Bloom Energy Corp Rises 5.28% on Strong Institutional Interest
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 24 2025
0mins
Should l Buy BE?
Bloom Energy Corp shares increased by 5.28% during regular trading, reaching a 5-day high. The stock's performance is attributed to a significant rise in institutional ownership and favorable options activity.
B of A Securities maintained an 'Underperform' rating but noted a projected price target of $107.83, indicating potential upside. Institutional interest has surged, with a 33.78% increase in ownership over the last quarter, highlighting growing confidence in the company's future.
The options market also reflects investor sentiment, with attractive put and call contracts available. This combination of factors suggests a bullish outlook for Bloom Energy, despite the mixed analyst ratings.
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Analyst Views on BE
Wall Street analysts forecast BE stock price to fall
19 Analyst Rating
8 Buy
9 Hold
2 Sell
Moderate Buy
Current: 168.570
Low
71.00
Averages
142.89
High
184.00
Current: 168.570
Low
71.00
Averages
142.89
High
184.00
About BE
Bloom Energy Corporation is engaged in stationary fuel cell power generation by market share. The Company provides distributed energy technology solutions to customers. The Company manufactures advanced and versatile fuel cell energy platforms, supporting the commercial availability of two products: the Bloom Energy Server for generating electricity and the Bloom Electrolyzer for producing hydrogen. With approximately 1.4 gigawatts (GW) of Energy Server systems deployed in more than 1,000 locations and nine countries. Its solid oxide fuel cell technology platform is the foundation for its Energy Server system and Bloom Electrolyzer. The Bloom Energy Server system is designed to deliver reliable, resilient, clean and affordable energy for utilities and organizations alike. Its Energy Server system is designed to deliver reliable electricity. The Bloom Electrolyzer is designed to provide hydrogen solutions based on the same solid oxide platform as its Energy Server systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Revenue Growth Potential: Citi analyst Vikram Bagri highlighted that Bloom Energy's purpose-built solutions for meeting global power demand are expected to drive a revenue compound annual growth rate (CAGR) exceeding 40% through 2030, showcasing its competitiveness in a rapidly growing market.
- Market Share Analysis: Bagri anticipates that annual power demand in the data center market will grow by 14-21 GW by 2030, with Bloom Energy expected to capture less than 10% of this market, suggesting significant growth opportunities for the company.
- Risk Assessment: Despite a strong fundamental setup, Bagri rated Bloom Energy as Neutral/High Risk, stating that the stock appears fairly priced and advising investors to wait for a better entry point or evidence of improved market share from competing solutions.
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- Revenue Growth: The company reported approximately $2 billion in full-year revenue for 2025, a 37% increase from the previous year, and generated positive cash flow for the second consecutive year, indicating strong growth potential in the market.
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- Gold Investment Strategy: Ray Dalio's Marino Management disclosed a $438.5 million position in SPDR Gold Trust, comprising nearly 90% of its portfolio, emphasizing the importance of gold as an effective asset diversification tool.
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- Strong Market Performance: Bloom Energy shares rose approximately 5% today, significantly outperforming the Industrials sector's 1.26% gain, indicating strong investor confidence in its growth potential within the industry.
- Remarkable Yearly Gains: Over the past year, Bloom Energy's stock has skyrocketed by 644.10%, currently trading at $169.55, just below its 52-week high of $176.49, showcasing robust bullish momentum.
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See More
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- Market Performance: Bloom Energy (BE) surged 6.5% in Wednesday's trading to reach an all-time high, despite Citi initiating coverage with a Neutral rating and a $162 price target, indicating market recognition of its potential in the data center sector.
- Revenue Growth Potential: Citi analyst Vikram Bagri highlighted that Bloom Energy's purpose-built solutions for meeting global power demand are expected to drive a revenue compound annual growth rate (CAGR) exceeding 40% through 2030, showcasing its competitiveness in a rapidly growing market.
- Market Share Analysis: Bagri anticipates that annual power demand in the data center market will grow by 14-21 GW by 2030, with Bloom Energy expected to capture less than 10% of this market, suggesting significant growth opportunities for the company.
- Risk Assessment: Despite a strong fundamental setup, Bagri rated Bloom Energy as Neutral/High Risk, stating that the stock appears fairly priced and advising investors to wait for a better entry point or evidence of improved market share from competing solutions.
See More
Trump Pushes Energy Commitment from Data Centers
- Political Commitment: In his State of the Union address, Trump mentioned securing a pledge from major tech companies to supply power for data centers, although details remain unclear, this could impact future electricity supply and cost structures.
- Growing Power Demand: NextEra Energy plans to build 15 gigawatts of new power capacity to meet data center demands, indicating a shift towards gas generation while emphasizing renewable energy, reflecting changing policy directions.
- Market Dynamics: With accelerated data center construction, the U.S. is expected to face a net negative power supply by 2029, tightening the electricity market and boosting market share for independent power producers.
- Investment Opportunities: Wells Fargo has named Constellation Energy as its top pick among independent power producers, projecting a 40% stock price increase, while other independent producers like NRG and Talen are also viewed positively, indicating optimistic sentiment towards data center-related investments.
See More
Bloom Energy Stock Surges 600% Amid AI Demand
- Stock Performance: Bloom Energy's stock has had a strong start in 2026, rising 62% year-to-date and over 600% since February of last year, reflecting robust market demand for its clean energy solutions.
- Market Demand: With the surging need for clean, continuous power by AI data centers, Bloom's solid oxide fuel cells have quickly emerged as a solution, attracting numerous clients including Oracle and Equinix.
- Revenue Growth: The company reported approximately $2 billion in full-year revenue for 2025, a 37% increase from the previous year, and generated positive cash flow for the second consecutive year, indicating strong growth potential in the market.
- Strategic Partnerships: Bloom has inked a $5 billion deal with Brookfield to deploy up to 1 gigawatt of fuel cells for data centers and
See More
Ultra-Wealthy Investors' 2025 Investment Overview
- Portfolio Dynamics: Leon Cooperman's Omega Advisors increased its stake in Manchester United to $46.5 million, indicating a sustained interest in the sports industry despite the passive nature of the investment.
- Major Investment Moves: Omega Advisors also acquired over $375 million in shares of mortgage lender Rocket Companies, making it the firm's largest holding valued at nearly $407 million, reflecting confidence in the real estate market.
- Tech Stock Performance: David Tepper's Appaloosa tripled its investment in Micron to $428.1 million, making it the firm's top holding, as Micron's stock surged approximately 50% since the start of 2026, showcasing optimism in the semiconductor sector.
- Gold Investment Strategy: Ray Dalio's Marino Management disclosed a $438.5 million position in SPDR Gold Trust, constituting nearly 90% of its portfolio, highlighting the emphasis on gold as an effective asset diversification tool.
See More
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- Portfolio Dynamics: Billionaire Leon Cooperman's Omega Advisors increased its stake in Manchester United to $46.5 million, indicating confidence in the sports industry despite the 5.2% holding being a passive investment.
- Major Position Changes: Omega Advisors also invested over $375 million in mortgage lender Rocket Companies, making it the firm's largest holding valued at nearly $407 million, reflecting optimism in the real estate market.
- Tech Stock Performance: David Tepper's Appaloosa tripled its investment in Micron to $428.1 million, making it the firm's top holding, with Micron's stock surging approximately 50% since the start of 2026, showcasing strong confidence in the semiconductor sector.
- Gold Investment Strategy: Ray Dalio's Marino Management disclosed a $438.5 million position in SPDR Gold Trust, comprising nearly 90% of its portfolio, emphasizing the importance of gold as an effective asset diversification tool.
See More
Bloom Energy Shares Surge Following Citigroup's Neutral Rating Initiation
- Analyst Rating Initiation: Citigroup analyst Vikram Bagri initiated coverage on Bloom Energy with a Neutral rating and a price target of $162, which, despite being neutral, has led to a positive market reaction and a surge in share price.
- Strong Market Performance: Bloom Energy shares rose approximately 5% today, significantly outperforming the Industrials sector's 1.26% gain, indicating strong investor confidence in its growth potential within the industry.
- Remarkable Yearly Gains: Over the past year, Bloom Energy's stock has skyrocketed by 644.10%, currently trading at $169.55, just below its 52-week high of $176.49, showcasing robust bullish momentum.
- Technical Indicator Analysis: While Bloom Energy's RSI stands at 56.95, indicating neutral momentum, the MACD is below the signal line, suggesting potential short-term pullbacks, prompting investors to remain vigilant regarding market trends.
See More
