Bloom Energy (NYSE:BE) Shares Down 7.8% After Insider Selling

Bloom Energy Corporation (NYSE:BE)’s share price fell 7.8% during mid-day trading on Friday after an insider sold shares in the company. The stock traded as low as $151.80 and last traded at $155.4890. 11,443,008 shares were traded during trading, a decline of 7% from the average session volume of 12,274,448 shares. The stock had previously closed at $168.57.

Specifically, CEO Kr Sridhar sold 200,000 shares of the business’s stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total value of $34,000,000.00. Following the sale, the chief executive officer owned 2,189,869 shares of the company’s stock, valued at $372,277,730. The trade was a 8.37% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

Analyst Ratings Changes

A number of brokerages have issued reports on BE. Truist Financial set a $68.00 price objective on Bloom Energy in a report on Friday, January 9th. Daiwa Securities Group set a $98.00 price target on shares of Bloom Energy in a report on Tuesday, December 2nd. China Renaissance assumed coverage on shares of Bloom Energy in a research report on Wednesday, January 28th. They issued a “buy” rating and a $207.00 price target on the stock. Royal Bank Of Canada set a $143.00 price objective on shares of Bloom Energy in a report on Tuesday, January 20th. Finally, TD Cowen boosted their target price on Bloom Energy to $160.00 and gave the stock a “hold” rating in a report on Friday, February 6th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $131.87.

Bloom Energy News Roundup

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

• Positive Sentiment: Brookfield partnership: Bloom and Brookfield announced a program worth up to $5 billion to deploy Bloom’s fuel‑cell systems for AI data centers and factories — a material commercial validation that supports future revenue growth tied to high‑density AI power demand. Bloom-Brookfield Deal
• Positive Sentiment: Backlog and guidance: Management has reported a large backlog (product backlog and total backlog figures cited) and set aggressive FY‑2026 revenue and margin targets, supporting the growth narrative for enterprise and AI customers. Those operational metrics justify investor optimism over medium‑term earnings expansion. Backlog & Guidance
• Positive Sentiment: Momentum and performance: BE has outpaced peers YTD and is up substantially over the past year as investors rotate into clean‑power and AI infrastructure plays, attracting momentum flows. Zacks YTD Note
• Neutral Sentiment: High‑profile commentary: Jim Cramer reiterated the stock’s volatility but said he’d feel more comfortable recommending BE after a pullback — publicity that raises awareness but is not an immediate catalyst. Cramer Comment
• Neutral Sentiment: Citi initiation: Citi initiated coverage with a neutral rating and a $162 target, signaling that some sell‑side desks view the stock as fairly valued near current levels — which can cap near‑term upside after the run. Citi Initiation
• Neutral Sentiment: Peer comparison: Analysts note Bloom outperforms peers like FuelCell Energy on earnings growth and ROIC but trades at a steep premium — a mixed signal for investors weighing growth vs. price. BE vs FCEL
• Negative Sentiment: Insider selling: CEO Kr Sridhar sold 200,000 shares (~$34M) on Feb. 24, reducing his stake — a high‑profile sale that often triggers short‑term profit taking and can pressure the stock. SEC Filing
• Negative Sentiment: Valuation risk: Multiple analysis pieces warn the stock may be “priced for perfection” — expensive multiples and high execution expectations are prompting some investors to lock in gains after the rally. Valuation Note

Bloom Energy Stock Performance

The stock’s 50 day moving average is $133.47 and its two-hundred day moving average is $103.98. The firm has a market capitalization of $43.62 billion, a P/E ratio of -409.18, a P/E/G ratio of 7.13 and a beta of 3.07. 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 released its earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. The firm had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The business’s quarterly revenue was up 35.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, equities analysts anticipate that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Bloom Energy

Several institutional investors have recently added to or reduced their stakes in the stock. Bayforest Capital Ltd bought a new position in Bloom Energy during the 1st quarter worth about $2,055,000. AQR Capital Management LLC acquired a new stake in Bloom Energy in the 1st quarter valued at approximately $1,820,000. NewEdge Advisors LLC raised its position in Bloom Energy by 674.7% in the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after buying an additional 1,626 shares during the last quarter. Goldman Sachs Group Inc. lifted its stake in Bloom Energy by 50.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after acquiring an additional 836,810 shares in the last quarter. Finally, Focus Partners Wealth grew its stake in shares of Bloom Energy by 30.7% during the 1st quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock worth $394,000 after acquiring an additional 4,716 shares in the last quarter. 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.