Bloom Energy (NYSE:BE) Price Target Lowered to $314.00 at JPMorgan Chase & Co.

Bloom Energy (NYSE:BE) had its price objective lowered by analysts at JPMorgan Chase & Co. from $346.00 to $314.00 in a research note issued on Wednesday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s price target would indicate a potential upside of 83.69% from the stock’s current price.

BE has been the subject of a number of other research reports. Susquehanna lifted their price objective on shares of Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a report on Friday, July 10th. Oppenheimer reaffirmed a “market perform” rating on shares of Bloom Energy in a research report on Wednesday. Sanford C. Bernstein boosted their price target on Bloom Energy from $276.00 to $282.00 and gave the company a “market perform” rating in a report on Wednesday. Barclays increased their price objective on Bloom Energy from $254.00 to $276.00 and gave the stock an “equal weight” rating in a research note on Tuesday, June 23rd. Finally, BTIG Research restated a “buy” rating and set a $295.00 price objective on shares of Bloom Energy in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Bloom Energy has a consensus rating of “Hold” and an average target price of $254.09.

Bloom Energy Trading Up 2.5%

BE stock traded up $4.10 during midday trading on Wednesday, reaching $170.94. The company’s stock had a trading volume of 33,115,547 shares, compared to its average volume of 12,126,217. Bloom Energy has a 1 year low of $32.52 and a 1 year high of $351.28. The firm has a market capitalization of $48.62 billion, a price-to-earnings ratio of -3,513.90 and a beta of 3.73. The stock has a fifty day simple moving average of $267.30 and a two-hundred day simple moving average of $208.35. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03.

Bloom Energy (NYSE:BE) last issued its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. The firm had revenue of $1.07 billion during the quarter, compared to analyst estimates of $826.13 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The business’s revenue was up 165.5% on a year-over-year basis. During the same period in the previous year, the firm earned $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, equities research analysts predict that Bloom Energy will post 1.43 EPS for the current year.

Insider Transactions at Bloom Energy

In related news, Director Mary K. Bush sold 25,000 shares of the company’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the completion of the sale, the director directly owned 108,524 shares in the company, valued at $28,971,567.04. This represents a 18.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, Director John T. Chambers sold 55,000 shares of the company’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $297.69, for a total value of $16,372,950.00. Following the sale, the director owned 238,333 shares of the company’s stock, valued at $70,949,350.77. This trade represents a 18.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, 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

A number of hedge funds and other institutional investors have recently bought and sold shares of BE. Bayforest Capital Ltd purchased a new position in Bloom Energy in the first quarter worth $2,055,000. AQR Capital Management LLC acquired a new stake in shares of Bloom Energy in the 1st quarter worth $1,820,000. NewEdge Advisors LLC grew its stake in Bloom Energy by 674.7% during the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after buying an additional 1,626 shares during the last quarter. Goldman Sachs Group Inc. grew its stake in Bloom Energy by 50.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after buying an additional 836,810 shares during the last quarter. Finally, Focus Partners Wealth increased its position in Bloom Energy by 30.7% during the 1st quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock valued at $394,000 after buying an additional 4,716 shares in the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy reported record Q2 revenue of $1.07 billion, up 165.5% year over year, while adjusted EPS of $0.78 exceeded the $0.39 consensus estimate. Product revenue and gross margin also improved substantially, supporting the case for stronger operating leverage. Bloom Energy Reports Record Second Quarter 2026 Financial Results and Raises Full Year 2026 Guidance
• Positive Sentiment: Management raised its 2026 revenue outlook to $3.9 billion-$4.2 billion from $3.4 billion-$3.8 billion previously and lifted EPS guidance to $2.55-$2.85, well above the roughly $1.99 analyst consensus. The upgrade reflects robust demand, particularly from AI data centers. BE Q2 Earnings Call Highlights AI Power Demand, Profit Growth
• Positive Sentiment: Bloom Energy expanded its financing partnership with Brookfield Asset Management to a potential $25 billion backstop, up from $5 billion. The arrangement could help fund large-scale deployments and reduce financing constraints as data-center power demand accelerates. Why Bloom Energy May Be the Most Important AI Infrastructure Stock
• Positive Sentiment: BTIG reaffirmed its Buy rating with a $295 price target, while several analyses argued that the recent sell-off had gone too far given the earnings beat and raised outlook. BTIG Reaffirms Buy Rating
• Neutral Sentiment: Brokerage sentiment remains mixed: BMO lowered its target to $227 and assigned a Market Perform rating, while the average brokerage view is Hold. This suggests analysts see upside but remain cautious about execution and valuation. Benzinga
• Negative Sentiment: Despite the fundamental improvement, Bloom Energy’s valuation remains demanding after its substantial multiyear rally. Investors may also remain sensitive to volatility, profit-taking, and concerns raised by an earlier short-seller report.

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.