Bloom Energy (NYSE:BE) Stock Price Up 7.3% – Here’s Why

Bloom Energy Corporation (NYSE:BE)’s stock price was up 7.3% during mid-day trading on Friday . The stock traded as high as $253.30 and last traded at $252.84. 14,706,538 shares traded hands during trading, an increase of 18% from the average session volume of 12,467,812 shares. The stock had previously closed at $235.55.

More Bloom Energy News

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

• Positive Sentiment: Potential S&P 500 inclusion: Bloom Energy is viewed as one of the leading candidates for addition during the index’s September quarterly rebalancing. An announcement could come after Friday’s close, with any changes taking effect around Sept. 21. Inclusion would likely increase passive-fund demand and broaden institutional ownership. Bloom Energy, Astera Rally On Hopes They Will Join S&P Friday; Who Else Could Be Added
• Positive Sentiment: AI-driven power demand remains a bullish theme: Analysts and market commentary continue to highlight Bloom’s ability to provide on-site electricity as grid interconnection delays collide with the rapid expansion of AI data centers. This supports the view that Bloom’s revenue outlook could continue to benefit from demand for fast, reliable power. Bloom Energy’s Revenue Guidance Will Keep Surprising Wall Street Through Year-End
• Neutral Sentiment: Vertiv expands into Bloom’s broader opportunity: Vertiv’s planned acquisition of UtilityInnovation Group underscores strong industry interest in microgrids and behind-the-meter power for data centers. The deal validates the market Bloom is targeting, but it also signals intensifying competition from larger infrastructure providers. Vertiv’s UIG Deal Targets the Next Big Constraint in AI Data Centers
• Negative Sentiment: Securities class-action litigation: Several law firms reiterated notices about a lawsuit covering investors who acquired Bloom securities from Feb. 27, 2025, through July 8, 2026. The allegations reportedly involve disclosures concerning exposure to Chinese export controls, U.S. tariffs, and the sourcing of critical materials and components. Investors have until Sept. 28, 2026, to seek lead-plaintiff status. The claims remain allegations, but the litigation creates legal, reputational, and potential financial risks for Bloom Energy. Bloom Energy Shareholder Alert

Analyst Ratings Changes

A number of equities analysts have weighed in on BE shares. Mizuho upgraded Bloom Energy from a “neutral” rating to an “outperform” rating and decreased their target price for the stock from $285.00 to $242.00 in a research note on Thursday, July 30th. JPMorgan Chase & Co. cut their price objective on Bloom Energy from $346.00 to $314.00 and set an “overweight” rating for the company in a report on Wednesday, July 29th. Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, July 21st. Evercore reiterated an “outperform” rating on shares of Bloom Energy in a research report on Friday, August 7th. Finally, Robert W. Baird reissued an “outperform” rating and issued a $310.00 price target on shares of Bloom Energy in a report on Thursday, July 9th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $248.05.

Bloom Energy Stock Up 7.3%

The company has a market cap of $74.47 billion, a P/E ratio of 337.12, a P/E/G ratio of 2.98 and a beta of 3.80. The stock has a 50-day moving average of $226.99 and a two-hundred day moving average of $221.56. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. The business had revenue of $1.07 billion for the quarter, compared to analysts’ expectations of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The business’s quarterly revenue was up 165.5% on a year-over-year basis. During the same period last 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 anticipate that Bloom Energy Corporation will post 1.92 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, Director John T. Chambers sold 15,000 shares of the stock in a transaction dated Thursday, August 13th. The stock was sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the completion of the sale, the director directly owned 208,333 shares in the company, valued at $52,083,250. This represents a 6.72% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Aman Joshi sold 4,677 shares of Bloom Energy stock in a transaction on Friday, August 14th. The stock was sold at an average price of $241.75, for a total transaction of $1,130,664.75. Following the completion of the transaction, the insider directly owned 159,130 shares in the company, valued at approximately $38,469,677.50. The trade was a 2.86% 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 sold a total of 89,464 shares of company stock valued at $22,131,255 over the last three months. 3.00% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Bloom Energy

A number of hedge funds have recently modified their holdings of BE. Blue Trust Inc. grew its stake in shares of Bloom Energy by 37.2% in the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after purchasing an additional 51 shares during the last quarter. Continuum Advisory LLC bought a new stake in shares of Bloom Energy in the 2nd quarter worth approximately $25,000. Anchor Investment Management LLC bought a new stake in shares of Bloom Energy in the 1st quarter worth approximately $27,000. Hantz Financial Services Inc. increased its stake in shares of Bloom Energy by 45.5% during the fourth 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. raised its holdings in shares of Bloom Energy by 2,000.0% during the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock valued at $28,000 after acquiring an additional 200 shares in the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

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.