Insider Selling: Bloom Energy (NYSE:BE) Insider Sells $1,130,664.75 in Stock

Bloom Energy Corporation (NYSE:BE) insider Aman Joshi sold 4,677 shares of Bloom Energy stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $241.75, for a total transaction of $1,130,664.75. Following the transaction, the insider directly owned 159,130 shares of the company’s stock, valued at approximately $38,469,677.50. This trade represents a 2.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible 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 shares were 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 Stock Performance

Shares of BE stock opened at $202.52 on Friday. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59. Bloom Energy Corporation has a 12-month low of $43.62 and a 12-month high of $351.28. The business’s 50 day moving average is $245.31 and its two-hundred day moving average is $216.97. The company has a market capitalization of $59.65 billion, a P/E ratio of 270.03, a P/E/G ratio of 2.83 and a beta of 3.79.

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

Hedge Funds Weigh In On Bloom Energy

Several hedge funds and other institutional investors have recently modified their holdings of BE. Fortem Financial Group LLC acquired a new position in shares of Bloom Energy in the fourth quarter worth $369,000. Strs Ohio raised its stake in shares of Bloom Energy by 24.8% in the fourth quarter. Strs Ohio now owns 41,200 shares of the company’s stock valued at $3,580,000 after acquiring an additional 8,200 shares in the last quarter. Norges Bank acquired a new stake in shares of Bloom Energy in the fourth quarter valued at $239,683,000. Militia Capital Management LLC purchased a new position in Bloom Energy in the first quarter valued at $813,000. Finally, Assenagon Asset Management S.A. boosted its holdings in Bloom Energy by 3,398.3% in the second quarter. Assenagon Asset Management S.A. now owns 239,877 shares of the company’s stock valued at $72,611,000 after purchasing an additional 233,020 shares during the period. 77.04% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

BE has been the topic of several research analyst reports. Morgan Stanley reiterated an “overweight” rating and issued a $310.00 target price on shares of Bloom Energy in a research report on Wednesday, April 29th. Truist Financial decreased their price target on shares of Bloom Energy from $250.00 to $218.00 and set a “hold” rating on the stock in a research note on Wednesday, July 29th. Clear Str upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Wednesday, July 29th. Mizuho upgraded Bloom Energy from a “neutral” rating to an “outperform” rating and cut their price objective for the stock from $285.00 to $242.00 in a research note on Thursday, July 30th. Finally, TD Cowen reissued a “hold” rating and set a $235.00 target price on shares of Bloom Energy in a report on Monday, July 20th. Three investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $248.05.

Bloom Energy News Roundup

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

• Positive Sentiment: Bloom introduced Power Connect, a factory-integrated system intended to reduce onsite power installation time by more than 40%. Faster deployment could improve Bloom’s competitiveness in time-sensitive AI data-center projects, where reliable power is in high demand. Bloom Energy Introduces Power Connect
• Neutral Sentiment: Investors continue to see a significant long-term opportunity from electricity demand tied to artificial-intelligence data centers. Bloom has reported visibility into potentially 25 gigawatts of deployments, while recent results showed sharply higher revenue and earnings above analyst expectations. However, analysts and commentators caution that the stock already reflects much of the expected growth, with a very high earnings multiple and execution risks around project timing. Bloom Energy: Up 136% This Year
• Negative Sentiment: Fuel-cell and hydrogen stocks sold off together, reflecting concerns about rising Treasury yields, which can reduce the appeal of high-growth companies, as well as uncertainty over permitting, execution and the timing of major data-center projects. Bloom’s lofty valuation increases the stock’s sensitivity to any disappointment. Hydrogen Stock Selloff
• Negative Sentiment: Several law firms publicized a pending securities class action covering investors who bought Bloom securities from February 27, 2025, through July 8, 2026. The complaints allege Bloom made misleading statements about China-related supply-chain exposure, export controls and tariffs. The allegations have not been proven, but the litigation creates headline, legal and potential financial risks; investors have until September 28, 2026, to seek lead-plaintiff status. Bloom Energy Securities Class Action
• Neutral Sentiment: Recent insider transactions were sales, including a director’s sizable sale and other sales reportedly tied to tax withholding from vested equity awards. These transactions may modestly affect sentiment, although they do not necessarily indicate a negative view of Bloom’s business.

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.