Bloom Energy rises as Wall Street refocuses on AI data-center power demand and fresh analyst coverage

Bloom Energy (BE) is up 6.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears to be driven by renewed momentum around Bloom’s “behind-the-meter” power story for AI data centers, helped by fresh sell-side coverage and continued digestion of its strong Q4 results and 2026 outlook. Investors have also been revisiting the company’s large, multi-year commercial frameworks that could translate into sizable deployments over time.

Details:

A major bank initiated coverage recently with a Neutral stance and a price target near the current trading range, validating the scale of demand while framing valuation as the main debate.

Bloom’s latest quarterly report delivered a sizable EPS and revenue beat and included 2026 guidance calling for materially higher revenue and profitability, reinforcing the near-term growth narrative.

The company previously announced a strategic partnership framework with Brookfield to deploy Bloom fuel cells for AI infrastructure, positioning Bloom as a preferred onsite power provider for these projects.

Brookfield Infrastructure Partners discussed early projects under its Bloom framework agreement, including a completed U.S. data-center installation and additional projects with long-dated contract terms.

Sources:

Bloom Energy, Brookfield Infrastructure Partners, MarketBeat, Insider Monkey

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$BE Insider Trading Activity

$BE insiders have traded $BE stock on the open market 22 times in the past 6 months. Of those trades, 0 have been purchases and 22 have been sales.

Here’s a breakdown of recent trading of $BE stock by insiders over the last 6 months:

KR SRIDHAR (Chairman & CEO) sold 200,000 shares for an estimated $34,000,000
SHAWN MARIE SODERBERG (See Remarks) has made 0 purchases and 6 sales selling 89,558 shares for an estimated $14,190,209.
MARY K BUSH sold 36,000 shares for an estimated $5,141,520
AMAN JOSHI (Chief Commercial Officer) has made 0 purchases and 4 sales selling 33,289 shares for an estimated $4,242,505.
JIM H. SNABE sold 20,000 shares for an estimated $2,860,800
EDDY ZERVIGON sold 20,000 shares for an estimated $2,825,600
MACIEJ KURZYMSKI (See Remarks) has made 0 purchases and 3 sales selling 18,843 shares for an estimated $2,344,912.
SATISH CHITOORI (Chief Operations Officer) has made 0 purchases and 4 sales selling 4,437 shares for an estimated $495,432.
GARY S PINKUS sold 1,250 shares for an estimated $207,250

To track insider transactions, check out Quiver Quantitative’s insider trading dashboard.

$BE Hedge Fund Activity

We have seen 487 institutional investors add shares of $BE stock to their portfolio, and 326 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

SITUATIONAL AWARENESS LP added 10,076,022 shares (+inf%) to their portfolio in Q4 2025, for an estimated $875,505,551
UBS GROUP AG removed 5,354,383 shares (-66.6%) from their portfolio in Q4 2025, for an estimated $465,242,338
BLACKROCK, INC. added 3,485,896 shares (+16.9%) to their portfolio in Q4 2025, for an estimated $302,889,503
WHALE ROCK CAPITAL MANAGEMENT LLC removed 3,341,350 shares (-71.4%) from their portfolio in Q4 2025, for an estimated $290,329,901
D. E. SHAW & CO., INC. removed 3,019,601 shares (-25.6%) from their portfolio in Q4 2025, for an estimated $262,373,130
AMUNDI added 2,571,426 shares (+441.2%) to their portfolio in Q4 2025, for an estimated $223,431,205
TRIVEST ADVISORS LTD removed 2,295,000 shares (-67.1%) from their portfolio in Q4 2025, for an estimated $199,412,550

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard.

$BE Congressional Stock Trading

Members of Congress have traded $BE stock 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $BE stock by members of Congress over the last 6 months:

To track congressional stock trading, check out Quiver Quantitative’s congressional trading dashboard.

$BE Analyst Ratings

Wall Street analysts have issued reports on $BE in the last several months. We have seen 9 firms issue buy ratings on the stock, and 2 firms issue sell ratings.

Here are some recent analyst ratings:

China Renaissance issued a “Buy” rating on 01/28/2026
B of A Securities issued a “Underperform” rating on 11/25/2025
Morgan Stanley issued a “Overweight” rating on 10/30/2025
HSBC issued a “Buy” rating on 10/29/2025
Susquehanna issued a “Positive” rating on 10/29/2025
BTIG issued a “Buy” rating on 10/29/2025
UBS issued a “Buy” rating on 10/14/2025

To track analyst ratings and price targets for $BE, check out Quiver Quantitative’s $BE forecast page.

$BE Price Targets

Multiple analysts have issued price targets for $BE recently. We have seen 18 analysts offer price targets for $BE in the last 6 months, with a median target of $141.0.

Here are some recent targets:

Vikram Bagri from Citigroup set a target price of $162.0 on 02/24/2026
Maheep Mandloi from Mizuho set a target price of $110.0 on 02/09/2026
Mark Strouse from JP Morgan set a target price of $166.0 on 02/06/2026
Gregory Lewis from BTIG set a target price of $165.0 on 02/06/2026
Ameet Thakkar from BMO Capital set a target price of $149.0 on 02/06/2026
Stephen Byrd from Morgan Stanley set a target price of $184.0 on 02/06/2026
Michael Blum from Wells Fargo set a target price of $130.0 on 02/06/2026

This article is not financial advice. See Quiver Quantitative’s disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.