Bloom Energy (NYSE:BE) Stock Price Up 1.5% – Time to Buy?

Bloom Energy Corporation (NYSE:BE) traded up 1.5% during mid-day trading on Wednesday . The company traded as high as $217.30 and last traded at $216.7530. 9,104,405 shares were traded during trading, a decline of 27% from the average session volume of 12,435,342 shares. The stock had previously closed at $213.63.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Potential S&P 500 addition: Bloom Energy is among the companies reportedly being considered for inclusion in the index during the September quarterly rebalancing. If selected, the move could increase institutional demand and index-related buying, although no decision has been announced. The changes are expected to be disclosed after the market close and take effect around Sept. 21. Bloom Energy and 7 More Stocks That Could Join the S&P 500 This Month
• Positive Sentiment: AI power demand supports the growth narrative: Brookfield Asset Management and Bloom expanded an AI-infrastructure framework from $5 billion to as much as $25 billion. The arrangement could create substantial demand for Bloom’s fuel-cell systems as data centers seek reliable electricity, though execution and financing risks remain. Brookfield Quintupled Its AI Power Framework to $25 Billion
• Neutral Sentiment: Broader energy-security interest: A Zacks article included BE among alternative-energy stocks that could benefit from heightened energy-security concerns linked to the Iran conflict. This is a sector-level theme rather than a new company-specific development. 3 Alternative Energy Stocks to Buy Amid the Escalating Iran War
• Negative Sentiment: Legal overhang intensifies: Multiple law firms are publicizing a federal securities class action against Bloom Energy and a Sept. 28 deadline for investors to seek lead-plaintiff status. The allegations concern whether Bloom adequately disclosed its exposure to Chinese scandium and supply-chain risks. The notices are largely duplicative, but they reinforce potential litigation, reputational and financial risks. BE Investor Alert: Bloom Energy Corporation Securities Class Action Notice
• Negative Sentiment: Valuation leaves little room for disappointment: Commentary noted that Bloom’s strong multiyear rally has produced mixed valuation signals, with discounted-cash-flow analysis suggesting the shares may be expensive. The stock’s high beta also indicates elevated volatility, increasing sensitivity to legal or execution setbacks. Is Bloom Energy Priced For Perfection After AI Demand?

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. Susquehanna boosted their price target on shares of Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a research report on Friday, July 10th. Oppenheimer reiterated a “market perform” rating on shares of Bloom Energy in a research note on Wednesday, July 29th. Robert W. Baird reissued an “outperform” rating and issued a $310.00 target price on shares of Bloom Energy in a report on Thursday, July 9th. Clear Str raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Wednesday, July 29th. Finally, Mizuho upgraded Bloom Energy from a “neutral” rating to an “outperform” rating and cut their price objective for the company from $285.00 to $242.00 in a research report on Thursday, July 30th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Bloom Energy presently has an average rating of “Moderate Buy” and an average target price of $248.05.

Bloom Energy Price Performance

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 market capitalization of $63.84 billion, a P/E ratio of 289.00, a PEG ratio of 2.83 and a beta of 3.79. The company’s 50 day moving average price is $230.58 and its 200 day moving average price is $220.33.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.39 by $0.39. The firm had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The business’s revenue for the quarter was up 165.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, sell-side analysts anticipate that Bloom Energy Corporation will post 1.92 EPS for the current fiscal year.

Insider Transactions at Bloom Energy

In other news, insider Satish Chitoori sold 2,053 shares of Bloom Energy stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $241.64, for a total transaction of $496,086.92. Following the completion of the sale, the insider owned 205,364 shares in the company, valued at $49,624,156.96. The trade was a 0.99% decrease in their position. The sale was disclosed in a filing 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, Director John T. Chambers sold 15,000 shares of the stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $250.00, for a total value of $3,750,000.00. Following the completion of the sale, the director owned 208,333 shares in the company, valued at approximately $52,083,250. This trade represents a 6.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 89,464 shares of company stock valued at $22,131,255. 3.00% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Bloom Energy

A number of institutional investors have recently added to or reduced their stakes in BE. Fortem Financial Group LLC bought a new position in Bloom Energy during the 4th quarter worth approximately $369,000. Strs Ohio increased its position in shares of Bloom Energy by 24.8% during the fourth quarter. Strs Ohio now owns 41,200 shares of the company’s stock worth $3,580,000 after buying an additional 8,200 shares during the period. Montanova Capital LLC bought a new position in Bloom Energy during the second quarter worth $10,231,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in Bloom Energy by 78.3% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock valued at $401,849,000 after acquiring an additional 583,135 shares during the last quarter. Finally, Militia Capital Management LLC bought a new position in shares of Bloom Energy in the 1st quarter worth about $813,000. 77.04% of the stock is owned by institutional investors.

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.