Wall Street Zen Upgrades Bloom Energy (NYSE:BE) to Buy

Bloom Energy (NYSE:BE) was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a report issued on Sunday, Wall Street Zen reports.

A number of other equities analysts have also issued reports on BE. Citigroup reaffirmed a “hold” rating on shares of Bloom Energy in a research note on Thursday, July 16th. Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, July 21st. Wells Fargo & Company cut their price objective on Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating for the company in a report on Thursday, July 30th. TD Cowen reaffirmed a “hold” rating and set a $235.00 target price on shares of Bloom Energy in a research note on Monday, July 20th. Finally, Barclays lifted their target price on Bloom Energy from $254.00 to $276.00 and gave the stock an “equal weight” rating in a report on Tuesday, June 23rd. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $249.18.

Bloom Energy Stock Down 0.0%

Bloom Energy stock opened at $252.84 on Friday. Bloom Energy has a 52 week low of $52.00 and a 52 week high of $351.28. The stock has a market cap of $74.47 billion, a price-to-earnings ratio of 337.12, a PEG ratio of 3.46 and a beta of 3.80. The company’s 50-day moving average price is $226.44 and its two-hundred day moving average price is $223.11. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The company had revenue of $1.07 billion during the quarter, compared to analyst estimates of $826.13 million. During the same period in the prior year, the business posted $0.10 EPS. The business’s revenue for the quarter was up 165.5% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, analysts expect that Bloom Energy will post 1.92 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, insider Aman Joshi sold 8,343 shares of Bloom Energy 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 transaction, the insider directly 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 transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Shawn Soderberg sold 2,895 shares of the company’s stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $233.60, for a total transaction of $676,272.00. Following the completion of the sale, the insider owned 129,370 shares of the company’s stock, valued at approximately $30,220,832. This trade represents a 2.19% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 89,464 shares of company stock valued at $22,131,255 over the last 90 days. 3.00% of the stock is owned by corporate insiders.

Institutional Trading of Bloom Energy

Hedge funds have recently modified their holdings of the business. Bayforest Capital Ltd purchased a new position in shares of Bloom Energy during the first quarter valued at $2,055,000. AQR Capital Management LLC purchased a new stake in shares of Bloom Energy in the first quarter worth approximately $1,820,000. NewEdge Advisors LLC grew its position in 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 purchasing an additional 1,626 shares in the last quarter. Goldman Sachs Group Inc. increased its stake in Bloom Energy by 50.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after buying an additional 836,810 shares during the period. Finally, Focus Partners Wealth increased its stake in Bloom Energy by 30.7% in the 1st quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock valued at $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.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: S&P 500 inclusion: Bloom Energy’s addition to the flagship index is expected to increase visibility and potentially generate buying from index-tracking funds. The announcement was associated with a reported surge in the shares. Bloom Energy Stock Surges 7% Following S&P 500 Index Addition Announcement
• Positive Sentiment: Bullish analyst view: A recent rating upgrade cited accelerating growth, stronger institutional demand, S&P 500 inclusion, raised 2026 revenue guidance of approximately $4.1 billion and an expected 21% operating margin. The stock has also gained substantially since a reported late-July purchase by Paul Pelosi, reinforcing investor interest in its artificial-intelligence power exposure. Bloom Energy Just Won Another Catalyst
• Neutral Sentiment: Investor attention remains elevated: Other coverage highlights Bloom Energy among industrial stocks to watch, but these items do not provide a specific new operating or financial catalyst.
• Negative Sentiment: Multiple securities lawsuits: Several law firms—including Glancy Prongay, Faruqi & Faruqi, Bronstein Gewirtz & Grossman, SBS and Rosen—are soliciting investors for a federal class action alleging securities-law violations. Investors who acquired BE securities between February 27, 2025 and July 8, 2026 are being reminded of a September 28, 2026 lead-plaintiff deadline. The allegations have not been proven, but the litigation could create legal costs, reputational damage and uncertainty around prior company disclosures. Bloom Energy Securities Fraud Lawsuit Deadline Alert

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.