Bloom Energy (NYSE:BE) Stock Price Up 1.5% – Here’s Why

Posted by Geri Gentry on Sep 22nd, 2026

Shares of Bloom Energy Corporation (NYSE:BE – Get Free Report) shot up 1.5% during mid-day trading on Tuesday . The company traded as high as $284.25 and last traded at $276.9670. Approximately 10,413,124 shares traded hands during mid-day trading, a decline of 19% from the average session volume of 12,916,254 shares. The stock had previously closed at $272.89.

Bloom Energy News Summary

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

Positive Sentiment: Bloom Energy’s fuel-cell backlog, approvals from major hyperscalers and a Brookfield financing agreement are strengthening the company’s position as a potential solution to AI-related power shortages. Reports also cite a conditional U.S. Army award for long-term power-generation leases involving an Indelible-Bloom coalition. Can Bloom Energy Pop the Top Off AI’s Massive Energy Bottleneck? BE Stock Jumps Premarket Ahead of S&P 500 Inclusion
Positive Sentiment: Analyst commentary remains favorable: Bloom compares well with Ballard Power Systems on earnings growth and profitability, while its strong recent share performance reinforces the bullish clean-energy investment case. BE vs. BLDP: Which Clean Energy Stock Has Stronger Growth Potential?
Neutral Sentiment: Bloom Energy’s strong momentum is attracting attention after a roughly 38% one-month advance and a gain of more than 200% over the past year. However, the stock’s very high earnings multiple means investors may increasingly demand sustained execution and additional contract wins. Bloom Energy Just Ripped 38% in a Month
Negative Sentiment: Several law firms are publicizing a securities-fraud class action covering investors who purchased Bloom Energy securities from February 27, 2025, through July 8, 2026. The September 28 lead-plaintiff deadline increases near-term legal and headline risk, although the announcements do not establish wrongdoing. Portnoy Law Firm Announces Class Action
Negative Sentiment: Reports of multiple Bloom Energy insiders selling shares worth hundreds of thousands of dollars could weigh on sentiment, particularly after the stock’s substantial run-up. Bloom Energy Insider Selling Report

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on BE shares. Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a research note on Tuesday, July 21st. BMO Capital Markets reduced their price objective on shares of Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a research note on Wednesday, July 29th. Roth Capital raised their price objective on shares of Bloom Energy from $225.00 to $285.00 and gave the company a “neutral” rating in a research report on Wednesday, July 1st. Mizuho lifted their target price on shares of Bloom Energy from $242.00 to $351.00 and gave the company an “outperform” rating in a research note on Monday, September 14th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $335.00 price target on shares of Bloom Energy in a research note on Wednesday, June 10th. Three 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Bloom Energy presently has an average rating of “Moderate Buy” and an average target price of $254.14.

Check Out Our Latest Stock Report on Bloom Energy

Bloom Energy Stock Up 1.5%

The company has a market capitalization of $81.58 billion, a PE ratio of 369.29, a PEG ratio of 3.40 and a beta of 3.80. The company’s 50 day moving average is $226.43 and its two-hundred day moving average is $230.72. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59.

Bloom Energy (NYSE:BE – Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating 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 business’s revenue was up 165.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, analysts anticipate that Bloom Energy Corporation will post 2.06 earnings per share for the current year.

Insider Transactions at Bloom Energy

In related news, insider Shawn Soderberg sold 2,895 shares of the company’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $233.60, for a total transaction of $676,272.00. Following the sale, the insider owned 129,370 shares of the company’s stock, valued at $30,220,832. This represents a 2.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 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 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 owned 163,807 shares of the company’s stock, valued at $49,202,708.59. This trade represents a 4.85% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 89,604 shares of company stock valued at $21,948,262 in the last 90 days. Company insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Bloom Energy

Several institutional investors have recently modified their holdings of the stock. MJT & Associates Financial Advisory Group Inc. lifted its holdings in Bloom Energy by 49.3% during the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after purchasing an additional 37 shares in the last quarter. Compound Planning Inc. increased its stake in shares of Bloom Energy by 1.1% during the first quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock worth $467,000 after purchasing an additional 38 shares in the last quarter. Carolina Wealth Advisors LLC increased its stake in shares of Bloom Energy by 51.7% during the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock worth $41,000 after purchasing an additional 46 shares in the last quarter. Blue Trust Inc. increased its stake in shares of Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after purchasing an additional 51 shares in the last quarter. Finally, Odyssean LLC raised its position in shares of Bloom Energy by 1.8% during the 2nd quarter. Odyssean LLC now owns 2,926 shares of the company’s stock worth $886,000 after purchasing an additional 51 shares during the last quarter. 77.04% of the stock is owned by institutional investors.

About Bloom Energy

(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.