Bloom Energy (NYSE:BE – Get Free Report) had its price objective reduced by equities research analysts at Jefferies Financial Group from $102.00 to $97.00 in a research report issued on Friday,Benzinga reports. The firm currently has an “underperform” rating on the stock. Jefferies Financial Group’s price target would suggest a potential downside of 26.63% from the stock’s current price.
Other analysts also recently issued research reports about the stock. JPMorgan Chase & Co. lifted their price objective on Bloom Energy to $166.00 and gave the company an “overweight” rating 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. Wall Street Zen downgraded Bloom Energy from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. UBS Group reaffirmed a “buy” rating and set a $170.00 price objective on shares of Bloom Energy in a research report on Friday, February 6th. Finally, China Renaissance initiated coverage on shares of Bloom Energy in a research note on Wednesday, January 28th. They set a “buy” rating and a $207.00 price objective on the stock. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have issued a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $131.65.
Check Out Our Latest Report on Bloom Energy
Bloom Energy Stock Down 1.0%
Bloom Energy (NYSE:BE – Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. The firm had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The business’s revenue was up 35.9% compared to the same quarter last year. During the same period last year, the company earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, equities research analysts expect that Bloom Energy will post -0.23 earnings per share for the current year.
Insider Activity at Bloom Energy
In other Bloom Energy news, insider Shawn Marie Soderberg sold 15,410 shares of the firm’s stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $150.47, for a total value of $2,318,742.70. Following the completion of the sale, the insider directly owned 195,732 shares in the company, valued at approximately $29,451,794.04. This trade represents a 7.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Aman Joshi sold 19,944 shares of the stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $154.85, for a total transaction of $3,088,328.40. Following the transaction, the insider directly owned 190,521 shares in the company, valued at $29,502,176.85. This trade represents a 9.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 370,092 shares of company stock valued at $61,365,925 over the last 90 days. 3.60% of the stock is owned by company insiders.
Institutional Inflows and Outflows
A number of large investors have recently modified their holdings of BE. Hantz Financial Services Inc. raised its stake in Bloom Energy by 45.5% in the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after acquiring an additional 100 shares during the period. WPG Advisers LLC increased its stake in shares of Bloom Energy by 26.4% in the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after purchasing an additional 67 shares in the last quarter. Caitong International Asset Management Co. Ltd bought a new stake in shares of Bloom Energy in the fourth quarter valued at approximately $28,000. Fifth Third Bancorp purchased a new stake in shares of Bloom Energy during the 3rd quarter valued at approximately $32,000. Finally, N.E.W. Advisory Services LLC purchased a new stake in shares of Bloom Energy during the 3rd quarter valued at approximately $32,000. Institutional investors own 77.04% of the company’s stock.
Bloom Energy News Summary
Here are the key news stories impacting Bloom Energy this week:
- Positive Sentiment: Bloom named Simon Edwards as CFO (effective April 13), a hire investors view as strengthening financial leadership and execution, which can support operational discipline as the business scales. Bloom Energy Appoints Simon Edwards as Chief Financial Officer
- Positive Sentiment: Management pitched an AI/data-center-focused growth story at CERAWeek, highlighting a large multibillion-dollar backlog and expanding service contracts tied to AI-driven power demand — a clear demand catalyst for Bloom’s solid oxide fuel cells. How Bloom Energy’s AI-Focused Power Pitch at CERAWeek 2026 Will Impact Bloom Energy (BE) Investors
- Positive Sentiment: Evidence of stronger end-market demand: third‑party commentary notes Bloom’s Q4 surge was driven by data-center orders, reinforcing the company’s revenue momentum and backing management’s FY26 guidance. Bloom Energy (BE) Surged in Q4 Due to Demand from Data Centers
- Positive Sentiment: Independent bullish research (Seeking Alpha initiation) argues significant upside from the AI/data‑center power boom, suggesting longer‑term revenue and EBITDA growth that supports a higher valuation multiple. Bloom Energy: More Upside In The Data Center Power Boom
- Neutral Sentiment: Brokerage consensus remains tepid — many firms rate BE around “Hold,” indicating limited near-term analyst conviction despite improving fundamentals. Bloom Energy Corporation (NYSE:BE) Given Average Rating of “Hold” by Brokerages
- Negative Sentiment: Analysts and commentators warn valuation is a headwind: strong recent performance is meeting skepticism over stretched multiples and execution risk, which likely contributes to profit‑taking and downward pressure on the stock. Bloom Energy’s Robust Performance Meets Analyst Skepticism Over Valuation
About Bloom Energy
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.
See Also
Receive News & Ratings for Bloom Energy Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Bloom Energy and related companies with MarketBeat.com's FREE daily email newsletter.
