Bloom Energy (NYSE:BE) Stock Price Down 9.2% – Should You Sell?

Bloom Energy Corporation (NYSE:BE)’s share price traded down 9.2% during mid-day trading on Thursday . The company traded as low as $256.27 and last traded at $259.1010. 10,574,190 shares changed hands during mid-day trading, a decline of 6% from the average session volume of 11,287,440 shares. The stock had previously closed at $285.47.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Bloom Energy is being highlighted as an AI-energy winner after reporting record Q1 2026 revenue of $751.1 million, beating expectations and prompting a major price-target increase from analysts who cited stronger-than-expected demand and an expanded Oracle partnership.
• Positive Sentiment: Jim Cramer called Bloom Energy a “rocket ship,” adding to bullish sentiment around the stock as investors rotate into AI-related infrastructure and non-combustible power generation plays. Jim Cramer on Bloom Energy: “Stock Is a Rocket Ship”
• Positive Sentiment: Several recent articles argue Bloom is among the market’s strongest growth stories, with commentary pointing to its rapid April share-price surge and its potential to keep benefiting from AI capex buildout. Why Bloom Energy Stock Skyrocketed 109% in April
• Positive Sentiment: Industry coverage also notes that Bloom’s recent earnings beat and outlook raise are helping lift the broader fuel-cell and alternative-energy group, reinforcing confidence in the company’s growth trajectory.
• Neutral Sentiment: Some Street coverage remains cautious despite higher price targets, with at least one major firm reiterating a Neutral rating even after sharply lifting its target, suggesting valuation may be getting stretched. Here’s What the Street is Saying About Bloom Energy Corporation (BE)
• Negative Sentiment: Broader alternative-energy commentary warns that tariffs and expiring tax credits could pressure renewable and clean-energy projects, which may create some headwinds for the sector over time.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the stock. JPMorgan Chase & Co. boosted their target price on shares of Bloom Energy to $267.00 and gave the company an “overweight” rating in a report on Wednesday, April 29th. Roth Mkm set a $225.00 target price on shares of Bloom Energy in a report on Wednesday, April 29th. BTIG Research lifted their price target on shares of Bloom Energy to $295.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Truist Financial set a $68.00 price target on shares of Bloom Energy in a research report on Friday, January 9th. Finally, TD Cowen lifted their price target on shares of Bloom Energy to $235.00 and gave the company a “hold” rating in a research report on Wednesday, April 29th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $213.81.

Bloom Energy Trading Up 1.1%

The business’s 50-day moving average price is $179.59 and its 200 day moving average price is $141.89. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10. The firm has a market capitalization of $73.35 billion, a price-to-earnings ratio of -5,228.31 and a beta of 3.82.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, topping analysts’ consensus estimates of $0.12 by $0.32. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The business had revenue of $751.05 million for the quarter, compared to analysts’ expectations of $539.94 million. During the same period in the previous year, the company posted $0.03 earnings per share. The business’s revenue for the quarter was up 130.4% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, equities analysts forecast that Bloom Energy Corporation will post 1.31 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, insider Satish Chitoori sold 20,000 shares of the business’s stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $204.23, for a total value of $4,084,600.00. Following the transaction, the insider owned 212,365 shares in the company, valued at approximately $43,371,303.95. The trade was a 8.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Shawn Marie Soderberg sold 35,000 shares of the business’s stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $279.00, for a total value of $9,765,000.00. Following the completion of the transaction, the insider owned 341,731 shares in the company, valued at approximately $95,342,949. This trade represents a 9.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 515,092 shares of company stock valued at $95,003,475. Insiders own 3.00% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in BE. Graticule Asia Macro Advisors LLC bought a new position in Bloom Energy during the 3rd quarter valued at $402,494,000. Brooklands Fund Management Ltd bought a new position in Bloom Energy during the 4th quarter valued at $347,560,000. Trivest Advisors Ltd boosted its stake in Bloom Energy by 1,461.6% during the 3rd quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after acquiring an additional 3,201,000 shares during the last quarter. Norges Bank bought a new position in Bloom Energy during the 4th quarter valued at $239,683,000. Finally, Jennison Associates LLC boosted its stake in Bloom Energy by 20,074.4% during the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock valued at $364,066,000 after acquiring an additional 2,673,710 shares during the last quarter. 77.04% of the stock is currently owned by institutional investors.

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.