Bloom Energy (NYSE:BE) Trading Up 6.6% – Here’s What Happened

Bloom Energy Corporation (NYSE:BE) shares traded up 6.6% during trading on Friday . The company traded as high as $277.28 and last traded at $275.4950. Approximately 13,562,062 shares were traded during mid-day trading, an increase of 8% from the average session volume of 12,557,041 shares. The stock had previously closed at $258.49.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: S&P 500 inclusion is the primary catalyst. S&P Dow Jones Indices confirmed that Bloom Energy will join the benchmark, likely generating demand from index funds and improving the company’s visibility with institutional investors. The announcement also lifted other fuel-cell stocks. Bloom Energy Climbs as S&P 500 Addition Fuels Fuel-Cell Stocks
• Positive Sentiment: AI-related power demand continues to support the investment case. Analysts and financial publications highlighted Bloom’s fuel-cell systems as a potential solution for hyperscalers, neoclouds and AI laboratories facing grid constraints. Bullish commentary cited a sizable backlog, increased customer prepayments, higher unbilled revenue and improving gross margins. Bloom Energy Shares May Still Be Undervalued
• Positive Sentiment: Product improvements could accelerate deployments. Coverage of Bloom’s new Power Connect system said it may reduce installation time by more than 40%, potentially helping the company convert its backlog into revenue more quickly. Bloom Energy Power Connect System
• Neutral Sentiment: Bloom announced a season-long ESPN College Football Campus Tour focused on future power needs and community emergency-response support. The initiative may enhance brand awareness but is not expected to materially affect near-term financial results. Bloom Energy ESPN College Football Campus Tour
• Neutral Sentiment: Heavy options activity and reports that Situational Awareness purchased Bloom options point to elevated speculative interest, while also signaling greater volatility. Situational Awareness Options Activity
• Negative Sentiment: Multiple law firms publicized a securities class action. The lawsuit alleges investor harm related to Bloom’s disclosures, including claims involving scandium sourcing and “no China supply chain” representations. The allegations have not been proven, but the litigation could create legal costs, reputational concerns and an overhang on the stock. Investors have until September 28, 2026, to seek lead-plaintiff status. Bloom Energy Class Action Deadline

Analyst Ratings Changes

Several research analysts have weighed in on BE shares. Royal Bank Of Canada reiterated an “outperform” rating and set a $335.00 target price on shares of Bloom Energy in a report on Wednesday, June 10th. TD Cowen restated a “hold” rating and issued a $235.00 price target on shares of Bloom Energy in a report on Monday, July 20th. Mizuho raised Bloom Energy from a “neutral” rating to an “outperform” rating and dropped their price target for the stock from $285.00 to $242.00 in a research report on Thursday, July 30th. Susquehanna lifted their price objective on Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a report on Friday, July 10th. Finally, Sanford C. Bernstein reiterated a “market perform” rating and issued a $282.00 price objective on shares of Bloom Energy in a research report on Thursday, August 27th. Three investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Bloom Energy presently has an average rating of “Moderate Buy” and a consensus price target of $249.18.

Bloom Energy Trading Up 6.6%

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 market capitalization of $81.14 billion, a P/E ratio of 367.33, a price-to-earnings-growth ratio of 3.69 and a beta of 3.80. The business has a fifty day moving average price of $225.25 and a 200 day moving average price of $225.50.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. The business had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.Bloom Energy’s quarterly revenue was up 165.5% on a year-over-year basis. During the same period last year, the company earned $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, analysts expect that Bloom Energy Corporation will post 1.92 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, insider Shawn Soderberg sold 2,895 shares of the firm’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $233.60, for a total value of $676,272.00. Following the completion of the transaction, the insider owned 129,370 shares of the company’s stock, valued at approximately $30,220,832. This trade represents a 2.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 4,677 shares of Bloom Energy stock in a transaction on Friday, August 14th. The shares were sold at an average price of $241.75, for a total transaction of $1,130,664.75. Following the completion of the sale, the insider owned 159,130 shares in the company, valued at $38,469,677.50. The trade was a 2.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 89,464 shares of company stock valued at $22,131,255 over the last ninety days. Insiders own 3.00% of the company’s stock.

Hedge Funds Weigh In On Bloom Energy

Large investors have recently modified their holdings of the business. MJT & Associates Financial Advisory Group Inc. grew 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 buying an additional 37 shares during the period. Compound Planning Inc. grew its stake 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 acquiring an additional 38 shares during the period. Carolina Wealth Advisors LLC increased its holdings in shares of Bloom Energy by 51.7% during the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock valued at $41,000 after acquiring an additional 46 shares in the last quarter. Blue Trust Inc. raised its position in shares of 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 purchasing an additional 51 shares during the period. Finally, Odyssean LLC lifted its holdings in shares of Bloom Energy by 1.8% in the 2nd quarter. Odyssean LLC now owns 2,926 shares of the company’s stock worth $886,000 after purchasing an additional 51 shares in the last quarter. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Bloom Energy Company Profile

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.