Bloom Energy (NYSE:BE) Given Outperform Rating at Royal Bank Of Canada

Bloom Energy (NYSE:BE)‘s stock had its “outperform” rating restated by equities research analysts at Royal Bank Of Canada in a research note issued to investors on Monday, September 28th, Marketbeat Ratings reports. They currently have a $335.00 target price on the stock. Royal Bank Of Canada’s price objective would indicate a potential upside of 18.04% from the company’s previous close.

BE has been the subject of a number of other research reports. Wells Fargo & Company reduced their price target on Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating for the company in a research report on Thursday, July 30th. Mizuho upped their price target on Bloom Energy from $242.00 to $351.00 and gave the stock an “outperform” rating in a research report on Monday, September 14th. Jefferies Financial Group upped their price target on Bloom Energy from $188.00 to $229.00 and gave the stock a “hold” rating in a research report on Friday, August 14th. UBS Group restated a “buy” rating and issued a $325.00 price target on shares of Bloom Energy in a research report on Monday, September 7th. Finally, BMO Capital Markets cut their target price on Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a research report on Wednesday, July 29th. Three investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $257.18.

Bloom Energy Trading Down 1.8%

Shares of NYSE:BE opened at $283.81 on Monday. The company has a market cap of $83.59 billion, a P/E ratio of 383.69, a PEG ratio of 3.70 and a beta of 3.77. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. Bloom Energy has a 1 year low of $75.70 and a 1 year high of $351.28. The stock’s fifty day moving average price is $237.58 and its 200-day moving average price is $238.58.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. The firm had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The company’s quarterly revenue was up 165.5% on a year-over-year basis. During the same period in the prior year, the company posted $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Sell-side analysts expect that Bloom Energy will post 2.06 earnings per share for the current year.

Insider Buying and Selling at Bloom Energy

In other news, insider Shawn Soderberg sold 2,870 shares of the business’s stock in a transaction on Wednesday, September 16th. The stock was sold at an average price of $270.07, for a total value of $775,100.90. Following the completion of the transaction, the insider directly owned 126,500 shares of the company’s stock, valued at approximately $34,163,855. The trade was a 2.22% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,870 shares of the business’s stock in a transaction on Wednesday, September 16th. The stock was sold at an average price of $270.06, for a total value of $775,072.20. Following the transaction, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 89,698 shares of company stock worth $21,780,758 over the last quarter. Insiders own 3.00% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Brooklands Fund Management Ltd acquired a new position in shares of Bloom Energy in the 4th quarter valued at about $347,560,000. Norges Bank acquired a new position in shares of Bloom Energy in the 4th quarter valued at about $239,683,000. Jennison Associates LLC lifted its holdings in shares of Bloom Energy by 20,074.4% in the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock valued at $364,066,000 after buying an additional 2,673,710 shares during the period. Bank of New York Mellon Corp acquired a new position in shares of Bloom Energy in the 2nd quarter valued at about $296,413,000. Finally, Polar Capital Holdings Plc acquired a new position in shares of Bloom Energy in the 4th quarter valued at about $76,234,000. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

More Bloom Energy News

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

• Positive Sentiment: AI data-center economics are a major catalyst. Bloom says its fuel cells could reduce non-chip construction costs for a 1-gigawatt AI data center by approximately $3.6 billion, or 27%, by providing on-site power. Nvidia’s planned shift toward 800-volt DC systems beginning in 2027 could further support demand for efficient on-site power solutions. Bloom Energy Says Its Fuel Cells Can Save a Big AI Data Center $3.6 Billion
• Positive Sentiment: Morgan Stanley identified additional long-term opportunities. The firm highlighted Bloom’s ability to combine on-site electricity generation with on-site carbon capture, potentially giving the company a competitive advantage as data-center operators seek reliable, lower-emission power. Morgan Stanley spots three Bloom Energy opportunities
• Positive Sentiment: Oracle-related developments are keeping attention on Bloom. Coverage argues that Oracle’s force majeure notice involving Project Jupiter highlights the difficulty of building large data centers and could strengthen the case for Bloom’s on-site power systems, which can reduce dependence on constrained utility infrastructure. Oracle’s Force Majeure Notice on Project Jupiter
• Neutral Sentiment: Bloom continues to appear in industrial and AI-power stock roundups. These articles reflect broad sector interest in companies supplying electricity for data centers, but they do not announce a new contract or change to Bloom’s financial outlook. Three AI-Power Stocks Riding the Same Data Center Boom
• Negative Sentiment: Valuation creates downside risk. Despite the growth narrative, commentary urges investors to wait before buying, reflecting concern that Bloom’s strong rally may already price in substantial AI data-center success. A high earnings multiple leaves the stock vulnerable if project timing, customer adoption, or margins disappoint.

About Bloom Energy

Bloom Energy Corporation (NYSE: BE) develops and manufactures energy-generation and hydrogen technologies. Its primary product is the Bloom Energy Server, a solid-oxide fuel cell system designed to produce electricity onsite from fuels such as natural gas, biogas and hydrogen. The company’s distributed-generation systems are intended to provide reliable, low-emission power for commercial and industrial facilities, data centers, utilities and other large energy users.

Bloom Energy also produces electrolyzers that use electricity to separate water into hydrogen and oxygen.