Bloom Energy (NYSE:BE) Hits New 12-Month High After Analyst Upgrade

Bloom Energy Corporation (NYSE:BE) hit a new 52-week high during mid-day trading on Tuesday after Robert W. Baird raised their price target on the stock to $242.00. Robert W. Baird currently has an outperform rating on the stock. Bloom Energy traded as high as $233.81 and last traded at $227.6610, with a volume of 2230870 shares changing hands. The stock had previously closed at $218.27.

Other analysts also recently issued reports about the company. Roth Mkm reaffirmed a “neutral” rating on shares of Bloom Energy in a research note on Tuesday, April 14th. BTIG Research increased their target price on Bloom Energy to $165.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Morgan Stanley raised their price objective on Bloom Energy to $184.00 and gave the company an “overweight” rating in a research note on Friday, February 6th. Citigroup raised their price objective on Bloom Energy to $229.00 and gave the company a “neutral” rating in a research note on Tuesday. Finally, Barclays initiated coverage on Bloom Energy in a research note on Wednesday, January 28th. They issued an “equal weight” rating and a $153.00 price objective for the company. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Bloom Energy presently has an average rating of “Moderate Buy” and a consensus target price of $154.86.

Insider Buying and Selling

In other Bloom Energy news, insider Satish Chitoori sold 20,000 shares of the business’s stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $204.23, for a total transaction of $4,084,600.00. Following the sale, the insider directly owned 212,365 shares of the company’s stock, valued at $43,371,303.95. The trade was a 8.61% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Shawn Marie Soderberg sold 30,000 shares of the business’s stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $204.23, for a total transaction of $6,126,900.00. Following the sale, the insider directly owned 165,732 shares in the company, valued at approximately $33,847,446.36. This trade represents a 15.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 455,092 shares of company stock valued at $78,564,475. 3.60% of the stock is currently owned by insiders.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: The Trump administration’s decision to preserve federal hydrogen hub funding removes a major regulatory overhang and validates Bloom’s hydrogen and fuel-cell pipeline, reducing policy risk for long-term revenue assumptions. Bloom Energy Just Scored a Major Win With the Trump Admin. Is BE Stock a Buy?
• Positive Sentiment: UBS raised its price target to $251 and kept a Buy rating, citing new opportunities (800 VDC data-center trends) that imply higher addressable market and revenue upside. UBS Hikes Bloom Energy’s Price Target From $170 to $251
• Positive Sentiment: Robert W. Baird raised its target to $242 and set an Outperform rating, signaling incremental analyst conviction and supporting near-term buying interest. Benzinga
• Positive Sentiment: Zacks highlighted Bloom’s stronger growth forecasts and relative outperformance versus peers (e.g., Plug Power), reinforcing a narrative of accelerating clean-energy demand. The Zacks Analyst Blog: Bloom Energy and Plug Power
• Neutral Sentiment: Jim Cramer called Bloom “the real deal,” which can boost retail interest, but he also warned about the stock’s parabolic short-term move—suggesting momentum-driven volatility. Jim Cramer Calls Bloom Energy “The Real Deal” But Addresses the “Parabolic Move”
• Neutral Sentiment: Citigroup lifted its target to $229 but kept a Neutral rating, implying limited upside from current levels and signaling some analyst caution. Benzinga
• Neutral Sentiment: Mainstream coverage (MSN) is parsing the rapid stock move and attributing gains to the mix of upgrades, policy clarity and momentum—coverage that can amplify trading flows. What’s behind the jump in Bloom Energy stock?
• Negative Sentiment: Yahoo Finance flags valuation and ongoing losses as a restraint — rapid share gains tighten the margin for error and increase downside risk if growth or margins disappoint. Bloom Energy (BE) Valuation In Focus After Powerful Share Price Momentum And Ongoing Losses

Hedge Funds Weigh In On Bloom Energy

Several hedge funds have recently bought and sold shares of BE. Blue Trust Inc. boosted its holdings in Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after acquiring an additional 51 shares during the period. WPG Advisers LLC boosted its holdings in Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after acquiring an additional 67 shares during the period. Orion Capital Management LLC boosted its holdings in Bloom Energy by 0.7% during the fourth quarter. Orion Capital Management LLC now owns 12,083 shares of the company’s stock valued at $1,050,000 after acquiring an additional 83 shares during the period. Ritholtz Wealth Management boosted its holdings in Bloom Energy by 1.5% during the fourth quarter. Ritholtz Wealth Management now owns 5,765 shares of the company’s stock valued at $501,000 after acquiring an additional 87 shares during the period. Finally, CoreCap Advisors LLC boosted its holdings in Bloom Energy by 7.3% during the fourth quarter. CoreCap Advisors LLC now owns 1,295 shares of the company’s stock valued at $113,000 after acquiring an additional 88 shares during the period. 77.04% of the stock is owned by institutional investors and hedge funds.

Bloom Energy Price Performance

The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95. The stock’s fifty day simple moving average is $159.81 and its 200-day simple moving average is $131.54. The company has a market capitalization of $64.43 billion, a P/E ratio of -604.36, a PEG ratio of 8.87 and a beta of 3.18.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. The firm had revenue of $777.68 million during the quarter, compared to analysts’ expectations of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The company’s revenue for the quarter was up 35.9% compared to the same quarter last year. During the same quarter last year, the company earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, equities analysts forecast that Bloom Energy Corporation will post 1 earnings per share for the current fiscal year.

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.