Susquehanna Issues Pessimistic Forecast for Bloom Energy (NYSE:BE) Stock Price

Bloom Energy (NYSE:BE) had its target price reduced by equities research analysts at Susquehanna from $176.00 to $173.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “positive” rating on the stock. Susquehanna’s target price indicates a potential upside of 8.78% from the stock’s previous close.

Several other analysts have also recently weighed in on BE. Jefferies Financial Group dropped their price objective on Bloom Energy to $97.00 and set an “underperform” rating for the company in a report on Friday, March 27th. Truist Financial set a $68.00 price target on Bloom Energy in a research note on Friday, January 9th. Citigroup initiated coverage on Bloom Energy in a research note on Tuesday, February 24th. They issued a “neutral” rating and a $162.00 price target for the company. Roth Mkm upped their price target on Bloom Energy to $133.00 and gave the company a “neutral” rating in a research note on Tuesday, February 3rd. Finally, BMO Capital Markets upped their price target on Bloom Energy to $149.00 and gave the company a “market perform” rating in a research note on Friday, February 6th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $137.91.

Bloom Energy Trading Up 8.3%

BE stock traded up $12.26 during midday trading on Thursday, reaching $159.04. The stock had a trading volume of 3,747,960 shares, compared to its average volume of 11,228,369. The firm has a market cap of $44.62 billion, a price-to-earnings ratio of -419.85, a PEG ratio of 5.54 and a beta of 3.18. Bloom Energy has a twelve month low of $16.01 and a twelve month high of $180.90. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. The business has a fifty day simple moving average of $149.79 and a two-hundred day simple moving average of $123.00.

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

Insider Transactions at Bloom Energy

In other Bloom Energy news, insider Shawn Marie Soderberg sold 29,807 shares of the company’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $153.78, for a total transaction of $4,583,720.46. Following the completion of the transaction, the insider owned 224,216 shares of the company’s stock, valued at $34,479,936.48. This represents a 11.73% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Kr Sridhar sold 200,000 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total value of $34,000,000.00. Following the transaction, the chief executive officer directly owned 2,189,869 shares of the company’s stock, valued at approximately $372,277,730. This trade represents a 8.37% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 380,092 shares of company stock worth $62,724,725. Insiders own 3.60% of the company’s stock.

Institutional Investors Weigh In On Bloom Energy

Several large investors have recently made changes to their positions in BE. Bayforest Capital Ltd acquired a new stake in shares of Bloom Energy in the 1st quarter valued at approximately $2,055,000. AQR Capital Management LLC bought a new stake in Bloom Energy in the 1st quarter valued at $1,820,000. NewEdge Advisors LLC raised its stake in Bloom Energy by 674.7% in the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after acquiring an additional 1,626 shares during the period. Goldman Sachs Group Inc. raised its stake in Bloom Energy by 50.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after acquiring an additional 836,810 shares during the period. Finally, Focus Partners Wealth raised its stake in Bloom Energy by 30.7% in the 1st quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock valued at $394,000 after acquiring an additional 4,716 shares during the period. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy News Roundup

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

• Positive Sentiment: Zacks upgraded BE from “Hold” to “Strong Buy,” giving the stock a fresh institutional endorsement that can attract momentum flows and retail attention. Zacks.com TickerReport
• Positive Sentiment: Multiple bullish features highlight Bloom as a key supplier for AI/data-center power demand — The Motley Fool pieces position BE as a long-term energy winner tied to surging AI electricity needs. These narratives support higher investor appetite for shares. 1 Brilliant Energy Stock to Buy Under-the-Radar Growth Stock
• Positive Sentiment: Reputation boost: Bloom was named to Newsweek’s 2026 list of America’s Most Trustworthy Companies, which can favor procurement decisions and ESG-focused investors. Newsweek Trust Recognition
• Positive Sentiment: Fundamentals update (context): Bloom’s most recent quarterly results beat revenue and EPS expectations and the company provided FY‑2026 guidance, reinforcing the case that growth and margin progress are underway (supports the bullish headlines). (Earnings release referenced in company filings/coverage.)
• Neutral Sentiment: Wider coverage: General market pieces and stock-check articles (CNN, MSN) are raising investor awareness but offer descriptive rather than new fundamental information. MSN CNN
• Negative Sentiment: Valuation and timing concerns: Several articles question whether the stock’s very large one‑year (roughly 7x) surge has priced in too much — suggesting greater downside risk if growth or margins disappoint. These narrative checks increase volatility risk and could prompt some profit‑taking. Is It Too Late To Consider Bloom Energy?

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.