Insider Selling: Bloom Energy (NYSE:BE) Insider Sells $775,100.90 in Stock

Bloom Energy Corporation (NYSE:BE) insider Shawn Soderberg sold 2,870 shares of the firm’s stock in a transaction dated Wednesday, September 16th. The stock was sold at an average price of $270.07, for a total transaction of $775,100.90. Following the sale, the insider directly owned 126,500 shares in the company, valued at $34,163,855. This represents a 2.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Shawn Marie Soderberg also recently made the following trade(s):

• On Friday, August 14th, Shawn Soderberg sold 2,895 shares of Bloom Energy stock. The shares were sold at an average price of $233.60, for a total value of $676,272.00.

Bloom Energy Trading Down 5.3%

NYSE BE traded down $14.99 during trading hours on Friday, hitting $265.77. 73,369,313 shares of the company’s stock were exchanged, compared to its average volume of 12,920,817. The business’s 50 day moving average is $225.22 and its 200-day moving average is $229.17. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. Bloom Energy Corporation has a 12-month low of $61.37 and a 12-month high of $351.28. The firm has a market capitalization of $78.28 billion, a P/E ratio of 354.36, a price-to-earnings-growth ratio of 3.45 and a beta of 3.80.

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 company had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The company’s quarterly revenue was up 165.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, analysts anticipate that Bloom Energy Corporation will post 2.06 EPS for the current fiscal year.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the business. Montanova Capital LLC acquired a new position in Bloom Energy in the second quarter valued at approximately $10,231,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in shares of Bloom Energy by 78.3% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock valued at $401,849,000 after purchasing an additional 583,135 shares during the last quarter. Militia Capital Management LLC acquired a new stake in shares of Bloom Energy during the 1st quarter worth approximately $813,000. Norges Bank bought a new stake in shares of Bloom Energy in the 4th quarter worth approximately $239,683,000. Finally, Assenagon Asset Management S.A. lifted its holdings in shares of Bloom Energy by 3,398.3% in the 2nd quarter. Assenagon Asset Management S.A. now owns 239,877 shares of the company’s stock worth $72,611,000 after purchasing an additional 233,020 shares during the last quarter. 77.04% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on BE. 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 report on Wednesday, July 29th. UBS Group reissued a “buy” rating and set a $325.00 price target on shares of Bloom Energy in a research report on Monday, September 7th. Sanford C. Bernstein reiterated a “market perform” rating and issued a $282.00 price objective on shares of Bloom Energy in a report on Thursday, August 27th. Jefferies Financial Group increased their target price on Bloom Energy from $188.00 to $229.00 and gave the company a “hold” rating in a research note on Friday, August 14th. Finally, Evercore reaffirmed an “outperform” rating on shares of Bloom Energy in a report on Friday, August 7th. Three research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Bloom Energy has an average rating of “Moderate Buy” and a consensus price target of $254.14.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: AI data-center power opportunity: Bloom highlighted an 800V DC-native fuel-cell architecture designed for AI data centers. The company says the system can eliminate traditional transformers, reduce power-conversion losses and capital costs, and shorten deployment timelines. Investors view the technology as a potential catalyst for future data-center demand. Why Could Bloom Energy Change AI Data Center Power Economics?
• Positive Sentiment: Supportive policy backdrop: Fuel-cell stocks rallied after the U.S. House reportedly shifted certain data-center power costs toward operators, improving the potential economics of on-site generation. Bloom Energy participated in that sector-wide advance. FuelCell Jumps as House Shifts Data Center Power Costs to Operators
• Positive Sentiment: Strong recent momentum and analyst support: Bloom was identified among green stocks outperforming clean-energy ETFs and major benchmarks in 2026, while a separate report said analysts maintained an overall “Moderate Buy” view. These factors may have contributed to recent buying interest.
• Neutral Sentiment: Brand and community initiative: Bloom honored Louisville first responders and donated to the Louisville Fire Foundation during its ESPN College Football Campus Tour partnership. The announcement supports corporate visibility but is unlikely to materially affect near-term revenue or earnings. Bloom Energy Honors Louisville First Responders
• Negative Sentiment: Multiple securities-litigation notices: Several law firms publicized a shareholder class action and a September 28 deadline to seek lead-plaintiff status. The allegations relate to claims that Bloom’s shares were artificially inflated before a July 8 report concerning alleged Chinese scandium sourcing. The notices add reputational and potential legal-risk concerns, although they do not establish wrongdoing or quantify any liability.

About Bloom Energy

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.