Bloom Energy jumps as investors revisit upbeat 2026 outlook and data-center power demand theme

Bloom Energy Corporation (BE) is up 6.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to continued investor digestion of Bloom’s recent quarterly results and sharply higher 2026 guidance, alongside follow-through from multiple analyst price-target increases in the days after earnings. With the stock heavily associated with behind-the-meter power for AI/data centers, broader enthusiasm around accelerating data-center buildouts may also be adding a tailwind.

Details:

Bloom recently reported quarterly results that beat expectations and paired them with a notably higher 2026 outlook, including revenue guidance of roughly $3.1–$3.3 billion and EPS guidance of about $1.33–$1.48.

Several Wall Street firms raised price targets shortly after the report, helping reinforce the market’s focus on Bloom’s growth trajectory and margin expansion narrative.

Investors continue to price Bloom as a leveraged beneficiary of fast-deployable, on-site generation for data centers, where grid interconnection timelines remain a constraint.

This could also be a momentum-driven rebound after recent volatility, with incremental buyers stepping in as the market revisits the post-earnings bull case.

Sources:

Bloom Energy (Investor Relations / earnings materials)

MarketBeat

GuruFocus

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 21 times in the past 6 months. Of those trades, 0 have been purchases and 21 have been sales.

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

KR SRIDHAR (Chairman & CEO) has made 0 purchases and 5 sales selling 256,955 shares for an estimated $13,043,227.
SHAWN MARIE SODERBERG (See Remarks) has made 0 purchases and 4 sales selling 65,982 shares for an estimated $6,933,531.
MARY K BUSH sold 36,000 shares for an estimated $5,141,520
EDDY ZERVIGON has made 0 purchases and 2 sales selling 30,000 shares for an estimated $3,311,800.
JIM H. SNABE sold 20,000 shares for an estimated $2,860,800
MACIEJ KURZYMSKI (See Remarks) has made 0 purchases and 3 sales selling 18,843 shares for an estimated $2,344,912.
AMAN JOSHI (Chief Commercial Officer) has made 0 purchases and 2 sales selling 19,543 shares for an estimated $1,962,777.
SATISH CHITOORI (Chief Operations Officer) has made 0 purchases and 3 sales selling 2,916 shares for an estimated $283,450.

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

$BE Hedge Fund Activity

We have seen 477 institutional investors add shares of $BE stock to their portfolio, and 314 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
D. E. SHAW & CO., INC. added 5,841,321 shares (+97.7%) to their portfolio in Q3 2025, for an estimated $494,000,516
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 added 2,650,524 shares (+130.5%) to their portfolio in Q3 2025, for an estimated $224,154,814
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:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 4 purchases worth up to $60,000 on 01/30, 11/18, 10/17, 09/26 and 1 sale worth up to $15,000 on 12/24.

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 $131.5.

Here are some recent targets:

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
Ameet Thakkar from BMO Capital set a target price of $149.0 on 02/06/2026
Michael Blum from Wells Fargo set a target price of $130.0 on 02/06/2026
Stephen Byrd from Morgan Stanley set a target price of $184.0 on 02/06/2026
Gregory Lewis from BTIG set a target price of $165.0 on 02/06/2026
Chip Moore from Roth Capital set a target price of $133.0 on 02/03/2026

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.