Bloom Energy (NYSE:BE) Shares Up 3.2% – Should You Buy?

Shares of Bloom Energy Corporation (NYSE:BE) traded up 3.2% during mid-day trading on Tuesday . The company traded as high as $146.67 and last traded at $145.79. 11,668,833 shares changed hands during trading, a decline of 0% from the average session volume of 11,706,386 shares. The stock had previously closed at $141.33.

Bloom Energy News Roundup

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

• Positive Sentiment: Bloom emphasized an AI-focused power pitch at CERAWeek, highlighting how its solid-oxide fuel cells and growing service contracts tie to rising AI/data‑center power demand and grid bottlenecks — a narrative that supports its multibillion-dollar backlog and long-term revenue visibility. How Bloom Energy’s AI-Focused Power Pitch at CERAWeek 2026 Will Impact Bloom Energy (BE) Investors
• Positive Sentiment: Seeking Alpha initiated coverage with a Buy, arguing Bloom is well‑positioned to capture data‑center power demand (short lead times, efficiency, relationships) — this can attract growth-seeking investors focused on the AI power story. Bloom Energy: More Upside In The Data Center Power Boom
• Positive Sentiment: Bloom named Simon Edwards as CFO (effective April 13), a finance executive experienced in scaling tech/digital infrastructure businesses — a governance/ops hire that can reassure investors about execution as the company scales into AI data‑center projects. Bloom Energy Appoints Simon Edwards as Chief Financial Officer
• Neutral Sentiment: Some media pieces highlight Bloom among industrial/energy winners from rising AI infrastructure demand, but these are thematic and don’t guarantee immediate stock moves — they support the longer-term TAM thesis. Bloom Energy (BE) stock trades up, here is why
• Neutral Sentiment: Brokerages on average rate BE as a “Hold,” reflecting mixed analyst views — supportive for stability but not a catalyst for a broad upgrade-driven rally. Bloom Energy Corporation (NYSE:BE) Given Average Rating of “Hold” by Brokerages
• Negative Sentiment: Insider selling was reported and a separate note flagged a short-term share decline tied to that activity — insider sales often prompt selling pressure and can amplify volatility despite positive underlying news. Bloom Energy (NYSE:BE) Trading Down 5.6% After Insider Selling

Analysts Set New Price Targets

A number of equities analysts recently commented on BE shares. Barclays began coverage on shares of Bloom Energy in a research note on Wednesday, January 28th. They issued an “equal weight” rating and a $153.00 price objective for the company. Citigroup assumed coverage on Bloom Energy in a report on Tuesday, February 24th. They issued a “neutral” rating and a $162.00 target price for the company. BMO Capital Markets raised their target price on Bloom Energy to $149.00 and gave the stock a “market perform” rating in a research report on Friday, February 6th. Truist Financial set a $68.00 price target on Bloom Energy in a report on Friday, January 9th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, January 27th. 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 given a Sell rating to the company. Based on data from MarketBeat, Bloom Energy presently has a consensus rating of “Hold” and a consensus price target of $131.87.

Bloom Energy Trading Down 11.2%

The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. The stock has a market cap of $37.42 billion, a price-to-earnings ratio of -351.00, a price-to-earnings-growth ratio of 5.95 and a beta of 3.11. The company’s 50 day simple moving average is $152.69 and its two-hundred day simple moving average is $118.46.

Bloom Energy (NYSE:BE) last issued its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The company had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. During the same quarter last year, the business posted $0.43 EPS. The company’s revenue for the quarter was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Research analysts expect that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Insider Activity

In other Bloom Energy news, insider Shawn Marie Soderberg sold 15,410 shares of the business’s stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $150.47, for a total value of $2,318,742.70. Following the transaction, the insider owned 195,732 shares in the company, valued at $29,451,794.04. The trade was a 7.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Satish Chitoori sold 18,964 shares of the company’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $154.45, for a total value of $2,928,989.80. Following the completion of the transaction, the insider directly owned 232,365 shares in the company, valued at approximately $35,888,774.25. The trade was a 7.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 370,092 shares of company stock valued at $61,365,925. 3.60% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Bloom Energy

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. WPG Advisers LLC grew its position in Bloom Energy by 26.4% in the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after acquiring an additional 67 shares in the last quarter. Hantz Financial Services Inc. raised its holdings in shares of Bloom Energy by 45.5% during the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after purchasing an additional 100 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Bloom Energy in the 4th quarter valued at $28,000. N.E.W. Advisory Services LLC bought a new stake in Bloom Energy in the third quarter worth $32,000. Finally, Fifth Third Bancorp bought a new stake in Bloom Energy in the third quarter worth $32,000. Institutional investors own 77.04% of the company’s stock.

Bloom Energy Company Profile

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.