Bloom Energy (NYSE:BE) Trading 3% Higher – Time to Buy?

Bloom Energy Corporation (NYSE:BE) shot up 3% on Monday . The company traded as high as $282.00 and last traded at $273.52. 14,421,459 shares were traded during trading, an increase of 12% from the average daily volume of 12,920,271 shares. The stock had previously closed at $265.63.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy’s proposed 800V DC-native solid-oxide fuel-cell architecture is attracting attention because it could provide continuous, efficient power directly to AI data centers, reducing conversion losses and easing grid-connection constraints. Bloom Energy Unveils a New Power Play for the AI Boom
• Positive Sentiment: Investor enthusiasm is also being driven by Bloom’s fuel-cell backlog, reported approvals from hyperscale customers, and a Brookfield financing arrangement intended to support AI-related power infrastructure. Analysts have raised targets as data-center electricity demand accelerates. Can Bloom Energy Pop the Top Off AI’s Massive Energy Bottleneck?
• Positive Sentiment: A coalition involving Bloom reportedly received conditional U.S. Army leases to design, finance, build, and operate commercial power generation on Army installations. The potential long-term contracts could broaden Bloom’s customer base beyond commercial data centers. U.S. Army Awards Power Leases to Indelible-Bloom Coalition
• Neutral Sentiment: Several law firms repeated notices about a securities class action covering investors who purchased Bloom Energy shares from February 27, 2025, through July 8, 2026. The September 28 lead-plaintiff deadline is procedural and does not establish wrongdoing, but continued publicity may increase headline risk. Bloom Energy Securities Fraud Lawsuit Deadline Alert
• Negative Sentiment: Reports of multiple insiders selling Bloom Energy stock, including transactions worth roughly $616,000 to $972,000, may weigh on sentiment by suggesting some insiders are taking profits after the substantial rally. These sales do not necessarily indicate a change in the company’s outlook. Bloom Energy Insider Selling Report

Analyst Ratings Changes

Several brokerages have recently commented on BE. Citigroup reiterated a “hold” rating on shares of Bloom Energy in a research note on Thursday, July 16th. Truist Financial cut their price target on Bloom Energy from $250.00 to $218.00 and set a “hold” rating for the company in a report on Wednesday, July 29th. Susquehanna increased their price objective on shares of Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a research report on Friday, July 10th. Royal Bank Of Canada restated an “outperform” rating and set a $335.00 price objective on shares of Bloom Energy in a report on Wednesday, June 10th. Finally, BMO Capital Markets reduced their price target on Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a research note on Wednesday, July 29th. Three investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $254.14.

Bloom Energy Stock Performance

The stock has a market cap of $80.56 billion, a P/E ratio of 364.69, a price-to-earnings-growth ratio of 3.40 and a beta of 3.80. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59. The stock has a 50 day simple moving average of $225.63 and a 200 day simple moving average of $229.87.

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, topping the consensus estimate of $0.39 by $0.39. The company had revenue of $1.07 billion for the quarter, compared to analyst estimates 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 in the prior year, the firm posted $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, equities analysts expect that Bloom Energy Corporation will post 2.06 earnings per share for the current year.

Insider Buying and Selling

In related news, Director Jeffrey Immelt sold 30,000 shares of the firm’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $238.91, for a total value of $7,167,300.00. Following the sale, the director directly owned 201,243 shares of the company’s stock, valued at $48,078,965.13. This trade represents a 12.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Shawn Soderberg sold 2,895 shares of the stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $233.60, for a total transaction of $676,272.00. Following the completion of the transaction, the insider directly owned 129,370 shares of the company’s stock, valued at $30,220,832. This trade represents a 2.19% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders have sold 89,604 shares of company stock worth $21,948,262. 3.00% of the stock is owned by company insiders.

Institutional Trading of Bloom Energy

A number of hedge funds have recently added to or reduced their stakes in the stock. Brooklands Fund Management Ltd acquired a new stake in shares of Bloom Energy during the 4th quarter valued at $347,560,000. Norges Bank acquired a new position in shares of Bloom Energy in the fourth quarter valued at approximately $239,683,000. Jennison Associates LLC increased its stake in shares of 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 buying an additional 2,673,710 shares during the period. Bank of New York Mellon Corp bought a new position in Bloom Energy in the 2nd quarter valued at approximately $296,413,000. Finally, Polar Capital Holdings Plc bought a new position in Bloom Energy in the 4th quarter valued at approximately $76,234,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

About Bloom Energy

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.