Bloom Energy Corporation (NYSE:BE) Receives $217.48 Consensus PT from Analysts

Shares of Bloom Energy Corporation (NYSE:BE) have been given a consensus rating of “Moderate Buy” by the twenty-three analysts that are currently covering the firm, Marketbeat reports. One equities research analyst has rated the stock with a sell recommendation, eleven have assigned a hold recommendation, nine have issued a buy recommendation and two have given a strong buy recommendation to the company. The average 1 year price target among brokerages that have updated their coverage on the stock in the last year is $217.4762.

BE has been the topic of several research analyst reports. Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a report on Friday, April 24th. Roth Mkm set a $225.00 target price on shares of Bloom Energy in a report on Wednesday, April 29th. Wells Fargo & Company raised their target price on shares of Bloom Energy to $217.00 and gave the stock an “equal weight” rating in a report on Wednesday, April 29th. BMO Capital Markets raised their target price on shares of Bloom Energy to $149.00 and gave the stock a “market perform” rating in a report on Friday, February 6th. Finally, Morgan Stanley restated an “overweight” rating and set a $310.00 target price on shares of Bloom Energy in a report on Wednesday, April 29th.

Bloom Energy Stock Performance

Shares of NYSE:BE opened at $261.57 on Friday. The company has a market capitalization of $74.40 billion, a price-to-earnings ratio of -5,230.41 and a beta of 3.82. The firm’s 50 day simple moving average is $198.40 and its 200 day simple moving average is $151.36. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10. Bloom Energy has a fifty-two week low of $17.01 and a fifty-two week high of $310.00.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, beating analysts’ consensus estimates of $0.12 by $0.32. The business had revenue of $751.05 million for the quarter, compared to the consensus estimate of $539.94 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. Bloom Energy’s revenue for the quarter was up 130.4% on a year-over-year basis. During the same period last year, the company posted $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. As a group, sell-side analysts forecast that Bloom Energy will post 1.31 earnings per share for the current year.

Insider Activity

In other Bloom Energy news, CAO Maciej Kurzymski sold 6,229 shares of the firm’s stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $293.36, for a total transaction of $1,827,339.44. Following the sale, the chief accounting officer directly owned 81,945 shares in the company, valued at approximately $24,039,385.20. This trade represents a 7.06% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Satish Chitoori sold 2,111 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $288.24, for a total transaction of $608,474.64. Following the sale, the insider owned 210,254 shares in the company, valued at $60,603,612.96. This trade represents a 0.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 525,271 shares of company stock worth $99,167,479. Corporate insiders own 3.00% of the company’s stock.

Institutional Trading of Bloom Energy

Hedge funds and other institutional investors have recently made changes to their positions in the business. Blue Trust Inc. lifted its position in shares of Bloom Energy by 37.2% in the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after purchasing an additional 51 shares in the last quarter. Anchor Investment Management LLC bought a new position in Bloom Energy in the first quarter valued at $27,000. Godsey & Gibb Inc. grew its position in Bloom Energy by 2,000.0% in the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock valued at $28,000 after purchasing an additional 200 shares in the last quarter. CENTRAL TRUST Co grew its position in Bloom Energy by 10,000.0% in the first quarter. CENTRAL TRUST Co now owns 303 shares of the company’s stock valued at $41,000 after purchasing an additional 300 shares in the last quarter. Finally, Hantz Financial Services Inc. grew its position in Bloom Energy by 45.5% in the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after purchasing an additional 100 shares in the last quarter. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Recent commentary continues to frame Bloom Energy as a major beneficiary of AI-driven power demand, with analysts arguing that grid constraints make its onsite power solutions more valuable. Missed Nvidia? Why Tech Analyst Beth Kindig Calls Bloom Energy Tech’s ‘Biggest Outperformer’ After 217% Rally In 2026
• Positive Sentiment: Bloom Energy’s strong first-quarter earnings beat and raised 2026 guidance still support the bullish long-term thesis, especially around AI infrastructure demand. Bloom Energy (BE) Crushes Q1 Estimates, Raises 2026 Guidance
• Neutral Sentiment: The stock was also highlighted in lists of top clean-energy names, reinforcing that BE remains a widely watched growth story. Bloom Energy (BE) – Among the 10 Best Clean Energy Stocks to Buy Right Now
• Neutral Sentiment: Bloom Energy was mentioned in a broader market selloff involving AI and energy-related names, suggesting some of the weakness is coming from sector rotation rather than only company-specific news. Dow Jones Futures: Stocks Mixed As Trump Postpones Iran Attack; Sandisk, Bloom Energy, AI Leaders Sell Off
• Negative Sentiment: Several insider sales disclosed over the past day are likely weighing on sentiment, even though the company said the transactions were mainly tied to tax withholding on vested equity awards. Bloom Energy (NYSE:BE) Insider Satish Chitoori Sells 2,111 Shares
• Negative Sentiment: Traders also appear to be taking profits after Bloom Energy’s sharp post-earnings run, with reports noting the market is reassessing whether the rally moved too far too fast. Bloom Energy Stock Is Slumping Monday: What’s Driving The Action?

About Bloom Energy

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.