Zacks Research Downgrades Bloom Energy (NYSE:BE) to Hold

Posted by Stephan Jacobs on Mar 11th, 2026

Bloom Energy (NYSE:BE – Get Free Report) was downgraded by Zacks Research from a “strong-buy” rating to a “hold” rating in a research note issued to investors on Monday,Zacks.com reports.

BE has been the subject of a number of other reports. Mizuho lifted their price objective on shares of Bloom Energy to $110.00 and gave the company a “neutral” rating in a report on Monday, February 9th. Daiwa Securities Group set a $98.00 target price on shares of Bloom Energy in a report on Tuesday, December 2nd. Morgan Stanley raised their price target on shares of Bloom Energy to $184.00 and gave the company an “overweight” rating in a research report on Friday, February 6th. UBS Group reissued a “buy” rating and set a $170.00 price objective on shares of Bloom Energy in a report on Friday, February 6th. Finally, Wells Fargo & Company increased their price objective on Bloom Energy to $130.00 and gave the stock an “equal weight” rating in a research note on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $131.87.

Read Our Latest Report on BE

Bloom Energy Stock Performance

Shares of Bloom Energy stock opened at $153.79 on Monday. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95. Bloom Energy has a one year low of $15.15 and a one year high of $180.90. The business has a 50-day simple moving average of $143.84 and a 200 day simple moving average of $111.07. The firm has a market capitalization of $43.14 billion, a price-to-earnings ratio of -404.70, a PEG ratio of 6.18 and a beta of 3.11.

Bloom Energy (NYSE:BE – Get Free Report) last issued its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. The company had revenue of $777.68 million for the quarter, compared to analysts’ expectations of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.Bloom Energy’s quarterly revenue was up 35.9% compared to the same quarter last year. During the same period last year, the business earned $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, research analysts anticipate that Bloom Energy will post -0.23 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, CEO Kr Sridhar sold 200,000 shares of Bloom Energy stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total transaction of $34,000,000.00. Following the sale, the chief executive officer directly owned 2,189,869 shares in the company, valued at $372,277,730. The trade was a 8.37% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Satish Chitoori sold 1,521 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $139.37, for a total value of $211,981.77. Following the sale, the insider owned 230,017 shares in the company, valued at approximately $32,057,469.29. This represents a 0.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 268,788 shares of company stock worth $45,575,889 in the last ninety days. 3.50% of the stock is owned by corporate insiders.

Institutional Trading of Bloom Energy

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Bayforest Capital Ltd bought a new stake in shares of Bloom Energy in the 1st quarter worth approximately $2,055,000. AQR Capital Management LLC bought a new position in shares of Bloom Energy during the 1st quarter valued at $1,820,000. NewEdge Advisors LLC boosted its holdings in Bloom Energy by 674.7% during the 1st 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 period. Goldman Sachs Group Inc. grew its position in Bloom Energy by 50.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after acquiring an additional 836,810 shares during the last quarter. Finally, Focus Partners Wealth increased 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 buying an additional 4,716 shares during the period. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Bloom Energy News Summary

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

Positive Sentiment: Bloom agreed a $5 billion partnership with Brookfield to deploy solid oxide fuel cell systems for AI data centers — a large addition to Bloom’s project pipeline and backlog that directly links the company to booming AI infrastructure demand. Bloom Energy Brookfield Deal Puts AI Power Growth And Valuation In Focus
Positive Sentiment: Bloom’s 2025 revenue hit $2.0B and management expects about $1B of additional revenue this year, supporting the recent rally and the company’s FY‑26 guidance. Bloom Energy: Buy, Sell, or Hold?
Positive Sentiment: Analyst/commentary pieces highlight strong demand from technology companies and AI infrastructure buildouts as ongoing revenue drivers for Bloom. Bloom Energy Stock: Buy, Sell, or Hold?
Positive Sentiment: Bloom joined an “elite” list with a 95‑plus composite rating, a technical/quant signal that can attract additional momentum investors and funds. Bloom Energy joins elite list of stocks with 95-plus composite rating
Positive Sentiment: AI-focused market commentary groups energy providers as key beneficiaries of the AI buildout, placing Bloom in a favorable thematic category for investors focused on AI infrastructure. AI Bottlenecks: 3 Stocks Poised to Gain from the AI Buildout
Neutral Sentiment: Broader sector moves (e.g., GE Vernova gains on AI data-center power demand) show the group tailwind but are not specific catalysts for Bloom beyond sector context. GEV Rises 14.8% in 3 Months: Should You Buy the Stock Now or Wait?
Negative Sentiment: Some coverage questions whether recent gains are overextended and discusses short-term volatility and the need to “recover” from weekly losses — a reminder that momentum can reverse and valuation/earnings consistency remain watch points. Can Bloom Energy Stock Recover From Massive Weekly Losses?

About Bloom Energy

(Get Free Report)

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.