Bloom Energy (NYSE:BE) Shares Up 7.8% on Analyst Upgrade

Bloom Energy Corporation (NYSE:BE) traded up 7.8% on Wednesday after Zacks Research upgraded the stock from a hold rating to a strong-buy rating. The stock traded as high as $156.79 and last traded at $146.5230. 10,676,953 shares changed hands during trading, a decline of 6% from the average session volume of 11,352,505 shares. The stock had previously closed at $135.91.

BE has been the topic of several other reports. Evercore restated an “outperform” rating and issued a $179.00 price objective on shares of Bloom Energy in a research report on Friday, February 6th. China Renaissance assumed coverage on Bloom Energy in a research report on Wednesday, January 28th. They issued a “buy” rating and a $207.00 price objective on the stock. Robert W. Baird set a $172.00 price objective on Bloom Energy in a research report on Tuesday, January 27th. Truist Financial set a $68.00 price objective on Bloom Energy in a research report on Friday, January 9th. Finally, Mizuho boosted their price objective on Bloom Energy to $110.00 and gave the company a “neutral” rating in a research report on Monday, February 9th. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Bloom Energy presently has a consensus rating of “Hold” and a consensus price target of $137.91.

Insiders Place Their Bets

In other news, insider Maciej Kurzymski sold 7,800 shares of the stock in a transaction on Monday, March 16th. The shares were sold at an average price of $151.85, for a total value of $1,184,430.00. Following the sale, the insider owned 84,294 shares of the company’s stock, valued at approximately $12,800,043.90. This represents a 8.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Aman Joshi sold 10,000 shares of the stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $135.88, for a total value of $1,358,800.00. Following the completion of the sale, the insider owned 180,521 shares in the company, valued at approximately $24,529,193.48. The trade was a 5.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 380,092 shares of company stock valued at $62,724,725. 3.60% of the stock is currently owned by company insiders.

Bloom Energy News Summary

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

• Positive Sentiment: Pre-earnings rally and finance chief appointment are driving enthusiasm — Traders pushed the shares up as investors anticipate a strong earnings print and reacted positively to the appointment of a new finance chief, which market commentary links to the recent rally. Bloom Energy (BE) Soars 9.1% Ahead of Earnings, New Finance Chief Appointment
• Positive Sentiment: Zacks upgraded BE to strong-buy — The upgrade signals renewed analyst conviction and can attract momentum and institutional flows into a stock already showing large price gains. Zacks Research Upgrade
• Positive Sentiment: Company fundamentals that underpinned the rally — Bloom’s recent quarterly beat (Feb 5) — higher-than-expected EPS and revenue and a FY‑2026 EPS range — remain a core reason investors are willing to pay up for growth and AI/datacenter energy demand exposure.
• Positive Sentiment: Momentum/sector tailwinds — Trading commentary highlights positive breadth, Industrials strength and momentum flows that amplify BE’s move as traders rotate into energy/AI infrastructure plays. Bloom Energy Stock Is Skyrocketing: What’s Going On?
• Neutral Sentiment: Susquehanna lowered its price target to $173 but kept a positive rating — The cut trims upside vs. prior targets but the retained positive stance means some analyst support remains; the new PT sits near the current trading level. Susquehanna Price Target Change
• Neutral Sentiment: Wider market and inflation data creating mixed backdrop — Broader market futures showed modest weakness as investors weigh sticky inflation against rate relief; such macro moves can magnify volatility in high‑beta names like BE. US Stock Market Today S&P 500 Futures Slip As Inflation Jitters Meet Rate Relief
• Negative Sentiment: Jefferies maintains an Underperform and cut its target to $97 — This is a material dissenting view with a much lower valuation that could cap upside if other sell‑side firms follow or if sentiment shifts. Here’s Why Jefferies Has a Sell Rating on Bloom Energy (BE)

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the company. World Investment Advisors bought a new stake in Bloom Energy during the 4th quarter valued at $1,112,000. Corient Private Wealth LLC boosted its position in Bloom Energy by 57.4% during the 4th quarter. Corient Private Wealth LLC now owns 35,947 shares of the company’s stock valued at $3,123,000 after acquiring an additional 13,113 shares in the last quarter. Hsbc Holdings PLC boosted its position in Bloom Energy by 31.6% during the 4th quarter. Hsbc Holdings PLC now owns 342,223 shares of the company’s stock valued at $29,697,000 after acquiring an additional 82,089 shares in the last quarter. Caitong International Asset Management Co. Ltd bought a new stake in Bloom Energy during the 4th quarter valued at $3,665,000. Finally, Virtu Financial LLC purchased a new stake in shares of Bloom Energy during the 4th quarter valued at $360,000. Institutional investors own 77.04% of the company’s stock.

Bloom Energy Stock Performance

The firm has a fifty day moving average price of $149.86 and a 200 day moving average price of $123.25. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. The stock has a market cap of $46.65 billion, a PE ratio of -437.62, a price-to-earnings-growth ratio of 5.99 and a beta of 3.18.

Bloom Energy (NYSE:BE) last issued its quarterly earnings data on Thursday, February 5th. The company reported $0.45 EPS for the quarter, beating the consensus estimate of $0.25 by $0.20. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The firm had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. During the same quarter in the prior year, the business posted $0.43 EPS. The business’s revenue for the quarter 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. Research analysts forecast that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

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.