Shawn Marie Soderberg Sells 25,244 Shares of Bloom Energy (NYSE:BE) Stock

Bloom Energy Corporation (NYSE:BE) insider Shawn Marie Soderberg sold 25,244 shares of the business’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $177.93, for a total value of $4,491,664.92. Following the completion of the transaction, the insider directly owned 227,048 shares of the company’s stock, valued at approximately $40,398,650.64. This trade represents a 10.01% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.

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

• On Wednesday, February 25th, Shawn Marie Soderberg sold 20,000 shares of Bloom Energy stock. The shares were sold at an average price of $180.00, for a total value of $3,600,000.00.
• On Tuesday, February 17th, Shawn Marie Soderberg sold 3,332 shares of Bloom Energy stock. The stock was sold at an average price of $139.56, for a total value of $465,013.92.

Bloom Energy Stock Performance

Shares of NYSE BE traded down $13.08 during midday trading on Friday, reaching $155.49. 11,495,615 shares of the stock were exchanged, compared to its average volume of 11,140,961. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. The firm has a market cap of $43.62 billion, a price-to-earnings ratio of -409.18, a PEG ratio of 6.88 and a beta of 3.07. The firm has a 50-day simple moving average of $134.81 and a two-hundred day simple moving average of $104.80. Bloom Energy Corporation has a twelve month low of $15.15 and a twelve month high of $180.90.

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

Analyst Ratings Changes

A number of research firms recently weighed in on BE. TD Cowen upped their price target on Bloom Energy to $160.00 and gave the stock a “hold” rating in a report on Friday, February 6th. Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, January 27th. BTIG Research increased their target price on Bloom Energy to $165.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Wall Street Zen raised shares of Bloom Energy from a “hold” rating to a “buy” rating in a research note on Saturday, February 14th. Finally, Roth Mkm upped 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 assigned a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, Bloom Energy presently has a consensus rating of “Hold” and an average price target of $131.87.

More Bloom Energy News

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

• Positive Sentiment: Brookfield partnership: Bloom and Brookfield announced a program worth up to $5 billion to deploy Bloom’s fuel‑cell systems for AI data centers and factories — a material commercial validation that supports future revenue growth tied to high‑density AI power demand. Bloom-Brookfield Deal
• Positive Sentiment: Backlog and guidance: Management has reported a large backlog (product backlog and total backlog figures cited) and set aggressive FY‑2026 revenue and margin targets, supporting the growth narrative for enterprise and AI customers. Those operational metrics justify investor optimism over medium‑term earnings expansion. Backlog & Guidance
• Positive Sentiment: Momentum and performance: BE has outpaced peers YTD and is up substantially over the past year as investors rotate into clean‑power and AI infrastructure plays, attracting momentum flows. Zacks YTD Note
• Neutral Sentiment: High‑profile commentary: Jim Cramer reiterated the stock’s volatility but said he’d feel more comfortable recommending BE after a pullback — publicity that raises awareness but is not an immediate catalyst. Cramer Comment
• Neutral Sentiment: Citi initiation: Citi initiated coverage with a neutral rating and a $162 target, signaling that some sell‑side desks view the stock as fairly valued near current levels — which can cap near‑term upside after the run. Citi Initiation
• Neutral Sentiment: Peer comparison: Analysts note Bloom outperforms peers like FuelCell Energy on earnings growth and ROIC but trades at a steep premium — a mixed signal for investors weighing growth vs. price. BE vs FCEL
• Negative Sentiment: Insider selling: CEO Kr Sridhar sold 200,000 shares (~$34M) on Feb. 24, reducing his stake — a high‑profile sale that often triggers short‑term profit taking and can pressure the stock. SEC Filing
• Negative Sentiment: Valuation risk: Multiple analysis pieces warn the stock may be “priced for perfection” — expensive multiples and high execution expectations are prompting some investors to lock in gains after the rally. Valuation Note

Hedge Funds Weigh In On Bloom Energy

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