Bloom Energy (NYSE:BE) Trading Up 2.1% – Here’s Why

Bloom Energy Corporation (NYSE:BE)’s share price traded up 2.1% on Monday . The company traded as high as $197.50 and last traded at $188.8260. Approximately 15,554,147 shares were traded during mid-day trading, an increase of 31% from the average daily volume of 11,855,742 shares. The stock had previously closed at $184.89.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Record results beat expectations: Second-quarter revenue reached $1.065 billion, up 165.5% year over year and well above the $826 million consensus estimate. Adjusted earnings of $0.78 per share were double the $0.39 expected and rose from $0.10 a year earlier. Bloom Energy Reports Record Second Quarter 2026 Financial Results and Raises Full Year 2026 Guidance
• Positive Sentiment: Outlook was raised materially: Bloom increased its fiscal 2026 revenue forecast to $3.9 billion-$4.2 billion from $3.4 billion-$3.8 billion previously, above the roughly $3.7 billion analyst consensus. Its EPS guidance of $2.55-$2.85 also exceeds the $1.99 consensus. Management said its order backlog is growing faster than revenue. Bloom Energy Beats Q2 Expectations and Raises Revenue Outlook
• Positive Sentiment: AI power demand is strengthening the growth story: Investors view Bloom as a potential power supplier for constrained AI data-center capacity. An expanded Brookfield Asset Management financing partnership, reportedly rising from $5 billion to $25 billion, could support large-scale deployments. BTIG Research reaffirmed its “buy” rating and set a $295 price target. Bloom Energy Stock Surges After Record Quarter
• Neutral Sentiment: Brokerage sentiment remains mixed, with Bloom Energy carrying an average “hold” rating despite BTIG’s bullish view. Bloom Energy Given Average Hold Rating
• Negative Sentiment: Valuation and volatility remain risks. BE has already delivered a very large multiyear gain, trades far above its 50-day moving average after the recent swings, and some commentary suggests the stock may be fully priced. Its high beta may amplify future pullbacks if AI spending expectations weaken.

Analyst Upgrades and Downgrades

Several research firms have commented on BE. Roth Capital boosted their price objective on Bloom Energy from $225.00 to $285.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 1st. Robert W. Baird restated an “outperform” rating and issued a $310.00 target price on shares of Bloom Energy in a research report on Thursday, July 9th. Morgan Stanley reaffirmed an “overweight” rating and issued a $310.00 price target on shares of Bloom Energy in a research note on Wednesday, April 29th. Sanford C. Bernstein boosted their price target on Bloom Energy from $276.00 to $282.00 and gave the stock a “market perform” rating in a research report on Wednesday. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $335.00 price objective on shares of Bloom Energy in a research note on Wednesday, June 10th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Bloom Energy currently has a consensus rating of “Hold” and an average target price of $252.00.

Bloom Energy Stock Performance

The stock has a 50-day moving average of $267.30 and a 200 day moving average of $208.35. The stock has a market cap of $48.12 billion, a PE ratio of -3,465.15 and a beta of 3.73. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90.

Bloom Energy (NYSE:BE) last issued its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.39 by $0.39. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The company had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $826.13 million. During the same period in the prior year, the business earned $0.10 EPS. The firm’s quarterly 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. Equities analysts predict that Bloom Energy Corporation will post 1.43 EPS for the current fiscal year.

Insider Activity at Bloom Energy

In other Bloom Energy news, CAO Maciej Kurzymski sold 6,229 shares of the business’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $293.36, for a total value of $1,827,339.44. Following the transaction, the chief accounting officer directly owned 81,945 shares in the company, valued at $24,039,385.20. The trade was a 7.06% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Mary K. Bush sold 25,000 shares of the stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the completion of the sale, the director directly owned 108,524 shares of the company’s stock, valued at approximately $28,971,567.04. This trade represents a 18.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 118,617 shares of company stock valued at $34,238,909 over the last ninety days. Corporate insiders own 3.00% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. MJT & Associates Financial Advisory Group Inc. lifted its stake in shares of 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 purchasing an additional 37 shares during the last quarter. Compound Planning Inc. lifted its position in Bloom Energy by 1.1% in the first quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock valued at $467,000 after buying an additional 38 shares during the last quarter. Carolina Wealth Advisors LLC lifted its position in Bloom Energy by 51.7% in the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock valued at $41,000 after buying an additional 46 shares during the last quarter. Blue Trust Inc. boosted its stake in Bloom Energy by 37.2% during 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. Finally, HB Wealth Management LLC increased its position in shares of Bloom Energy by 1.6% during the first quarter. HB Wealth Management LLC now owns 3,442 shares of the company’s stock valued at $466,000 after acquiring an additional 54 shares during the last quarter. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

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.