Maciej Kurzymski Sells 7,800 Shares of Bloom Energy (NYSE:BE) Stock

Bloom Energy Corporation (NYSE:BE) insider Maciej Kurzymski sold 7,800 shares of the stock in a transaction on Monday, March 16th. The stock was sold at an average price of $151.85, for a total transaction of $1,184,430.00. Following the sale, the insider owned 84,294 shares of the company’s stock, valued at approximately $12,800,043.90. This represents a 8.47% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.

Bloom Energy Trading Down 2.1%

NYSE BE opened at $156.65 on Thursday. The firm’s fifty day moving average is $150.92 and its two-hundred day moving average is $115.07. Bloom Energy Corporation has a one year low of $15.15 and a one year high of $180.90. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. The firm has a market cap of $43.95 billion, a PE ratio of -412.24, a P/E/G ratio of 6.53 and a beta of 3.11.

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

Bloom Energy News Summary

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

• Positive Sentiment: AI / data‑center demand narrative lifted investor interest in Bloom as a potential power solution for urgent data‑center buildouts; coverage highlights Bloom as a beneficiary of companies spending heavily on AI infrastructure. Why Bloom Energy Stayed in Focus
• Positive Sentiment: Analysis argues Bloom is positioned to capture near‑term demand from hyperscale data centers where grid connections and transformer lead times are bottlenecks, supporting potential order growth and longer‑term revenue visibility. Seeking Alpha: Positioned To Capture Urgent Demand
• Positive Sentiment: Zacks and other idea pieces are featuring Bloom among AI/infra plays, which can attract short‑term flows and renewed analyst attention if the sector momentum continues. Zacks Investment Ideas feature
• Neutral Sentiment: Recent quarter: Bloom beat revenue and EPS expectations and set FY26 EPS guidance (1.33–1.48), supporting the growth case; however consensus analyst ratings are mixed (Buy/Hold/Sell) with an average 12‑month target near $131.87, leaving valuation expectations varied. Earnings & analyst summary
• Neutral Sentiment: Local utility NDAs (Lansing BWL) referencing Bloom in coverage suggest early‑stage pilot/commercial discussions that could translate into smaller initial deployments but are not guarantees of large orders. BWL NDAs story
• Negative Sentiment: Multiple insiders sold significant blocks over March 16–17 (Aman Joshi ~19,944 shares, Maciej Kurzymski 7,800 shares, Satish Chitoori ~18,964 shares, Shawn Soderberg ~42,881 shares across filings). Heavy coordinated insider selling can weigh on sentiment and put near‑term downward pressure on the stock. SEC/insider filings: Aman Joshi filing Maciej Kurzymski filing Satish Chitoori filing Shawn Soderberg filing

Institutional Trading of Bloom Energy

A number of institutional investors have recently modified their holdings of the business. Graticule Asia Macro Advisors LLC purchased a new stake in shares of Bloom Energy in the third quarter valued at approximately $402,494,000. Brooklands Fund Management Ltd purchased a new position in Bloom Energy in the fourth quarter worth $347,560,000. Trivest Advisors Ltd lifted its holdings in Bloom Energy by 1,461.6% in the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after acquiring an additional 3,201,000 shares during the period. Norges Bank acquired a new stake in Bloom Energy in the fourth quarter valued at $239,683,000. Finally, Amundi boosted its position in shares of Bloom Energy by 390.7% during the 4th quarter. Amundi now owns 3,154,197 shares of the company’s stock worth $274,068,000 after purchasing an additional 2,511,426 shares in the last quarter. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms have recently issued reports on BE. Wall Street Zen lowered Bloom Energy from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Royal Bank Of Canada set a $143.00 price objective on shares of Bloom Energy in a research report on Tuesday, January 20th. China Renaissance began coverage on shares of Bloom Energy in a research note on Wednesday, January 28th. They issued a “buy” rating and a $207.00 price objective on the stock. Daiwa Securities Group set a $98.00 price objective on shares of Bloom Energy in a research report on Tuesday, December 2nd. Finally, Jefferies Financial Group set a $102.00 target price on shares of Bloom Energy in a research note on Tuesday, February 10th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $131.87.

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.