Bloom Energy Corporation (NYSE:BE) Receives $254.00 Consensus Target Price from Brokerages

Shares of Bloom Energy Corporation (NYSE:BE) have been assigned a consensus recommendation of “Moderate Buy” from the twenty-six research firms that are currently covering the company, Marketbeat Ratings reports. One research analyst has rated the stock with a sell recommendation, twelve have assigned a hold recommendation, ten have assigned a buy recommendation and three have assigned a strong buy recommendation to the company. The average 12 month price objective among analysts that have covered the stock in the last year is $246.1818.

Several analysts have recently weighed in on BE shares. BTIG Research reaffirmed a “buy” rating and set a $295.00 price target on shares of Bloom Energy in a research note on Wednesday. Royal Bank Of Canada reissued an “outperform” rating and issued a $335.00 price objective on shares of Bloom Energy in a research note on Wednesday, June 10th. Jefferies Financial Group set a $188.00 price objective on Bloom Energy in a report on Wednesday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, July 21st. Finally, Susquehanna lifted their target price on Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a research report on Friday, July 10th.

Bloom Energy Trading Down 0.5%

BE stock opened at $206.06 on Wednesday. Bloom Energy has a 12 month low of $32.52 and a 12 month high of $351.28. The firm’s 50-day moving average is $261.00 and its 200 day moving average is $209.14. The company has a market capitalization of $58.61 billion, a PE ratio of 274.75 and a beta of 3.73. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 4.10.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.39 by $0.39. The company had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The firm’s quarterly revenue was up 165.5% on a year-over-year basis. During the same period in the previous year, the company earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, research analysts anticipate that Bloom Energy will post 1.43 EPS for the current year.

Insider Buying and Selling at Bloom Energy

In other news, Director Mary K. Bush sold 25,000 shares of the business’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $266.96, for a total value of $6,674,000.00. Following the completion of the sale, the director owned 108,524 shares in the company, valued at approximately $28,971,567.04. The trade was a 18.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CAO Maciej Kurzymski sold 6,229 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $293.36, for a total transaction of $1,827,339.44. Following the completion of the sale, the chief accounting officer directly owned 81,945 shares of the company’s stock, valued at $24,039,385.20. The trade was a 7.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 118,617 shares of company stock worth $34,238,909. 3.00% of the stock is currently owned by company insiders.

Institutional Trading of Bloom Energy

A number of hedge funds have recently bought and sold shares of BE. Geode Capital Management LLC raised its position in shares of Bloom Energy by 5.4% in the 4th quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock worth $461,272,000 after acquiring an additional 269,662 shares in the last quarter. Brooklands Fund Management Ltd purchased a new stake in shares of Bloom Energy during the 4th quarter worth $347,560,000. Amundi boosted its position in Bloom Energy by 390.7% during the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after purchasing an additional 2,511,426 shares in the last quarter. Norges Bank purchased a new position in Bloom Energy in the fourth quarter valued at about $239,683,000. Finally, Jennison Associates LLC grew its stake in Bloom Energy by 20,074.4% in the first quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock valued at $364,066,000 after purchasing an additional 2,673,710 shares during the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

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

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.