Bloom Energy (NYSE:BE) Announces Earnings Results

Bloom Energy (NYSE:BE) issued its quarterly earnings data on Tuesday. The company reported $0.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.41 by $0.37, FiscalAI reports. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The firm had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy updated its FY 2026 guidance to 2.550-2.850 EPS.

Bloom Energy Price Performance

Shares of NYSE BE traded down $20.45 during trading on Tuesday, hitting $167.73. The company had a trading volume of 24,425,118 shares, compared to its average volume of 11,925,535. The stock has a fifty day simple moving average of $269.18 and a two-hundred day simple moving average of $207.93. Bloom Energy has a fifty-two week low of $32.52 and a fifty-two week high of $351.28. The firm has a market capitalization of $47.71 billion, a price-to-earnings ratio of -3,353.85 and a beta of 3.73. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90.

Bloom Energy News Summary

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

• Positive Sentiment: Bloom’s exposure to AI data-center power demand remains a key bullish theme. Its onsite power systems could benefit from data centers’ need for reliable electricity, and analysts see the company’s scalable platform and stronger outlook as advantages over Plug Power. Bloom Energy Rose on AI Data Center Power Demand
• Positive Sentiment: Bloom’s previous quarter showed substantial momentum: revenue increased 130% year over year, earnings exceeded expectations, and management raised its full-year guidance. Those results support the long-term investment case if the company can sustain growth. Bloom Energy Reports Earnings Tuesday
• Neutral Sentiment: Wall Street expects second-quarter revenue to grow roughly 106% and earnings per share to increase more than fourfold. The report and management’s guidance will determine whether those ambitious expectations are met or exceeded. BE Stock Dips Premarket Ahead of Q2 Results
• Negative Sentiment: Investors appear to be locking in profits after Bloom’s stock gained more than 100% during the year and reached a much higher recent valuation. The sharp retreat from its 52-week high reflects concern that excellent results may already be priced in. Why Bloom Energy Shares Are Tanking Ahead of Earnings
• Negative Sentiment: The broader hydrogen and fuel-cell complex is selling off ahead of Bloom’s results, adding sector-level pressure. With elevated volatility and a beta of 3.73, BE is particularly sensitive to profit-taking and changes in risk appetite. Bloom Energy Sinks Ahead of Q2 Report

Analyst Ratings Changes

BE has been the subject of a number of recent analyst reports. Sanford C. Bernstein assumed coverage on Bloom Energy in a research report on Tuesday, June 16th. They issued a “market perform” rating and a $276.00 price objective for the company. JPMorgan Chase & Co. upped their price target on shares of Bloom Energy from $267.00 to $346.00 and gave the company an “overweight” rating in a research note on Tuesday, July 21st. Morgan Stanley reaffirmed an “overweight” rating and issued a $310.00 price target on shares of Bloom Energy in a report on Wednesday, April 29th. Citigroup reiterated a “hold” rating on shares of Bloom Energy in a research note on Thursday, July 16th. Finally, Barclays boosted their price objective on shares of Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a report on Tuesday, June 23rd. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Bloom Energy presently has a consensus rating of “Hold” and a consensus target price of $254.00.

Insider Activity

In related news, Director John T. Chambers sold 55,000 shares of the business’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $297.69, for a total transaction of $16,372,950.00. Following the transaction, the director directly owned 238,333 shares in the company, valued at approximately $70,949,350.77. The trade was a 18.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, insider Aman Joshi sold 8,343 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $300.37, for a total value of $2,505,986.91. Following the completion of the sale, the insider owned 163,807 shares of the company’s stock, valued at $49,202,708.59. This trade represents a 4.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 153,617 shares of company stock worth $44,003,909. Company insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Bloom Energy

Hedge funds and other institutional investors have recently bought and sold shares of the company. Caitong International Asset Management Co. Ltd purchased a new position in Bloom Energy during the fourth quarter worth about $28,000. McMillan Office Inc. purchased a new position in shares of Bloom Energy during the 4th quarter worth $37,000. Kemnay Advisory Services Inc. purchased a new position in shares of Bloom Energy during the 4th quarter worth $49,000. UMB Bank n.a. acquired a new stake in shares of Bloom Energy during the 4th quarter worth about $61,000. Finally, Gen Wealth Partners Inc increased its position in shares of Bloom Energy by 1,532.6% during the 4th quarter. Gen Wealth Partners Inc now owns 702 shares of the company’s stock worth $61,000 after purchasing an additional 659 shares during the last quarter. 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.