Bloom Energy (NYSE:BE) Stock Price Down 1.4% on Insider Selling

Bloom Energy Corporation (NYSE:BE)’s share price fell 1.4% during mid-day trading on Wednesday after an insider sold shares in the company. The stock traded as low as $200.09 and last traded at $206.0010. Approximately 10,238,437 shares were traded during trading, a decline of 18% from the average daily volume of 12,500,123 shares. The stock had previously closed at $209.01.

Specifically, insider Shawn Marie Soderberg sold 2,895 shares of the company’s stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $233.60, for a total transaction of $676,272.00. Following the completion of the transaction, the insider directly owned 129,370 shares of the company’s stock, valued at $30,220,832. This represents a 2.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,053 shares of Bloom Energy stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $241.64, for a total value of $496,086.92. Following the completion of the sale, the insider directly owned 205,364 shares in the company, valued at approximately $49,624,156.96. This represents a 0.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In other Bloom Energy news, Director Jeffrey R. Immelt sold 30,000 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $238.91, for a total value of $7,167,300.00. Following the sale, the director owned 201,243 shares in the company, valued at approximately $48,078,965.13. The trade was a 12.97% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the stock. Citigroup reaffirmed a “hold” rating on shares of Bloom Energy in a research note on Thursday, July 16th. BMO Capital Markets cut their price objective on shares of Bloom Energy from $279.00 to $227.00 and set a “market perform” rating on the stock in a research report on Wednesday, July 29th. Truist Financial reduced their target price on shares of Bloom Energy from $250.00 to $218.00 and set a “hold” rating for the company in a report on Wednesday, July 29th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $335.00 target price on shares of Bloom Energy in a research report on Wednesday, June 10th. Finally, Oppenheimer reiterated a “market perform” rating on shares of Bloom Energy in a research note on Wednesday, July 29th. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $248.05.

Bloom Energy News Roundup

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

• Positive Sentiment: Bloom’s fuel-cell systems remain positioned to benefit from surging electricity demand from AI data centers. Management has cited visibility into as much as 25 gigawatts of potential deployments, while the company says scandium-oxide supplies can support current demand and backlog. Bloom Energy Says It Has Visibility on 25 Gigawatts of Deployments
• Positive Sentiment: Recent operating momentum remains strong. Bloom reported record second-quarter revenue of approximately $1.07 billion, up 165.5% year over year, and earnings of $0.78 per share versus the $0.39 consensus estimate. The company also raised its 2026 revenue outlook to $3.9 billion–$4.2 billion. Bloom Energy’s Fuel Cell Technology
• Neutral Sentiment: Institutional and analyst views are mixed. JPMorgan and Goldman Sachs increased their positions, while BlackRock, Ameriprise and D. E. Shaw reduced theirs. Analysts’ ratings range from bullish to underperform, although the reported median price target of $278.50 remains above the recent trading level. Bloom Energy Execution and Project-Timing Risks
• Negative Sentiment: Several law firms are publicizing a securities class action covering investors who bought Bloom securities from February 27, 2025, through July 8, 2026. The complaints allege Bloom misrepresented its exposure to Chinese export controls and U.S. tariffs. The allegations have not been proven, but the lawsuit creates potential financial and reputational risk; the lead-plaintiff deadline is September 28, 2026. Kaplan Fox Securities Class Action Notice
• Negative Sentiment: Investors are also reassessing execution and valuation risk. Project Jupiter and other large AI-related deployments depend on permitting, supply-chain execution and milestone delivery, while Bloom’s very high earnings multiple leaves little room for disappointment. Rising Treasury yields have added pressure to high-growth fuel-cell stocks. Recent insider selling, including director Jeffrey Immelt’s sale, may further weigh on sentiment, though some transactions were tied to tax withholding.

Bloom Energy Price Performance

The stock has a market cap of $60.67 billion, a price-to-earnings ratio of 274.67, a price-to-earnings-growth ratio of 3.14 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 company has a 50-day simple moving average of $246.83 and a two-hundred day simple moving average of $216.26.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating the consensus estimate of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The company had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. During the same quarter in the prior year, the firm posted $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. As a group, equities research analysts forecast that Bloom Energy Corporation will post 1.93 EPS for the current year.

Institutional Trading of Bloom Energy

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Bayforest Capital Ltd acquired a new position in shares of Bloom Energy during the 1st quarter worth about $2,055,000. AQR Capital Management LLC acquired a new stake in Bloom Energy in the 1st quarter valued at about $1,820,000. NewEdge Advisors LLC lifted its stake in Bloom Energy by 674.7% in the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after purchasing an additional 1,626 shares during the last quarter. Goldman Sachs Group Inc. grew its holdings in Bloom Energy by 50.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after purchasing an additional 836,810 shares during the period. Finally, Focus Partners Wealth grew its holdings in Bloom Energy by 30.7% during the first quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock worth $394,000 after purchasing an additional 4,716 shares during the period. 77.04% of the stock is 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.