Wall Street Zen Downgrades Bloom Energy (NYSE:BE) to Hold

Bloom Energy (NYSE:BE) was downgraded by equities research analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research note issued to investors on Saturday.

BE has been the subject of several other reports. Mizuho upped their price target on shares of Bloom Energy to $110.00 and gave the company a “neutral” rating in a research report on Monday, February 9th. UBS Group restated a “buy” rating and set a $170.00 target price on shares of Bloom Energy in a report on Friday, February 6th. Robert W. Baird set a $172.00 price target on Bloom Energy in a research report on Tuesday, January 27th. JPMorgan Chase & Co. boosted their price objective on Bloom Energy to $166.00 and gave the company an “overweight” rating in a research report on Friday, February 6th. Finally, TD Cowen increased their price objective on Bloom Energy to $160.00 and gave the company a “hold” rating in a research note on Friday, February 6th. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $131.87.

Bloom Energy Stock Down 7.8%

Shares of BE opened at $155.49 on Friday. The firm has a market cap of $43.62 billion, a P/E ratio of -409.18, a P/E/G ratio of 6.35 and a beta of 3.11. Bloom Energy has a 1 year low of $15.15 and a 1 year high of $180.90. The stock has a 50 day simple moving average of $134.81 and a two-hundred day simple moving average of $105.67. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The firm had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. During the same period in the previous year, the business posted $0.43 EPS. The business’s quarterly revenue was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, analysts forecast that Bloom Energy will post -0.23 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Bloom Energy news, insider Aman Joshi sold 10,000 shares of the company’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $175.60, for a total value of $1,756,000.00. Following the completion of the transaction, the insider directly owned 210,465 shares in the company, valued at approximately $36,957,654. This represents a 4.54% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Satish Chitoori sold 1,521 shares of Bloom Energy stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $139.37, for a total transaction of $211,981.77. Following the sale, the insider directly owned 230,017 shares in the company, valued at $32,057,469.29. The trade was a 0.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 268,788 shares of company stock valued at $45,575,889 over the last three months. Insiders own 3.50% of the company’s stock.

Institutional Trading of Bloom Energy

Several institutional investors and hedge funds have recently bought and sold shares of BE. WPG Advisers LLC grew its holdings in shares of Bloom Energy by 26.4% during the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after acquiring an additional 67 shares during the period. Hantz Financial Services Inc. boosted its position 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 purchasing an additional 100 shares in the last quarter. Caitong International Asset Management Co. Ltd purchased a new stake in Bloom Energy in the fourth quarter worth $28,000. N.E.W. Advisory Services LLC bought a new position in Bloom Energy in the third quarter worth $32,000. Finally, Fifth Third Bancorp purchased a new position in Bloom Energy during the third quarter valued at $32,000. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Bloom Energy News Summary

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

• Positive Sentiment: Brookfield partnership: Bloom and Brookfield announced a program worth up to $5 billion to deploy Bloom’s fuel‑cell systems for AI data centers and factories — a material commercial validation that supports future revenue growth tied to high‑density AI power demand. Bloom-Brookfield Deal
• Positive Sentiment: Backlog and guidance: Management has reported a large backlog (product backlog and total backlog figures cited) and set aggressive FY‑2026 revenue and margin targets, supporting the growth narrative for enterprise and AI customers. Those operational metrics justify investor optimism over medium‑term earnings expansion. Backlog & Guidance
• Positive Sentiment: Momentum and performance: BE has outpaced peers YTD and is up substantially over the past year as investors rotate into clean‑power and AI infrastructure plays, attracting momentum flows. Zacks YTD Note
• Neutral Sentiment: High‑profile commentary: Jim Cramer reiterated the stock’s volatility but said he’d feel more comfortable recommending BE after a pullback — publicity that raises awareness but is not an immediate catalyst. Cramer Comment
• Neutral Sentiment: Citi initiation: Citi initiated coverage with a neutral rating and a $162 target, signaling that some sell‑side desks view the stock as fairly valued near current levels — which can cap near‑term upside after the run. Citi Initiation
• Neutral Sentiment: Peer comparison: Analysts note Bloom outperforms peers like FuelCell Energy on earnings growth and ROIC but trades at a steep premium — a mixed signal for investors weighing growth vs. price. BE vs FCEL
• Negative Sentiment: Insider selling: CEO Kr Sridhar sold 200,000 shares (~$34M) on Feb. 24, reducing his stake — a high‑profile sale that often triggers short‑term profit taking and can pressure the stock. SEC Filing
• Negative Sentiment: Valuation risk: Multiple analysis pieces warn the stock may be “priced for perfection” — expensive multiples and high execution expectations are prompting some investors to lock in gains after the rally. Valuation Note

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.