Bloom Energy (NYSE:BE) Trading Up 6.5% – Here’s What Happened

Bloom Energy Corporation (NYSE:BE) rose 6.5% during mid-day trading on Tuesday . The company traded as high as $218.53 and last traded at $217.2790. Approximately 14,799,237 shares were traded during trading, an increase of 18% from the average session volume of 12,491,729 shares. The stock had previously closed at $204.02.

Key Bloom Energy News

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

• Positive Sentiment: Congressional financial disclosures indicated that Nancy Pelosi’s household purchased approximately 15,000 Bloom Energy shares and 200 call options, reportedly representing a multimillion-dollar position. The disclosure generated retail and broader investor interest in BE as an AI-related energy stock. Nancy Pelosi Invested $3 Million in This AI Energy Play
• Positive Sentiment: Analysts and financial commentators highlighted Bloom’s positioning in the growing market for onsite, modular power generation at AI data centers, where grid constraints are creating demand for faster-to-deploy energy solutions. Oracle-related demand and Brookfield’s expanded financing framework were cited as potential growth catalysts. AI Data Centers Need More Power and Bloom Energy Could Be a Big Winner
• Positive Sentiment: Recent earnings momentum continues to support the bullish case. Bloom reported quarterly revenue of approximately $1.07 billion, up more than 165% year over year, and earnings of $0.78 per share versus a roughly $0.39 consensus estimate. Management also raised fiscal 2026 guidance to $3.9 billion–$4.2 billion of revenue and $2.55–$2.85 of EPS; several analysts reiterated Buy ratings or pointed to substantial upside to consensus price targets. Bloom Energy: Pelosi Buys And Sell-Side Earnings Hikes, Reiterate Buy
• Negative Sentiment: Several law firms publicized a securities class action and a September 28 lead-plaintiff deadline. The lawsuits allege Bloom misled investors with “no China supply chain” assurances before an investigative report allegedly traced Chinese-origin scandium into its supply base, contributing to a prior decline in BE shares. The announcements do not establish wrongdoing, but they increase legal, reputational and disclosure risks. BE Shareholder Alert

Analyst Upgrades and Downgrades

Several brokerages have weighed in on BE. Wall Street Zen upgraded Bloom Energy from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. UBS Group decreased their price objective on Bloom Energy from $350.00 to $300.00 and set a “buy” rating on the stock in a report on Wednesday, July 29th. Sanford C. Bernstein upped their target price on Bloom Energy from $276.00 to $282.00 and gave the company a “market perform” rating in a research note on Wednesday, July 29th. Wells Fargo & Company decreased their price target on Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating on the stock in a research note on Thursday, July 30th. Finally, Clear Str raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 29th. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Bloom Energy has a consensus rating of “Moderate Buy” and an average target price of $248.05.

Bloom Energy Price Performance

The company has a market capitalization of $64.00 billion, a price-to-earnings ratio of 289.71, a price-to-earnings-growth ratio of 2.76 and a beta of 3.79. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. The company has a 50 day simple moving average of $242.72 and a 200 day simple moving average of $217.54.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, beating the consensus estimate of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The business had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. During the same period in the previous year, the company posted $0.10 EPS. The company’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. As a group, research analysts predict that Bloom Energy Corporation will post 1.92 EPS for the current year.

Insider Transactions at Bloom Energy

In other Bloom Energy news, Director John T. Chambers sold 55,000 shares of Bloom Energy stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $297.69, for a total transaction of $16,372,950.00. Following the transaction, the director directly owned 238,333 shares of the company’s stock, valued at $70,949,350.77. The trade was a 18.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider Aman Joshi sold 8,343 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $300.37, for a total transaction of $2,505,986.91. Following the sale, the insider owned 163,807 shares of the company’s stock, valued at approximately $49,202,708.59. This represents a 4.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 144,464 shares of company stock valued at $38,504,205 in the last three months. 3.00% of the stock is owned by company insiders.

Institutional Trading of Bloom Energy

Several large investors have recently added to or reduced their stakes in the stock. Blue Trust Inc. boosted 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 buying an additional 51 shares during the period. Continuum Advisory LLC purchased a new stake in shares of Bloom Energy during the 2nd quarter valued at about $25,000. Anchor Investment Management LLC acquired a new position in Bloom Energy during the 1st quarter worth approximately $27,000. Hantz Financial Services Inc. lifted its position in Bloom Energy by 45.5% during the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after acquiring an additional 100 shares in the last quarter. Finally, Godsey & Gibb Inc. boosted its holdings in Bloom Energy by 2,000.0% in the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock worth $28,000 after acquiring an additional 200 shares during the period. 77.04% of the stock is currently owned by institutional investors and hedge funds.

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.