Bloom Energy (NYSE:BE) Trading 4.1% Higher – Here’s Why

Bloom Energy Corporation (NYSE:BE)’s stock price rose 4.1% on Thursday . The company traded as high as $288.00 and last traded at $280.9930. 14,142,963 shares traded hands during trading, an increase of 12% from the average daily volume of 12,571,951 shares. The stock had previously closed at $270.02.

Bloom Energy News Summary

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

• Positive Sentiment: AI data-center power opportunity: Bloom highlighted an 800V DC-native fuel-cell architecture designed for AI data centers. The company says the system can eliminate traditional transformers, reduce power-conversion losses and capital costs, and shorten deployment timelines. Investors view the technology as a potential catalyst for future data-center demand. Why Could Bloom Energy Change AI Data Center Power Economics?
• Positive Sentiment: Supportive policy backdrop: Fuel-cell stocks rallied after the U.S. House reportedly shifted certain data-center power costs toward operators, improving the potential economics of on-site generation. Bloom Energy participated in that sector-wide advance. FuelCell Jumps as House Shifts Data Center Power Costs to Operators
• Positive Sentiment: Strong recent momentum and analyst support: Bloom was identified among green stocks outperforming clean-energy ETFs and major benchmarks in 2026, while a separate report said analysts maintained an overall “Moderate Buy” view. These factors may have contributed to recent buying interest.
• Neutral Sentiment: Brand and community initiative: Bloom honored Louisville first responders and donated to the Louisville Fire Foundation during its ESPN College Football Campus Tour partnership. The announcement supports corporate visibility but is unlikely to materially affect near-term revenue or earnings. Bloom Energy Honors Louisville First Responders
• Negative Sentiment: Multiple securities-litigation notices: Several law firms publicized a shareholder class action and a September 28 deadline to seek lead-plaintiff status. The allegations relate to claims that Bloom’s shares were artificially inflated before a July 8 report concerning alleged Chinese scandium sourcing. The notices add reputational and potential legal-risk concerns, although they do not establish wrongdoing or quantify any liability.

Analysts Set New Price Targets

Several research firms have recently weighed in on BE. Barclays lifted their price objective on Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a research note on Tuesday, June 23rd. Roth Capital lifted their price target 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. Robert W. Baird reissued an “outperform” rating and issued a $310.00 price objective on shares of Bloom Energy in a research report on Thursday, July 9th. Zacks Research upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 28th. Finally, Evercore reissued an “outperform” rating on shares of Bloom Energy in a research report on Friday, August 7th. Three investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Bloom Energy has an average rating of “Moderate Buy” and an average price target of $254.14.

Bloom Energy Trading Down 5.3%

The firm has a market cap of $78.28 billion, a price-to-earnings ratio of 354.36, a price-to-earnings-growth ratio of 3.59 and a beta of 3.80. The business’s 50 day moving average price is $225.63 and its 200-day moving average price is $229.42. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09.

Bloom Energy (NYSE:BE) last issued its earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping the consensus estimate of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The company had revenue of $1.07 billion during the quarter, compared to analyst estimates of $826.13 million. During the same quarter last year, the firm earned $0.10 EPS. The business’s revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Equities analysts expect that Bloom Energy Corporation will post 2.06 EPS for the current year.

Insider Transactions at Bloom Energy

In other news, insider Shawn Soderberg sold 2,870 shares of Bloom Energy stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $270.07, for a total transaction of $775,100.90. Following the sale, the insider owned 126,500 shares of the company’s stock, valued at approximately $34,163,855. The trade was a 2.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 3,601 shares of the firm’s stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $269.94, for a total value of $972,053.94. Following the transaction, the insider directly owned 155,529 shares in the company, valued at $41,983,498.26. This trade represents a 2.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 89,604 shares of company stock worth $21,948,262 over the last 90 days. Corporate insiders own 3.00% of the company’s stock.

Hedge Funds Weigh In On Bloom Energy

Institutional investors have recently bought and sold shares of the stock. IKE Capital LLC purchased a new stake in shares of Bloom Energy in the 2nd quarter valued at approximately $2,952,000. Sequoia Financial Advisors LLC raised its stake in Bloom Energy by 4.6% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 6,150 shares of the company’s stock valued at $1,862,000 after purchasing an additional 268 shares during the period. MCF Advisors LLC lifted its holdings in shares of Bloom Energy by 479.2% in the second quarter. MCF Advisors LLC now owns 278 shares of the company’s stock valued at $84,000 after purchasing an additional 230 shares in the last quarter. WINTON GROUP Ltd acquired a new stake in shares of Bloom Energy in the second quarter worth $9,444,000. Finally, Capital Advantage Inc. acquired a new position in Bloom Energy during the second quarter valued at $283,000. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Bloom Energy Company Profile

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.