Bloom Energy (NYSE:BE) Shares Gap Down – Here’s What Happened

Bloom Energy Corporation (NYSE:BE) gapped down before the market opened on Thursday . The stock had previously closed at $275.19, but opened at $256.00. Bloom Energy shares last traded at $258.1720, with a volume of 5,251,177 shares.

More Bloom Energy News

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

• Positive Sentiment: AI-related power demand supports growth expectations. Morgan Stanley estimates the U.S. could face a roughly 33-gigawatt AI power shortfall through 2028. Bloom’s behind-the-meter fuel-cell systems are viewed as a potential solution for data centers and other power-intensive customers. Morgan Stanley Sees a 33-GW AI Power Shortfall
• Positive Sentiment: Favorable comparisons with other clean-energy companies. Commentary says Bloom has an advantage over Plug Power, Fluence Energy and Ballard Power Systems because of stronger earnings growth, profitability, sales momentum and demand for on-site power. Its recent addition to the S&P 500 and approximately 218% 2026 gain may also be increasing institutional visibility. FLNC or BE: Which Alternative Energy Stock Is Worth Buying Now?
• Neutral Sentiment: Valuation and momentum are attracting both bullish and cautious views. Articles note that Bloom’s sharp recent advance raises questions about whether the AI-driven catalyst is sustainable. The stock also trades at a very high earnings multiple, increasing sensitivity to any slowdown in growth or weaker execution. Bloom Energy Just Ripped 38% in a Month
• Negative Sentiment: Multiple law firms are promoting a securities class action. The lawsuit covers investors who purchased BE shares from February 27, 2025, through July 8, 2026. Allegations reportedly concern disclosures about Bloom’s exposure to China’s supply chain; a July report preceded a $15.28 one-day share decline. The September 28 lead-plaintiff deadline keeps the legal issue in focus and creates potential financial and reputational risk. Levi & Korsinsky Bloom Energy Investor Alert

Analyst Upgrades and Downgrades

BE has been the subject of several recent research reports. BTIG Research restated a “buy” rating and issued a $295.00 price target on shares of Bloom Energy in a research note on Wednesday, July 29th. TD Cowen reiterated a “hold” rating and set a $235.00 price objective on shares of Bloom Energy in a research report on Monday, July 20th. Mizuho lifted their target price on Bloom Energy from $242.00 to $351.00 and gave the stock an “outperform” rating in a report on Monday, September 14th. Robert W. Baird reissued an “outperform” rating and issued a $310.00 target price on shares of Bloom Energy in a research report on Thursday, July 9th. Finally, Clear Str upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 29th. Three investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $254.14.

Bloom Energy Stock Performance

The stock has a market cap of $75.16 billion, a P/E ratio of 339.24, a price-to-earnings-growth ratio of 3.54 and a beta of 3.80. 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 stock has a 50 day simple moving average of $227.83 and a 200 day simple moving average of $232.32.

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

Insider Transactions at Bloom Energy

In other news, Director John Chambers sold 15,000 shares of the business’s stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $250.00, for a total value of $3,750,000.00. Following the completion of the transaction, the director directly owned 208,333 shares in the company, valued at approximately $52,083,250. The trade was a 6.72% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Satish Chitoori sold 2,870 shares of the stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $270.06, for a total transaction of $775,072.20. Following the sale, the insider owned 202,494 shares in the company, valued at $54,685,529.64. This represents a 1.40% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders sold 89,604 shares of company stock worth $21,948,262. Corporate insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Bloom Energy

A number of large investors have recently modified their holdings of the business. Continuum Advisory LLC acquired a new position in shares of Bloom Energy during the 2nd quarter worth $25,000. MJT & Associates Financial Advisory Group Inc. grew its position 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 acquiring an additional 37 shares during the last quarter. Markowski Investments acquired a new position in Bloom Energy during the second quarter worth about $37,000. Bogart Wealth LLC raised its stake in 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 acquiring an additional 116 shares in the last quarter. Finally, Carolina Wealth Advisors LLC lifted its holdings in shares of Bloom Energy by 51.7% in the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock worth $41,000 after acquiring an additional 46 shares during the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

About Bloom Energy

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.