Bloom Energy (NYSE:BE) Stock Rating Upgraded by Zacks Research

Bloom Energy (NYSE:BE) was upgraded by equities researchers at Zacks Research from a “hold” rating to a “strong-buy” rating in a research report issued to clients and investors on Tuesday,Zacks.com reports.

Several other research firms have also recently commented on BE. Wall Street Zen raised Bloom Energy from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. UBS Group cut their price target on Bloom Energy from $350.00 to $300.00 and set a “buy” rating on the stock in a research note on Wednesday. BMO Capital Markets decreased their price target on Bloom Energy from $279.00 to $227.00 and set a “market perform” rating on the stock in a report on Wednesday. Jefferies Financial Group set a $188.00 price objective on Bloom Energy in a report on Wednesday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a research note on Tuesday, July 21st. Three research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $250.00.

Bloom Energy Stock Down 1.8%

Shares of NYSE BE opened at $163.86 on Tuesday. Bloom Energy has a 12-month low of $32.52 and a 12-month high of $351.28. The firm’s 50-day simple moving average is $264.93 and its 200 day simple moving average is $208.65. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90. The company has a market cap of $46.61 billion, a price-to-earnings ratio of 218.48 and a beta of 3.73.

Bloom Energy (NYSE:BE) last announced its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. The company had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 44.62%. Bloom Energy’s quarterly revenue was up 165.5% on a year-over-year basis. During the same period in the prior year, the business earned $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, research analysts expect that Bloom Energy will post 1.43 earnings per share for the current fiscal year.

Insiders Place Their Bets

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 transaction of $16,372,950.00. Following the completion of the transaction, the director directly 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 Securities & Exchange Commission, which is available through this hyperlink. Also, insider Satish Chitoori sold 2,837 shares of the company’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $289.11, for a total value of $820,205.07. Following the completion of the sale, the insider directly owned 207,417 shares of the company’s stock, valued at approximately $59,966,328.87. This trade represents a 1.35% 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 in the last ninety days. 3.00% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the company. Blue Trust Inc. increased its stake in Bloom Energy by 37.2% in the first 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. Anchor Investment Management LLC bought a new position in shares of Bloom Energy during the first quarter worth $27,000. WPG Advisers LLC grew its holdings in shares of Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after buying an additional 67 shares during the period. Hantz Financial Services Inc. grew its holdings in shares of Bloom Energy by 45.5% in the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after buying an additional 100 shares during the period. Finally, Godsey & Gibb Inc. increased its position in shares of Bloom Energy by 2,000.0% in the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock valued at $28,000 after buying an additional 200 shares in the last quarter. Institutional investors and hedge funds 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 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.