Bloom Energy (NYSE:BE) Insider Sells 2,053 Shares of Stock

Bloom Energy Corporation (NYSE:BE) insider Satish Chitoori sold 2,053 shares of the firm’s stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $241.64, for a total transaction of $496,086.92. Following the transaction, the insider directly owned 205,364 shares of the company’s stock, valued at $49,624,156.96. The trade was a 0.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Satish Chitoori also recently made the following trade(s):

• On Tuesday, June 16th, Satish Chitoori sold 2,837 shares of Bloom Energy stock. The stock was sold at an average price of $289.11, for a total transaction of $820,205.07.

Bloom Energy Price Performance

BE traded down $23.47 during midday trading on Tuesday, reaching $208.69. 15,329,080 shares of the company’s stock were exchanged, compared to its average volume of 17,418,606. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. The business has a 50-day simple moving average of $246.83 and a two-hundred day simple moving average of $216.26. The firm has a market capitalization of $61.47 billion, a price-to-earnings ratio of 278.26, a price-to-earnings-growth ratio of 3.14 and a beta of 3.79. Bloom Energy Corporation has a one year low of $40.56 and a one year high of $351.28.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share 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 company had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. During the same period in the prior year, the company posted $0.10 EPS. The company’s revenue 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. As a group, research analysts predict that Bloom Energy Corporation will post 1.93 EPS for the current year.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Bloom’s long-term opportunity remains tied to rising electricity demand from artificial-intelligence data centers. Management reportedly sees visibility into as much as 25 gigawatts of deployments, while the company says its scandium-oxide supply is sufficient to support current demand and backlog. Bloom Energy Says It Has Visibility on 25 Gigawatts of Deployments
• Neutral Sentiment: Institutional positioning is mixed: JPMorgan and Goldman Sachs increased their holdings, while BlackRock, Ameriprise and D. E. Shaw reduced theirs. Analyst opinions are also divided, with JPMorgan rating the stock “Overweight” and Jefferies rating it “Underperform.” The median analyst price target of $278.50 remains above the current trading level, but targets vary widely. Bloom Energy Falls as Investors Appear to Revisit Execution and Project-Timing Risks
• Negative Sentiment: Rising 10-year Treasury yields pressured hydrogen and fuel-cell stocks by making high-growth companies less attractive relative to bonds. Bloom also faces renewed concerns about the timing and execution of major data-center projects, including permitting requirements for Project Jupiter in New Mexico. The stock’s elevated valuation—reported at more than 278 times earnings—amplifies sensitivity to any disappointment. Plug Power Falls, Bloom Energy Sinks With the 10-Year Yield Near a 52-Week High
• Negative Sentiment: Multiple law firms publicized a securities class action involving investors who purchased Bloom securities from February 27, 2025, through July 8, 2026. The complaints allege Bloom misrepresented its exposure to Chinese export controls and U.S. tariffs, including the origin of critical materials and components. These are allegations, not established findings, but the litigation adds headline and potential financial risk; the lead-plaintiff deadline is September 28, 2026. Bloom Energy Shareholder Alert
• Negative Sentiment: Reported insider activity has been exclusively selling over the past six months, including sales by Chief Executive Officer KR Sridhar. While insider sales can reflect personal financial planning, the absence of reported purchases may weigh on investor confidence after the stock’s substantial run-up.

Analyst Upgrades and Downgrades

BE has been the subject of several recent analyst reports. Jefferies Financial Group increased their price objective on Bloom Energy from $188.00 to $229.00 and gave the stock a “hold” rating in a research note on Friday. JPMorgan Chase & Co. dropped their target price on shares of Bloom Energy from $346.00 to $314.00 and set an “overweight” rating for the company in a research report on Wednesday, July 29th. Royal Bank Of Canada reissued an “outperform” rating and set a $335.00 price target on shares of Bloom Energy in a report on Wednesday, June 10th. Susquehanna raised their price objective on shares of Bloom Energy from $293.00 to $298.00 and gave the stock a “positive” rating in a report on Friday, July 10th. Finally, UBS Group decreased their price objective on Bloom Energy from $350.00 to $300.00 and set a “buy” rating on the stock in a research report on Wednesday, July 29th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Bloom Energy has an average rating of “Moderate Buy” and a consensus target price of $248.05.

Institutional Trading of Bloom Energy

A number of institutional investors have recently bought and sold shares of BE. Brooklands Fund Management Ltd bought a new stake in shares of Bloom Energy during the 4th quarter valued at $347,560,000. Norges Bank bought a new stake in Bloom Energy in the fourth quarter valued at about $239,683,000. Jennison Associates LLC lifted its stake in Bloom Energy by 20,074.4% in the first quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock valued at $364,066,000 after buying an additional 2,673,710 shares during the period. Amundi lifted 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 buying an additional 2,511,426 shares during the period. Finally, Man Group plc grew its position in shares of Bloom Energy by 177.4% during the 2nd quarter. Man Group plc now owns 2,392,915 shares of the company’s stock worth $57,239,000 after buying an additional 1,530,167 shares during the period. 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.