Bloom Energy (NYSE:BE) CEO Kr Sridhar Sells 200,000 Shares

Bloom Energy Corporation (NYSE:BE) CEO Kr Sridhar sold 200,000 shares of the stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $170.00, for a total value of $34,000,000.00. Following the completion of the transaction, the chief executive officer owned 2,189,869 shares of the company’s stock, valued at $372,277,730. The trade was a 8.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink.

Bloom Energy Trading Down 3.5%

Shares of Bloom Energy stock traded down $6.03 on Thursday, hitting $168.74. The stock had a trading volume of 10,797,436 shares, compared to its average volume of 11,192,047. The stock has a 50 day moving average of $133.47 and a 200 day moving average of $103.98. The firm has a market capitalization of $47.34 billion, a P/E ratio of -444.05, a PEG ratio of 7.13 and a beta of 3.07. Bloom Energy Corporation has a twelve month low of $15.15 and a twelve month high of $180.90. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The business had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. During the same period in the prior year, the business posted $0.43 earnings per share. Bloom Energy’s quarterly revenue was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Sell-side analysts expect that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Bloom Energy News Roundup

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

• Positive Sentiment: Major commercial deal and backlog surge — Brookfield agreed to invest up to $5 billion to deploy Bloom fuel cells for AI-focused data centers; company backlog and product backlog have jumped materially, supporting a sizable revenue/growth re-rate. Read More.
• Positive Sentiment: Strong outlook and unit economics — Company guidance and analyst write-ups point to 2026 revenue growth (~+60% guidance to $3.2B), expanding gross margins (to ~32%) and operating leverage, reinforcing the “bring-your-own-power” thesis tied to AI/data-center demand. Read More.
• Positive Sentiment: Momentum and YTD performance — BE has surged year-to-date (roughly +104% YTD), outpacing peers as investors rotate into clean-power and on-site generation plays tied to AI and data-center electrification. Read More.
• Neutral Sentiment: Celebrity/influencer caution — Jim Cramer called the stock “incredibly volatile” and said he’d prefer to recommend it after a pullback, underscoring sentiment-driven trading risk even as he acknowledges the company’s prospects. Read More.
• Neutral Sentiment: All-time high noted — coverage flagged that BE hit record highs this week, a technical milestone that can attract momentum traders but also prompt profit-taking. Read More.
• Negative Sentiment: Analyst initiation and price target pressure — Citi initiated coverage with a “neutral” rating and a $162 price target, implying a modest downside from current levels and signaling caution from a major sell-side shop. Read More.
• Negative Sentiment: Valuation and “priced-for-perfection” debate — several analysts and pieces argue BE’s rally already prices in near-perfect execution; valuation and execution risk (scaling, margins, capital intensity) are recurring investor concerns. Read More.

Institutional Investors Weigh In On Bloom Energy

Several large investors have recently made changes to their positions in BE. WPG Advisers LLC grew its position in shares of Bloom Energy by 26.4% in the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after purchasing an additional 67 shares in the last quarter. Orion Capital Management LLC boosted its stake in Bloom Energy by 0.7% in the 4th quarter. Orion Capital Management LLC now owns 12,083 shares of the company’s stock worth $1,050,000 after purchasing an additional 83 shares during the period. Ritholtz Wealth Management grew its holdings in Bloom Energy by 1.5% during the 4th quarter. Ritholtz Wealth Management now owns 5,765 shares of the company’s stock valued at $501,000 after buying an additional 87 shares in the last quarter. CoreCap Advisors LLC increased its position in shares of Bloom Energy by 7.3% during the fourth quarter. CoreCap Advisors LLC now owns 1,295 shares of the company’s stock valued at $113,000 after buying an additional 88 shares during the period. Finally, Reliant Investment Management LLC lifted its holdings in shares of Bloom Energy by 3.6% in the fourth quarter. Reliant Investment Management LLC now owns 2,556 shares of the company’s stock worth $222,000 after buying an additional 90 shares in the last quarter. 77.04% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on BE. Wells Fargo & Company lifted their price objective on shares of Bloom Energy to $130.00 and gave the company an “equal weight” rating in a report on Friday, February 6th. Evercore reaffirmed an “outperform” rating and issued a $179.00 price target on shares of Bloom Energy in a research report on Friday, February 6th. Daiwa Securities Group set a $98.00 price target on Bloom Energy in a research note on Tuesday, December 2nd. Royal Bank Of Canada set a $143.00 price objective on Bloom Energy in a research note on Tuesday, January 20th. Finally, Mizuho lifted their target price on Bloom Energy to $110.00 and gave the company a “neutral” rating in a research report on Monday, February 9th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, Bloom Energy currently has an average rating of “Hold” and a consensus target price of $131.87.

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.