Bloom Energy (NYSE:BE) Stock Rating Reaffirmed as Outperform by Royal Bank Of Canada

Bloom Energy (NYSE:BE)‘s stock had its “outperform” rating reissued by equities research analysts at Royal Bank Of Canada in a report released on Friday, Benzinga reports. They presently have a $335.00 target price on the stock. Royal Bank Of Canada‘s price objective suggests a potential upside of 60.49% from the company’s previous close.

Other research analysts also recently issued research reports about the company. Oppenheimer reaffirmed a “market perform” rating on shares of Bloom Energy in a research note on Friday. TD Cowen upgraded Bloom Energy to a “hold” rating in a research note on Monday, October 5th. Clear Str upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, July 29th. Roth Capital set a $230.00 price target on Bloom Energy in a research note on Friday. Finally, Jefferies Financial Group lifted their price target on Bloom Energy from $229.00 to $264.00 and gave the company a “hold” rating in a research report on Tuesday, September 29th. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $259.00.

Bloom Energy Stock Performance

Bloom Energy stock traded up $15.44 on Friday, reaching $208.74. 14,150,874 shares of the stock were exchanged, compared to its average volume of 13,168,381. The firm has a fifty day moving average price of $248.71 and a two-hundred day moving average price of $249.97. Bloom Energy has a twelve month low of $75.70 and a twelve month high of $351.28. The company has a current ratio of 3.74, a quick ratio of 3.08 and a debt-to-equity ratio of 1.33. The stock has a market cap of $61.48 billion, a PE ratio of 127.52, a PEG ratio of 2.50 and a beta of 3.77.

Bloom Energy (NYSE:BE) last released its quarterly earnings results on Thursday, October 22nd. The company reported $0.94 EPS for the quarter, beating analysts’ consensus estimates of $0.69 by $0.25. Bloom Energy had a net margin of 13.53% and a return on equity of 45.29%. The firm had revenue of $1.24 billion for the quarter, compared to analyst estimates of $1.07 billion. During the same period in the previous year, the business earned $0.15 earnings per share. The company’s revenue for the quarter was up 138.1% compared to the same quarter last year. Sell-side analysts anticipate that Bloom Energy will post 2.04 EPS for the current year.

Insiders Place Their Bets

In other news, insider Shawn Soderberg sold 2,895 shares of the business’s stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $233.60, for a total value of $676,272.00. Following the completion of the transaction, the insider owned 129,370 shares of the company’s stock, valued at $30,220,832. The trade was a 2.19% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 8,437 shares of Bloom Energy stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $277.17, for a total value of $2,338,483.29. Following the completion of the transaction, the insider owned 147,092 shares of the company’s stock, valued at approximately $40,769,489.64. This represents a 5.42% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 89,698 shares of company stock worth $21,780,758. 3.00% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Bloom Energy

Several hedge funds have recently made changes to their positions in the company. Continuum Advisory LLC purchased a new stake in Bloom Energy in the 2nd quarter valued at approximately $25,000. Trifecta Capital Advisors LLC acquired a new stake in Bloom Energy in the 3rd quarter valued at $26,000. MJT & Associates Financial Advisory Group Inc. boosted its position in Bloom Energy by 49.3% in 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 last quarter. Markowski Investments purchased a new position in Bloom Energy in the 2nd quarter valued at about $37,000. Finally, Ramsey Quantitative Systems bought a new position in shares of Bloom Energy during the third quarter worth about $36,000. Hedge funds and other institutional investors 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: Results and guidance were substantially better than expected. Third-quarter revenue rose approximately 138% year over year to $1.24 billion, while earnings exceeded consensus estimates. Management also raised its 2026 revenue outlook for the third time, to $4.4 billion-$4.6 billion. Bloom Energy Raised Its 2026 Forecast for the Third Time
• Positive Sentiment: Data-center demand remains a major growth opportunity. Bloom’s solid-oxide fuel cells can provide electricity faster than traditional grid connections, supporting demand as data centers face long interconnection delays. Backlog growth and new contracts could support future sales. Where Will Bloom Energy Stock Be in 5 Years?
• Neutral Sentiment: Analyst views are mixed. Wells Fargo raised its price target to $182 but maintained an Equal Weight rating, while other firms reaffirmed more constructive ratings. The divergent recommendations suggest uncertainty about how much of Bloom’s growth is already reflected in its valuation. Bloom Energy Analyst Price Target Update
• Negative Sentiment: Negative cash flow is the principal concern. Operating cash flow was negative $27 million and free cash flow was negative $181 million despite record profitability. Investors fear continued cash burn could create short-term financing needs or dilution. Bloom Energy’s Selloff Misses the Upgrade
• Negative Sentiment: Broader AI infrastructure concerns are amplifying the selloff. A pullback in AI-related stocks, fears about rising debt, Oracle’s force majeure notice, and possible near-term margin pressure have encouraged investors to discount Bloom’s otherwise strong growth. The stock’s elevated valuation makes it particularly sensitive to any deterioration in sentiment. Why Did Bloom Energy Stock Fall?

About Bloom Energy

Bloom Energy Corporation develops and manufactures energy systems designed to generate electricity on-site. Its primary product is the Bloom Energy Server, a solid oxide fuel cell platform that converts fuel into electricity through an electrochemical process rather than combustion. The systems are used by businesses, utilities, data centers and other organizations seeking reliable, distributed power.

The company also develops electrolyzers based on its solid oxide technology. These systems are designed to produce hydrogen from electricity and water and support applications related to industrial operations, energy storage and the emerging hydrogen economy.