Bloom Energy (NYSE:BE) Stock: Insider John Chambers Sells 8,828 Shares

Bloom Energy Corporation (NYSE:BE) Director John Chambers sold 8,828 shares of Bloom Energy stock in a transaction that occurred on Monday, November 2nd. The stock was sold at an average price of $203.43, for a total value of $1,795,880.04. Following the transaction, the director owned 199,505 shares of the company’s stock, valued at $40,585,302.15. This represents a 4.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

Bloom Energy Stock Performance

NYSE BE opened at $199.62 on Thursday. The company has a quick ratio of 3.08, a current ratio of 3.74 and a debt-to-equity ratio of 1.33. Bloom Energy Corporation has a fifty-two week low of $75.70 and a fifty-two week high of $351.28. The business has a fifty day moving average of $247.91 and a 200-day moving average of $220.78. The stock has a market cap of $59.02 billion, a price-to-earnings ratio of 112.05, a price-to-earnings-growth ratio of 2.16 and a beta of 3.63.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Thursday, October 22nd. The company reported $0.94 EPS for the quarter, beating analysts’ consensus estimates of $0.69 by $0.25. The business had revenue of $1.24 billion for the quarter, compared to analyst estimates of $1.07 billion. Bloom Energy had a return on equity of 45.29% and a net margin of 13.53%. The business’s revenue for the quarter was up 138.1% compared to the same quarter last year. During the same quarter last year, the company earned $0.15 earnings per share. As a group, analysts predict that Bloom Energy Corporation will post 2.61 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Bloom Energy

Several institutional investors have recently added to or reduced their stakes in the business. Lido Advisors LLC raised its holdings in Bloom Energy by 31.0% in the third quarter. Lido Advisors LLC now owns 13,774 shares of the company’s stock valued at $3,815,000 after buying an additional 3,256 shares during the period. Cornerstone Wealth Management LLC grew its stake in Bloom Energy by 7.7% during the third quarter. Cornerstone Wealth Management LLC now owns 1,245 shares of the company’s stock worth $345,000 after buying an additional 89 shares during the period. Csenge Advisory Group grew its stake in Bloom Energy by 385.9% during the third quarter. Csenge Advisory Group now owns 5,495 shares of the company’s stock worth $1,522,000 after buying an additional 4,364 shares during the period. New York Life Investment Management LLC purchased a new stake in Bloom Energy during the third quarter worth approximately $10,088,000. Finally, 71 West Capital Partners increased its position in shares of Bloom Energy by 23.2% in the third quarter. 71 West Capital Partners now owns 7,112 shares of the company’s stock worth $1,970,000 after acquiring an additional 1,339 shares in the last quarter. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts have issued reports on BE shares. Roth Capital set a $230.00 price target on shares of Bloom Energy in a research note on Friday, October 23rd. Mizuho lifted their price target on shares of Bloom Energy from $242.00 to $351.00 and gave the stock an “outperform” rating in a report on Monday, September 14th. Truist Financial boosted their price objective on shares of Bloom Energy from $218.00 to $240.00 and gave the company a “hold” rating in a research report on Friday, October 16th. Jefferies Financial Group reissued a “hold” rating and set a $242.00 price objective on shares of Bloom Energy in a research note on Friday, October 23rd. Finally, Wells Fargo & Company raised their target price on shares of Bloom Energy from $176.00 to $182.00 and gave the stock an “equal weight” rating in a research report on Monday, October 26th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Bloom Energy has an average rating of “Hold” and an average price target of $263.05.

More Bloom Energy News

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

• Positive Sentiment: Bloom reported Q3 revenue of $1.24 billion, up 138% year over year, and EPS of $0.94, beating estimates. It has raised its 2026 revenue outlook three times to $4.4–$4.6 billion; Q4 guidance calls for $1.35–$1.55 billion. Bloom Energy’s New Guidance
• Positive Sentiment: Bloom and California Resources signed a non-binding MOU to evaluate at least 1 gigawatt of fuel-cell power paired with carbon capture in California. The potential utility, data-center and industrial applications add to Bloom’s opportunity, though the agreement is not yet a firm order. California Resources collaboration announcement
• Positive Sentiment: Barclays upgraded BE to Overweight, citing demand for on-site power as AI data centers face grid constraints. Its $289 target was lowered from $316 but remains supportive of the long-term demand story. Bloom Energy Stock Upgrade
• Neutral Sentiment: Director John Chambers sold 8,828 shares, worth about $1.8 million, but retained 199,505 shares after the sale. Insider transaction report
• Negative Sentiment: A Seeking Alpha analyst downgraded Bloom to Hold with a $176 target, citing negative AI-sector sentiment and uncertainty about further margin expansion despite the strong quarter. Other coverage also flagged working-capital demands on cash flow. The shares’ sharp prior run-up and elevated valuation may heighten sensitivity to delays converting backlog and proposed projects into revenue. Bloom Energy downgrade analysis

About Bloom Energy

Bloom Energy Corporation develops and manufactures energy systems designed to generate electricity on-site. Its primary product is the Bloom Energy Server, a solid oxide fuel cell platform that converts fuel into electricity through an electrochemical process rather than combustion. The systems are used by businesses, utilities, data centers and other organizations seeking reliable, distributed power.

The company also develops electrolyzers based on its solid oxide technology. These systems are designed to produce hydrogen from electricity and water and support applications related to industrial operations, energy storage and the emerging hydrogen economy.