Bloom Energy (NYSE:BE) Insider Shawn Marie Soderberg Sells 35,000 Shares

Bloom Energy Corporation (NYSE:BE) insider Shawn Marie Soderberg sold 35,000 shares of Bloom Energy stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $279.00, for a total value of $9,765,000.00. Following the completion of the transaction, the insider owned 341,731 shares of the company’s stock, valued at approximately $95,342,949. This represents a 9.29% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

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

• On Wednesday, April 15th, Shawn Marie Soderberg sold 25,000 shares of Bloom Energy stock. The shares were sold at an average price of $225.13, for a total value of $5,628,250.00.
• On Tuesday, April 14th, Shawn Marie Soderberg sold 30,000 shares of Bloom Energy stock. The shares were sold at an average price of $204.23, for a total value of $6,126,900.00.
• On Thursday, March 19th, Shawn Marie Soderberg sold 15,410 shares of Bloom Energy stock. The shares were sold at an average price of $150.47, for a total value of $2,318,742.70.
• On Tuesday, March 17th, Shawn Marie Soderberg sold 13,074 shares of Bloom Energy stock. The shares were sold at an average price of $153.44, for a total value of $2,006,074.56.
• On Monday, March 16th, Shawn Marie Soderberg sold 29,807 shares of Bloom Energy stock. The shares were sold at an average price of $153.78, for a total value of $4,583,720.46.
• On Wednesday, February 25th, Shawn Marie Soderberg sold 20,000 shares of Bloom Energy stock. The shares were sold at an average price of $180.00, for a total value of $3,600,000.00.
• On Wednesday, February 25th, Shawn Marie Soderberg sold 25,244 shares of Bloom Energy stock. The stock was sold at an average price of $177.93, for a total value of $4,491,664.92.
• On Tuesday, February 17th, Shawn Marie Soderberg sold 3,332 shares of Bloom Energy stock. The stock was sold at an average price of $139.56, for a total value of $465,013.92.

Bloom Energy Price Performance

NYSE:BE traded up $6.71 during trading hours on Friday, hitting $290.07. 9,510,764 shares of the stock were exchanged, compared to its average volume of 11,392,730. Bloom Energy Corporation has a 52-week low of $16.05 and a 52-week high of $296.50. The firm’s fifty day moving average price is $172.25 and its 200 day moving average price is $138.03. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. The company has a market cap of $81.38 billion, a P/E ratio of -5,800.32, a P/E/G ratio of 11.64 and a beta of 3.18.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, topping the consensus estimate of $0.12 by $0.32. Bloom Energy had a return on equity of 22.95% and a net margin of 0.25%.The company had revenue of $751.05 million during the quarter, compared to analyst estimates of $539.94 million. During the same period in the previous year, the business earned $0.03 EPS. Bloom Energy’s quarterly revenue was up 130.4% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. As a group, equities research analysts anticipate that Bloom Energy Corporation will post 0.99 EPS for the current fiscal year.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Blowout Q1 and upgraded guidance — Bloom reported a large revenue and EPS beat (Q1 revenue far above estimates, EPS swung to profit) and raised FY‑2026 EPS guidance to $1.85–$2.25, which is the primary fundamental driver behind the rally. Bloom Energy Corp (BE) Q1 2026 Earnings Call Highlights
• Positive Sentiment: AI/data-center demand ramp — Multiple reports highlight Bloom’s role as an on‑site power solution for data centers and AI clusters, with the company ramping fuel-cell production and deployments; investors are re‑rating BE as a data‑center power growth play. Bloom Energy May Be Solving AI’s Biggest Power Problem
• Positive Sentiment: Institutional interest and momentum — Reports that Stanley Druckenmiller has built a large position, plus coverage noting BE as one of April’s top industrial performers, are reinforcing momentum and retail/institutional attention. Druckenmiller Made 400% on SanDisk — Now He’s All In on Bloom Energy (BE)
• Positive Sentiment: Technical breakout / all-time highs — Traders are pushing the stock to new highs following the quarter and guidance lift, which attracts momentum buyers and breakout traders. Why Bloom Energy Stock Hit All-Time Highs Today
• Neutral Sentiment: Analyst moves — JPMorgan raised its rating to Overweight and lifted its target (note: the new $267 target is below intraday levels), signaling institutional analyst support but also reflecting mixed views on near‑term upside. JPMorgan price target update
• Negative Sentiment: Valuation and risk — Several analysts and outlets warn valuation is stretched after the surge; BE’s high beta and rapid run from its 52‑week low make it vulnerable to sharp pullbacks if execution or bookings slow. Bloom Energy Is Now a Data Center Stock. Buy Its Shares Now.
• Negative Sentiment: Meme/volatility concerns — Coverage noting a “meme‑stock” dynamic and heavy retail interest suggests sentiment‑driven swings; investors should expect elevated intraday and short‑term volatility. Bloom Energy shares rocket higher by 20%

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Creekmur Asset Management LLC acquired a new stake in shares of Bloom Energy during the third quarter worth about $1,825,000. Meridian Wealth Management LLC acquired a new stake in shares of Bloom Energy during the third quarter worth about $553,000. Udine Wealth Management Inc. increased its position in shares of Bloom Energy by 27.8% during the third quarter. Udine Wealth Management Inc. now owns 62,967 shares of the company’s stock worth $5,325,000 after purchasing an additional 13,684 shares in the last quarter. Straight Path Wealth Management purchased a new position in shares of Bloom Energy during the third quarter worth about $1,099,000. Finally, Teachers Retirement System of The State of Kentucky purchased a new position in shares of Bloom Energy during the third quarter worth about $1,985,000. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the company. Mizuho set a $285.00 price target on Bloom Energy in a research report on Friday. Royal Bank Of Canada upped their price target on Bloom Energy to $335.00 and gave the company an “outperform” rating in a research report on Wednesday. Morgan Stanley restated an “overweight” rating and issued a $310.00 price target on shares of Bloom Energy in a research report on Wednesday. BTIG Research upped their price target on Bloom Energy to $295.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, BMO Capital Markets raised their price objective on shares of Bloom Energy to $149.00 and gave the stock a “market perform” rating in a research report on Friday, February 6th. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $205.27.

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.