Twenty-six research analysts covering Bloom Energy have issued a consensus recommendation of Hold. Three analysts rate the stock as Sell, twelve as Hold, ten as Buy and one as Strong Buy. The average 12-month price target across these brokerages stands at 96.00, with individual objectives ranging from 68.00 to 136.00. Notable updates include BMO Capital Markets setting a 136.00 objective, TD Cowen raising its target to 105.00 with a Hold rating, and Truist Financial maintaining a 68.00 target. Zacks Research downgraded its view from Strong Buy to Hold on November 3.

In its most recent quarter, Bloom Energy reported earnings per share of 0.15, beating consensus estimates by 0.07. Revenue reached 519.05 million, up 57.1% year-over-year and surpassing expectations by nearly 94 million. The company achieved a return on equity of 8.74% and a net margin of 0.84%, driven by gross margin above 33%. Balance sheet metrics remain robust, with a current ratio of 4.40, quick ratio of 2.88 and a debt-to-equity ratio of 1.98. Bloom’s market capitalization is 31.68 billion, the stock carries a beta of 3.01, and valuation multiples include a trailing P/E of 676.89 and a PEG ratio of 10.26.

Insiders have sold 120,410 shares valued at 16.56 million over the past 90 days, including a 20,000-share sale by Director Jim H. Snabe at an average price of 143.04 and a 1,583-share sale by Shawn Marie Soderberg at 105.97. Insiders currently hold 3.60% of outstanding shares. Hedge funds and institutional investors own 77.04% of the float. Recent position changes include new stakes by Bayforest Capital (2.055 million) and AQR Capital (1.82 million), a 674.7% increase by NewEdge Advisors to 1,867 shares, and a 50.3% boost by Goldman Sachs to 2,498,840 shares valued at 49.13 million. Caxton Associates also established a new position worth 384,000 in the first quarter.