Bloom Energy (NYSE:BE) Trading Down 7.1% After Insider Selling

Shares of Bloom Energy Corporation (NYSE:BE) traded down 7.1% during trading on Friday after an insider sold shares in the company. The company traded as low as $144.06 and last traded at $147.7380. 10,113,779 shares were traded during trading, a decline of 19% from the average session volume of 12,482,294 shares. The stock had previously closed at $159.00.

Specifically, insider Aman Joshi sold 3,746 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $139.81, for a total transaction of $523,728.26. Following the sale, the insider directly owned 201,072 shares of the company’s stock, valued at $28,111,876.32. The trade was a 1.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Shawn Marie Soderberg sold 3,332 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $139.56, for a total transaction of $465,013.92. Following the completion of the transaction, the insider owned 219,871 shares of the company’s stock, valued at approximately $30,685,196.76. This trade represents a 1.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In other news, insider Satish Chitoori sold 1,521 shares of Bloom Energy stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $139.37, for a total transaction of $211,981.77. Following the transaction, the insider owned 230,017 shares in the company, valued at approximately $32,057,469.29. The trade was a 0.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

Analyst Ratings Changes

Several research analysts recently issued reports on the company. Truist Financial set a $68.00 target price on Bloom Energy in a research report on Friday, January 9th. Royal Bank Of Canada set a $143.00 price target on Bloom Energy in a research note on Tuesday, January 20th. Robert W. Baird set a $172.00 price objective on Bloom Energy in a research note on Tuesday, January 27th. Bank of America set a $39.00 target price on Bloom Energy in a report on Tuesday, November 25th. Finally, China Renaissance started coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They set a “buy” rating and a $207.00 price target for the company. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $130.50.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Q4 beat and raised guidance — Bloom topped EPS and revenue estimates for Q4 and set FY‑2026 EPS guidance (1.33–1.48), supporting the company’s growth narrative and giving bulls a near‑term fundamental argument. Read More.
• Neutral Sentiment: Analyst support and valuation checks — Several firms have increased targets (e.g., Morgan Stanley, UBS) while independent pieces are questioning whether recent momentum already prices in growth; this creates mixed signals for investors weighing upside vs valuation risk. Read More.
• Neutral Sentiment: Institutional positioning and sector flows — Large institutional ownership (~77%) and rotation into AI/energy themes can both stabilize and amplify moves; flows into thematic funds can help longer‑term but also make the stock sensitive to short‑term rotations. Read More.
• Negative Sentiment: Insider selling this week — Multiple insiders (Aman Joshi, Shawn Soderberg, Satish Chitoori) sold blocks of shares on Feb. 17 at roughly $139–$140, representing small percentage reductions but signaling near‑term take‑profit/liquidity action that can trigger selling pressure. Read More.
• Negative Sentiment: Media caution may amplify retail selling — Coverage highlighting investor preconceptions (Robinhood/Bloom example) can feed retail skepticism and short‑term volatility in a richly valued name. Read More.

Bloom Energy Stock Down 7.1%

The stock has a market cap of $41.45 billion, a price-to-earnings ratio of -388.78, a price-to-earnings-growth ratio of 6.50 and a beta of 3.07. The firm’s fifty day moving average price is $125.74 and its two-hundred day moving average price is $99.60. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95.

Bloom Energy (NYSE:BE) last issued its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The company had revenue of $777.68 million for the quarter, compared to analysts’ expectations of $647.59 million. During the same period last year, the business earned $0.43 EPS. Bloom Energy’s quarterly revenue was up 35.9% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Sell-side analysts forecast that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Bloom Energy

A number of institutional investors have recently added to or reduced their stakes in the company. Hantz Financial Services Inc. increased its position in shares of Bloom Energy by 45.5% during the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after acquiring an additional 100 shares during the last quarter. WPG Advisers LLC grew its stake in Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after purchasing an additional 67 shares during the period. Caitong International Asset Management Co. Ltd purchased a new stake in shares of Bloom Energy during the 4th quarter valued at $28,000. Fifth Third Bancorp bought a new stake in shares of Bloom Energy during the 3rd quarter worth $32,000. Finally, N.E.W. Advisory Services LLC purchased a new position in shares of Bloom Energy in the 3rd quarter worth about $32,000. 77.04% of the stock is owned by institutional investors.

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.