Bloom Energy Corporation (NYSE:BE) Receives $131.87 Consensus PT from Analysts

Shares of Bloom Energy Corporation (NYSE:BE) have earned a consensus rating of “Hold” from the twenty-six brokerages that are covering the firm, Marketbeat reports. Three analysts have rated the stock with a sell rating, twelve have issued a hold rating, ten have issued a buy rating and one has given a strong buy rating to the company. The average twelve-month price objective among analysts that have issued ratings on the stock in the last year is $131.6522.

A number of research analysts recently weighed in on BE shares. Zacks Research downgraded shares of Bloom Energy from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 9th. Barclays assumed coverage on shares of Bloom Energy in a research note on Wednesday, January 28th. They set an “equal weight” rating and a $153.00 price objective for the company. BTIG Research raised their price objective on Bloom Energy to $165.00 and gave the company a “buy” rating in a report on Friday, February 6th. Royal Bank Of Canada set a $143.00 target price on Bloom Energy in a research report on Tuesday, January 20th. Finally, Jefferies Financial Group dropped their target price on Bloom Energy to $97.00 and set an “underperform” rating on the stock in a report on Friday.

Bloom Energy News Roundup

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

• Positive Sentiment: Clear evidence of stronger demand from data centers: ClearBridge and other write-ups highlight Bloom’s Q4 surge driven by data‑center orders and backlog tied to AI power needs, a key revenue growth driver for Bloom. Bloom Energy (BE) Surged in Q4 Due to Demand from Data Centers
• Positive Sentiment: CERAWeek presentation reinforced the AI/data‑center growth narrative — management emphasized multibillion backlog and expanding service contracts as grid constraints and AI compute demand raise need for onsite power. This supports upside to revenue and recurring services. How Bloom Energy’s AI-Focused Power Pitch at CERAWeek 2026 Will Impact Investors
• Positive Sentiment: New CFO appointment (Simon Edwards) seen as a governance/operational positive—markets often view experienced finance chiefs as improving execution and credibility with investors. Bloom announced Edwards will join April 13. Bloom Energy Appoints Simon Edwards as Chief Financial Officer
• Positive Sentiment: Sell‑side / independent bullish research: A Seeking Alpha initiation argues for meaningful upside from the data‑center power boom and positions Bloom as a long‑term beneficiary of AI-driven demand. Bloom Energy: More Upside In The Data Center Power Boom
• Neutral Sentiment: Brokerage consensus sits around a “Hold” average—mixed analyst views suggest some caution despite operational momentum. Bloom Energy Given Average Rating of “Hold”
• Negative Sentiment: Jefferies cut its price target to $97 and assigned an “underperform” rating, signaling near‑term downside (their PT implies material downside from current levels) and adding selling pressure. Jefferies Lowers Price Target to $97
• Negative Sentiment: Analyst/market skepticism on valuation: coverage notes that strong growth and backlog clash with high valuation and past profitability volatility, which could cap multiple expansion until execution and margins prove durable. Bloom Energy’s Robust Performance Meets Analyst Skepticism Over Valuation

Bloom Energy Trading Up 0.0%

NYSE BE opened at $133.54 on Thursday. Bloom Energy has a 52 week low of $15.15 and a 52 week high of $180.90. 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’s 50 day moving average price is $152.26 and its two-hundred day moving average price is $119.57. The stock has a market capitalization of $37.47 billion, a price-to-earnings ratio of -351.43, a PEG ratio of 5.44 and a beta of 3.11.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, topping the consensus estimate of $0.25 by $0.20. The company had revenue of $777.68 million during the quarter, compared to analysts’ expectations of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The business’s quarterly revenue was up 35.9% on a year-over-year basis. 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. As a group, analysts anticipate that Bloom Energy will post -0.23 earnings per share for the current fiscal year.

Insider Activity at Bloom Energy

In other news, Director Gary S. Pinkus sold 1,250 shares of the stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $165.80, for a total value of $207,250.00. Following the completion of the sale, the director owned 4,149 shares of the company’s stock, valued at approximately $687,904.20. This represents a 23.15% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Aman Joshi sold 19,944 shares of the firm’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $154.85, for a total transaction of $3,088,328.40. Following the completion of the transaction, the insider directly owned 190,521 shares of the company’s stock, valued at $29,502,176.85. This represents a 9.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 370,092 shares of company stock worth $61,365,925. Insiders own 3.60% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the company. Graticule Asia Macro Advisors LLC acquired a new stake in Bloom Energy in the 3rd quarter valued at about $402,494,000. Brooklands Fund Management Ltd acquired a new position in Bloom Energy during the fourth quarter worth approximately $347,560,000. Trivest Advisors Ltd increased its position in Bloom Energy by 1,461.6% during the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock worth $289,229,000 after buying an additional 3,201,000 shares during the last quarter. Norges Bank bought a new stake in Bloom Energy in the fourth quarter valued at approximately $239,683,000. Finally, Amundi raised its stake in Bloom Energy by 390.7% in the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after buying an additional 2,511,426 shares during the period. 77.04% of the stock is currently owned by institutional investors and hedge funds.

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.