Bloom Energy (NYSE:BE) Trading Up 3.2% – Here’s Why

Shares of Bloom Energy Corporation (NYSE:BE) rose 3.2% during mid-day trading on Wednesday . The stock traded as high as $164.65 and last traded at $158.96. Approximately 9,299,804 shares changed hands during trading, a decline of 23% from the average daily volume of 12,029,755 shares. The stock had previously closed at $154.00.

More Bloom Energy News

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

• Positive Sentiment: Brookfield partnership—Bloom agreed a ~$5 billion partnership with Brookfield Asset Management to deploy its solid-oxide fuel cell systems for AI data centers, expanding its project pipeline and tying BE to fast-growing AI infrastructure demand. Bloom Energy Brookfield Deal Puts AI Power Growth And Valuation In Focus
• Positive Sentiment: Strong revenue momentum—coverage notes Bloom generated ~$2 billion in revenue for 2025 and expects roughly another $1 billion this year, supporting the company’s faster top-line trajectory and backlog expansion. Bloom Energy: Buy, Sell, or Hold?
• Positive Sentiment: Strong composite rating—Bloom made a list of stocks with a 95-plus composite rating, signaling favorable technical/quantitative interest from some investors. Bloom Energy joins elite list of stocks with 95-plus composite rating
• Positive Sentiment: AI infrastructure theme—analysts writing on AI bottlenecks flag companies providing energy and physical infrastructure (including Bloom) as likely beneficiaries of the AI buildout. AI Bottlenecks: 3 Stocks Poised to Gain from the AI Buildout
• Neutral Sentiment: Momentum noted—coverage points out BE’s shares have risen sharply (over 80% so far in 2026), which reflects momentum but also raises the base for near-term returns. Bloom Energy: Buy, Sell, or Hold?
• Negative Sentiment: Zacks downgrade—Zacks moved BE from “strong-buy” to “hold,” signaling some analyst caution on valuation or near-term catalysts despite positive headlines. Zacks Research Downgrade
• Negative Sentiment: Volatility and pullback concerns—commentary (Forbes) highlights recent steep weekly losses and questions whether the stock can sustain gains, underscoring valuation and volatility risk for traders. Can Bloom Energy Stock Recover From Massive Weekly Losses?

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on BE shares. Truist Financial set a $68.00 price target on Bloom Energy in a research note on Friday, January 9th. Evercore reissued an “outperform” rating and set a $179.00 price objective on shares of Bloom Energy in a research report on Friday, February 6th. BTIG Research boosted their price objective on shares of Bloom Energy to $165.00 and gave the company a “buy” rating in a report on Friday, February 6th. Morgan Stanley upped their target price on shares of Bloom Energy to $184.00 and gave the company an “overweight” rating in a research report on Friday, February 6th. Finally, JPMorgan Chase & Co. lifted their price target on shares of Bloom Energy to $166.00 and gave the company an “overweight” rating in a research report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, Bloom Energy has a consensus rating of “Hold” and an average target price of $131.87.

Bloom Energy Stock Up 3.2%

The firm has a 50 day moving average price of $143.84 and a 200-day moving average price of $111.07. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. The firm has a market cap of $44.60 billion, a PE ratio of -418.32, a PEG ratio of 6.18 and a beta of 3.11.

Bloom Energy (NYSE:BE) last released its earnings results 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. The firm had revenue of $777.68 million for the quarter, compared to analyst estimates of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The business’s quarterly revenue was up 35.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Research analysts forecast that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Gary S. Pinkus sold 1,250 shares of the stock in a transaction on Friday, February 27th. The stock was sold at an average price of $165.80, for a total value of $207,250.00. Following the transaction, the director owned 4,149 shares of the company’s stock, valued at $687,904.20. This represents a 23.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, insider Satish Chitoori sold 1,521 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $139.37, for a total value of $211,981.77. Following the completion of the sale, the insider owned 230,017 shares in the company, valued at approximately $32,057,469.29. This represents a 0.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 268,788 shares of company stock worth $45,575,889. Corporate insiders own 3.50% of the company’s stock.

Institutional Investors Weigh In On Bloom Energy

Hedge funds and other institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. boosted its holdings in Bloom Energy by 6.3% in the third quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock valued at $1,759,726,000 after purchasing an additional 1,240,819 shares in the last quarter. Geode Capital Management LLC raised its holdings in Bloom Energy by 5.4% during the fourth quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock worth $461,272,000 after purchasing an additional 269,662 shares in the last quarter. Graticule Asia Macro Advisors LLC purchased a new stake in shares of Bloom Energy during the 3rd quarter worth approximately $402,494,000. Brooklands Fund Management Ltd acquired a new position in shares of Bloom Energy in the 4th quarter valued at $347,560,000. Finally, Trivest Advisors Ltd boosted its holdings in shares of Bloom Energy by 1,461.6% in the 3rd quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after buying an additional 3,201,000 shares in the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

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.