Bloom Energy Corporation (NYSE:BE) Receives Consensus Rating of “Moderate Buy” from Analysts

Shares of Bloom Energy Corporation (NYSE:BEGet Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the twenty-six research firms that are presently covering the firm, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell rating, twelve have given a hold rating, ten have issued a buy rating and three have issued a strong buy rating on the company. The average 12-month target price among analysts that have covered the stock in the last year is $248.0455.

Several research firms recently issued reports on BE. Clear Str upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, July 29th. Sanford C. Bernstein reissued a “market perform” rating and issued a $282.00 price target on shares of Bloom Energy in a research note on Thursday. Truist Financial cut their price target on shares of Bloom Energy from $250.00 to $218.00 and set a “hold” rating for the company in a report on Wednesday, July 29th. BTIG Research reaffirmed a “buy” rating and set a $295.00 price target on shares of Bloom Energy in a research report on Wednesday, July 29th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, July 21st.

Check Out Our Latest Stock Analysis on BE

Insider Buying and Selling at Bloom Energy

In related news, Director John T. Chambers sold 15,000 shares of the stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the completion of the transaction, the director owned 208,333 shares of the company’s stock, valued at approximately $52,083,250. This trade represents a 6.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Jeffrey R. Immelt sold 30,000 shares of the stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $238.91, for a total transaction of $7,167,300.00. Following the transaction, the director directly owned 201,243 shares of the company’s stock, valued at $48,078,965.13. The trade was a 12.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 89,464 shares of company stock valued at $22,131,255. 3.00% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Bloom Energy

Several institutional investors and hedge funds have recently modified their holdings of BE. Continuum Advisory LLC acquired a new position in shares of Bloom Energy during the second quarter worth about $25,000. MJT & Associates Financial Advisory Group Inc. raised its stake in Bloom Energy by 49.3% in the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after buying an additional 37 shares in the last quarter. Markowski Investments purchased a new stake in Bloom Energy during the 2nd quarter worth about $37,000. Bogart Wealth LLC lifted its holdings in Bloom Energy by 725.0% during the 2nd quarter. Bogart Wealth LLC now owns 132 shares of the company’s stock worth $40,000 after buying an additional 116 shares during the last quarter. Finally, Carolina Wealth Advisors LLC boosted its position in shares of Bloom Energy by 51.7% during the 2nd quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock worth $41,000 after acquiring an additional 46 shares in the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Bloom Energy Trading Down 0.2%

Shares of NYSE:BE opened at $217.75 on Friday. Bloom Energy has a 12-month low of $48.87 and a 12-month high of $351.28. The company has a market capitalization of $64.13 billion, a PE ratio of 290.33, a PEG ratio of 2.99 and a beta of 3.79. The business has a 50 day moving average of $237.89 and a two-hundred day moving average of $219.14. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59.

Bloom Energy (NYSE:BEGet Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping the consensus estimate of $0.39 by $0.39. The company had revenue of $1.07 billion during 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 35.45%. The firm’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 forecast that Bloom Energy will post 1.92 EPS for the current year.

Key Bloom Energy News

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

  • Positive Sentiment: Analysts and financial commentators remain optimistic about Bloom Energy’s solid-oxide fuel-cell technology, citing rising electricity demand from AI data centers, rapid onsite-power deployment and potential backlog growth. One forecast suggests Bloom’s backlog could exceed $50 billion before year-end, compared with approximately $20 billion reported at the end of last year. Bloom Energy vs. FuelCell Energy: Which Fuel Cell Stock Has an Edge?
  • Positive Sentiment: Investor interest was also supported by reports of a multimillion-dollar Bloom Energy position disclosed by former House Speaker Nancy Pelosi, while a Seeking Alpha contributor initiated coverage with a Buy rating despite describing the stock’s valuation as expensive. Nancy Pelosi disclosed a Bloom Energy investment
  • Neutral Sentiment: Bloom Energy has risen sharply in 2026 but remains well below its 52-week high. The pullback may attract investors focused on the long-term AI-power opportunity, although the stock’s high valuation increases sensitivity to disappointing news or execution.
  • Negative Sentiment: Multiple law firms reiterated or promoted a securities-fraud class action against Bloom Energy and certain officers. The allegations reportedly concern statements that Bloom had “no China supply chain” for scandium, with plaintiffs alleging investors were harmed by related disclosures. The repeated alerts amplify legal, reputational and potential financial risks. Bloom Energy securities class action lawsuit alert
  • Negative Sentiment: Investors covered by the reported February 27, 2025–July 8, 2026 class period face a September 28, 2026 deadline to seek lead-plaintiff status. Although the announcements are largely investor-solicitation notices rather than new operational developments, their volume is likely contributing to near-term selling pressure.

Bloom Energy Company Profile

(Get Free Report)

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.

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