Bloom Energy (NYSE:BE) Stock Price Up 6.6% – Here’s What Happened

Posted by Francis Steltz on Sep 11th, 2026

Bloom Energy Corporation (NYSE:BE – Get Free Report)’s share price shot up 6.6% on Friday . The company traded as high as $277.28 and last traded at $275.4950. Approximately 13,562,062 shares traded hands during mid-day trading, an increase of 8% from the average session volume of 12,557,041 shares. The stock had previously closed at $258.49.

Bloom Energy News Summary

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

Positive Sentiment: S&P 500 inclusion is the primary catalyst. S&P Dow Jones Indices confirmed that Bloom Energy will join the benchmark, likely generating demand from index funds and improving the company’s visibility with institutional investors. The announcement also lifted other fuel-cell stocks. Bloom Energy Climbs as S&P 500 Addition Fuels Fuel-Cell Stocks
Positive Sentiment: AI-related power demand continues to support the investment case. Analysts and financial publications highlighted Bloom’s fuel-cell systems as a potential solution for hyperscalers, neoclouds and AI laboratories facing grid constraints. Bullish commentary cited a sizable backlog, increased customer prepayments, higher unbilled revenue and improving gross margins. Bloom Energy Shares May Still Be Undervalued
Positive Sentiment: Product improvements could accelerate deployments. Coverage of Bloom’s new Power Connect system said it may reduce installation time by more than 40%, potentially helping the company convert its backlog into revenue more quickly. Bloom Energy Power Connect System
Neutral Sentiment: Bloom announced a season-long ESPN College Football Campus Tour focused on future power needs and community emergency-response support. The initiative may enhance brand awareness but is not expected to materially affect near-term financial results. Bloom Energy ESPN College Football Campus Tour
Neutral Sentiment: Heavy options activity and reports that Situational Awareness purchased Bloom options point to elevated speculative interest, while also signaling greater volatility. Situational Awareness Options Activity
Negative Sentiment: Multiple law firms publicized a securities class action. The lawsuit alleges investor harm related to Bloom’s disclosures, including claims involving scandium sourcing and “no China supply chain” representations. The allegations have not been proven, but the litigation could create legal costs, reputational concerns and an overhang on the stock. Investors have until September 28, 2026, to seek lead-plaintiff status. Bloom Energy Class Action Deadline

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on BE. TD Cowen reaffirmed a “hold” rating and issued a $235.00 price target on shares of Bloom Energy in a research report on Monday, July 20th. Citigroup reissued a “hold” rating on shares of Bloom Energy in a research note on Thursday, July 16th. Oppenheimer restated a “market perform” rating on shares of Bloom Energy in a report on Wednesday, July 29th. JPMorgan Chase & Co. decreased their price target on Bloom Energy from $346.00 to $314.00 and set an “overweight” rating for the company in a report on Wednesday, July 29th. Finally, Sanford C. Bernstein restated a “market perform” rating and set a $282.00 price objective on shares of Bloom Energy in a research note on Thursday, August 27th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $249.18.

Check Out Our Latest Stock Report on BE

Bloom Energy Trading Up 6.6%

The company has a market capitalization of $81.14 billion, a P/E ratio of 367.33, a price-to-earnings-growth ratio of 3.69 and a beta of 3.80. 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 fifty day moving average price of $225.25 and a 200-day moving average price of $225.50.

Bloom Energy (NYSE:BE – Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. The business had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.Bloom Energy’s quarterly revenue was up 165.5% compared to the same quarter last year. During the same period last year, the company posted $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, equities research analysts anticipate that Bloom Energy Corporation will post 1.92 earnings per share for the current year.

Insider Activity at Bloom Energy

In other Bloom Energy news, insider Shawn Soderberg sold 2,895 shares of the business’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $233.60, for a total value of $676,272.00. Following the transaction, the insider directly owned 129,370 shares in the company, valued at $30,220,832. The trade was a 2.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 8,343 shares of the stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $300.37, for a total transaction of $2,505,986.91. Following the transaction, the insider directly owned 163,807 shares of the company’s stock, valued at $49,202,708.59. This represents a 4.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 89,464 shares of company stock valued at $22,131,255 in the last 90 days. 3.00% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Bloom Energy

Institutional investors have recently bought and sold shares of the company. California State Teachers Retirement System raised its stake in shares of Bloom Energy by 39,637.2% in the second quarter. California State Teachers Retirement System now owns 123,526,724 shares of the company’s stock valued at $37,391,539,000 after buying an additional 123,215,865 shares during the period. Geode Capital Management LLC raised its stake in Bloom Energy by 5.4% in the 4th quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock valued at $461,272,000 after acquiring an additional 269,662 shares during the period. Brooklands Fund Management Ltd purchased a new stake in Bloom Energy during the fourth quarter valued at about $347,560,000. Amundi boosted its position in Bloom Energy by 390.7% during the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock worth $274,068,000 after purchasing an additional 2,511,426 shares during the period. Finally, Norges Bank bought a new position in Bloom Energy during the fourth quarter worth about $239,683,000. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Bloom Energy Company Profile

(Get Free Report)

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.