Bloom Energy (NYSE:BE) Trading 1.1% Higher – Should You Buy?

Bloom Energy Corporation (NYSE:BE) traded up 1.1% on Monday . The company traded as high as $244.44 and last traded at $232.40. 10,584,916 shares were traded during mid-day trading, a decline of 15% from the average daily volume of 12,494,044 shares. The stock had previously closed at $229.94.

Bloom Energy News Roundup

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

• Positive Sentiment: Bloom Energy’s “time-to-power” advantage is attracting demand from AI data centers, where onsite electricity generation can help customers address grid-connection delays. Analysts cited in recent coverage expect the company’s revenue to more than double over the next two years. Bloom Energy Stock Has Surged 150% in 2026. Is It Still a Buy?
• Positive Sentiment: Nebius’ reported support for Bloom Energy provides another potential validation of Bloom’s role in the AI infrastructure buildout and reinforces the growth narrative surrounding the stock. Nebius Just Gave Bloom Energy a Big Boost
• Neutral Sentiment: Voya Investment Management highlighted Bloom Energy in its second-quarter investor letter as gains were influenced by balancing factor exposure. The item offers institutional visibility but does not represent a new contract, earnings revision or direct change to Bloom’s fundamentals. Balancing Factor Exposure Drives Bloom Energy Corp’s Gains
• Neutral Sentiment: Recent analysis presents a mixed valuation picture: discounted-cash-flow estimates suggest potential upside, while market-based multiples indicate that the shares look expensive after a substantial multiyear rally. Bloom’s elevated price-to-earnings ratio increases sensitivity to any growth disappointment. Is Bloom Energy Still Undervalued After Its AI-Driven Run?
• Negative Sentiment: Multiple law firms publicized a securities class action alleging investor harm involving purchases made from February 27, 2025, through July 8, 2026. The notices set a September 28, 2026 deadline for investors to seek lead-plaintiff status. Although the allegations remain unresolved, the repeated announcements create legal and reputational overhang for BE. Bloom Energy Securities Fraud Lawsuit Deadline Alert
• Negative Sentiment: Director John Chambers reportedly sold 15,000 Bloom Energy shares. Insider selling is not necessarily evidence of deteriorating fundamentals, but it can weigh on investor confidence following the stock’s strong run. John Chambers Sells 15,000 Shares of Bloom Energy

Analyst Ratings Changes

BE has been the topic of a number of research reports. UBS Group lowered their target price on shares of Bloom Energy from $350.00 to $300.00 and set a “buy” rating on the stock in a research report on Wednesday, July 29th. JPMorgan Chase & Co. reduced their price target on shares of Bloom Energy from $346.00 to $314.00 and set an “overweight” rating for the company in a research report on Wednesday, July 29th. Evercore reiterated an “outperform” rating on shares of Bloom Energy in a research note on Friday, August 7th. TD Cowen reissued a “hold” rating and set a $235.00 price objective on shares of Bloom Energy in a research report on Monday, July 20th. Finally, Roth Capital lifted their price objective on shares of Bloom Energy from $225.00 to $285.00 and gave the company a “neutral” rating in a research note on Wednesday, July 1st. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $248.05.

Bloom Energy Stock Up 1.1%

The firm has a 50 day simple moving average of $248.28 and a two-hundred day simple moving average of $215.39. The company has a market capitalization of $68.45 billion, a PE ratio of 309.87, a P/E/G ratio of 3.14 and a beta of 3.79. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59.

Bloom Energy (NYSE:BE) last released its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The business had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. During the same quarter in the previous year, the company posted $0.10 earnings per share. The company’s revenue for the quarter was up 165.5% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Research analysts expect that Bloom Energy Corporation will post 1.93 EPS for the current year.

Insider Buying and Selling

In other Bloom Energy news, insider Satish Chitoori sold 2,837 shares of the business’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $289.11, for a total value of $820,205.07. Following the transaction, the insider directly owned 207,417 shares of the company’s stock, valued at approximately $59,966,328.87. The trade was a 1.35% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 8,343 shares of the company’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $300.37, for a total transaction of $2,505,986.91. Following the transaction, the insider owned 163,807 shares of the company’s stock, valued at approximately $49,202,708.59. The trade was a 4.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 104,839 shares of company stock worth $29,033,881 in the last ninety days. Insiders own 3.00% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Brooklands Fund Management Ltd acquired a new position in Bloom Energy during the fourth quarter worth $347,560,000. Norges Bank acquired a new stake in Bloom Energy in the fourth quarter valued at $239,683,000. Jennison Associates LLC lifted its holdings in Bloom Energy by 20,074.4% in the first quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock valued at $364,066,000 after acquiring an additional 2,673,710 shares during the period. Amundi lifted its holdings in Bloom Energy by 390.7% in the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after acquiring an additional 2,511,426 shares during the period. Finally, Man Group plc boosted its position in shares of Bloom Energy by 177.4% during the 2nd quarter. Man Group plc now owns 2,392,915 shares of the company’s stock worth $57,239,000 after purchasing an additional 1,530,167 shares in the last quarter. 77.04% of the stock is currently owned by institutional investors and hedge funds.

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.