Bloom Energy (NYSE:BE) Insider Sells 4,677 Shares

Bloom Energy Corporation (NYSE:BE) insider Aman Joshi sold 4,677 shares of the firm’s stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $241.75, for a total value of $1,130,664.75. Following the completion of the transaction, the insider directly owned 159,130 shares of the company’s stock, valued at $38,469,677.50. The trade was a 2.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

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

• On Wednesday, July 1st, Aman Joshi sold 8,343 shares of Bloom Energy stock. The stock was sold at an average price of $300.37, for a total value of $2,505,986.91.
• On Tuesday, June 16th, Aman Joshi sold 3,558 shares of Bloom Energy stock. The stock was sold at an average price of $289.14, for a total value of $1,028,760.12.

Bloom Energy Price Performance

Bloom Energy stock traded down $23.47 during trading hours on Tuesday, hitting $208.69. The stock had a trading volume of 15,329,080 shares, compared to its average volume of 17,418,606. Bloom Energy Corporation has a 1-year low of $40.56 and a 1-year high of $351.28. The stock has a market capitalization of $61.47 billion, a price-to-earnings ratio of 278.26, a PEG ratio of 3.14 and a beta of 3.79. The stock’s fifty day moving average is $246.83 and its two-hundred day moving average is $216.26. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping the consensus estimate of $0.39 by $0.39. The business had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The business’s revenue for the quarter was up 165.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, analysts predict that Bloom Energy Corporation will post 1.93 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Roth Capital upped their target price on Bloom Energy from $225.00 to $285.00 and gave the company a “neutral” rating in a research note on Wednesday, July 1st. Citigroup restated a “hold” rating on shares of Bloom Energy in a research report on Thursday, July 16th. BMO Capital Markets dropped their price objective on Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a research report on Wednesday, July 29th. Finally, JPMorgan Chase & Co. reduced their target price on shares of Bloom Energy from $346.00 to $314.00 and set an “overweight” rating on the stock in a report on Wednesday, July 29th. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $248.05.

Institutional Trading of Bloom Energy

Several institutional investors and hedge funds have recently bought and sold shares of BE. Brooklands Fund Management Ltd acquired a new stake in Bloom Energy during the fourth quarter worth about $347,560,000. Norges Bank bought a new position in Bloom Energy in the fourth quarter worth about $239,683,000. Jennison Associates LLC boosted its stake in Bloom Energy by 20,074.4% in the first quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock valued at $364,066,000 after acquiring an additional 2,673,710 shares during the period. Amundi grew its holdings in shares of Bloom Energy by 390.7% during the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after purchasing an additional 2,511,426 shares during the last quarter. Finally, Man Group plc grew its holdings in shares of Bloom Energy by 177.4% during the second quarter. Man Group plc now owns 2,392,915 shares of the company’s stock valued at $57,239,000 after purchasing an additional 1,530,167 shares during the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Bloom’s long-term opportunity remains tied to rising electricity demand from artificial-intelligence data centers. Management reportedly sees visibility into as much as 25 gigawatts of deployments, while the company says its scandium-oxide supply is sufficient to support current demand and backlog. Bloom Energy Says It Has Visibility on 25 Gigawatts of Deployments
• Neutral Sentiment: Institutional positioning is mixed: JPMorgan and Goldman Sachs increased their holdings, while BlackRock, Ameriprise and D. E. Shaw reduced theirs. Analyst opinions are also divided, with JPMorgan rating the stock “Overweight” and Jefferies rating it “Underperform.” The median analyst price target of $278.50 remains above the current trading level, but targets vary widely. Bloom Energy Falls as Investors Appear to Revisit Execution and Project-Timing Risks
• Negative Sentiment: Rising 10-year Treasury yields pressured hydrogen and fuel-cell stocks by making high-growth companies less attractive relative to bonds. Bloom also faces renewed concerns about the timing and execution of major data-center projects, including permitting requirements for Project Jupiter in New Mexico. The stock’s elevated valuation—reported at more than 278 times earnings—amplifies sensitivity to any disappointment. Plug Power Falls, Bloom Energy Sinks With the 10-Year Yield Near a 52-Week High
• Negative Sentiment: Multiple law firms publicized a securities class action involving investors who purchased Bloom securities from February 27, 2025, through July 8, 2026. The complaints allege Bloom misrepresented its exposure to Chinese export controls and U.S. tariffs, including the origin of critical materials and components. These are allegations, not established findings, but the litigation adds headline and potential financial risk; the lead-plaintiff deadline is September 28, 2026. Bloom Energy Shareholder Alert
• Negative Sentiment: Reported insider activity has been exclusively selling over the past six months, including sales by Chief Executive Officer KR Sridhar. While insider sales can reflect personal financial planning, the absence of reported purchases may weigh on investor confidence after the stock’s substantial run-up.

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.