Bloom Energy (NYSE:BE) Stock Price Down 6.7% – Time to Sell?

Bloom Energy Corporation (NYSE:BE)’s share price dropped 6.7% on Monday . The stock traded as low as $249.05 and last traded at $257.2860. 14,752,272 shares were traded during trading, an increase of 17% from the average daily volume of 12,575,931 shares. The stock had previously closed at $275.75.

Bloom Energy News Roundup

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

• Positive Sentiment: Long-term demand for electricity and power infrastructure at AI data centers remains a favorable backdrop for Bloom. A market report projects the global AI data-center power infrastructure market will grow from $32.6 billion in 2025 to $244.1 billion by 2035, supporting the investment case for Bloom’s fuel-cell systems, although the report is not company-specific. AI Data Center Power Infrastructure Market report
• Neutral Sentiment: Bloom is scheduled to join the S&P 500, which could generate incremental demand from index-tracking funds. However, the stock’s decline indicates that near-term traders are currently focused more on the unwinding of the AI-power trade and recent gains than on the anticipated inclusion. Bloom Energy and AI power trade article
• Negative Sentiment: Several law firms publicized a pending securities class action against Bloom Energy and certain current and former officers, including CEO KR Sridhar. The lawsuit alleges that Bloom made misleading statements about having “no China supply chain” for scandium. Investors who purchased shares between February 27, 2025, and July 8, 2026, face a September 28, 2026 deadline to seek lead-plaintiff status. The allegations have not been proven, but the repeated legal notices increase headline, financial, and reputational risk. Bloom Energy securities lawsuit deadline alert

Analyst Upgrades and Downgrades

BE has been the subject of several recent research reports. Wells Fargo & Company cut their price target on Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating for the company in a report on Thursday, July 30th. Robert W. Baird restated an “outperform” rating and issued a $310.00 target price on shares of Bloom Energy in a report on Thursday, July 9th. Evercore reaffirmed an “outperform” rating on shares of Bloom Energy in a research note on Friday, August 7th. Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, July 21st. Finally, Susquehanna boosted their price target on shares of Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a research report on Friday, July 10th. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Bloom Energy has an average rating of “Moderate Buy” and an average target price of $254.14.

Bloom Energy Stock Down 6.7%

The stock has a market capitalization of $75.78 billion, a price-to-earnings ratio of 343.05, a PEG ratio of 3.53 and a beta of 3.80. The business has a fifty day moving average of $225.34 and a 200 day moving average of $226.32. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41.

Bloom Energy (NYSE:BE) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The firm had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. During the same period last year, the company earned $0.10 EPS. The company’s quarterly revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, equities analysts predict that Bloom Energy Corporation will post 2.06 earnings per share for the current year.

Insider Transactions at Bloom Energy

In other Bloom Energy news, insider Shawn Soderberg sold 2,895 shares of the business’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $233.60, for a total value of $676,272.00. Following the completion of the transaction, the insider owned 129,370 shares in the company, valued at $30,220,832. The trade was a 2.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director John T. Chambers sold 15,000 shares of the company’s stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $250.00, for a total value of $3,750,000.00. Following the sale, the director directly owned 208,333 shares in the company, valued at $52,083,250. This represents a 6.72% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 89,464 shares of company stock valued at $22,131,255. 3.00% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Continuum Advisory LLC purchased a new stake in Bloom Energy during the 2nd quarter worth about $25,000. MJT & Associates Financial Advisory Group Inc. increased its stake in Bloom Energy by 49.3% in the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after purchasing an additional 37 shares during the period. Markowski Investments acquired a new position in Bloom Energy in the 2nd quarter valued at about $37,000. Bogart Wealth LLC lifted its holdings in shares of Bloom Energy by 725.0% during the second quarter. Bogart Wealth LLC now owns 132 shares of the company’s stock worth $40,000 after purchasing an additional 116 shares during the period. Finally, Carolina Wealth Advisors LLC grew its position in Bloom Energy by 51.7% in the 2nd quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock valued at $41,000 after buying an additional 46 shares during the last quarter. 77.04% of the stock is owned by institutional investors and hedge funds.

Bloom Energy Company Profile

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.