Bloom Energy (NYSE:BE) Rating Increased to Strong-Buy at Clear Str

Clear Str upgraded shares of Bloom Energy (NYSE:BE) from a hold rating to a strong-buy rating in a research report report published on Wednesday,Zacks.com reports.

Other analysts also recently issued research reports about the stock. Roth Capital boosted their target price on shares of Bloom Energy from $225.00 to $285.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 1st. TD Cowen reiterated a “hold” rating and set a $235.00 price objective on shares of Bloom Energy in a research note on Monday, July 20th. Citigroup reissued a “hold” rating on shares of Bloom Energy in a report on Thursday, July 16th. JPMorgan Chase & Co. lowered their price target on Bloom Energy from $346.00 to $314.00 and set an “overweight” rating for the company in a research report on Wednesday. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $335.00 price objective on shares of Bloom Energy in a report on Wednesday, June 10th. Three research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Bloom Energy has an average rating of “Moderate Buy” and an average price target of $250.00.

Bloom Energy Trading Down 1.8%

Bloom Energy stock opened at $163.86 on Wednesday. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03. The stock has a market cap of $46.61 billion, a PE ratio of 218.48 and a beta of 3.73. The stock has a 50-day moving average of $264.93 and a two-hundred day moving average of $208.65. Bloom Energy has a one year low of $32.52 and a one year high of $351.28.

Bloom Energy (NYSE:BE) last issued its quarterly 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 44.62% and a net margin of 7.87%.The business had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. During the same quarter in the previous year, the firm earned $0.10 earnings per share. The company’s revenue 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 anticipate that Bloom Energy will post 1.43 EPS for the current fiscal year.

Insider Buying and Selling

In other news, Director John T. Chambers sold 55,000 shares of the business’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 completion of the transaction, the director owned 238,333 shares of the company’s stock, valued at $70,949,350.77. The trade was a 18.75% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Aman Joshi sold 8,343 shares of the company’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $300.37, for a total value of $2,505,986.91. Following the completion of the sale, the insider owned 163,807 shares in the company, valued at $49,202,708.59. The trade was a 4.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 118,617 shares of company stock valued at $34,238,909 in the last 90 days. 3.00% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Sunpointe LLC purchased a new stake in Bloom Energy in the 2nd quarter worth approximately $341,000. Bogart Wealth LLC increased its holdings in shares of Bloom Energy by 725.0% during the 2nd quarter. Bogart Wealth LLC now owns 132 shares of the company’s stock valued at $40,000 after purchasing an additional 116 shares in the last quarter. Bartlett & CO. Wealth Management LLC increased its holdings in shares of Bloom Energy by 12.3% during the 2nd quarter. Bartlett & CO. Wealth Management LLC now owns 4,252 shares of the company’s stock valued at $1,287,000 after purchasing an additional 467 shares in the last quarter. CRA Financial Services LLC acquired a new position in shares of Bloom Energy in the 2nd quarter valued at $214,000. Finally, Perryman Financial Advisory Inc. AD acquired a new position in shares of Bloom Energy in the 2nd quarter valued at $848,000. 77.04% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Record quarterly results: Second-quarter revenue increased 165.5% year over year to approximately $1.07 billion, surpassing the $826 million consensus estimate. Adjusted earnings of $0.78 per share were double the $0.39 analyst expectation 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: Guidance was raised substantially: Bloom lifted its 2026 revenue outlook to $3.9 billion-$4.2 billion from $3.4 billion-$3.8 billion previously, above the roughly $3.7 billion consensus. EPS guidance of $2.55-$2.85 also exceeds the prior consensus estimate of $1.99. Bloom Energy Q2 Earnings Beat Estimates on Product Growth, View Up
• Positive Sentiment: AI infrastructure demand remains a key catalyst: Strong product sales and onsite-power demand reflect growing electricity needs from data centers. An expanded Brookfield partnership provides up to $25 billion in financing support for deployments, potentially improving Bloom’s ability to convert its backlog into revenue. Why Bloom Energy May Be the Most Important AI Infrastructure Stock
• Neutral Sentiment: Analyst views remain mixed: BTIG reaffirmed a Buy rating with a $295 target, while JPMorgan maintained Overweight but reduced its target from $346 to $314. BMO cut its target from $279 to $227 and retained a Market Perform rating, highlighting continued uncertainty despite the improved outlook.
• Negative Sentiment: Valuation and volatility are risks: The stock has experienced a sharp pullback after a substantial multi-year advance, encouraging profit-taking. Its elevated valuation, negative reported P/E and high beta leave shares particularly sensitive to changes in sentiment and interest-rate expectations.
• Negative Sentiment: Broader market pressure is a headwind: Technology and AI-related stocks were broadly weaker ahead of the Federal Reserve’s interest-rate decision, potentially limiting the benefit of Bloom’s strong company-specific results in the short term.

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.