Bloom Energy (NYSE:BE) Shares Up 11.7% – Here’s What Happened

Bloom Energy Corporation (NYSE:BE)’s stock price rose 11.7% during mid-day trading on Monday . The stock traded as high as $153.75 and last traded at $151.0080. Approximately 12,886,665 shares were traded during trading, an increase of 7% from the average daily volume of 12,096,862 shares. The stock had previously closed at $135.19.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Brookfield partnership—Bloom agreed a ~$5 billion partnership with Brookfield Asset Management to deploy its solid-oxide fuel cell systems for AI data centers, expanding its project pipeline and tying BE to fast-growing AI infrastructure demand. Bloom Energy Brookfield Deal Puts AI Power Growth And Valuation In Focus
• Positive Sentiment: Strong revenue momentum—coverage notes Bloom generated ~$2 billion in revenue for 2025 and expects roughly another $1 billion this year, supporting the company’s faster top-line trajectory and backlog expansion. Bloom Energy: Buy, Sell, or Hold?
• Positive Sentiment: Strong composite rating—Bloom made a list of stocks with a 95-plus composite rating, signaling favorable technical/quantitative interest from some investors. Bloom Energy joins elite list of stocks with 95-plus composite rating
• Positive Sentiment: AI infrastructure theme—analysts writing on AI bottlenecks flag companies providing energy and physical infrastructure (including Bloom) as likely beneficiaries of the AI buildout. AI Bottlenecks: 3 Stocks Poised to Gain from the AI Buildout
• Neutral Sentiment: Momentum noted—coverage points out BE’s shares have risen sharply (over 80% so far in 2026), which reflects momentum but also raises the base for near-term returns. Bloom Energy: Buy, Sell, or Hold?
• Negative Sentiment: Zacks downgrade—Zacks moved BE from “strong-buy” to “hold,” signaling some analyst caution on valuation or near-term catalysts despite positive headlines. Zacks Research Downgrade
• Negative Sentiment: Volatility and pullback concerns—commentary (Forbes) highlights recent steep weekly losses and questions whether the stock can sustain gains, underscoring valuation and volatility risk for traders. Can Bloom Energy Stock Recover From Massive Weekly Losses?

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on BE shares. Jefferies Financial Group set a $102.00 target price on shares of Bloom Energy in a report on Tuesday, February 10th. Wall Street Zen downgraded shares of Bloom Energy from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Robert W. Baird set a $172.00 price target on shares of Bloom Energy in a research report on Tuesday, January 27th. JPMorgan Chase & Co. raised their price objective on shares of Bloom Energy to $166.00 and gave the stock an “overweight” rating in a research note on Friday, February 6th. Finally, UBS Group restated a “buy” rating and set a $170.00 price objective on shares of Bloom Energy in a research report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $131.87.

Bloom Energy Price Performance

The company has a market capitalization of $44.60 billion, a price-to-earnings ratio of -418.32, a PEG ratio of 6.18 and a beta of 3.11. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. The company’s 50 day simple moving average is $143.84 and its 200-day simple moving average is $111.07.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to the consensus estimate of $647.59 million. During the same quarter in the prior year, the firm posted $0.43 earnings per share. The company’s quarterly revenue was up 35.9% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, equities research analysts predict that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Insider Activity at Bloom Energy

In related news, insider Aman Joshi sold 10,000 shares of the stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $175.60, for a total transaction of $1,756,000.00. Following the transaction, the insider directly owned 210,465 shares in the company, valued at approximately $36,957,654. This represents a 4.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Kr Sridhar sold 200,000 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total value of $34,000,000.00. Following the completion of the sale, the chief executive officer directly owned 2,189,869 shares in the company, valued at approximately $372,277,730. The trade was a 8.37% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 268,788 shares of company stock worth $45,575,889. Company insiders own 3.50% of the company’s stock.

Institutional Investors Weigh In On Bloom Energy

Hedge funds have recently modified their holdings of the stock. Bayforest Capital Ltd purchased a new stake in Bloom Energy in the first quarter valued at approximately $2,055,000. AQR Capital Management LLC purchased a new position in Bloom Energy during the first quarter worth approximately $1,820,000. NewEdge Advisors LLC raised its stake in Bloom Energy by 674.7% during the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after purchasing an additional 1,626 shares during the period. Goldman Sachs Group Inc. boosted its holdings in shares of Bloom Energy by 50.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after purchasing an additional 836,810 shares during the last quarter. Finally, Focus Partners Wealth boosted its holdings in shares of Bloom Energy by 30.7% in the 1st quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock valued at $394,000 after purchasing an additional 4,716 shares during the last quarter. 77.04% of the stock is owned by institutional investors and hedge funds.

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.