Insider Selling: Bloom Energy (NYSE:BE) Insider Sells 8,437 Shares of Company Stock

Bloom Energy Corporation (NYSE:BE) insider Aman Joshi sold 8,437 shares of the company’s stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $277.17, for a total transaction of $2,338,483.29. Following the completion of the transaction, the insider owned 147,092 shares in the company, valued at approximately $40,769,489.64. This represents a 5.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

Aman Joshi also recently made the following trade(s):

• On Wednesday, September 16th, Aman Joshi sold 3,601 shares of Bloom Energy stock. The stock was sold at an average price of $269.94, for a total value of $972,053.94.
• On Friday, August 14th, Aman Joshi sold 4,677 shares of Bloom Energy stock. The shares were sold at an average price of $241.75, for a total value of $1,130,664.75.

Bloom Energy Stock Performance

Shares of BE stock traded up $11.90 on Friday, hitting $289.48. The company’s stock had a trading volume of 12,859,507 shares, compared to its average volume of 13,019,355. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. The stock’s 50 day moving average is $235.50 and its 200-day moving average is $237.63. Bloom Energy Corporation has a fifty-two week low of $75.70 and a fifty-two week high of $351.28. The company has a market capitalization of $85.26 billion, a PE ratio of 385.98, a PEG ratio of 3.54 and a beta of 3.76.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. The firm had revenue of $1.07 billion for 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 was up 165.5% on a year-over-year basis. During the same quarter last year, the company earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Equities research analysts expect that Bloom Energy Corporation will post 2.06 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on BE. TD Cowen restated a “hold” rating and issued a $235.00 target price on shares of Bloom Energy in a research report on Monday, July 20th. BMO Capital Markets dropped their price target on Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a research note on Wednesday, July 29th. Susquehanna raised their price objective on Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a report on Friday, July 10th. Truist Financial reduced their price objective on Bloom Energy from $250.00 to $218.00 and set a “hold” rating on the stock in a research report on Wednesday, July 29th. Finally, Roth Capital boosted their price objective on Bloom Energy from $225.00 to $285.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 1st. Three equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $257.18.

More Bloom Energy News

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

• Positive Sentiment: Virginia’s 5-gigawatt opportunity: RBC Capital reiterated its Outperform rating and $335 price target, saying Virginia’s 2026 Energy Plan creates a favorable framework for Bloom’s fuel-cell technology. The plan is viewed as a potential source of substantial future demand for onsite power generation. Bloom Energy Stock Jumps as RBC Capital Highlights 5GW Virginia Policy Opportunity
• Positive Sentiment: AI data-center demand: Analysts continue to identify Bloom as a beneficiary of surging electricity needs from AI infrastructure. Its ability to provide reliable, onsite power is strengthening the investment case for fuel-cell suppliers. Bloom Energy Stock Hiked As AI-Driven Fuel-Cell Market Booms
• Positive Sentiment: Industry-wide momentum: Money is moving into onsite-power and hydrogen-related stocks, lifting Bloom alongside FuelCell Energy. The broader sector rally is adding momentum to BE shares, although the move is not company-specific. FuelCell Jumps, Bloom Energy Climbs as Hydrogen Stocks Rally
• Neutral Sentiment: Bloom’s recent rally follows a 29% September gain and has brought the stock near a technical buy point, attracting momentum-oriented investors. Its elevated valuation means expectations for continued growth are already substantial.
• Negative Sentiment: Bloom’s latest record quarter relied heavily on equipment sales, which represented nearly 90% of revenue. A slowdown in that category could expose the stock after its sharp advance and leave investors vulnerable to a pullback. Should Bloom Energy Stock Investors Worry About Its Record Quarter?

Hedge Funds Weigh In On Bloom Energy

Several institutional investors have recently added to or reduced their stakes in the business. GoalVest Advisory LLC boosted its stake in Bloom Energy by 13,843.2% during the 3rd quarter. GoalVest Advisory LLC now owns 18,405 shares of the company’s stock valued at $54,000 after purchasing an additional 18,273 shares during the last quarter. Versant Capital Management Inc raised its stake in shares of Bloom Energy by 64.0% in the third quarter. Versant Capital Management Inc now owns 569 shares of the company’s stock worth $158,000 after purchasing an additional 222 shares during the last quarter. Noble Wealth Management PBC lifted its holdings in shares of Bloom Energy by 36.7% in the third quarter. Noble Wealth Management PBC now owns 205 shares of the company’s stock valued at $57,000 after purchasing an additional 55 shares in the last quarter. QRG Capital Management Inc. lifted its holdings in shares of Bloom Energy by 107.0% in the second quarter. QRG Capital Management Inc. now owns 27,250 shares of the company’s stock valued at $8,248,000 after purchasing an additional 14,087 shares in the last quarter. Finally, Envestnet Portfolio Solutions Inc. purchased a new position in shares of Bloom Energy during the second quarter valued at approximately $620,000. 77.04% of the stock is owned by institutional investors and hedge funds.

About Bloom Energy

Bloom Energy Corporation (NYSE: BE) develops and manufactures energy-generation and hydrogen technologies. Its primary product is the Bloom Energy Server, a solid-oxide fuel cell system designed to produce electricity onsite from fuels such as natural gas, biogas and hydrogen. The company’s distributed-generation systems are intended to provide reliable, low-emission power for commercial and industrial facilities, data centers, utilities and other large energy users.

Bloom Energy also produces electrolyzers that use electricity to separate water into hydrogen and oxygen.