Bloom Energy (NYSE:BE) Shares Down 14% – What’s Next?

Bloom Energy Corporation (NYSE:BE) shares were down 14% during mid-day trading on Thursday . The stock traded as low as $204.56 and last traded at $205.9360. Approximately 16,182,285 shares changed hands during mid-day trading, an increase of 38% from the average session volume of 11,739,627 shares. The stock had previously closed at $239.38.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: IDF and Oaktree announced a $1.7 billion investment in Bloom Energy fuel cells for Nebius’ AI infrastructure build-out, highlighting a large commercial deployment and stronger demand for Bloom’s power solutions. Article Title
• Positive Sentiment: The project reinforces Bloom Energy’s role in AI data-center power supply, a fast-growing theme that could support future orders and investor enthusiasm. Article Title
• Positive Sentiment: Jim Cramer’s “buy” mention may be adding to positive sentiment around the stock. Article Title
• Neutral Sentiment: Recent analyst commentary included a higher price target from Clear Street, but the firm kept a Hold rating, so the signal is mixed rather than a strong bullish catalyst. Article Title
• Negative Sentiment: A short-seller report from Hunterbrook questioned Bloom Energy’s supply chain, warning that dependence on China for scandium could threaten future growth if exports are restricted. Article Title

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the stock. Wall Street Zen raised shares of Bloom Energy from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. TD Cowen upped their price objective on shares of Bloom Energy to $235.00 and gave the stock a “hold” rating in a report on Wednesday, April 29th. Roth Capital increased their price objective on shares of Bloom Energy from $225.00 to $285.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 1st. Zacks Research downgraded shares of Bloom Energy from a “strong-buy” rating to a “hold” rating in a report on Monday, June 29th. Finally, UBS Group boosted their target price on Bloom Energy from $322.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, July 1st. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $250.41.

Bloom Energy Stock Performance

The company has a market capitalization of $58.58 billion, a price-to-earnings ratio of -4,117.90 and a beta of 3.73. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03. The firm has a 50-day simple moving average of $280.39 and a two-hundred day simple moving average of $201.51.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.12 by $0.32. The company had revenue of $751.05 million for the quarter, compared to analyst estimates of $539.94 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The business’s revenue for the quarter was up 130.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.03 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, sell-side analysts anticipate that Bloom Energy Corporation will post 1.4 EPS for the current fiscal year.

Insider Activity

In related news, insider Aman Joshi sold 8,343 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $300.37, for a total transaction of $2,505,986.91. Following the sale, the insider directly owned 163,807 shares of the company’s stock, valued at $49,202,708.59. This represents a 4.85% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director John T. Chambers sold 55,000 shares of the stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $297.69, for a total transaction of $16,372,950.00. Following the sale, the director owned 238,333 shares in the company, valued at approximately $70,949,350.77. This trade represents a 18.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 153,617 shares of company stock worth $44,003,909 over the last 90 days. Company insiders own 3.00% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of BE. Bayforest Capital Ltd acquired a new position in Bloom Energy during the 1st quarter worth $2,055,000. AQR Capital Management LLC purchased a new stake in Bloom Energy during the 1st quarter worth about $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 purchasing an additional 1,626 shares in the last quarter. Goldman Sachs Group Inc. raised its position 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 purchasing an additional 836,810 shares in the last quarter. Finally, Focus Partners Wealth boosted its stake in shares of Bloom Energy by 30.7% in the 1st quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock valued at $394,000 after buying an additional 4,716 shares during the period. 77.04% of the stock is currently owned by hedge funds and other 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.