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

Bloom Energy (NYSE:BE) had its price objective trimmed by BMO Capital Markets from $279.00 to $227.00 in a research report released on Wednesday morning, Marketbeat reports. The firm currently has a market perform rating on the stock.

A number of other equities research analysts also recently commented on the company. Roth Capital increased their price objective on Bloom Energy from $225.00 to $285.00 and gave the company a “neutral” rating in a research report on Wednesday, July 1st. Robert W. Baird restated an “outperform” rating and issued a $310.00 target price on shares of Bloom Energy in a report on Thursday, July 9th. UBS Group cut their target price on Bloom Energy from $350.00 to $300.00 and set a “buy” rating on the stock in a research report on Wednesday. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $335.00 target price on shares of Bloom Energy in a report on Wednesday, June 10th. Finally, Mizuho set a $285.00 price target on Bloom Energy in a research report on Friday, May 1st. 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 stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $246.18.

Bloom Energy Price Performance

Shares of Bloom Energy stock opened at $206.06 on Wednesday. Bloom Energy has a 52 week low of $32.52 and a 52 week high of $351.28. The company has a current ratio of 4.09, a quick ratio of 4.10 and a debt-to-equity ratio of 1.59. The stock has a market cap of $58.61 billion, a PE ratio of 274.75 and a beta of 3.73. The company’s 50-day moving average price is $261.00 and its two-hundred day moving average price is $209.14.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, beating the consensus estimate of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The company had revenue of $1.07 billion during the quarter, compared to analyst estimates of $826.13 million. During the same quarter last year, the firm posted $0.10 EPS. The business’s revenue for the quarter was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, sell-side analysts anticipate that Bloom Energy will post 1.43 EPS for the current fiscal year.

Insider Activity at Bloom Energy

In other news, Director John T. Chambers sold 55,000 shares of the firm’s stock in a transaction on Thursday, May 28th. The shares were 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. This trade represents a 18.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CAO Maciej Kurzymski sold 6,229 shares of the business’s stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $293.36, for a total transaction of $1,827,339.44. Following the transaction, the chief accounting officer directly owned 81,945 shares in the company, valued at $24,039,385.20. This trade represents a 7.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 118,617 shares of company stock valued at $34,238,909. 3.00% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Bloom Energy

Several large investors have recently added to or reduced their stakes in the company. Blue Trust Inc. lifted its holdings in shares of Bloom Energy by 37.2% during the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after acquiring an additional 51 shares during the period. Anchor Investment Management LLC bought a new stake in Bloom Energy in the first quarter valued at about $27,000. WPG Advisers LLC increased its stake in Bloom Energy by 26.4% in the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after acquiring an additional 67 shares during the period. Hantz Financial Services Inc. raised its position in Bloom Energy by 45.5% in the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after purchasing an additional 100 shares in the last quarter. Finally, Godsey & Gibb Inc. raised its position in Bloom Energy by 2,000.0% in the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock worth $28,000 after purchasing an additional 200 shares in the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Analyst support and AI demand: Mizuho upgraded Bloom Energy to “Outperform” and set a $242 price target, citing the potential for fuel cells to provide rapidly deployable power for data centers. Other coverage also highlights Bloom’s commercial scale and a reported multiyear backlog tied to artificial-intelligence power demand. Mizuho upgrades Bloom Energy
• Positive Sentiment: Strong quarterly results continue to support the bull case: Bloom reported quarterly revenue of $1.07 billion, up 165.5% year over year, and EPS of $0.78 versus the $0.39 consensus estimate. The company also issued fiscal 2026 EPS guidance of $2.55 to $2.85, reinforcing optimism about accelerating demand and operating leverage. Bloom Energy shares gap up after strong earnings
• Neutral Sentiment: Valuation and technical volatility are limiting conviction: Despite the earnings beat, Bloom trades at a very high earnings multiple and has fallen substantially from its 52-week high. The sharp swings indicate that traders are rapidly repricing both the company’s AI opportunity and execution risks.
• Negative Sentiment: Hunterbrook challenges fuel-cell performance claims: Hunterbrook Capital alleged that Bloom’s fuel cells may not deliver the efficiency, output, or lifespan previously claimed. The report directly attacks the company’s technology and could pressure investor confidence if its assertions gain wider attention. Hunterbrook report challenges fuel-cell performance
• Negative Sentiment: Multiple securities-fraud class-action announcements add legal overhang: Several law firms publicized a lawsuit covering investors who purchased Bloom securities from February 27, 2025, through July 8, 2026, alleging investor harm from purportedly misleading disclosures. The September 28, 2026 lead-plaintiff deadline is likely to keep the issue in focus, although the repeated notices largely concern the same case. Bloom Energy class action investor alert
• Negative Sentiment: Conflicting analyst views weigh on sentiment: Wells Fargo lowered its price target to $176 and maintained an “Equal Weight” rating, while BMO issued a pessimistic forecast. Those targets contrast sharply with Mizuho’s bullish outlook and highlight uncertainty over whether Bloom’s growth expectations justify its valuation. Bloom Energy analyst coverage

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.