Bloom Energy (NYSE:BE) Shares Gap Down – Here’s Why

Bloom Energy Corporation (NYSE:BE) shares gapped down prior to trading on Monday . The stock had previously closed at $201.45, but opened at $191.98. Bloom Energy shares last traded at $192.3830, with a volume of 2,286,665 shares.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Analysts’ consensus price target implies approximately 36.9% potential upside for Bloom Energy. Zacks noted that while price targets are not always reliable, broad upward revisions to earnings estimates provide a more constructive signal. Wall Street Analysts See a 36.89% Upside in Bloom Energy
• Positive Sentiment: A bullish investment thesis argues that Bloom’s factory-built, modular power systems could help data centers address AI-driven electricity shortages. Oracle’s multigigawatt commitment and Brookfield’s expanded $25 billion financing framework may support demand and project deployment. The article also highlighted 166% year-over-year revenue growth, a 34.3% non-GAAP gross margin and positive operating cash flow in the latest quarter. Bloom Energy: Factory-Built Power Is Becoming AI’s Fastest Route To Scale
• Neutral Sentiment: Bloom Energy continues to receive a consensus “Moderate Buy” recommendation from brokerages, although the stock’s elevated valuation makes it particularly sensitive to changes in growth expectations.
• Negative Sentiment: Several law firms are promoting a securities class action and a September 28, 2026, lead-plaintiff deadline. The lawsuit alleges Bloom misrepresented its lack of China-related supply-chain exposure, including the sourcing of scandium through intermediaries. The allegations have not been proven, but the repeated announcements increase legal, reputational and potential financial risks for shareholders. Levi & Korsinsky Bloom Energy Lawsuit Notice Kaplan Fox Bloom Energy Lawsuit Notice

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on BE. Roth Capital lifted their price target on Bloom Energy from $225.00 to $285.00 and gave the company a “neutral” rating in a research report on Wednesday, July 1st. Mizuho raised Bloom Energy from a “neutral” rating to an “outperform” rating and reduced their target price for the company from $285.00 to $242.00 in a report on Thursday, July 30th. JPMorgan Chase & Co. lowered their price target 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. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Finally, Zacks Research raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 28th. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Bloom Energy has a consensus rating of “Moderate Buy” and a consensus target price of $248.05.

Bloom Energy Stock Up 1.9%

The company has a 50 day moving average of $244.12 and a 200-day moving average of $217.28. 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 $60.44 billion, a P/E ratio of 272.82, a price-to-earnings-growth ratio of 2.76 and a beta of 3.79.

Bloom Energy (NYSE:BE) last announced its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The business had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. During the same period in the prior year, the company earned $0.10 EPS. The company’s quarterly revenue was up 165.5% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, equities analysts predict that Bloom Energy Corporation will post 1.92 earnings per share for the current year.

Insider Buying and Selling

In other Bloom Energy news, insider Aman Joshi sold 8,343 shares of Bloom Energy 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 completion of the sale, the insider directly owned 163,807 shares in the company, valued at $49,202,708.59. The trade was a 4.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Jeffrey R. Immelt sold 30,000 shares of the business’s stock in a transaction that occurred on 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 completion of 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 144,464 shares of company stock valued at $38,504,205 in the last 90 days. 3.00% of the stock is owned by company insiders.

Institutional Trading of Bloom Energy

A number of hedge funds have recently made changes to their positions in BE. Blue Trust Inc. raised its position in Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after purchasing an additional 51 shares in the last quarter. Continuum Advisory LLC purchased a new position in shares of Bloom Energy in the 2nd quarter worth about $25,000. Anchor Investment Management LLC bought a new position in shares of Bloom Energy during the 1st quarter valued at about $27,000. Hantz Financial Services Inc. raised its holdings in shares of Bloom Energy by 45.5% during the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after buying an additional 100 shares in the last quarter. Finally, Godsey & Gibb Inc. raised its holdings in shares of Bloom Energy by 2,000.0% during the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock valued at $28,000 after buying an additional 200 shares in the last quarter. 77.04% of the stock is owned by 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.