Bloom Energy (NYSE:BE) Price Target Lowered to $227.00 at BMO Capital Markets

Bloom Energy (NYSE:BE) had its price objective decreased by research analysts at BMO Capital Markets from $279.00 to $227.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage presently has a “market perform” rating on the stock. BMO Capital Markets’ price objective suggests a potential upside of 39.77% from the company’s current price.

Other equities research analysts also recently issued research reports about the company. Wells Fargo & Company raised their price target on Bloom Energy to $217.00 and gave the company an “equal weight” rating in a report on Wednesday, April 29th. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Jefferies Financial Group increased their price target on shares of Bloom Energy from $207.00 to $246.00 and gave the company a “hold” rating in a report on Monday, July 6th. Oppenheimer reaffirmed a “market perform” rating on shares of Bloom Energy in a research report on Wednesday. Finally, Barclays lifted their price target on Bloom Energy from $254.00 to $276.00 and gave the stock an “equal weight” rating in a report on Tuesday, June 23rd. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $255.55.

Bloom Energy Stock Performance

Shares of Bloom Energy stock traded down $4.43 during trading on Wednesday, hitting $162.41. 15,674,414 shares of the stock were exchanged, compared to its average volume of 11,976,973. The company has a current ratio of 5.03, a quick ratio of 4.10 and a debt-to-equity ratio of 2.90. The company has a fifty day moving average price of $267.30 and a 200-day moving average price of $208.35. The stock has a market capitalization of $46.20 billion, a price-to-earnings ratio of -3,235.69 and a beta of 3.73. Bloom Energy has a 1-year low of $32.52 and a 1-year high of $351.28.

Bloom Energy (NYSE:BE) last issued its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.39 by $0.39. The business had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. Bloom Energy’s revenue was up 165.5% on a year-over-year basis. During the same period last year, the business posted $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, equities analysts predict that Bloom Energy will post 1.43 EPS for the current fiscal year.

Insider Buying and Selling

In other Bloom Energy news, Director John T. Chambers sold 55,000 shares of the company’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $297.69, for a total value of $16,372,950.00. Following the sale, the director owned 238,333 shares in the company, valued at approximately $70,949,350.77. The trade was a 18.75% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CAO Maciej Kurzymski sold 2,259 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $288.62, for a total value of $651,992.58. Following the transaction, the chief accounting officer owned 79,686 shares of the company’s stock, valued at $22,998,973.32. This trade represents a 2.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 118,617 shares of company stock valued at $34,238,909 over the last quarter. 3.00% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the company. MJT & Associates Financial Advisory Group Inc. lifted its holdings in Bloom Energy by 49.3% in the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after buying an additional 37 shares during the period. Bogart Wealth LLC grew its holdings in Bloom Energy by 725.0% during the 2nd quarter. Bogart Wealth LLC now owns 132 shares of the company’s stock worth $40,000 after acquiring an additional 116 shares during the period. Carolina Wealth Advisors LLC raised its position in shares of Bloom Energy by 51.7% in the 2nd quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock worth $41,000 after acquiring an additional 46 shares in the last quarter. Cape Investment Advisory Inc. acquired a new position in shares of Bloom Energy in the 2nd quarter valued at about $54,000. Finally, Blue Trust Inc. boosted its position in shares of Bloom Energy by 37.2% during the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after purchasing an additional 51 shares in the last quarter. Institutional investors own 77.04% of the company’s stock.

Bloom Energy News Roundup

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

• Positive Sentiment: Record results beat expectations: Second-quarter revenue reached $1.065 billion, up 165.5% year over year and well above the $826 million consensus estimate. Adjusted earnings of $0.78 per share were double the $0.39 expected and rose from $0.10 a year earlier. Bloom Energy Reports Record Second Quarter 2026 Financial Results and Raises Full Year 2026 Guidance
• Positive Sentiment: Outlook was raised materially: Bloom increased its fiscal 2026 revenue forecast to $3.9 billion-$4.2 billion from $3.4 billion-$3.8 billion previously, above the roughly $3.7 billion analyst consensus. Its EPS guidance of $2.55-$2.85 also exceeds the $1.99 consensus. Management said its order backlog is growing faster than revenue. Bloom Energy Beats Q2 Expectations and Raises Revenue Outlook
• Positive Sentiment: AI power demand is strengthening the growth story: Investors view Bloom as a potential power supplier for constrained AI data-center capacity. An expanded Brookfield Asset Management financing partnership, reportedly rising from $5 billion to $25 billion, could support large-scale deployments. BTIG Research reaffirmed its “buy” rating and set a $295 price target. Bloom Energy Stock Surges After Record Quarter
• Neutral Sentiment: Brokerage sentiment remains mixed, with Bloom Energy carrying an average “hold” rating despite BTIG’s bullish view. Bloom Energy Given Average Hold Rating
• Negative Sentiment: Valuation and volatility remain risks. BE has already delivered a very large multiyear gain, trades far above its 50-day moving average after the recent swings, and some commentary suggests the stock may be fully priced. Its high beta may amplify future pullbacks if AI spending expectations weaken.

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.