Bloom Energy (NYSE:BE) Insider Sells $4,491,664.92 in Stock

Bloom Energy Corporation (NYSE:BE) insider Shawn Marie Soderberg sold 25,244 shares of Bloom Energy stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $177.93, for a total transaction of $4,491,664.92. Following the sale, the insider directly owned 227,048 shares in the company, valued at $40,398,650.64. The trade was a 10.01% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website.

Shawn Marie Soderberg also recently made the following trade(s):

• On Wednesday, February 25th, Shawn Marie Soderberg sold 20,000 shares of Bloom Energy stock. The stock was sold at an average price of $180.00, for a total value of $3,600,000.00.
• On Tuesday, February 17th, Shawn Marie Soderberg sold 3,332 shares of Bloom Energy stock. The shares were sold at an average price of $139.56, for a total value of $465,013.92.

Bloom Energy Stock Down 7.8%

BE traded down $13.08 during trading on Friday, reaching $155.49. The stock had a trading volume of 11,495,615 shares, compared to its average volume of 11,140,961. The stock’s 50 day moving average is $134.81 and its two-hundred day moving average is $104.80. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. The company has a market capitalization of $43.62 billion, a price-to-earnings ratio of -409.18, a P/E/G ratio of 6.88 and a beta of 3.07. Bloom Energy Corporation has a one year low of $15.15 and a one year high of $180.90.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. The business had revenue of $777.68 million for the quarter, compared to analysts’ expectations of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The business’s revenue was up 35.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, analysts expect that Bloom Energy Corporation will post -0.23 earnings per share for the current year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. WPG Advisers LLC increased its holdings in Bloom Energy by 26.4% during the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after purchasing an additional 67 shares during the period. Hantz Financial Services Inc. grew its position in shares of Bloom Energy by 45.5% during the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after buying an additional 100 shares in the last quarter. Caitong International Asset Management Co. Ltd bought a new position in shares of Bloom Energy during the 4th quarter worth $28,000. N.E.W. Advisory Services LLC bought a new stake in shares of Bloom Energy in the third quarter valued at about $32,000. Finally, Fifth Third Bancorp bought a new stake in shares of Bloom Energy in the third quarter valued at about $32,000. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Analyst Upgrades and Downgrades

BE has been the topic of a number of recent analyst reports. BMO Capital Markets increased their price target on Bloom Energy to $149.00 and gave the stock a “market perform” rating in a research note on Friday, February 6th. Mizuho upped their price objective on Bloom Energy to $110.00 and gave the stock a “neutral” rating in a research note on Monday, February 9th. Evercore reissued an “outperform” rating and set a $179.00 target price on shares of Bloom Energy in a research note on Friday, February 6th. Zacks Research upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Friday, February 6th. Finally, UBS Group reaffirmed a “buy” rating and set a $170.00 price objective on shares of Bloom Energy in a report on Friday, February 6th. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $131.87.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Brookfield partnership: Bloom and Brookfield announced a program worth up to $5 billion to deploy Bloom’s fuel‑cell systems for AI data centers and factories — a material commercial validation that supports future revenue growth tied to high‑density AI power demand. Bloom-Brookfield Deal
• Positive Sentiment: Backlog and guidance: Management has reported a large backlog (product backlog and total backlog figures cited) and set aggressive FY‑2026 revenue and margin targets, supporting the growth narrative for enterprise and AI customers. Those operational metrics justify investor optimism over medium‑term earnings expansion. Backlog & Guidance
• Positive Sentiment: Momentum and performance: BE has outpaced peers YTD and is up substantially over the past year as investors rotate into clean‑power and AI infrastructure plays, attracting momentum flows. Zacks YTD Note
• Neutral Sentiment: High‑profile commentary: Jim Cramer reiterated the stock’s volatility but said he’d feel more comfortable recommending BE after a pullback — publicity that raises awareness but is not an immediate catalyst. Cramer Comment
• Neutral Sentiment: Citi initiation: Citi initiated coverage with a neutral rating and a $162 target, signaling that some sell‑side desks view the stock as fairly valued near current levels — which can cap near‑term upside after the run. Citi Initiation
• Neutral Sentiment: Peer comparison: Analysts note Bloom outperforms peers like FuelCell Energy on earnings growth and ROIC but trades at a steep premium — a mixed signal for investors weighing growth vs. price. BE vs FCEL
• Negative Sentiment: Insider selling: CEO Kr Sridhar sold 200,000 shares (~$34M) on Feb. 24, reducing his stake — a high‑profile sale that often triggers short‑term profit taking and can pressure the stock. SEC Filing
• Negative Sentiment: Valuation risk: Multiple analysis pieces warn the stock may be “priced for perfection” — expensive multiples and high execution expectations are prompting some investors to lock in gains after the rally. Valuation Note

Bloom Energy Company Profile

Bloom Energy is a clean energy technology company that designs, manufactures and deploys solid oxide fuel cell systems for on-site power generation. Its flagship product, the Bloom Energy Server, converts natural gas, biogas or hydrogen into electricity through an electrochemical reaction, offering customers a reliable, low-carbon alternative to grid power. The company also provides a suite of services that includes system installation, remote monitoring and preventative maintenance to ensure long-term performance and uptime.

Founded in 2001 by Dr.