Bloom Energy (NYSE:BE) Insider Shawn Marie Soderberg Sells 2,895 Shares of Stock

Bloom Energy Corporation (NYSE:BE) insider Shawn Marie Soderberg sold 2,895 shares of the company’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $233.60, for a total value of $676,272.00. Following the sale, the insider owned 129,370 shares of the company’s stock, valued at approximately $30,220,832. The trade was a 2.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

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

• On Tuesday, June 16th, Shawn Marie Soderberg sold 2,842 shares of Bloom Energy stock. The stock was sold at an average price of $288.63, for a total transaction of $820,286.46.

Bloom Energy Trading Down 10.1%

Shares of BE stock opened at $208.69 on Wednesday. Bloom Energy Corporation has a fifty-two week low of $40.56 and a fifty-two week high of $351.28. The stock’s fifty day moving average price is $246.83 and its two-hundred day moving average price is $216.26. 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 market cap of $61.47 billion, a PE ratio of 278.26, a P/E/G ratio of 3.14 and a beta of 3.79.

Bloom Energy (NYSE:BE) last issued 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 net margin of 7.87% and a return on equity of 35.45%. The business 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 earned $0.10 EPS. The firm’s revenue 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. Equities analysts predict that Bloom Energy Corporation will post 1.93 EPS for the current fiscal year.

Institutional Investors Weigh In On Bloom Energy

A number of institutional investors have recently made changes to their positions in the stock. Blue Trust Inc. raised its holdings in Bloom Energy by 37.2% during the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after purchasing an additional 51 shares during the last quarter. Anchor Investment Management LLC bought a new stake in shares of Bloom Energy in the 1st quarter valued at $27,000. WPG Advisers LLC boosted its stake in shares of Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after purchasing an additional 67 shares during the last quarter. Hantz Financial Services Inc. increased its position in shares of Bloom Energy by 45.5% during the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after buying an additional 100 shares during the period. Finally, Godsey & Gibb Inc. increased its position in shares of Bloom Energy by 2,000.0% during the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock worth $28,000 after buying an additional 200 shares during the period. Institutional investors own 77.04% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on BE. BTIG Research restated a “buy” rating and set a $295.00 price objective on shares of Bloom Energy in a research report on Wednesday, July 29th. Roth Capital lifted their price target on Bloom Energy from $225.00 to $285.00 and gave the company a “neutral” rating in a research note on Wednesday, July 1st. Truist Financial reduced their price target on Bloom Energy from $250.00 to $218.00 and set a “hold” rating on the stock in a report on Wednesday, July 29th. Morgan Stanley reaffirmed an “overweight” rating and issued a $310.00 price objective on shares of Bloom Energy in a research note on Wednesday, April 29th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, July 21st. Three 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 given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $248.05.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Bloom’s long-term opportunity remains tied to rising electricity demand from artificial-intelligence data centers. Management reportedly sees visibility into as much as 25 gigawatts of deployments, while the company says its scandium-oxide supply is sufficient to support current demand and backlog. Bloom Energy Says It Has Visibility on 25 Gigawatts of Deployments
• Neutral Sentiment: Institutional positioning is mixed: JPMorgan and Goldman Sachs increased their holdings, while BlackRock, Ameriprise and D. E. Shaw reduced theirs. Analyst opinions are also divided, with JPMorgan rating the stock “Overweight” and Jefferies rating it “Underperform.” The median analyst price target of $278.50 remains above the current trading level, but targets vary widely. Bloom Energy Falls as Investors Appear to Revisit Execution and Project-Timing Risks
• Negative Sentiment: Rising 10-year Treasury yields pressured hydrogen and fuel-cell stocks by making high-growth companies less attractive relative to bonds. Bloom also faces renewed concerns about the timing and execution of major data-center projects, including permitting requirements for Project Jupiter in New Mexico. The stock’s elevated valuation—reported at more than 278 times earnings—amplifies sensitivity to any disappointment. Plug Power Falls, Bloom Energy Sinks With the 10-Year Yield Near a 52-Week High
• Negative Sentiment: Multiple law firms publicized a securities class action involving investors who purchased 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, including the origin of critical materials and components. These are allegations, not established findings, but the litigation adds headline and potential financial risk; the lead-plaintiff deadline is September 28, 2026. Bloom Energy Shareholder Alert
• Negative Sentiment: Reported insider activity has been exclusively selling over the past six months, including sales by Chief Executive Officer KR Sridhar. While insider sales can reflect personal financial planning, the absence of reported purchases may weigh on investor confidence after the stock’s substantial run-up.

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.