Bloom Energy (NYSE:BE) Shares Down 3.9% – Should You Sell?

Bloom Energy Corporation (NYSE:BE)’s share price dropped 3.9% during trading on Friday . The stock traded as low as $209.12 and last traded at $209.37. 11,356,882 shares were traded during trading, a decline of 9% from the average session volume of 12,479,487 shares. The stock had previously closed at $217.83.

More Bloom Energy News

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

• Positive Sentiment: AI data-center demand remains the primary bullish catalyst. Bloom is expanding its onsite power footprint through a strategic agreement with American Electric Power, while its solid-oxide fuel cells can reportedly deliver power in as little as two months—an attractive advantage for data centers facing grid-connection delays. Bloom Energy vs. Eos Energy Enterprises: Which Energy Storage Stock Is a Better Buy in 2026?
• Positive Sentiment: Power Connect could improve deployment economics. Bloom’s factory-integrated system is designed to deliver pre-wired and pre-tested units and reduce onsite installation time by more than 40%, potentially accelerating revenue from fast-growing AI infrastructure projects. Bloom Energy Is Up 7.6% After Launching Power Connect To Speed Data Center Deployments
• Positive Sentiment: Some analysts and investors remain bullish. Recent commentary points to Bloom’s growth outlook, backlog potential and positioning as an AI-power beneficiary, although these views are opinion-based and do not eliminate valuation risk. Bloom Energy vs. FuelCell Energy: Which Fuel Cell Stock Has an Edge?
• Neutral Sentiment: Investors are comparing Bloom with other AI-power and energy-storage companies. Articles contrasting Bloom with GE Vernova and Eos Energy Enterprises highlight the size of its opportunity but also reinforce that the stock’s performance depends on converting demand and backlog into profitable growth. GE Vernova vs. Bloom Energy: Which AI-Power Bet Has More Upside Ahead?
• Negative Sentiment: Multiple law firms publicized a securities class action against Bloom. The lawsuit covers investors who purchased securities from February 27, 2025, through July 8, 2026, and alleges securities-law violations related to statements that Bloom had “no China supply chain” for scandium. The allegations have not been proven, but the litigation creates reputational, legal and potential financial risks. Investors have until September 28, 2026, to seek lead-plaintiff status. Kaplan Fox Announces a Securities Class Action Against Bloom Energy Corporation
• Negative Sentiment: Valuation leaves little room for disappointment. Despite strong recent revenue and earnings growth, Bloom’s high P/E and sharp prior rally make the shares vulnerable to profit-taking or a re-rating if backlog conversion, margins or legal developments disappoint.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on BE. Wells Fargo & Company dropped their target price on shares of Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating on the stock in a report on Thursday, July 30th. Barclays upped their price target on shares of Bloom Energy from $254.00 to $276.00 and gave the stock an “equal weight” rating in a research report on Tuesday, June 23rd. Royal Bank Of Canada reissued an “outperform” rating and set a $335.00 price objective on shares of Bloom Energy in a report on Wednesday, June 10th. BTIG Research reissued a “buy” rating and issued a $295.00 price objective on shares of Bloom Energy in a research note on Wednesday, July 29th. Finally, Sanford C. Bernstein restated a “market perform” rating and set a $282.00 target price on shares of Bloom Energy in a report on Thursday. Three 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 issued a Sell rating to the stock. According to MarketBeat.com, Bloom Energy has a consensus rating of “Moderate Buy” and a consensus target price of $248.05.

Bloom Energy Trading Down 3.9%

The company’s 50 day simple moving average is $237.89 and its two-hundred day simple moving average is $219.14. 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 company has a market capitalization of $61.67 billion, a price-to-earnings ratio of 279.16, a P/E/G ratio of 2.99 and a beta of 3.79.

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, topping analysts’ consensus estimates of $0.39 by $0.39. The business had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The business’s quarterly revenue was up 165.5% on a year-over-year basis. During the same period in the prior year, the firm posted $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, research analysts anticipate that Bloom Energy Corporation will post 1.92 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, Director John T. Chambers sold 15,000 shares of Bloom Energy stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $250.00, for a total value of $3,750,000.00. Following the completion of the sale, the director directly owned 208,333 shares in the company, valued at $52,083,250. This trade represents a 6.72% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Shawn Marie Soderberg sold 2,895 shares of the company’s stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $233.60, for a total transaction of $676,272.00. Following the transaction, the insider owned 129,370 shares in the company, valued at $30,220,832. The trade was a 2.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders have sold 89,464 shares of company stock valued at $22,131,255. 3.00% of the stock is currently owned by corporate insiders.

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. increased its position in shares of Bloom Energy by 49.3% in the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after acquiring an additional 37 shares during the period. Compound Planning Inc. grew its stake in Bloom Energy by 1.1% during the 1st quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock valued at $467,000 after purchasing an additional 38 shares during the last quarter. Carolina Wealth Advisors LLC increased its holdings in shares of Bloom Energy by 51.7% in the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock valued at $41,000 after purchasing an additional 46 shares during the period. Blue Trust Inc. raised its stake in shares of Bloom Energy by 37.2% in the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after purchasing an additional 51 shares during the last quarter. Finally, Odyssean LLC lifted its holdings in shares of Bloom Energy by 1.8% during the second quarter. Odyssean LLC now owns 2,926 shares of the company’s stock worth $886,000 after purchasing an additional 51 shares during the period. 77.04% of the stock is owned by hedge funds and other institutional investors.

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.