Bloom Energy (NYSE:BE) Earns Market Perform Rating from Sanford C. Bernstein

Bloom Energy (NYSE:BE)‘s stock had its “market perform” rating restated by stock analysts at Sanford C. Bernstein in a note issued to investors on Wednesday, MarketBeat.com reports. They presently have a $282.00 target price on the stock. Sanford C. Bernstein’s price target would indicate a potential upside of 3.34% from the company’s previous close.

Other research analysts have also recently issued reports about the company. UBS Group reissued a “buy” rating and issued a $325.00 price target on shares of Bloom Energy in a report on Monday, September 7th. Citigroup reissued a “hold” rating on shares of Bloom Energy in a report on Thursday, July 16th. Robert W. Baird reissued an “outperform” rating and issued a $310.00 price target on shares of Bloom Energy in a report on Thursday, July 9th. Truist Financial decreased their price objective on Bloom Energy from $250.00 to $218.00 and set a “hold” rating on the stock in a report on Wednesday, July 29th. Finally, JPMorgan Chase & Co. decreased their price objective on Bloom Energy from $346.00 to $314.00 and set an “overweight” rating on the stock in a report on Wednesday, July 29th. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Bloom Energy currently has an average rating of “Moderate Buy” and a consensus target price of $258.32.

Bloom Energy Price Performance

NYSE BE traded down $18.39 during trading hours on Wednesday, reaching $272.90. The company’s stock had a trading volume of 15,693,553 shares, compared to its average volume of 16,523,326. The firm’s 50-day moving average price is $245.97 and its 200-day moving average price is $242.20. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. Bloom Energy has a 1 year low of $75.70 and a 1 year high of $351.28. The company has a market capitalization of $80.38 billion, a price-to-earnings ratio of 255.52, a PEG ratio of 3.75 and a beta of 3.77.

Bloom Energy (NYSE:BE) last posted its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping 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 company had revenue of $1.07 billion for the quarter, compared to analysts’ expectations of $826.13 million. During the same period in the previous year, the firm earned $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. On average, equities research analysts predict that Bloom Energy will post 2.04 EPS for the current fiscal year.

Insider Buying and Selling at Bloom Energy

In other news, Director Jeffrey R. Immelt sold 30,000 shares of the company’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $238.91, for a total transaction of $7,167,300.00. Following the sale, the director directly owned 201,243 shares of the company’s stock, valued at $48,078,965.13. This represents a 12.97% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Maciej Kurzymski sold 2,295 shares of the company’s stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $268.42, for a total value of $616,023.90. Following the sale, the chief accounting officer directly owned 77,391 shares in the company, valued at $20,773,292.22. This trade represents a 2.88% decrease in their ownership of the stock. 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. Over the last ninety days, insiders sold 89,698 shares of company stock worth $21,780,758. Company insiders own 3.00% of the company’s stock.

Institutional Trading of Bloom Energy

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Continuum Advisory LLC purchased a new stake in Bloom Energy during the 2nd quarter valued at $25,000. MJT & Associates Financial Advisory Group Inc. raised its holdings in Bloom Energy by 49.3% during the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after buying an additional 37 shares during the period. Markowski Investments purchased a new stake in Bloom Energy during the 2nd quarter valued at $37,000. Bogart Wealth LLC raised its holdings in Bloom Energy by 725.0% during the 2nd quarter. Bogart Wealth LLC now owns 132 shares of the company’s stock valued at $40,000 after buying an additional 116 shares during the period. Finally, Carolina Wealth Advisors LLC raised its holdings in Bloom Energy by 51.7% during the 2nd quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock valued at $41,000 after buying an additional 46 shares during the period. 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: AI data-center demand remains the main bullish catalyst. Bloom’s fuel cells can provide on-site electricity to data centers facing constrained utility grids. Morgan Stanley reportedly views Bloom as a potential beneficiary of a projected 77-gigawatt power shortfall, while recent coverage says AI data-center orders drove much of the stock’s 234.9% 12-month return. Morgan Stanley sees Bloom Energy as a winner amid 77 GW shortfall for data centers
• Positive Sentiment: Bloom is expanding manufacturing capacity. The company’s purchase of a 158,000-square-foot Fremont facility signals that management is preparing for potentially accelerating demand. Bloom Energy Is Building Like Demand Is About to Explode
• Positive Sentiment: Analyst support remains constructive in some quarters. UBS raised its price target to $350, and media commentary continues to identify Bloom as a leading AI-infrastructure power play. Bloom Energy Tumbles Even as UBS Lifts Its Price Target
• Neutral Sentiment: Bloom executives are scheduled to discuss AI-infrastructure opportunities at TechCrunch Disrupt 2026. The event could provide additional insight into customer demand and the company’s role in powering data centers, but no new financial details were provided. Bloom Energy executives at TechCrunch Disrupt 2026
• Negative Sentiment: Valuation and profit-taking are pressuring the stock. After its exceptional run, Bloom trades at a very high earnings multiple, making it vulnerable to selling when momentum slows or investors question whether AI-related growth is already priced in. Coverage also flags elevated debt as a risk.
• Negative Sentiment: Bernstein maintained a Market Perform rating with a $282 target, suggesting limited upside relative to recent trading levels. The cautious rating likely contributed to the pullback despite UBS’s more optimistic target. Bernstein says Bloom Energy is positioned for broader power buildout
• Negative Sentiment: Sector-wide selling is adding pressure. FuelCell Energy, Plug Power and other hydrogen-related stocks also weakened, indicating that the move is partly a broader rotation or profit-taking event rather than company-specific deterioration.

Bloom Energy Company Profile

Bloom Energy Corporation (NYSE: BE) develops and manufactures energy-generation and hydrogen technologies. Its primary product is the Bloom Energy Server, a solid-oxide fuel cell system designed to produce electricity onsite from fuels such as natural gas, biogas and hydrogen. The company’s distributed-generation systems are intended to provide reliable, low-emission power for commercial and industrial facilities, data centers, utilities and other large energy users.

Bloom Energy also produces electrolyzers that use electricity to separate water into hydrogen and oxygen.