Bloom Energy (NYSE:BE) Stock Price Down 2.6% After Insider Selling

Bloom Energy Corporation (NYSE:BE)’s share price was down 2.6% during mid-day trading on Friday following insider selling activity. The stock traded as low as $227.67 and last traded at $230.1020. 12,175,829 shares were traded during trading, a decline of 3% from the average session volume of 12,488,795 shares. The stock had previously closed at $236.22.

Specifically, Director John T. Chambers sold 15,000 shares of the company’s stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the completion of the sale, the director directly owned 208,333 shares of the company’s stock, valued at $52,083,250. This represents a 6.72% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the company. Roth Capital lifted their target price on Bloom Energy from $225.00 to $285.00 and gave the company a “neutral” rating in a research note on Wednesday, July 1st. UBS Group cut their price target on Bloom Energy from $350.00 to $300.00 and set a “buy” rating for the company in a research note on Wednesday, July 29th. BTIG Research reiterated a “buy” rating and issued a $295.00 price objective on shares of Bloom Energy in a research report on Wednesday, July 29th. Jefferies Financial Group boosted their price objective on shares of Bloom Energy from $188.00 to $229.00 and gave the company a “hold” rating in a research note on Friday. Finally, TD Cowen restated a “hold” rating and set a $235.00 price objective on shares of Bloom Energy in a research report on Monday, July 20th. Three investment 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 given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $248.05.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: AI power demand remains the primary bullish catalyst. Bloom’s fuel-cell systems are being marketed as a fast, deployable power source for hyperscale data centers facing grid-connection delays. Demand tied to CoreWeave’s expansion and a project involving NBIS reportedly strengthened the investment case. Bloom Energy Shares Jump Premarket as AI Power Crunch Drives Demand
• Positive Sentiment: Improving earnings expectations could support the stock. Analysts have been raising estimates for Bloom Energy, suggesting stronger expected demand and execution could help sustain near-term momentum. Earnings Estimates Rising for Bloom Energy
• Neutral Sentiment: Investors are debating whether the rally is justified. Bloom Energy has gained more than 400% over the past year as the AI-power theme accelerated. Supporters point to expanding business prospects, while skeptics argue the valuation already discounts substantial future growth. Bloom Energy Stock Has Exploded
• Negative Sentiment: Valuation and insider selling are notable risks. Reports cite an approximately 81-times forward price-to-earnings multiple and suggest insiders have been selling shares. Those factors raise the risk of profit-taking if growth or contract execution falls short of very optimistic expectations. Bloom Energy Stock Has Exploded
• Negative Sentiment: Multiple law firms are publicizing a securities class action. The lawsuit covers investors who purchased Bloom securities from February 27, 2025, through July 8, 2026, with a September 28, 2026 lead-plaintiff deadline. Allegations reportedly involve potentially inadequate disclosures concerning supply-chain exposure to Chinese scandium. The litigation creates reputational, financial and headline risk, although the allegations have not been proven. Kaplan Fox Advises Bloom Energy Investors

Bloom Energy Price Performance

The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. The company’s 50 day moving average is $248.28 and its 200 day moving average is $214.86. The stock has a market cap of $67.77 billion, a price-to-earnings ratio of 306.80, a PEG ratio of 3.14 and a beta of 3.79.

Bloom Energy (NYSE:BE) last issued its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share 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 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 business posted $0.10 earnings per share. The firm’s revenue for the quarter 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. Research analysts forecast that Bloom Energy Corporation will post 1.93 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Bloom Energy

Several institutional investors have recently modified their holdings of the company. Geode Capital Management LLC increased its stake in Bloom Energy by 5.4% in the 4th quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock valued at $461,272,000 after purchasing an additional 269,662 shares in the last quarter. Brooklands Fund Management Ltd purchased a new stake in Bloom Energy during the fourth quarter worth $347,560,000. Amundi boosted its position in Bloom Energy by 390.7% during the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock worth $274,068,000 after purchasing an additional 2,511,426 shares in the last quarter. Norges Bank acquired a new stake in Bloom Energy in the fourth quarter valued at $239,683,000. Finally, Jennison Associates LLC grew its holdings 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 purchasing an additional 2,673,710 shares during the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

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.