Bloom Energy’s (BE) Market Perform Rating Reiterated at Sanford C. Bernstein

Bloom Energy (NYSE:BE)‘s stock had its “market perform” rating reiterated by research analysts at Sanford C. Bernstein in a research note issued on Wednesday, Marketbeat Ratings reports. They presently have a $282.00 price target on the stock. Sanford C. Bernstein’s target price would indicate a potential upside of 0.30% from the company’s current price.

A number of other brokerages have also recently weighed in on BE. UBS Group restated a “buy” rating and issued a $325.00 price target on shares of Bloom Energy in a research report on Monday, September 7th. Wells Fargo & Company cut their price objective on Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating for the company in a research report on Thursday, July 30th. Robert W. Baird reissued an “outperform” rating and set a $310.00 price objective on shares of Bloom Energy in a research note on Thursday, July 9th. Roth Capital boosted their target price on Bloom Energy from $225.00 to $285.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 1st. Finally, Barclays upped their target price on Bloom Energy from $276.00 to $308.00 and gave the company an “equal weight” rating in a report on Thursday, October 1st. 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 assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $258.32.

Bloom Energy Stock Down 3.5%

BE opened at $281.15 on Wednesday. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. The company has a market capitalization of $82.81 billion, a PE ratio of 375.49, a P/E/G ratio of 3.78 and a beta of 3.77. The stock’s fifty day moving average is $244.66 and its 200-day moving average is $241.34. Bloom Energy has a one year low of $75.70 and a one year high of $351.28.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The company had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. During the same period in the prior year, the company earned $0.10 EPS. Bloom Energy’s revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, equities analysts predict that Bloom Energy will post 2.06 EPS for the current fiscal year.

Insider Buying and Selling at Bloom Energy

In other Bloom Energy news, Director John T. Chambers sold 15,000 shares of the firm’s stock in a transaction dated Thursday, August 13th. The stock was sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the completion of the sale, the director directly owned 208,333 shares in the company, valued at approximately $52,083,250. This trade represents a 6.72% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Jeffrey R. Immelt sold 30,000 shares of Bloom Energy stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $238.91, for a total value of $7,167,300.00. Following the transaction, the director directly owned 201,243 shares in the company, valued at approximately $48,078,965.13. This trade represents a 12.97% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 89,698 shares of company stock valued at $21,780,758 in the last ninety days. Company insiders own 3.00% of the company’s stock.

Institutional Trading of Bloom Energy

Several institutional investors have recently made changes to their positions in the stock. Blue Trust Inc. lifted its position in Bloom Energy by 37.2% in the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after buying an additional 51 shares in the last quarter. Continuum Advisory LLC purchased a new position in shares of Bloom Energy during the 2nd quarter valued at $25,000. Anchor Investment Management LLC acquired a new position in shares of Bloom Energy in the first quarter worth $27,000. Godsey & Gibb Inc. raised its holdings in shares of Bloom Energy by 2,000.0% during the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock worth $28,000 after acquiring an additional 200 shares in the last quarter. Finally, MJT & Associates Financial Advisory Group Inc. raised its holdings in shares of Bloom Energy by 49.3% during the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock worth $34,000 after acquiring an additional 37 shares in the last quarter. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy continues to benefit from the growing electricity needs of AI data centers. Morgan Stanley identified the company as a potential beneficiary of an estimated 77-gigawatt data-center power shortfall, while Jim Cramer highlighted Bloom’s ability to provide electricity without relying entirely on constrained utility grids. Morgan Stanley sees Bloom Energy as a winner amid 77 GW shortfall for data centers
• Positive Sentiment: The company is expanding production capacity, including its purchase of a 158,000-square-foot Fremont facility. Investors viewed the move as preparation for potentially accelerating demand from data centers and broader power infrastructure projects. Bloom Energy Is Building Like Demand Is About to Explode
• Positive Sentiment: Recent momentum has also been supported by strong prior quarterly results: Bloom reported $1.07 billion in revenue, up 165.5% year over year, and earnings that exceeded consensus estimates. Broader AI infrastructure spending and data-center construction remain supportive catalysts for the sector.
• Neutral Sentiment: Bloom Energy’s shares have traded well above their 50-day and 200-day moving averages after a substantial rally, leaving the stock highly sensitive to profit-taking and changes in analyst sentiment.
• Negative Sentiment: Bernstein’s $282 target implies limited near-term upside and potential downside from recent levels. The reaffirmed rating suggests the analyst believes Bloom is already positioned for the broader power buildout, but that much of the AI opportunity may already be reflected in its valuation. BE Stock Falls Premarket: Bernstein Says Bloom Energy Is Already Positioned For Broader Power Buildout
• Negative Sentiment: Risk concerns remain significant: Bloom trades at a very high earnings multiple, carries meaningful debt, and has a beta of 3.77. Recent declines during broader AI-related selling show that investors may be quick to reduce exposure when growth expectations cool.

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.