Bloom Energy (NYSE:BE) Director John Chambers Sells 15,000 Shares

Bloom Energy Corporation (NYSE:BE) Director John Chambers sold 15,000 shares of Bloom Energy stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $205.58, for a total value of $3,083,700.00. Following the transaction, the director owned 223,333 shares in the company, valued at $45,912,798.14. This trade represents a 6.29% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

Bloom Energy Price Performance

NYSE BE opened at $228.22 on Wednesday. The business has a 50 day simple moving average of $257.85 and a 200 day simple moving average of $210.88. Bloom Energy Corporation has a 52-week low of $35.85 and a 52-week high of $351.28. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. The stock has a market cap of $64.91 billion, a price-to-earnings ratio of 304.29 and a beta of 3.79.

Bloom Energy (NYSE:BE) last announced its earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping the consensus estimate of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The firm had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. During the same period last year, the company posted $0.10 EPS. The business’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. Analysts anticipate that Bloom Energy Corporation will post 1.93 earnings per share for the current fiscal year.

Bloom Energy News Summary

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

• Positive Sentiment: Strong earnings continue to support the stock. Bloom Energy reported quarterly revenue of $1.07 billion, up 165.5% year over year and well above the $826.1 million consensus estimate. Earnings per share of $0.78 also exceeded expectations of $0.39. Analysts have identified BE as one of the notable winners of the current second-quarter earnings season. Zacks Q2 earnings winners
• Positive Sentiment: Investor-interest articles are highlighting Bloom’s growth opportunity. Zacks and other financial publications have featured Bloom among value and investment ideas, citing its operating leverage, AI-related power demand opportunity and post-earnings momentum. These articles may help support sentiment, although they do not represent new company guidance or analyst upgrades. Bloom Energy operating leverage analysis
• Neutral Sentiment: Director John T. Chambers sold 15,000 shares on August 3 at an average price of $205.58, generating approximately $3.08 million. He still directly owns 223,333 shares, but the transaction reduced his position by 6.29%. The sale may attract attention, though one insider transaction does not establish a broader change in management’s outlook. SEC insider transaction filing
• Negative Sentiment: Multiple law firms are publicizing a securities class action against Bloom Energy. The lawsuit covers investors who purchased BE securities from February 27, 2025, through July 8, 2026, and alleges that the company misled investors about the source of its materials. The repeated investor-alert announcements increase headline and reputational risk, although the allegations have not been proven. Investors have until September 28, 2026, to seek lead-plaintiff status. Bloom Energy class action announcement

Wall Street Analyst Weigh In

BE has been the subject of a number of research analyst reports. BTIG Research reaffirmed a “buy” rating and issued a $295.00 target price on shares of Bloom Energy in a research note on Wednesday, July 29th. Jefferies Financial Group set a $188.00 price target on Bloom Energy in a research note on Wednesday, July 29th. Mizuho upgraded Bloom Energy from a “neutral” rating to an “outperform” rating and cut their price target for the company from $285.00 to $242.00 in a report on Thursday, July 30th. Wall Street Zen upgraded Bloom Energy from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Finally, Evercore reaffirmed an “outperform” rating and set a $350.00 price objective on shares of Bloom Energy in a research report on Wednesday, July 1st. Three analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $246.18.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Bayforest Capital Ltd acquired a new stake in Bloom Energy in the 1st quarter valued at $2,055,000. AQR Capital Management LLC bought a new stake in Bloom Energy during the 1st quarter worth about $1,820,000. NewEdge Advisors LLC boosted its stake in shares of Bloom Energy by 674.7% during the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after buying an additional 1,626 shares during the last quarter. Goldman Sachs Group Inc. grew its holdings in shares of Bloom Energy by 50.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after acquiring an additional 836,810 shares in the last quarter. Finally, Focus Partners Wealth grew its holdings in shares of Bloom Energy by 30.7% in the 1st quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock valued at $394,000 after acquiring an additional 4,716 shares in the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy Company Profile

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.