Bloom Energy (NYSE:BE – Free Report) had its price objective raised by BTIG Research to $295.00 in a report published on Wednesday morning, Marketbeat Ratings reports. BTIG Research currently has a buy rating on the stock.
Several other equities research analysts also recently commented on the stock. Robert W. Baird lifted their price objective on shares of Bloom Energy to $242.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. Mizuho raised their target price on Bloom Energy to $110.00 and gave the stock a “neutral” rating in a research note on Monday, February 9th. Susquehanna lowered their price target on Bloom Energy to $173.00 and set a “positive” rating for the company in a research report on Thursday, April 9th. China Renaissance assumed coverage on Bloom Energy in a research note on Wednesday, January 28th. They set a “buy” rating and a $207.00 price target on the stock. Finally, Roth Mkm reissued a “neutral” rating on shares of Bloom Energy in a report on Tuesday, April 14th. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Bloom Energy has a consensus rating of “Moderate Buy” and a consensus target price of $205.27.
Read Our Latest Research Report on BE
Bloom Energy Stock Performance
Bloom Energy (NYSE:BE – Get Free Report) last released its earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, topping analysts’ consensus estimates of $0.12 by $0.32. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The company had revenue of $751.05 million during the quarter, compared to analysts’ expectations of $539.94 million. During the same period last year, the business earned $0.03 EPS. Bloom Energy’s revenue for the quarter was up 130.4% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. As a group, equities analysts anticipate that Bloom Energy will post 0.99 EPS for the current fiscal year.
Insider Buying and Selling at Bloom Energy
In other Bloom Energy news, insider Aman Joshi sold 19,944 shares of the company’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $154.85, for a total value of $3,088,328.40. Following the sale, the insider directly owned 190,521 shares of the company’s stock, valued at approximately $29,502,176.85. This represents a 9.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Satish Chitoori sold 20,000 shares of the stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $204.23, for a total value of $4,084,600.00. Following the sale, the insider directly owned 212,365 shares in the company, valued at $43,371,303.95. This represents a 8.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 490,092 shares of company stock valued at $88,329,475. Company insiders own 3.00% of the company’s stock.
Institutional Inflows and Outflows
Several institutional investors have recently bought and sold shares of the stock. Blue Trust Inc. grew its stake in shares of Bloom Energy by 37.2% during the 1st 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. Anchor Investment Management LLC acquired a new position in shares of Bloom Energy in the 1st quarter valued at $27,000. 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 worth $28,000 after buying an additional 67 shares in the last quarter. Hantz Financial Services Inc. boosted its holdings in Bloom Energy by 45.5% during the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after buying an additional 100 shares in the last quarter. Finally, Godsey & Gibb Inc. grew its position in Bloom Energy by 2,000.0% during the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock valued at $28,000 after buying an additional 200 shares during the period. 77.04% of the stock is currently owned by hedge funds and other institutional investors.
Bloom Energy News Summary
Here are the key news stories impacting Bloom Energy this week:
- Positive Sentiment: Blowout Q1 and upgraded guidance — Bloom reported a large revenue and EPS beat (Q1 revenue far above estimates, EPS swung to profit) and raised FY‑2026 EPS guidance to $1.85–$2.25, which is the primary fundamental driver behind the rally. Bloom Energy Corp (BE) Q1 2026 Earnings Call Highlights
- Positive Sentiment: AI/data-center demand ramp — Multiple reports highlight Bloom’s role as an on‑site power solution for data centers and AI clusters, with the company ramping fuel-cell production and deployments; investors are re‑rating BE as a data‑center power growth play. Bloom Energy May Be Solving AI’s Biggest Power Problem
- Positive Sentiment: Institutional interest and momentum — Reports that Stanley Druckenmiller has built a large position, plus coverage noting BE as one of April’s top industrial performers, are reinforcing momentum and retail/institutional attention. Druckenmiller Made 400% on SanDisk — Now He’s All In on Bloom Energy (BE)
- Positive Sentiment: Technical breakout / all-time highs — Traders are pushing the stock to new highs following the quarter and guidance lift, which attracts momentum buyers and breakout traders. Why Bloom Energy Stock Hit All-Time Highs Today
- Neutral Sentiment: Analyst moves — JPMorgan raised its rating to Overweight and lifted its target (note: the new $267 target is below intraday levels), signaling institutional analyst support but also reflecting mixed views on near‑term upside. JPMorgan price target update
- Negative Sentiment: Valuation and risk — Several analysts and outlets warn valuation is stretched after the surge; BE’s high beta and rapid run from its 52‑week low make it vulnerable to sharp pullbacks if execution or bookings slow. Bloom Energy Is Now a Data Center Stock. Buy Its Shares Now.
- Negative Sentiment: Meme/volatility concerns — Coverage noting a “meme‑stock” dynamic and heavy retail interest suggests sentiment‑driven swings; investors should expect elevated intraday and short‑term volatility. Bloom Energy shares rocket higher by 20%
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.
Further Reading
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