Bloom Energy (NYSE:BE) Upgraded at Mizuho

Mizuho upgraded shares of Bloom Energy (NYSE:BE) from a neutral rating to an outperform rating in a research report released on Thursday morning, Marketbeat Ratings reports. The firm currently has $242.00 target price on the stock, down from their previous target price of $285.00.

Several other research firms also recently commented on BE. BMO Capital Markets decreased their price objective on Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a report on Wednesday. Jefferies Financial Group set a $188.00 target price on Bloom Energy in a report on Wednesday. Clear Str raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Wednesday. Oppenheimer restated a “market perform” rating on shares of Bloom Energy in a research note on Wednesday. Finally, Evercore restated an “outperform” rating and set a $350.00 price target on shares of Bloom Energy in a research note on Wednesday, July 1st. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Bloom Energy currently has an average rating of “Moderate Buy” and an average target price of $246.18.

Bloom Energy Price Performance

BE stock opened at $206.06 on Thursday. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 4.10. The company’s 50-day moving average is $261.00 and its 200-day moving average is $209.14. The stock has a market capitalization of $58.61 billion, a PE ratio of 274.75 and a beta of 3.73. Bloom Energy has a 1 year low of $32.52 and a 1 year high of $351.28.

Bloom Energy (NYSE:BE) last issued its earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The business had revenue of $1.07 billion during the quarter, compared to analyst estimates of $826.13 million. During the same period in the previous year, the company posted $0.10 EPS. The firm’s revenue was up 165.5% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Equities research analysts expect that Bloom Energy will post 1.55 EPS for the current fiscal year.

Insider Activity

In other news, insider Satish Chitoori sold 2,837 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $289.11, for a total value of $820,205.07. Following the transaction, the insider owned 207,417 shares in the company, valued at $59,966,328.87. This trade represents a 1.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shawn Marie Soderberg sold 2,842 shares of Bloom Energy stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $288.63, for a total value of $820,286.46. Following the transaction, the insider directly owned 132,265 shares in the company, valued at approximately $38,175,646.95. The trade was a 2.10% decrease in their position. 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. In the last three months, insiders sold 118,617 shares of company stock worth $34,238,909. Company insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Bloom Energy

Institutional investors and hedge funds have recently bought and sold shares of the stock. MJT & Associates Financial Advisory Group Inc. grew its stake in shares of Bloom Energy by 49.3% in the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock worth $34,000 after acquiring an additional 37 shares in the last quarter. Compound Planning Inc. raised its holdings in shares of Bloom Energy by 1.1% in the first quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock valued at $467,000 after purchasing an additional 38 shares during the last quarter. Carolina Wealth Advisors LLC lifted its position in shares of Bloom Energy by 51.7% during the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock valued at $41,000 after purchasing an additional 46 shares in the last quarter. Blue Trust Inc. lifted its position in shares of Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after purchasing an additional 51 shares in the last quarter. Finally, HB Wealth Management LLC boosted its holdings in Bloom Energy by 1.6% during the first quarter. HB Wealth Management LLC now owns 3,442 shares of the company’s stock worth $466,000 after purchasing an additional 54 shares during the last quarter. 77.04% of the stock is owned by hedge funds and other institutional investors.

Bloom Energy News Summary

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

• Positive Sentiment: Analyst support and AI demand: Mizuho upgraded Bloom Energy to “Outperform” and set a $242 price target, citing the potential for fuel cells to provide rapidly deployable power for data centers. Other coverage also highlights Bloom’s commercial scale and a reported multiyear backlog tied to artificial-intelligence power demand. Mizuho upgrades Bloom Energy
• Positive Sentiment: Strong quarterly results continue to support the bull case: Bloom reported quarterly revenue of $1.07 billion, up 165.5% year over year, and EPS of $0.78 versus the $0.39 consensus estimate. The company also issued fiscal 2026 EPS guidance of $2.55 to $2.85, reinforcing optimism about accelerating demand and operating leverage. Bloom Energy shares gap up after strong earnings
• Neutral Sentiment: Valuation and technical volatility are limiting conviction: Despite the earnings beat, Bloom trades at a very high earnings multiple and has fallen substantially from its 52-week high. The sharp swings indicate that traders are rapidly repricing both the company’s AI opportunity and execution risks.
• Negative Sentiment: Hunterbrook challenges fuel-cell performance claims: Hunterbrook Capital alleged that Bloom’s fuel cells may not deliver the efficiency, output, or lifespan previously claimed. The report directly attacks the company’s technology and could pressure investor confidence if its assertions gain wider attention. Hunterbrook report challenges fuel-cell performance
• Negative Sentiment: Multiple securities-fraud class-action announcements add legal overhang: Several law firms publicized a lawsuit covering investors who purchased Bloom securities from February 27, 2025, through July 8, 2026, alleging investor harm from purportedly misleading disclosures. The September 28, 2026 lead-plaintiff deadline is likely to keep the issue in focus, although the repeated notices largely concern the same case. Bloom Energy class action investor alert
• Negative Sentiment: Conflicting analyst views weigh on sentiment: Wells Fargo lowered its price target to $176 and maintained an “Equal Weight” rating, while BMO issued a pessimistic forecast. Those targets contrast sharply with Mizuho’s bullish outlook and highlight uncertainty over whether Bloom’s growth expectations justify its valuation. Bloom Energy analyst coverage

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.