Bloom Energy (NYSE:BE) Trading Down 3.9% – Here’s Why

Bloom Energy Corporation (NYSE:BE) traded down 3.9% on Friday . The company traded as low as $209.12 and last traded at $209.37. 11,356,882 shares were traded during mid-day trading, a decline of 9% from the average session volume of 12,479,487 shares. The stock had previously closed at $217.83.

Bloom Energy News Summary

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

• Positive Sentiment: AI data-center demand remains the primary bullish catalyst. Bloom is expanding its onsite power footprint through a strategic agreement with American Electric Power, while its solid-oxide fuel cells can reportedly deliver power in as little as two months—an attractive advantage for data centers facing grid-connection delays. Bloom Energy vs. Eos Energy Enterprises: Which Energy Storage Stock Is a Better Buy in 2026?
• Positive Sentiment: Power Connect could improve deployment economics. Bloom’s factory-integrated system is designed to deliver pre-wired and pre-tested units and reduce onsite installation time by more than 40%, potentially accelerating revenue from fast-growing AI infrastructure projects. Bloom Energy Is Up 7.6% After Launching Power Connect To Speed Data Center Deployments
• Positive Sentiment: Some analysts and investors remain bullish. Recent commentary points to Bloom’s growth outlook, backlog potential and positioning as an AI-power beneficiary, although these views are opinion-based and do not eliminate valuation risk. Bloom Energy vs. FuelCell Energy: Which Fuel Cell Stock Has an Edge?
• Neutral Sentiment: Investors are comparing Bloom with other AI-power and energy-storage companies. Articles contrasting Bloom with GE Vernova and Eos Energy Enterprises highlight the size of its opportunity but also reinforce that the stock’s performance depends on converting demand and backlog into profitable growth. GE Vernova vs. Bloom Energy: Which AI-Power Bet Has More Upside Ahead?
• Negative Sentiment: Multiple law firms publicized a securities class action against Bloom. The lawsuit covers investors who purchased securities from February 27, 2025, through July 8, 2026, and alleges securities-law violations related to statements that Bloom had “no China supply chain” for scandium. The allegations have not been proven, but the litigation creates reputational, legal and potential financial risks. Investors have until September 28, 2026, to seek lead-plaintiff status. Kaplan Fox Announces a Securities Class Action Against Bloom Energy Corporation
• Negative Sentiment: Valuation leaves little room for disappointment. Despite strong recent revenue and earnings growth, Bloom’s high P/E and sharp prior rally make the shares vulnerable to profit-taking or a re-rating if backlog conversion, margins or legal developments disappoint.

Analyst Ratings Changes

A number of research analysts recently commented on BE shares. Wall Street Zen raised Bloom Energy from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Zacks Research upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, July 28th. Roth Capital boosted their target price on shares of Bloom Energy from $225.00 to $285.00 and gave the stock a “neutral” rating in a report on Wednesday, July 1st. Royal Bank Of Canada reiterated an “outperform” rating and issued a $335.00 price target on shares of Bloom Energy in a report on Wednesday, June 10th. Finally, TD Cowen reiterated a “hold” rating and issued a $235.00 price target on shares of Bloom Energy in a research note on Monday, July 20th. Three analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $248.05.

Bloom Energy Trading Down 3.9%

The company has a 50-day moving average of $237.89 and a 200 day moving average of $219.14. 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 company has a market cap of $61.67 billion, a PE ratio of 279.16, a price-to-earnings-growth ratio of 2.99 and a beta of 3.79.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.39 by $0.39. The business had revenue of $1.07 billion during 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 for the quarter was up 165.5% on a year-over-year basis. During the same period last year, the company earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Analysts predict that Bloom Energy Corporation will post 1.92 earnings per share for the current year.

Insider Buying and Selling at Bloom Energy

In other news, Director John T. Chambers sold 15,000 shares of the stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $250.00, for a total value of $3,750,000.00. Following the sale, the director owned 208,333 shares of the company’s stock, valued at approximately $52,083,250. This represents a 6.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Jeffrey R. Immelt sold 30,000 shares of Bloom Energy stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $238.91, for a total transaction of $7,167,300.00. Following the transaction, the director directly owned 201,243 shares of the company’s stock, valued at approximately $48,078,965.13. This represents a 12.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 89,464 shares of company stock valued at $22,131,255. Insiders own 3.00% of the company’s stock.

Hedge Funds Weigh In On Bloom Energy

Hedge funds have recently bought and sold shares of the business. MJT & Associates Financial Advisory Group Inc. grew its holdings in shares of Bloom Energy by 49.3% in the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock worth $34,000 after purchasing an additional 37 shares during the last quarter. Compound Planning Inc. boosted its holdings in shares of Bloom Energy by 1.1% in the first quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock valued at $467,000 after purchasing an additional 38 shares during the period. Carolina Wealth Advisors LLC boosted its holdings in shares of Bloom Energy by 51.7% in the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock valued at $41,000 after purchasing an additional 46 shares during the period. Blue Trust Inc. grew its stake in Bloom Energy by 37.2% in the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after purchasing an additional 51 shares in the last quarter. Finally, Odyssean LLC increased its holdings in Bloom Energy by 1.8% during the 2nd quarter. Odyssean LLC now owns 2,926 shares of the company’s stock worth $886,000 after purchasing an additional 51 shares during the period. Institutional investors own 77.04% of the company’s stock.

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.