Bloom Energy (NYSE:BE) Director Sells 1,250 Shares

Bloom Energy Corporation (NYSE:BE) Director Gary Pinkus sold 1,250 shares of the firm’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $165.80, for a total value of $207,250.00. Following the transaction, the director owned 4,149 shares in the company, valued at $687,904.20. This trade represents a 23.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Bloom Energy Stock Performance

Shares of NYSE:BE traded down $13.08 on Friday, reaching $155.49. 11,495,615 shares of the company’s stock were exchanged, compared to its average volume of 11,140,961. Bloom Energy Corporation has a fifty-two week low of $15.15 and a fifty-two week high of $180.90. The business’s 50-day moving average is $134.81 and its two-hundred day moving average is $104.80. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. The firm has a market capitalization of $43.62 billion, a price-to-earnings ratio of -409.18, a PEG ratio of 6.88 and a beta of 3.07.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, topping the consensus estimate of $0.25 by $0.20. The firm had revenue of $777.68 million for 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%. Bloom Energy’s quarterly revenue was up 35.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, equities research analysts forecast that Bloom Energy Corporation will post -0.23 EPS for the current year.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on BE. Royal Bank Of Canada set a $143.00 price objective on shares of Bloom Energy in a research report on Tuesday, January 20th. China Renaissance assumed coverage on Bloom Energy in a report on Wednesday, January 28th. They issued a “buy” rating and a $207.00 price objective for the company. Zacks Research raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Friday, February 6th. Mizuho raised their price target on Bloom Energy to $110.00 and gave the company a “neutral” rating in a report on Monday, February 9th. Finally, BTIG Research upped their price objective on shares of Bloom Energy to $165.00 and gave the stock a “buy” rating in a report on Friday, February 6th. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $131.87.

Key Headlines Impacting Bloom Energy

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

Institutional Investors Weigh In On Bloom Energy

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Resona Asset Management Co. Ltd. purchased a new position in shares of Bloom Energy in the second quarter worth approximately $108,000. Meridian Wealth Management LLC acquired a new position in Bloom Energy in the 3rd quarter worth approximately $553,000. Udine Wealth Management Inc. grew its position in Bloom Energy by 27.8% during the 3rd 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 acquired a new stake in Bloom Energy during the 3rd quarter valued at $1,099,000. Finally, Huntleigh Advisors Inc. purchased a new stake in shares of Bloom Energy in the third quarter valued at $766,000. 77.04% of the stock is owned by institutional investors and hedge funds.

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.