Bloom Energy (NYSE:BE) Insider Shawn Marie Soderberg Sells 2,870 Shares

Bloom Energy Corporation (NYSE:BE) insider Shawn Soderberg sold 2,870 shares of the firm’s stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $270.07, for a total transaction of $775,100.90. Following the transaction, the insider directly owned 126,500 shares in the company, valued at $34,163,855. This represents a 2.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Shawn Marie Soderberg also recently made the following trade(s):

• On Friday, August 14th, Shawn Soderberg sold 2,895 shares of Bloom Energy stock. The shares were sold at an average price of $233.60, for a total value of $676,272.00.

Bloom Energy Trading Down 5.3%

Shares of NYSE:BE opened at $265.77 on Friday. The company has a market capitalization of $78.28 billion, a P/E ratio of 354.36, a P/E/G ratio of 3.59 and a beta of 3.80. Bloom Energy Corporation has a 1 year low of $61.37 and a 1 year high of $351.28. 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 business’s 50 day simple moving average is $225.63 and its 200 day simple moving average is $229.42.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. The firm had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The company’s revenue was up 165.5% on a year-over-year basis. During the same quarter last year, the company earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, research analysts anticipate that Bloom Energy Corporation will post 2.06 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. Montanova Capital LLC bought a new position in Bloom Energy in the second quarter valued at about $10,231,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in shares of Bloom Energy by 78.3% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock valued at $401,849,000 after purchasing an additional 583,135 shares in the last quarter. Militia Capital Management LLC bought a new stake in shares of Bloom Energy during the first quarter worth about $813,000. Norges Bank bought a new stake in shares of Bloom Energy during the fourth quarter worth about $239,683,000. Finally, Assenagon Asset Management S.A. grew its holdings in shares of Bloom Energy by 3,398.3% during the second quarter. Assenagon Asset Management S.A. now owns 239,877 shares of the company’s stock worth $72,611,000 after purchasing an additional 233,020 shares during the last quarter. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Bloom Energy News Roundup

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

• Positive Sentiment: AI data-center power opportunity: Bloom highlighted an 800V DC-native fuel-cell architecture designed for AI data centers. The company says the system can eliminate traditional transformers, reduce power-conversion losses and capital costs, and shorten deployment timelines. Investors view the technology as a potential catalyst for future data-center demand. Why Could Bloom Energy Change AI Data Center Power Economics?
• Positive Sentiment: Supportive policy backdrop: Fuel-cell stocks rallied after the U.S. House reportedly shifted certain data-center power costs toward operators, improving the potential economics of on-site generation. Bloom Energy participated in that sector-wide advance. FuelCell Jumps as House Shifts Data Center Power Costs to Operators
• Positive Sentiment: Strong recent momentum and analyst support: Bloom was identified among green stocks outperforming clean-energy ETFs and major benchmarks in 2026, while a separate report said analysts maintained an overall “Moderate Buy” view. These factors may have contributed to recent buying interest.
• Neutral Sentiment: Brand and community initiative: Bloom honored Louisville first responders and donated to the Louisville Fire Foundation during its ESPN College Football Campus Tour partnership. The announcement supports corporate visibility but is unlikely to materially affect near-term revenue or earnings. Bloom Energy Honors Louisville First Responders
• Negative Sentiment: Multiple securities-litigation notices: Several law firms publicized a shareholder class action and a September 28 deadline to seek lead-plaintiff status. The allegations relate to claims that Bloom’s shares were artificially inflated before a July 8 report concerning alleged Chinese scandium sourcing. The notices add reputational and potential legal-risk concerns, although they do not establish wrongdoing or quantify any liability.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the stock. Oppenheimer reaffirmed a “market perform” rating on shares of Bloom Energy in a research report on Wednesday, July 29th. Roth Capital boosted their target price on shares of Bloom Energy from $225.00 to $285.00 and gave the company a “neutral” rating in a research report on Wednesday, July 1st. Jefferies Financial Group upped their price target on shares of Bloom Energy from $188.00 to $229.00 and gave the stock a “hold” rating in a report on Friday, August 14th. BMO Capital Markets reduced their price target on shares of Bloom Energy from $279.00 to $227.00 and set a “market perform” rating on the stock in a research report on Wednesday, July 29th. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $335.00 price objective on shares of Bloom Energy in a research note on Wednesday, June 10th. 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat, Bloom Energy has an average rating of “Moderate Buy” and an average target price of $254.14.

Bloom Energy Company Profile

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.