Royal Bank Of Canada Reaffirms Outperform Rating for Bloom Energy (NYSE:BE)

Bloom Energy (NYSE:BE)‘s stock had its “outperform” rating reissued by Royal Bank Of Canada in a research report issued to clients and investors on Monday, Marketbeat reports. They presently have a $335.00 price objective on the stock. Royal Bank Of Canada’s price objective points to a potential upside of 27.43% from the stock’s previous close.

Several other equities analysts also recently weighed in on BE. Barclays lifted their target price on Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a research report on Tuesday, June 23rd. Mizuho raised their target price on shares of Bloom Energy from $242.00 to $351.00 and gave the stock an “outperform” rating in a research note on Monday, September 14th. TD Cowen reissued a “hold” rating and issued a $235.00 price objective on shares of Bloom Energy in a research note on Monday, July 20th. UBS Group restated a “buy” rating and set a $325.00 target price on shares of Bloom Energy in a research note on Monday, September 7th. Finally, Truist Financial lowered their price objective on Bloom Energy from $250.00 to $218.00 and set a “hold” rating on the stock in a research report on Wednesday, July 29th. Three research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Bloom Energy currently has a consensus rating of “Moderate Buy” and an average target price of $254.14.

Bloom Energy Stock Down 8.9%

BE stock opened at $262.89 on Monday. The business’s 50-day moving average is $231.84 and its two-hundred day moving average is $234.98. The company has a market cap of $77.43 billion, a price-to-earnings ratio of 350.52, a P/E/G ratio of 3.69 and a beta of 3.80. Bloom Energy has a fifty-two week low of $70.89 and a fifty-two week high of $351.28. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09.

Bloom Energy (NYSE:BE) last announced its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating 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 analyst estimates of $826.13 million. During the same period in the previous year, the business posted $0.10 earnings per share. The firm’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. As a group, analysts forecast that Bloom Energy will post 2.06 earnings per share for the current year.

Insider Activity at Bloom Energy

In related news, insider Satish Chitoori sold 2,870 shares of the stock in a transaction dated Wednesday, September 16th. The shares were sold at an average price of $270.06, for a total value of $775,072.20. Following the completion of the transaction, the insider owned 202,494 shares of the company’s stock, valued at approximately $54,685,529.64. This trade represents a 1.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shawn Soderberg sold 2,870 shares of the firm’s stock in a transaction that occurred on Wednesday, September 16th. The shares were sold at an average price of $270.07, for a total value of $775,100.90. Following the completion of the sale, the insider directly owned 126,500 shares of the company’s stock, valued at $34,163,855. The trade was a 2.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 89,604 shares of company stock valued at $21,948,262 over the last quarter. 3.00% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Bloom Energy

Several hedge funds and other institutional investors have recently made changes to their positions in BE. Montanova Capital LLC purchased a new stake in shares of Bloom Energy in the 2nd quarter worth approximately $10,231,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings 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 valued at $401,849,000 after buying an additional 583,135 shares during the period. Militia Capital Management LLC purchased a new position in Bloom Energy during the first quarter valued at approximately $813,000. Norges Bank bought a new position in Bloom Energy in the fourth quarter worth approximately $239,683,000. Finally, Assenagon Asset Management S.A. raised its stake in Bloom Energy by 3,398.3% in the second quarter. Assenagon Asset Management S.A. now owns 239,877 shares of the company’s stock worth $72,611,000 after buying an additional 233,020 shares in the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Key Bloom Energy News

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

• Positive Sentiment: Analyst support remains strong. RBC reiterated its Outperform rating and maintained a $335 price target, citing demand indicators such as Bloom’s new Fremont facility. The target implies substantial upside from recent levels. RBC reiterates Outperform rating
• Positive Sentiment: AI data-center demand is the core bullish catalyst. Bloom’s 800-volt direct-current architecture could reduce capital costs by an estimated $3.6 billion for a 1-gigawatt project, potentially strengthening its position as data centers face power shortages. Bloom Energy AI power infrastructure analysis
• Positive Sentiment: Recent fundamentals improved materially. Bloom reported record quarterly revenue of $1.07 billion, up 165.5% year over year, while adjusted earnings of $0.78 per share exceeded consensus. Improved margins and operating cash flow support the view that growth is becoming more profitable.
• Neutral Sentiment: Bloom’s visibility is improving, but expectations are elevated. The company has become a prominent AI infrastructure stock after rising roughly ninefold since July 2025 and recently joined the S&P 500. A new Philadelphia 76ers jersey sponsorship may raise brand awareness but is unlikely to materially affect near-term earnings. Bloom Energy 76ers sponsorship
• Negative Sentiment: Valuation and momentum are pressuring the stock. Analysts note that BE is valued at approximately 59–66 times projected 2027 earnings, leaving limited room for execution disappointments. Shares fell sharply as the broader fuel-cell group cooled and investors unwound part of the recent run-up. Bloom Energy fuel-cell sector pullback
• Negative Sentiment: Multiple securities-fraud law firms publicized a class action against Bloom Energy. The litigation and related lead-plaintiff deadline add headline and potential legal risks, although the allegations have not been adjudicated. Bloom Energy securities class action

Bloom Energy Company Profile

Bloom Energy Corporation (NYSE: BE) develops and manufactures energy-generation and hydrogen technologies. Its primary product is the Bloom Energy Server, a solid-oxide fuel cell system designed to produce electricity onsite from fuels such as natural gas, biogas and hydrogen. The company’s distributed-generation systems are intended to provide reliable, low-emission power for commercial and industrial facilities, data centers, utilities and other large energy users.

Bloom Energy also produces electrolyzers that use electricity to separate water into hydrogen and oxygen.