8, 2026. Investors have until September 28 to seek lead-plaintiff status. The allegations could create legal costs, reputational risk and uncertainty around prior disclosures. Kaplan Fox Class Action Notice
• Negative Sentiment: At roughly 369 times earnings and after a sharp one-year advance, BE trades at a valuation that leaves little room for execution setbacks. Any slowdown in hyperscaler adoption, backlog conversion or margins could trigger profit-taking.

Analysts Set New Price Targets

Several brokerages have recently issued reports on BE. Oppenheimer restated a “market perform” rating on shares of Bloom Energy in a research note on Wednesday, July 29th. Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, July 21st. Zacks Research upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, July 28th. Royal Bank Of Canada reiterated an “outperform” rating and set a $335.00 target price on shares of Bloom Energy in a research report on Wednesday, June 10th. Finally, UBS Group reiterated a “buy” rating and issued a $325.00 price objective on shares of Bloom Energy in a report on Monday, September 7th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $254.14.

Bloom Energy Trading Up 0.8%

The stock has a market capitalization of $82.06 billion, a P/E ratio of 370.36, a price-to-earnings-growth ratio of 3.49 and a beta of 3.80. The stock has a 50-day moving average price of $227.10 and a two-hundred day moving average price of $231.51. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09.

Bloom Energy (NYSE:BE) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping the consensus estimate of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The business had revenue of $1.07 billion during the quarter, compared to analyst estimates of $826.13 million. During the same period in the prior year, the business earned $0.10 EPS. The company’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. On average, research analysts forecast that Bloom Energy Corporation will post 2.06 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director John Chambers sold 15,000 shares of Bloom Energy stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the sale, the director directly owned 208,333 shares in the company, valued at $52,083,250. The trade was a 6.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Satish Chitoori sold 2,870 shares of the business’s stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $270.06, for a total transaction of $775,072.20. Following the sale, the insider owned 202,494 shares in the company, valued at approximately $54,685,529.64. This trade represents a 1.40% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 89,604 shares of company stock worth $21,948,262 over the last quarter. Company insiders own 3.00% of the company’s stock.

Institutional Trading of Bloom Energy

Several institutional investors have recently bought and sold shares of the company. Brooklands Fund Management Ltd bought a new position in shares of Bloom Energy in the fourth quarter worth about $347,560,000. Norges Bank purchased a new stake in shares of Bloom Energy in the fourth quarter worth about $239,683,000. Jennison Associates LLC boosted its position in shares of Bloom Energy by 20,074.4% during the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock valued at $364,066,000 after acquiring an additional 2,673,710 shares during the last quarter. Bank of New York Mellon Corp bought a new position in Bloom Energy during the second quarter valued at $296,413,000. Finally, Polar Capital Holdings Plc purchased a new position in Bloom Energy in the fourth quarter worth about $76,234,000. 77.04% of the stock is owned by hedge funds and other institutional investors.

Bloom Energy Company Profile

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.