Bloom Energy (NYSE:BE) Upgraded by Citigroup to “Hold” Rating

Bloom Energy (NYSE:BE) was upgraded by equities researchers at Citigroup to a “hold” rating in a report released on Tuesday,Zacks.com reports.

BE has been the topic of a number of other reports. Royal Bank Of Canada set a $143.00 price target on shares of Bloom Energy in a research report on Tuesday, January 20th. Daiwa Securities Group set a $98.00 price objective on shares of Bloom Energy in a research note on Tuesday, December 2nd. Mizuho boosted their price target on shares of Bloom Energy to $110.00 and gave the stock a “neutral” rating in a research report on Monday, February 9th. Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, January 27th. Finally, JPMorgan Chase & Co. boosted their target price on Bloom Energy to $166.00 and gave the stock an “overweight” rating in a report on Friday, February 6th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, Bloom Energy currently has a consensus rating of “Hold” and an average target price of $131.87.

Bloom Energy Stock Up 5.0%

Shares of NYSE BE opened at $174.49 on Tuesday. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. The stock’s 50-day simple moving average is $131.70 and its 200-day simple moving average is $103.53. The firm has a market cap of $48.95 billion, a price-to-earnings ratio of -459.18, a PEG ratio of 6.78 and a beta of 3.07. Bloom Energy has a 1 year low of $15.15 and a 1 year high of $180.90.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Thursday, February 5th. The company reported $0.45 EPS for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. The firm had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The firm’s revenue was up 35.9% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, equities analysts anticipate that Bloom Energy will post -0.23 earnings per share for the current fiscal year.

Insider Buying and Selling at Bloom Energy

In other news, insider Aman Joshi sold 3,746 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $139.81, for a total transaction of $523,728.26. Following the completion of the sale, the insider owned 201,072 shares in the company, valued at approximately $28,111,876.32. This represents a 1.83% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Shawn Marie Soderberg sold 3,332 shares of Bloom Energy stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $139.56, for a total value of $465,013.92. Following the completion of the transaction, the insider owned 219,871 shares in the company, valued at $30,685,196.76. The trade was a 1.49% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 12,294 shares of company stock valued at $1,520,974. 3.60% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Resona Asset Management Co. Ltd. purchased a new stake in Bloom Energy in the 2nd quarter worth about $108,000. Meridian Wealth Management LLC purchased a new position in Bloom Energy during the 3rd quarter valued at about $553,000. Udine Wealth Management Inc. increased its holdings in shares of Bloom Energy by 27.8% in the 3rd quarter. Udine Wealth Management Inc. now owns 62,967 shares of the company’s stock valued at $5,325,000 after purchasing an additional 13,684 shares during the period. Straight Path Wealth Management purchased a new stake in shares of Bloom Energy in the third quarter worth approximately $1,099,000. Finally, Huntleigh Advisors Inc. purchased a new stake in shares of Bloom Energy in the third quarter worth approximately $766,000. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Bloom Energy News Roundup

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

• Positive Sentiment: Brookfield agreed to invest up to $5 billion to deploy Bloom’s fuel cells for AI-focused data centers worldwide — a large, strategic capital commitment that validates Bloom’s addressable market in data‑center on‑site power and should accelerate backlog conversion and project deployments. Bloom Energy Corporation (BE) Gained From a $5B Partnership with Brookfield and Solid Results
• Positive Sentiment: Latest quarterly results and backlog: Bloom beat revenue and EPS estimates, reported a sizable backlog surge, and set FY2026 EPS guidance (1.33–1.48), giving investors more confidence in near‑term growth and profitability trajectory. That combination is a primary driver of the rally. Bloom Energy (BE) Is Up 14.4% After Major Brookfield AI Data Center Deal And Backlog Surge – Has The Bull Case Changed?
• Positive Sentiment: AI/data‑center demand and technical momentum: Multiple analysts and market writeups highlight Bloom as a beneficiary of AI buildouts and note a bullish technical breakout that has attracted momentum flows into the stock. AI Power Play Bloom Energy Stock Breaking Out Now
• Neutral Sentiment: Market narrative/coverage is amplifying the move — several aggregator pieces explain that the stock’s jump is driven by the Brookfield deal, backlog news and record demand; this increases attention but also raises short‑term volatility risk. Bloom Energy Stock Gets A Boost Tuesday: What’s Fueling The Momentum?
• Negative Sentiment: Valuation concerns: Several analysts warn the stock may be priced for perfection after the rally — multiples are stretched relative to execution risk, so any slowdown in backlog conversion, margins or delayed unit deliveries could reverse gains. Bloom Energy: 800V DC Architecture Meets A Priced-For-Perfection Valuation
• Negative Sentiment: Execution and balance‑sheet risk: Bloom has elevated leverage and a history of negative net margins; investors should watch gross margins, cash flow, and how Brookfield capital is deployed (project financing vs. corporate support). These fundamentals determine whether current optimism converts into durable profits. Bloom Energy Suffers Electrification Success – Pricey After Outsized Rally

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.