Bloom Energy (NYSE:BE) Insider Sells 4,677 Shares of Stock

Bloom Energy Corporation (NYSE:BE) insider Aman Joshi sold 4,677 shares of the company’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $241.75, for a total value of $1,130,664.75. Following the transaction, the insider owned 159,130 shares of the company’s stock, valued at approximately $38,469,677.50. The trade was a 2.86% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Aman Joshi also recently made the following trade(s):

• On Wednesday, July 1st, Aman Joshi sold 8,343 shares of Bloom Energy stock. The shares were sold at an average price of $300.37, for a total value of $2,505,986.91.
• On Tuesday, June 16th, Aman Joshi sold 3,558 shares of Bloom Energy stock. The shares were sold at an average price of $289.14, for a total transaction of $1,028,760.12.

Bloom Energy Stock Performance

Shares of BE stock traded down $23.47 during trading hours on Tuesday, reaching $208.69. The stock had a trading volume of 15,329,080 shares, compared to its average volume of 17,418,606. 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 firm has a 50-day simple moving average of $246.83 and a 200-day simple moving average of $216.26. The firm has a market capitalization of $61.47 billion, a PE ratio of 278.26, a price-to-earnings-growth ratio of 3.14 and a beta of 3.79. Bloom Energy Corporation has a twelve month low of $40.56 and a twelve month high of $351.28.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) 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 analysts’ expectations of $826.13 million. During the same period last year, the firm earned $0.10 EPS. The firm’s revenue for the quarter was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, equities analysts forecast that Bloom Energy Corporation will post 1.93 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several analysts recently commented on BE shares. Oppenheimer reissued a “market perform” rating on shares of Bloom Energy in a research note on Wednesday, July 29th. Barclays upped their price target on Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a report on Tuesday, June 23rd. Clear Str raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 29th. Evercore restated an “outperform” rating on shares of Bloom Energy in a report on Friday, August 7th. Finally, Citigroup reaffirmed a “hold” rating on shares of Bloom Energy in a research report on Thursday, July 16th. Three analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $248.05.

Trending Headlines about 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.

Institutional Investors Weigh In On Bloom Energy

A number of large investors have recently made changes to their positions in BE. MJT & Associates Financial Advisory Group Inc. raised its stake in Bloom Energy by 49.3% during the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after purchasing an additional 37 shares during the period. Bogart Wealth LLC lifted its stake in shares of Bloom Energy by 725.0% in the second quarter. Bogart Wealth LLC now owns 132 shares of the company’s stock worth $40,000 after buying an additional 116 shares during the last quarter. Carolina Wealth Advisors LLC boosted its holdings in Bloom Energy by 51.7% during the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock valued at $41,000 after acquiring an additional 46 shares during the period. Cape Investment Advisory Inc. acquired a new stake in Bloom Energy in the 2nd quarter valued at approximately $54,000. Finally, Blue Trust Inc. increased its holdings 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 purchasing an additional 51 shares during the period. Institutional investors and hedge funds 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.