Shawn Marie Soderberg Sells 3,332 Shares of Bloom Energy (NYSE:BE) Stock

Bloom Energy Corporation (NYSE:BE) insider Shawn Marie Soderberg sold 3,332 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $139.56, for a total value of $465,013.92. Following 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link.

Bloom Energy Stock Performance

Shares of NYSE BE opened at $147.74 on Friday. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95. Bloom Energy Corporation has a one year low of $15.15 and a one year high of $176.49. The business’s 50-day moving average price is $126.79 and its two-hundred day moving average price is $100.38. The company has a market capitalization of $41.45 billion, a P/E ratio of -388.78, a price-to-earnings-growth ratio of 6.57 and a beta of 3.07.

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, beating the consensus estimate of $0.25 by $0.20. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The business had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. During the same period in the previous year, the company earned $0.43 EPS. The firm’s revenue was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Analysts anticipate that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Bloom Energy

Several hedge funds and other institutional investors have recently modified their holdings of BE. Graticule Asia Macro Advisors LLC acquired a new position in Bloom Energy during the 3rd quarter valued at $402,494,000. Brooklands Fund Management Ltd bought a new position in shares of Bloom Energy during the 4th quarter worth about $347,560,000. Trivest Advisors Ltd raised its position in shares of Bloom Energy by 1,461.6% during the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after buying an additional 3,201,000 shares during the last quarter. Norges Bank bought a new stake in shares of Bloom Energy in the fourth quarter valued at about $239,683,000. Finally, Amundi grew its position in Bloom Energy by 390.7% during the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock worth $274,068,000 after buying an additional 2,511,426 shares in the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

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.

Wall Street Analyst Weigh In

BE has been the subject of several analyst reports. BMO Capital Markets lifted their price objective on shares of Bloom Energy to $149.00 and gave the company a “market perform” rating in a research note on Friday, February 6th. Truist Financial set a $68.00 price target on Bloom Energy in a research note on Friday, January 9th. Barclays started coverage on Bloom Energy in a research note on Wednesday, January 28th. They issued an “equal weight” rating and a $153.00 price objective on the stock. Jefferies Financial Group set a $102.00 target price on Bloom Energy in a research report on Tuesday, February 10th. Finally, Robert W. Baird set a $172.00 price target on Bloom Energy in a report on Tuesday, January 27th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $130.50.

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.