Brokerages Set Bloom Energy Corporation (NYSE:BE) Target Price at $254.14

24 Sep 2026, 09:00 by Mitch Edgeman · The Markets Daily

Shares of Bloom Energy Corporation (NYSE:BE – Get Free Report) have been given an average rating of “Moderate Buy” by the twenty-six ratings firms that are presently covering the firm, Marketbeat reports. One equities research analyst has rated the stock with a sell recommendation, twelve have assigned a hold recommendation, ten have given a buy recommendation and three have assigned a strong buy recommendation to the company. The average 1 year price target among analysts that have issued ratings on the stock in the last year is $254.1364.

Several analysts recently issued reports on the company. Citigroup reissued a “hold” rating on shares of Bloom Energy in a research note on Thursday, July 16th. Mizuho increased their price objective on shares of Bloom Energy from $242.00 to $351.00 and gave the company an “outperform” rating in a report on Monday, September 14th. Royal Bank Of Canada reiterated an “outperform” rating and set a $335.00 price objective on shares of Bloom Energy in a research report on Wednesday, June 10th. Wall Street Zen raised shares of Bloom Energy from a “hold” rating to a “buy” rating in a report on Sunday, September 6th. Finally, BMO Capital Markets cut their target price on shares of Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a research note on Wednesday, July 29th.

Read Our Latest Stock Analysis on Bloom Energy

Bloom Energy Stock Performance

Shares of NYSE BE opened at $274.99 on Thursday. The firm has a fifty day moving average price of $227.83 and a 200-day moving average price of $232.32. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. The stock has a market cap of $80.99 billion, a PE ratio of 366.65, a price-to-earnings-growth ratio of 3.54 and a beta of 3.80. Bloom Energy has a 1 year low of $61.37 and a 1 year high of $351.28.

Bloom Energy (NYSE:BE – Get Free Report) last issued its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, topping the consensus estimate 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 the consensus estimate of $826.13 million. During the same quarter in the prior year, the firm posted $0.10 EPS. Bloom Energy’s quarterly revenue 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. Equities analysts anticipate that Bloom Energy will post 2.06 earnings per share for the current fiscal year.

Bloom Energy News Summary

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

Positive Sentiment: AI power demand supports the growth story. Morgan Stanley estimates the U.S. could face a roughly 33-gigawatt power shortfall through 2028, highlighting potential demand for Bloom’s behind-the-meter solid-oxide fuel-cell systems and other onsite generation solutions. Morgan Stanley Sees a 33-GW AI Power Shortfall
Positive Sentiment: Analyst comparisons continue to favor Bloom. Recent Zacks analyses point to Bloom’s stronger sales outlook, earnings-surprise history, profitability and AI-related growth prospects relative to Plug Power, Fluence Energy, Ballard Power Systems and other energy stocks. FLNC or BE: Which Alternative Energy Stock Is Worth Buying Now?
Positive Sentiment: Strong momentum and market visibility remain supportive. Coverage highlights that Bloom has significantly outperformed clean-energy peers in 2026 and recently joined the S&P 500, potentially increasing institutional awareness and demand for the shares. Bloom Energy Stock Is Up 218% in 2026
Neutral Sentiment: Valuation raises execution risk. Bloom’s shares have surged sharply and trade at a very high earnings multiple, meaning continued appreciation depends on converting AI-data-center demand into sustained revenue and profit growth.
Negative Sentiment: Repeated securities-litigation notices are a near-term overhang. Multiple law firms are soliciting investors ahead of the September 28 lead-plaintiff deadline in a class action covering purchases from February 27, 2025, through July 8, 2026. The allegations reportedly involve disclosures concerning Bloom’s exposure to China-related supply-chain risks. Levi & Korsinsky Bloom Energy Investor Notice

Insider Buying and Selling at Bloom Energy

In other news, insider Satish Chitoori sold 2,870 shares of the firm’s stock in a transaction dated Wednesday, September 16th. The stock was sold at an average price of $270.06, for a total transaction of $775,072.20. Following the completion of the transaction, the insider owned 202,494 shares in the company, valued at $54,685,529.64. This trade represents a 1.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 8,343 shares of Bloom Energy stock in a transaction dated Wednesday, July 1st. The stock was 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 directly owned 163,807 shares in the company, valued at $49,202,708.59. This trade represents a 4.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 89,604 shares of company stock worth $21,948,262. Insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Bloom Energy

Large investors have recently bought and sold shares of the business. Montanova Capital LLC bought a new position in shares of Bloom Energy in the 2nd quarter valued at about $10,231,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in Bloom Energy by 78.3% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock worth $401,849,000 after acquiring an additional 583,135 shares during the last quarter. Militia Capital Management LLC purchased a new stake in Bloom Energy during the first quarter valued at approximately $813,000. Assenagon Asset Management S.A. lifted its stake in shares of Bloom Energy by 3,398.3% in the 2nd quarter. Assenagon Asset Management S.A. now owns 239,877 shares of the company’s stock valued at $72,611,000 after purchasing an additional 233,020 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of Bloom Energy in the 4th quarter worth approximately $239,683,000. Institutional investors own 77.04% of the company’s stock.

About Bloom Energy

(Get Free Report)

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.