Bloom Energy (NYSE:BE) Shares Up 7.3% – Time to Buy?

Posted by George Bondi on Sep 6th, 2026

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

Trending Headlines about Bloom Energy

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

Positive Sentiment: Bloom Energy is viewed as a leading candidate for inclusion in the S&P 500 during the index’s upcoming quarterly rebalancing. Investors are positioning ahead of a potential announcement after Friday’s close, with any changes expected to take effect around September 21. Inclusion could generate demand from index-tracking funds and increase the company’s visibility. Bloom Energy, Astera Rally On Hopes They Will Join S&P Friday; Who Else Could Be Added
Positive Sentiment: Analysts and market commentators continue to highlight Bloom’s opportunity to supply electricity directly to AI data centers, which face grid-connection delays and rising power requirements. Recent commentary argues that Bloom’s behind-the-meter and distributed-generation systems may support strong revenue growth through year-end. I’m Calling It: Bloom Energy’s Revenue Guidance Will Keep Surprising Wall Street Through Year-End
Positive Sentiment: The broader risk-on environment is supporting high-beta energy and fuel-cell shares, while Bloom is receiving particular attention because of its perceived exposure to AI-related power demand. Earlier quarterly results also showed substantial revenue growth and an earnings beat, reinforcing the bullish narrative.
Neutral Sentiment: Vertiv’s planned acquisition of microgrid specialist UtilityInnovation Group underscores the growing importance of solving power bottlenecks for AI data centers. The transaction does not directly involve Bloom, but it may validate the market opportunity for distributed power and microgrid providers. Vertiv’s UIG Deal Targets the Next Big Constraint in AI Data Centers
Negative Sentiment: Several law firms are soliciting investors regarding a securities class-action lawsuit covering purchases from February 27, 2025, through July 8, 2026. The lawsuit reportedly alleges Bloom understated its exposure to Chinese export controls and U.S. tariffs by misrepresenting the origin of critical materials and components. The allegations have not been proven, but the litigation and September 28 lead-plaintiff deadline could weigh on sentiment.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on BE shares. TD Cowen reissued a “hold” rating and issued a $235.00 price target on shares of Bloom Energy in a report on Monday, July 20th. Wall Street Zen upgraded Bloom Energy from a “hold” rating to a “buy” rating in a research note on Sunday. BTIG Research reissued a “buy” rating and set a $295.00 price target on shares of Bloom Energy in a report on Wednesday, July 29th. 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. Finally, Susquehanna upped their price objective on Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a report on Friday, July 10th. Three research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $248.05.

View Our Latest Analysis on Bloom Energy

Bloom Energy Stock Up 7.3%

The stock has a 50-day moving average of $226.89 and a 200-day moving average of $221.77. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. The firm has a market cap of $74.47 billion, a price-to-earnings ratio of 337.12, a P/E/G ratio of 3.46 and a beta of 3.80.

Bloom Energy (NYSE:BE – Get Free Report) last announced 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. The firm had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The company’s quarterly revenue was up 165.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Sell-side analysts predict that Bloom Energy Corporation will post 1.92 EPS for the current fiscal year.

Insider Activity

In related news, insider Aman Joshi sold 4,677 shares of the stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $241.75, for a total transaction of $1,130,664.75. Following the sale, the insider owned 159,130 shares in the company, valued at approximately $38,469,677.50. This trade represents a 2.86% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shawn Soderberg sold 2,895 shares of the business’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $233.60, for a total transaction of $676,272.00. Following the completion of the sale, the insider directly owned 129,370 shares in the company, valued at approximately $30,220,832. This represents a 2.19% decrease in their position. 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. Over the last three months, insiders sold 89,464 shares of company stock valued at $22,131,255. Company insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Bloom Energy

Institutional investors have recently made changes to their positions in the stock. Blue Trust Inc. boosted its holdings 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 acquiring an additional 51 shares during the last quarter. Continuum Advisory LLC bought a new position in Bloom Energy during the 2nd quarter worth approximately $25,000. Anchor Investment Management LLC bought a new position in Bloom Energy during the 1st quarter worth approximately $27,000. Hantz Financial Services Inc. raised its holdings in Bloom Energy by 45.5% during the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after purchasing an additional 100 shares during the last quarter. Finally, Godsey & Gibb Inc. lifted 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 worth $28,000 after purchasing an additional 200 shares during the period. Institutional investors own 77.04% of the company’s stock.

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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