Bloom Energy (NYSE:BE) Trading Down 5.3% – Should You Sell?

Bloom Energy Corporation (NYSE:BE) shares dropped 5.3% during trading on Friday . The stock traded as low as $265.00 and last traded at $265.7720. 73,240,751 shares changed hands during trading, an increase of 470% from the average session volume of 12,851,125 shares. The stock had previously closed at $280.76.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy highlighted an 800V DC-native fuel-cell architecture designed for AI data centers. The company says the system can eliminate traditional transformers, reduce power-conversion losses and lower capital costs while accelerating on-site power deployment—supportive of its growth outlook if data-center customers adopt the technology. Why Could Bloom Energy Change AI Data Center Power Economics?
• Positive Sentiment: Fuel-cell stocks received a broader policy boost after the U.S. House shifted proposed data-center power costs toward operators, potentially improving the economics of on-site generation. Bloom Energy was among the stocks benefiting from the sector move. FuelCell Jumps as House Shifts Data Center Power Costs to Operators
• Positive Sentiment: Bloom Energy has been identified as one of the strongest-performing green stocks in 2026, outperforming clean-energy ETFs, major benchmarks and some AI-focused funds. The relative strength may support investor interest, although it also raises expectations. These 5 Green Stocks Have Crushed Clean Energy ETFs, S&P 500 and AI Funds in 2026
• Neutral Sentiment: Analysts have assigned Bloom Energy an average “Moderate Buy” rating, while comparative coverage is examining whether the stock has outperformed other energy companies. These reports provide sentiment context but do not represent new earnings or contract catalysts. Bloom Energy Given Average Rating of Moderate Buy
• Negative Sentiment: Multiple law firms are promoting a securities class action against Bloom Energy concerning investors who purchased shares from February 27, 2025, through July 8, 2026. The notices allege that Bloom’s securities traded at artificially inflated prices before a July 8 investigative report regarding alleged Chinese scandium sourcing; one notice says the report was followed by a $15.28-per-share decline. The allegations have not been proven, but the repeated announcements create legal, reputational and potential financial uncertainty. Investors have until September 28, 2026, to seek lead-plaintiff status. BE Investor Alert Securities Class Action Notice Kaplan Fox Announces Securities Class Action Deadline

Analysts Set New Price Targets

Several equities research analysts have issued reports on the stock. Clear Str upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 29th. Sanford C. Bernstein restated a “market perform” rating and set a $282.00 price objective on shares of Bloom Energy in a research note on Thursday, August 27th. JPMorgan Chase & Co. lowered their target price on Bloom Energy from $346.00 to $314.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 29th. BMO Capital Markets dropped their target price on Bloom Energy from $279.00 to $227.00 and set a “market perform” rating on the stock in a report on Wednesday, July 29th. Finally, TD Cowen reissued a “hold” rating and set a $235.00 price target on shares of Bloom Energy in a research report on Monday, July 20th. 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. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $254.14.

Bloom Energy Price Performance

The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59. The firm has a market capitalization of $78.28 billion, a price-to-earnings ratio of 354.36, a P/E/G ratio of 3.45 and a beta of 3.80. The company’s 50 day moving average is $225.22 and its 200-day moving average is $229.17.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $826.13 million. During the same quarter in the prior year, the company earned $0.10 earnings per share. The business’s revenue for the quarter was up 165.5% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Equities research analysts anticipate that Bloom Energy Corporation will post 2.06 earnings per share for the current year.

Insider Buying and Selling at Bloom Energy

In other Bloom Energy news, insider Aman Joshi sold 4,677 shares of Bloom Energy stock in a transaction on Friday, August 14th. The shares were sold at an average price of $241.75, for a total transaction of $1,130,664.75. Following the completion of the transaction, the insider directly owned 159,130 shares of the company’s stock, valued at $38,469,677.50. The trade was a 2.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director John Chambers sold 15,000 shares of the stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the completion of the transaction, the director directly owned 208,333 shares in the company, valued at $52,083,250. The trade was a 6.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 77,968 shares of company stock worth $18,810,011. 3.00% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Bloom Energy

Several hedge funds and other institutional investors have recently added to or reduced their stakes in BE. Montanova Capital LLC bought a new stake in Bloom Energy in the 2nd quarter worth approximately $10,231,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in shares of Bloom Energy by 78.3% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock worth $401,849,000 after buying an additional 583,135 shares in the last quarter. Militia Capital Management LLC purchased a new stake in shares of Bloom Energy during the 1st quarter valued at about $813,000. Norges Bank bought a new position in shares of Bloom Energy in the 4th quarter valued at about $239,683,000. Finally, Assenagon Asset Management S.A. increased its stake in Bloom Energy by 3,398.3% during the second quarter. Assenagon Asset Management S.A. now owns 239,877 shares of the company’s stock worth $72,611,000 after acquiring an additional 233,020 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.