Bloom Energy Corporation (NYSE:BE) Receives Average Recommendation of “Moderate Buy” from Brokerages

Shares of Bloom Energy Corporation (NYSE:BE) have received a consensus rating of “Moderate Buy” from the twenty-six ratings firms that are covering the company, Marketbeat reports. One investment analyst has rated the stock with a sell recommendation, twelve have assigned a hold recommendation, ten have assigned a buy recommendation and three have issued a strong buy recommendation on the company. The average 1 year price target among brokers that have issued a report on the stock in the last year is $246.1818.

A number of analysts recently weighed in on BE shares. Robert W. Baird restated an “outperform” rating and issued a $310.00 price target on shares of Bloom Energy in a research note on Thursday, July 9th. Barclays increased their price objective on Bloom Energy from $254.00 to $276.00 and gave the stock an “equal weight” rating in a research report on Tuesday, June 23rd. Weiss Ratings reissued a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, July 21st. Oppenheimer restated a “market perform” rating on shares of Bloom Energy in a research report on Wednesday, July 29th. Finally, BMO Capital Markets lowered their price target on shares of Bloom Energy from $279.00 to $227.00 and set a “market perform” rating on the stock in a research note on Wednesday, July 29th.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Strong earnings continue to support the stock. Bloom Energy reported quarterly revenue of $1.07 billion, up 165.5% year over year and well above the $826.1 million consensus estimate. Earnings per share of $0.78 also exceeded expectations of $0.39. Analysts have identified BE as one of the notable winners of the current second-quarter earnings season. Zacks Q2 earnings winners
• Positive Sentiment: Investor-interest articles are highlighting Bloom’s growth opportunity. Zacks and other financial publications have featured Bloom among value and investment ideas, citing its operating leverage, AI-related power demand opportunity and post-earnings momentum. These articles may help support sentiment, although they do not represent new company guidance or analyst upgrades. Bloom Energy operating leverage analysis
• Neutral Sentiment: Director John T. Chambers sold 15,000 shares on August 3 at an average price of $205.58, generating approximately $3.08 million. He still directly owns 223,333 shares, but the transaction reduced his position by 6.29%. The sale may attract attention, though one insider transaction does not establish a broader change in management’s outlook. SEC insider transaction filing
• Negative Sentiment: Multiple law firms are publicizing a securities class action against Bloom Energy. The lawsuit covers investors who purchased BE securities from February 27, 2025, through July 8, 2026, and alleges that the company misled investors about the source of its materials. The repeated investor-alert announcements increase headline and reputational risk, although the allegations have not been proven. Investors have until September 28, 2026, to seek lead-plaintiff status. Bloom Energy class action announcement

Bloom Energy Trading Up 4.5%

NYSE:BE opened at $228.22 on Wednesday. Bloom Energy has a 1 year low of $35.85 and a 1 year high of $351.28. The stock has a market cap of $64.91 billion, a P/E ratio of 304.29 and a beta of 3.79. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. The stock has a 50-day simple moving average of $257.85 and a 200-day simple moving average of $210.88.

Bloom Energy (NYSE:BE) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, topping 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 7.87% and a return on equity of 35.45%. The company’s revenue was up 165.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, analysts anticipate that Bloom Energy will post 1.93 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director Mary K. Bush sold 25,000 shares of the business’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $266.96, for a total value of $6,674,000.00. Following the sale, the director directly owned 108,524 shares in the company, valued at $28,971,567.04. The trade was a 18.72% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director John T. Chambers sold 55,000 shares of the stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $297.69, for a total transaction of $16,372,950.00. Following the completion of the sale, the director owned 238,333 shares in the company, valued at $70,949,350.77. This represents a 18.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 133,617 shares of company stock valued at $37,322,609 in the last 90 days. 3.00% of the stock is owned by corporate insiders.

Institutional Trading of Bloom Energy

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Sunpointe LLC acquired a new position in Bloom Energy during the second quarter worth approximately $341,000. Bogart Wealth LLC boosted its holdings in shares of Bloom Energy by 725.0% in 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 during the last quarter. Bartlett & CO. Wealth Management LLC boosted its holdings in shares of Bloom Energy by 12.3% in 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 during the last quarter. CRA Financial Services LLC purchased a new stake in shares of Bloom Energy during the 2nd quarter valued at $214,000. Finally, Perryman Financial Advisory Inc. AD purchased a new stake in shares of Bloom Energy during the 2nd quarter valued at $848,000. 77.04% of the stock is owned by hedge funds and other institutional investors.

Bloom Energy Company Profile

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.