Bloom Energy (NYSE:BE) Stock Rating Reaffirmed as “Market Perform” by Sanford C. Bernstein

Bloom Energy (NYSE:BE)‘s stock had its “market perform” rating reiterated by analysts at Sanford C. Bernstein in a research report issued on Wednesday, MarketBeat Ratings reports. They presently have a $282.00 target price on the stock. Sanford C. Bernstein’s price objective suggests a potential upside of 3.34% from the company’s current price.

A number of other equities analysts also recently commented on BE. UBS Group reaffirmed a “buy” rating and set a $325.00 target price on shares of Bloom Energy in a research note on Monday, September 7th. Wells Fargo & Company cut their price target on shares of Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating for the company in a report on Thursday, July 30th. Robert W. Baird reaffirmed an “outperform” rating and set a $310.00 price target on shares of Bloom Energy in a research report on Thursday, July 9th. TD Cowen raised shares of Bloom Energy to a “hold” rating in a research report on Monday. Finally, Citigroup reiterated a “hold” rating on shares of Bloom Energy in a report on Thursday, July 16th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $258.32.

Bloom Energy Stock Down 6.3%

Shares of NYSE:BE opened at $272.90 on Wednesday. Bloom Energy has a 52-week low of $75.70 and a 52-week high of $351.28. The stock has a market cap of $80.38 billion, a P/E ratio of 363.86, a PEG ratio of 3.75 and a beta of 3.77. The business has a fifty day moving average of $245.97 and a two-hundred day moving average of $242.20. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59.

Bloom Energy (NYSE:BE) last posted its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping the consensus estimate of $0.39 by $0.39. The business 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%.The company’s quarterly revenue was up 165.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, research analysts expect that Bloom Energy will post 2.04 earnings per share for the current year.

Insider Activity at Bloom Energy

In other Bloom Energy news, Director John Chambers sold 15,000 shares of the stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the completion of the transaction, the director owned 208,333 shares of the company’s stock, valued at $52,083,250. This trade represents a 6.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Shawn Soderberg sold 2,895 shares of Bloom Energy stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $233.60, for a total transaction of $676,272.00. Following the sale, the insider owned 129,370 shares of the company’s stock, valued at approximately $30,220,832. This represents a 2.19% 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 have sold a total of 89,698 shares of company stock valued at $21,780,758 over the last quarter. 3.00% of the stock is owned by insiders.

Institutional Trading of Bloom Energy

Several institutional investors have recently added to or reduced their stakes in BE. Blue Trust Inc. boosted 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 buying an additional 51 shares during the period. Continuum Advisory LLC purchased a new stake in shares of Bloom Energy in the 2nd quarter valued at $25,000. Anchor Investment Management LLC purchased a new stake in shares of Bloom Energy in the 1st quarter valued at $27,000. Godsey & Gibb Inc. lifted its stake in Bloom Energy by 2,000.0% during the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock worth $28,000 after acquiring an additional 200 shares in the last quarter. Finally, MJT & Associates Financial Advisory Group Inc. lifted its stake in Bloom Energy by 49.3% during the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock worth $34,000 after acquiring an additional 37 shares in the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: AI data-center demand remains the main bullish catalyst. Bloom’s fuel cells can provide on-site electricity to data centers facing constrained utility grids. Morgan Stanley reportedly views Bloom as a potential beneficiary of a projected 77-gigawatt power shortfall, while recent coverage says AI data-center orders drove much of the stock’s 234.9% 12-month return. Morgan Stanley sees Bloom Energy as a winner amid 77 GW shortfall for data centers
• Positive Sentiment: Bloom is expanding manufacturing capacity. The company’s purchase of a 158,000-square-foot Fremont facility signals that management is preparing for potentially accelerating demand. Bloom Energy Is Building Like Demand Is About to Explode
• Positive Sentiment: Analyst support remains constructive in some quarters. UBS raised its price target to $350, and media commentary continues to identify Bloom as a leading AI-infrastructure power play. Bloom Energy Tumbles Even as UBS Lifts Its Price Target
• Neutral Sentiment: Bloom executives are scheduled to discuss AI-infrastructure opportunities at TechCrunch Disrupt 2026. The event could provide additional insight into customer demand and the company’s role in powering data centers, but no new financial details were provided. Bloom Energy executives at TechCrunch Disrupt 2026
• Negative Sentiment: Valuation and profit-taking are pressuring the stock. After its exceptional run, Bloom trades at a very high earnings multiple, making it vulnerable to selling when momentum slows or investors question whether AI-related growth is already priced in. Coverage also flags elevated debt as a risk.
• Negative Sentiment: Bernstein maintained a Market Perform rating with a $282 target, suggesting limited upside relative to recent trading levels. The cautious rating likely contributed to the pullback despite UBS’s more optimistic target. Bernstein says Bloom Energy is positioned for broader power buildout
• Negative Sentiment: Sector-wide selling is adding pressure. FuelCell Energy, Plug Power and other hydrogen-related stocks also weakened, indicating that the move is partly a broader rotation or profit-taking event rather than company-specific deterioration.

Bloom Energy Company Profile

Bloom Energy Corporation (NYSE: BE) develops and manufactures energy-generation and hydrogen technologies. Its primary product is the Bloom Energy Server, a solid-oxide fuel cell system designed to produce electricity onsite from fuels such as natural gas, biogas and hydrogen. The company’s distributed-generation systems are intended to provide reliable, low-emission power for commercial and industrial facilities, data centers, utilities and other large energy users.

Bloom Energy also produces electrolyzers that use electricity to separate water into hydrogen and oxygen.