Bloom Energy (NYSE:BE) Research Coverage Started at Barclays

Barclays started coverage on shares of Bloom Energy (NYSE:BE) in a report released on Wednesday morning, MarketBeat.com reports. The firm issued an equal weight rating and a $153.00 price objective on the stock.

A number of other analysts also recently weighed in on the company. Evercore ISI reiterated an “outperform” rating on shares of Bloom Energy in a research report on Thursday, January 8th. Hsbc Global Res raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, October 29th. HSBC upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating and set a $150.00 price objective on the stock in a research note on Wednesday, October 29th. Morgan Stanley boosted their target price on shares of Bloom Energy to $155.00 and gave the company an “overweight” rating in a research report on Wednesday, October 29th. Finally, Mizuho set a $89.00 price target on shares of Bloom Energy in a research report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, Bloom Energy has an average rating of “Hold” and a consensus price target of $109.83.

Bloom Energy Stock Performance

Shares of NYSE:BE opened at $151.37 on Wednesday. Bloom Energy has a 12-month low of $15.15 and a 12-month high of $167.57. The company’s 50 day moving average price is $113.51 and its two-hundred day moving average price is $88.05. The firm has a market cap of $35.80 billion, a PE ratio of 869.50, a PEG ratio of 13.18 and a beta of 3.01. The company has a quick ratio of 2.88, a current ratio of 4.40 and a debt-to-equity ratio of 1.98.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Tuesday, October 28th. The company reported $0.15 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.08 by $0.07. Bloom Energy had a return on equity of 8.74% and a net margin of 0.84%.The business had revenue of $519.05 million during the quarter, compared to analysts’ expectations of $425.18 million. During the same period in the previous year, the company posted ($0.01) earnings per share. The firm’s revenue for the quarter was up 57.1% compared to the same quarter last year. Equities research analysts predict that Bloom Energy will post -0.23 earnings per share for the current year.

Insider Activity

In related news, Director Jim H. Snabe sold 20,000 shares of the business’s stock in a transaction on Wednesday, November 5th. The stock was sold at an average price of $143.04, for a total transaction of $2,860,800.00. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Shawn Marie Soderberg sold 1,583 shares of the stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $105.97, for a total value of $167,750.51. Following the completion of the transaction, the insider owned 221,633 shares of the company’s stock, valued at $23,486,449.01. This represents a 0.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 120,410 shares of company stock valued at $16,557,185. 3.60% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the company. Bayforest Capital Ltd acquired a new stake in Bloom Energy during the 1st quarter worth approximately $2,055,000. AQR Capital Management LLC bought a new position in shares of Bloom Energy during the first quarter valued at $1,820,000. NewEdge Advisors LLC raised its stake in shares of Bloom Energy by 674.7% during the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after acquiring an additional 1,626 shares during the last quarter. Goldman Sachs Group Inc. lifted its holdings in shares of Bloom Energy by 50.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after purchasing an additional 836,810 shares during the period. Finally, Focus Partners Wealth grew its stake in shares of Bloom Energy by 30.7% in the first quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock worth $394,000 after purchasing an additional 4,716 shares during the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

More Bloom Energy News

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

• Positive Sentiment: Bloom landed a large AI/data‑center supply deal worth about US$2.65 billion, giving the company multi‑year revenue visibility and explaining recent buying interest. Bloom Energy Fuels AI Data Center Power With US$2.65b Deal
• Positive Sentiment: Coverage and bullish writeups highlight accelerating demand from data centers and improving profitability trends (ROE and earnings momentum), which helped power a large rally into 2026. Bloom Energy vs. Plug Power: Which Fuel Cell Stock Leads in 2026?
• Positive Sentiment: MarketBeat and other screens list BE among momentum names to watch for continued gains into February, citing sustained data‑center demand and analyst coverage increases. 5 Stocks to Buy in February: Last Year’s Winners Aren’t Done Yet
• Neutral Sentiment: Barclays initiated coverage with an equal‑weight (neutral) rating and a $153 price target, noting much of Bloom’s growth appears priced in; that provides a reference point for investors but does not represent an upgrade. Barclays Initiates Bloom Energy (BE) with Equalweight, Sees Growth Priced In
• Negative Sentiment: Valuation and risk metrics remain elevated — BE’s trailing P/E and beta are high and the company carries leverage — making the stock vulnerable to pullbacks if growth guidance slips or market sentiment cools.
• Negative Sentiment: With rapid prior gains (multi‑hundred percent moves cited in coverage), some investors are taking profits; Barclays’ “growth priced in” tone likely accelerated selling despite the large contract news. Why Bloom Energy Corporation’s (BE) Stock Is Up 5.99%

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.