Bloom Energy (NYSE:BE) Director John Chambers Sells 55,000 Shares

Bloom Energy Corporation (NYSE:BE) Director John Chambers sold 55,000 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $297.69, for a total value of $16,372,950.00. Following the completion of the transaction, the director directly owned 238,333 shares in the company, valued at approximately $70,949,350.77. This represents a 18.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

Bloom Energy Stock Down 5.1%

NYSE BE opened at $287.38 on Thursday. The stock’s 50 day moving average is $228.90 and its 200 day moving average is $163.94. The company has a current ratio of 5.03, a quick ratio of 4.10 and a debt-to-equity ratio of 2.90. Bloom Energy Corporation has a 12 month low of $19.97 and a 12 month high of $322.83. The stock has a market cap of $81.74 billion, a PE ratio of -5,746.53 and a beta of 3.73.

Bloom Energy (NYSE:BE) last issued its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.12 by $0.32. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.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 prior year, the firm earned $0.03 EPS. The company’s revenue for the quarter was up 130.4% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Research analysts predict that Bloom Energy Corporation will post 1.31 EPS for the current fiscal year.

Analyst Ratings Changes

BE has been the topic of several recent research reports. Evercore restated an “outperform” rating and set a $179.00 target price on shares of Bloom Energy in a research report on Friday, February 6th. TD Cowen increased their price target on Bloom Energy to $235.00 and gave the company a “hold” rating in a research note on Wednesday, April 29th. BMO Capital Markets raised their price objective on Bloom Energy to $149.00 and gave the stock a “market perform” rating in a research note on Friday, February 6th. Susquehanna raised their target price on Bloom Energy to $293.00 and gave the stock a “positive” rating in a report on Wednesday, April 29th. Finally, JPMorgan Chase & Co. raised their price objective on Bloom Energy to $267.00 and gave the company an “overweight” rating in a report on Wednesday, April 29th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $217.48.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy is benefiting from a broader rally after President Trump cut U.S. tariffs on key industrial metals, a move that could lower costs for power-generation and industrial hardware companies. Bloom Energy Stock Rises As Trump Cuts U.S. Tariffs
• Positive Sentiment: Oracle said it will partner with Bloom Energy on gigawatt-scale clean fuel-cell power for AI data centers, reinforcing Bloom’s role as a key supplier of on-site power for fast-growing AI infrastructure. Oracle Reshapes AI Data Centers With Clean Power And Arm Shift
• Positive Sentiment: Additional articles highlighted Bloom Energy’s expanding AI power pipeline, including a reported $5 billion Brookfield partnership and other large-scale fuel-cell agreements, which suggest strong demand and could support revenue growth. Bloom Energy’s AI Power Deals Test Valuation And Execution Expectations
• Positive Sentiment: The CEO said Bloom Energy does not need to raise capital despite the AI boom, which may reassure investors about dilution risk and the company’s funding position. Bloom Energy CEO sees no need to raise capital despite AI boom
• Neutral Sentiment: Bloom Energy was also mentioned in commentary about data-center opposition and NIMBY pushback, with the CEO arguing that resistance to new data centers could actually create more demand for Bloom’s distributed power solutions. NIMBY pushback to data centers a boon for San Jose-based Bloom Energy, CEO Says
• Negative Sentiment: The stock also slipped alongside a broader selloff in fuel-cell names, suggesting some traders were taking profits after a strong run in the sector. FuelCell Energy Plunges 10%, Plug Power Falls 6% in Fuel Cell Rout as Bloom Energy Slips

Institutional Investors Weigh In On Bloom Energy

Institutional investors have recently modified their holdings of the company. Blue Trust Inc. boosted its position in shares of Bloom Energy by 37.2% during the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after acquiring an additional 51 shares in the last quarter. Anchor Investment Management LLC purchased a new stake in Bloom Energy during the 1st quarter valued at approximately $27,000. WPG Advisers LLC grew its holdings in Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after acquiring an additional 67 shares during the period. Hantz Financial Services Inc. grew its holdings in Bloom Energy by 45.5% during the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after acquiring an additional 100 shares during the period. Finally, Godsey & Gibb Inc. grew its holdings in shares of Bloom Energy by 2,000.0% in the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock worth $28,000 after acquiring an additional 200 shares during the period. 77.04% of the stock is owned by institutional investors and hedge funds.

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.