Bloom Energy (NYSE:BE) Stock Price Down 1.4% Following Insider Selling

Bloom Energy Corporation (NYSE:BE) was down 1.4% during trading on Friday after an insider sold shares in the company. The company traded as low as $200.23 and last traded at $207.1790. Approximately 11,013,348 shares changed hands during mid-day trading, a decline of 4% from the average daily volume of 11,468,807 shares. The stock had previously closed at $210.06.

Specifically, insider Satish Chitoori sold 20,000 shares of Bloom Energy stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $204.23, for a total transaction of $4,084,600.00. Following the sale, the insider owned 212,365 shares of the company’s stock, valued at approximately $43,371,303.95. The trade was a 8.61% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Shawn Marie Soderberg sold 25,000 shares of the company’s stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $225.13, for a total value of $5,628,250.00. Following the completion of the transaction, the insider owned 140,732 shares in the company, valued at $31,682,995.16. This represents a 15.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In other Bloom Energy news, insider Shawn Marie Soderberg sold 30,000 shares of the firm’s stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $204.23, for a total transaction of $6,126,900.00. Following the completion of the sale, the insider owned 165,732 shares of the company’s stock, valued at $33,847,446.36. This trade represents a 15.33% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.

Analysts Set New Price Targets

BE has been the topic of several research analyst reports. Wells Fargo & Company boosted their price objective on shares of Bloom Energy to $130.00 and gave the company an “equal weight” rating in a report on Friday, February 6th. Morgan Stanley lifted their price target on shares of Bloom Energy to $184.00 and gave the company an “overweight” rating in a research report on Friday, February 6th. Robert W. Baird set a $172.00 price target on shares of Bloom Energy in a research note on Tuesday, January 27th. Mizuho upped their price objective on shares of Bloom Energy to $110.00 and gave the stock a “neutral” rating in a report on Monday, February 9th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, January 27th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $144.27.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Oracle deal expansion: Bloom expanded its agreement to supply hyperscale data centers, which materially lengthens revenue visibility and underpins the current rally. Read More.
• Positive Sentiment: AI data‑center demand and technical breakout: Expectations that Bloom’s SOFCs solve behind‑the‑meter power limits for AI builds have driven a ~90% multi‑month run and pushed BE above its 50/200‑day moving averages, attracting momentum and quant flows. Read More.
• Positive Sentiment: Analyst support: JPMorgan raised its price target to $231, signaling improved revenue visibility from large enterprise/hyperscaler contracts and helping fuel upside. Read More.
• Positive Sentiment: Recent earnings and guidance: Bloom recently beat Q1 revenue/EPS expectations and set FY‑2026 EPS guidance, giving fundamental backing to the bullish narrative (supports longer‑term case). Read More.
• Neutral Sentiment: Retail and headline trades amplify volatility: High‑profile retail trades and viral stories about outsized wins can magnify intraday moves but don’t change fundamentals. Read More.
• Negative Sentiment: Insider selling: Multiple insiders recently sold sizeable blocks (e.g., Satish Chitoori sold 20,000 shares), which can spook investors even if sales fund diversification or tax/liquidity needs. Read More.
• Negative Sentiment: Analyst caution and mixed ratings: Some firms have trimmed targets or expressed margin/execution concerns, leaving room for short‑term downside despite big headline contracts. Read More.
• Negative Sentiment: Profit‑taking and macro headlines: After a strong run, traders are locking gains and broader market catalysts (e.g., ceasefire/macro shifts) have briefly pressured cyclical/energy names. Read More.

Bloom Energy Stock Down 1.4%

The firm’s fifty day simple moving average is $154.36 and its 200 day simple moving average is $127.51. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. The company has a market cap of $58.12 billion, a price-to-earnings ratio of -545.21, a PEG ratio of 8.71 and a beta of 3.18.

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

Institutional Trading of Bloom Energy

Institutional investors have recently bought and sold shares of the business. Graticule Asia Macro Advisors LLC purchased a new position in shares of Bloom Energy in the 3rd quarter valued at about $402,494,000. Brooklands Fund Management Ltd purchased a new stake in Bloom Energy during the fourth quarter worth approximately $347,560,000. Trivest Advisors Ltd boosted 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 purchasing an additional 3,201,000 shares in the last quarter. Norges Bank purchased a new position in Bloom Energy in the fourth quarter valued at approximately $239,683,000. Finally, Amundi increased its stake in Bloom Energy by 390.7% in the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after purchasing an additional 2,511,426 shares during the last quarter. 77.04% of the stock is owned by hedge funds and other institutional investors.

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.