Bloom Energy (NYSE:BE) Trading Down 7.1% on Insider Selling

Bloom Energy Corporation (NYSE:BE) shares fell 7.1% during mid-day trading on Friday after an insider sold shares in the company. The company traded as low as $144.06 and last traded at $147.7380. 10,113,779 shares changed hands during trading, a decline of 19% from the average session volume of 12,482,294 shares. The stock had previously closed at $159.00.

Specifically, insider Aman Joshi sold 3,746 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $139.81, for a total value of $523,728.26. Following the completion of the transaction, the insider directly owned 201,072 shares of the company’s stock, valued at approximately $28,111,876.32. This trade represents a 1.83% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Shawn Marie Soderberg sold 3,332 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $139.56, for a total transaction of $465,013.92. Following the completion of the sale, the insider owned 219,871 shares of the company’s stock, valued at approximately $30,685,196.76. This represents a 1.49% decrease in their position. The SEC filing for this sale provides additional information. In other news, insider Satish Chitoori sold 1,521 shares of Bloom Energy stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $139.37, for a total value of $211,981.77. Following the completion of the transaction, the insider owned 230,017 shares of the company’s stock, valued at $32,057,469.29. This trade represents a 0.66% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link.

Wall Street Analyst Weigh In

BE has been the subject of several recent analyst reports. Daiwa Securities Group set a $98.00 target price on shares of Bloom Energy in a research note on Tuesday, December 2nd. UBS Group reaffirmed a “buy” rating and issued a $170.00 price objective on shares of Bloom Energy in a research report on Friday, February 6th. Morgan Stanley boosted their target price on Bloom Energy to $184.00 and gave the stock an “overweight” rating in a report on Friday, February 6th. JPMorgan Chase & Co. increased their price target on Bloom Energy to $166.00 and gave the company an “overweight” rating in a research note on Friday, February 6th. Finally, Roth Mkm lifted their price objective on shares of Bloom Energy to $133.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 3rd. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, Bloom Energy has an average rating of “Hold” and an average price target of $130.50.

Key Bloom Energy News

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

• Positive Sentiment: Q4 beat and raised guidance — Bloom topped EPS and revenue estimates for Q4 and set FY‑2026 EPS guidance (1.33–1.48), supporting the company’s growth narrative and giving bulls a near‑term fundamental argument. Read More.
• Neutral Sentiment: Analyst support and valuation checks — Several firms have increased targets (e.g., Morgan Stanley, UBS) while independent pieces are questioning whether recent momentum already prices in growth; this creates mixed signals for investors weighing upside vs valuation risk. Read More.
• Neutral Sentiment: Institutional positioning and sector flows — Large institutional ownership (~77%) and rotation into AI/energy themes can both stabilize and amplify moves; flows into thematic funds can help longer‑term but also make the stock sensitive to short‑term rotations. Read More.
• Negative Sentiment: Insider selling this week — Multiple insiders (Aman Joshi, Shawn Soderberg, Satish Chitoori) sold blocks of shares on Feb. 17 at roughly $139–$140, representing small percentage reductions but signaling near‑term take‑profit/liquidity action that can trigger selling pressure. Read More.
• Negative Sentiment: Media caution may amplify retail selling — Coverage highlighting investor preconceptions (Robinhood/Bloom example) can feed retail skepticism and short‑term volatility in a richly valued name. Read More.

Bloom Energy Stock Down 7.1%

The stock has a fifty day moving average price of $125.74 and a two-hundred day moving average price of $99.60. The company has a market cap of $41.45 billion, a price-to-earnings ratio of -388.78, a P/E/G ratio of 6.50 and a beta of 3.07. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54.

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

Institutional Investors Weigh In On Bloom Energy

Several institutional investors have recently made changes to their positions in the stock. Resona Asset Management Co. Ltd. bought a new stake in Bloom Energy during the 2nd quarter worth $108,000. Meridian Wealth Management LLC bought a new position in Bloom Energy in the third quarter valued at about $553,000. Mizuho Markets Americas LLC boosted its stake in shares of Bloom Energy by 29.9% during the second quarter. Mizuho Markets Americas LLC now owns 395,490 shares of the company’s stock valued at $9,460,000 after purchasing an additional 90,980 shares in the last quarter. Udine Wealth Management Inc. grew its holdings in shares of Bloom Energy by 27.8% during the third quarter. Udine Wealth Management Inc. now owns 62,967 shares of the company’s stock worth $5,325,000 after purchasing an additional 13,684 shares during the last quarter. Finally, Straight Path Wealth Management bought a new stake in shares of Bloom Energy during the third quarter worth about $1,099,000. 77.04% of the stock is currently owned by institutional investors.

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.