Zacks Research Upgrades Bloom Energy (NYSE:BE) to “Strong-Buy”

Bloom Energy (NYSE:BE) was upgraded by Zacks Research from a “hold” rating to a “strong-buy” rating in a report issued on Tuesday,Zacks.com reports.

BE has been the subject of a number of other reports. Weiss Ratings reissued a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, January 27th. China Renaissance assumed coverage on shares of Bloom Energy in a research report on Wednesday, January 28th. They set a “buy” rating and a $207.00 price target for the company. Roth Mkm raised their price target on shares of Bloom Energy to $133.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 3rd. Morgan Stanley raised their price target on shares of Bloom Energy to $184.00 and gave the stock an “overweight” rating in a research report on Friday, February 6th. Finally, BMO Capital Markets lifted their target price on shares of Bloom Energy to $149.00 and gave the company a “market perform” rating in a report 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 two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $137.18.

Bloom Energy Stock Up 7.8%

BE stock opened at $146.52 on Tuesday. The firm has a 50 day moving average of $149.79 and a 200 day moving average of $123.00. The stock has a market capitalization of $41.11 billion, a PE ratio of -385.59, a price-to-earnings-growth ratio of 5.54 and a beta of 3.18. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. Bloom Energy has a 52 week low of $15.15 and a 52 week high of $180.90.

Bloom Energy (NYSE:BE) last posted its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) 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 company had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. During the same period last year, the firm posted $0.43 EPS. Bloom Energy’s revenue for the quarter was up 35.9% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Sell-side analysts forecast that Bloom Energy will post -0.23 earnings per share for the current year.

Insider Activity

In other news, insider Shawn Marie Soderberg sold 29,807 shares of Bloom Energy stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $153.78, for a total transaction of $4,583,720.46. Following the completion of the transaction, the insider directly owned 224,216 shares of the company’s stock, valued at $34,479,936.48. The trade was a 11.73% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Satish Chitoori sold 18,964 shares of Bloom Energy stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $154.45, for a total transaction of $2,928,989.80. Following the transaction, the insider directly owned 232,365 shares of the company’s stock, valued at approximately $35,888,774.25. This trade represents a 7.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 380,092 shares of company stock valued at $62,724,725 in the last quarter. Company insiders own 3.60% of the company’s stock.

Institutional Investors Weigh In On Bloom Energy

Several institutional investors and hedge funds have recently added to or reduced their stakes in BE. Bayforest Capital Ltd purchased a new stake in Bloom Energy in the 1st quarter worth $2,055,000. AQR Capital Management LLC purchased a new stake in Bloom Energy in the 1st quarter worth $1,820,000. NewEdge Advisors LLC increased its holdings in Bloom Energy by 674.7% in the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after acquiring an additional 1,626 shares in the last quarter. Goldman Sachs Group Inc. increased its holdings in Bloom Energy by 50.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after acquiring an additional 836,810 shares in the last quarter. Finally, Focus Partners Wealth increased its holdings in Bloom Energy by 30.7% in the 1st quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock worth $394,000 after acquiring an additional 4,716 shares in the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Zacks upgraded BE from “Hold” to “Strong Buy,” which likely lifted sentiment and buying interest. Zacks.com
• Positive Sentiment: Multiple bullish features (The Motley Fool and others) highlight Bloom as a beneficiary of rising data‑center and AI power demand, reinforcing the growth narrative and attracting investor inflows. 1 Brilliant Energy Stock to Buy Now Under-the-Radar Growth Stock
• Positive Sentiment: Recognition for corporate trustworthiness (Newsweek list) may strengthen institutional and procurement confidence—useful in long‑cycle industrial contracts. Bloom Energy Trust Recognition
• Neutral Sentiment: Broader market coverage (MSN, CNN and Yahoo roundup pieces) is increasing visibility; that can amplify flows both ways but doesn’t change fundamentals on its own. MSN coverage CNN Markets
• Neutral Sentiment: Several valuation and post‑earnings analyses are circulating; they summarize strong momentum but urge close attention to multiples and long‑term margin/rollout execution. Valuation After Recent Gains
• Negative Sentiment: The stock’s ~7x one‑year surge has prompted questions about whether current prices already reflect future growth—articles asking “is it too late?” underscore potential overvaluation risk and the danger of sharp pullbacks if execution or margins disappoint. Is It Too Late To Consider Bloom Energy?

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.