Bloom Energy (NYSE:BE) Shares Gap Down – Should You Sell?

Bloom Energy Corporation (NYSE:BE)’s stock price gapped down before the market opened 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 changing hands.

Bloom Energy News Summary

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

• Positive Sentiment: A congressional financial disclosure showed the Pelosi family purchased approximately 15,000 Bloom Energy shares and 200 call options, reportedly representing a multimillion-dollar position. The disclosure attracted retail and momentum-oriented buying because of the household’s history of profitable technology investments. Nancy Pelosi Invested $3 Million in This AI Energy Play
• Positive Sentiment: Coverage highlighted Bloom’s positioning as an onsite power provider for AI data centers, where grid constraints are increasing demand for modular, factory-built generation. Oracle’s multigigawatt plans and Brookfield’s expanded financing framework were cited as potential catalysts for project growth. AI Data Centers Need More Power and Bloom Energy Could Be a Big Winner
• Positive Sentiment: Recent bullish commentary pointed to Bloom’s strong quarterly performance, including roughly $1.1 billion in revenue, significant year-over-year growth, improved gross margin, positive operating cash flow, and raised fiscal 2026 targets of $3.9 billion–$4.2 billion in revenue and $2.55–$2.85 in EPS. Analysts’ average price targets imply additional upside, although targets are not guarantees. Bloom Energy: Pelosi Buys And Sell-Side Earnings Hikes, Reiterate Buy
• Negative Sentiment: Several law firms publicized a securities class action covering investors who purchased BE securities from February 27, 2025, through July 8, 2026. The lawsuit alleges Bloom misled investors with assurances that it had no China supply-chain exposure, while an investigative report allegedly traced Chinese-origin scandium into its supply base; the company’s shares reportedly fell after that report. The September 28, 2026 lead-plaintiff deadline may keep legal and disclosure concerns in focus. BE Shareholder Alert

Analysts Set New Price Targets

Several research analysts have recently weighed in on the company. Mizuho upgraded Bloom Energy from a “neutral” rating to an “outperform” rating and decreased their price target for the stock from $285.00 to $242.00 in a research note on Thursday, July 30th. Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a research note on Tuesday, July 21st. Robert W. Baird reiterated an “outperform” rating and issued a $310.00 price target on shares of Bloom Energy in a research note on Thursday, July 9th. Citigroup restated a “hold” rating on shares of Bloom Energy in a research report on Thursday, July 16th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $335.00 target price on shares of Bloom Energy in a research note on Wednesday, June 10th. Three research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $248.05.

Bloom Energy Trading Up 6.5%

The stock has a market cap of $64.00 billion, a PE ratio of 289.71, a PEG ratio of 2.79 and a beta of 3.79. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. The stock has a fifty day moving average price of $241.43 and a 200 day moving average price of $218.03.

Bloom Energy (NYSE:BE) last released its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The firm had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $826.13 million. During the same period in the previous year, the company earned $0.10 EPS. The firm’s revenue for the quarter 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. Equities analysts expect that Bloom Energy Corporation will post 1.92 EPS for the current year.

Insider Transactions at Bloom Energy

In other Bloom Energy news, insider Satish Chitoori sold 2,053 shares of the company’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $241.64, for a total transaction of $496,086.92. Following the completion of the sale, the insider owned 205,364 shares in the company, valued at $49,624,156.96. This represents a 0.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shawn Marie Soderberg sold 2,895 shares of Bloom Energy stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $233.60, for a total value of $676,272.00. Following the completion of the transaction, the insider owned 129,370 shares in the company, valued at $30,220,832. This trade represents a 2.19% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 144,464 shares of company stock valued at $38,504,205 in the last ninety days. Corporate insiders own 3.00% of the company’s stock.

Hedge Funds Weigh In On Bloom Energy

Several hedge funds and other institutional investors have recently modified their holdings of the stock. MJT & Associates Financial Advisory Group Inc. lifted its stake in Bloom Energy by 49.3% during the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock worth $34,000 after purchasing an additional 37 shares in the last quarter. Compound Planning Inc. raised its holdings in shares of Bloom Energy by 1.1% in the 1st quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock valued at $467,000 after buying an additional 38 shares during the period. Carolina Wealth Advisors LLC lifted its stake in Bloom Energy by 51.7% during the 2nd quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock worth $41,000 after acquiring an additional 46 shares in the last quarter. Blue Trust Inc. grew its position in Bloom Energy by 37.2% in the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after acquiring an additional 51 shares in the last quarter. Finally, Odyssean LLC increased its stake in Bloom Energy by 1.8% during the second quarter. Odyssean LLC now owns 2,926 shares of the company’s stock worth $886,000 after purchasing an additional 51 shares during the period. 77.04% of the stock is owned by hedge funds and other 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.