Gary Pinkus Sells 1,250 Shares of Bloom Energy (NYSE:BE) Stock

Bloom Energy Corporation (NYSE:BE) Director Gary Pinkus sold 1,250 shares of the business’s stock in a transaction on Friday, February 27th. The shares were sold at an average price of $165.80, for a total transaction of $207,250.00. Following the sale, the director directly owned 4,149 shares in the company, valued at $687,904.20. This trade represents a 23.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link.

Bloom Energy Stock Performance

Shares of BE stock opened at $155.49 on Friday. The business has a fifty day moving average of $134.81 and a 200 day moving average of $105.24. Bloom Energy Corporation has a 1 year low of $15.15 and a 1 year high of $180.90. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95. The firm has a market capitalization of $43.62 billion, a price-to-earnings ratio of -409.18, a price-to-earnings-growth ratio of 6.35 and a beta of 3.07.

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, beating analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The business had revenue of $777.68 million for the quarter, compared to analyst estimates of $647.59 million. During the same period in the prior year, the company earned $0.43 earnings per share. The company’s revenue was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, research analysts expect that Bloom Energy Corporation will post -0.23 earnings per share for the current year.

Key Bloom Energy News

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

Analyst Ratings Changes

Several analysts have recently commented on the stock. Robert W. Baird set a $172.00 price objective on shares of Bloom Energy in a report on Tuesday, January 27th. BMO Capital Markets upped their price target on shares of Bloom Energy to $149.00 and gave the company a “market perform” rating in a report on Friday, February 6th. China Renaissance started coverage on Bloom Energy in a research report on Wednesday, January 28th. They set a “buy” rating and a $207.00 price target on the stock. BTIG Research boosted their price objective on Bloom Energy to $165.00 and gave the company a “buy” rating in a report on Friday, February 6th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a research note on Tuesday, January 27th. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, Bloom Energy currently has a consensus rating of “Hold” and a consensus target price of $131.87.

Hedge Funds Weigh In On Bloom Energy

A number of large investors have recently bought and sold shares of BE. Hantz Financial Services Inc. grew its holdings in Bloom Energy by 45.5% in the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after purchasing an additional 100 shares during the period. WPG Advisers LLC grew its stake in Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after acquiring an additional 67 shares during the period. Caitong International Asset Management Co. Ltd purchased a new stake in Bloom Energy in the 4th quarter worth $28,000. Fifth Third Bancorp purchased a new stake in Bloom Energy in the 3rd quarter worth $32,000. Finally, N.E.W. Advisory Services LLC acquired a new position in Bloom Energy during the third quarter worth $32,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

About Bloom Energy

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.