Bloom Energy (NYSE:BE) Insider Aman Joshi Sells 3,601 Shares of Stock

Bloom Energy Corporation (NYSE:BE) insider Aman Joshi sold 3,601 shares of the company’s stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $269.94, for a total value of $972,053.94. Following the transaction, the insider directly owned 155,529 shares in the company, valued at $41,983,498.26. The trade was a 2.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Aman Joshi also recently made the following trade(s):

• On Friday, August 14th, Aman Joshi sold 4,677 shares of Bloom Energy stock. The shares were sold at an average price of $241.75, for a total value of $1,130,664.75.
• On Wednesday, July 1st, Aman Joshi sold 8,343 shares of Bloom Energy stock. The stock was sold at an average price of $300.37, for a total transaction of $2,505,986.91.

Bloom Energy Stock Down 5.3%

BE stock opened at $265.77 on Friday. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59. Bloom Energy Corporation has a 1 year low of $61.37 and a 1 year high of $351.28. The company has a fifty day simple moving average of $225.63 and a 200 day simple moving average of $229.42. The firm has a market cap of $78.28 billion, a PE ratio of 354.36, a PEG ratio of 3.59 and a beta of 3.80.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping 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 firm had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. During the same period in the prior year, the business posted $0.10 earnings per share. The business’s quarterly revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Sell-side analysts anticipate that Bloom Energy Corporation will post 2.06 EPS for the current fiscal year.

Hedge Funds Weigh In On Bloom Energy

Large investors have recently made changes to their positions in the business. Geode Capital Management LLC grew its holdings in Bloom Energy by 5.4% in the 4th quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock valued at $461,272,000 after buying an additional 269,662 shares during the last quarter. Brooklands Fund Management Ltd acquired a new position in shares of Bloom Energy during the fourth quarter worth approximately $347,560,000. Norges Bank bought a new stake in shares of Bloom Energy in the fourth quarter valued at approximately $239,683,000. Jennison Associates LLC boosted its position in shares of Bloom Energy by 20,074.4% in the first quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock valued at $364,066,000 after acquiring an additional 2,673,710 shares during the period. Finally, Bank of America Corp DE grew its stake in shares of Bloom Energy by 6.1% in the first quarter. Bank of America Corp DE now owns 2,211,880 shares of the company’s stock worth $299,688,000 after acquiring an additional 126,649 shares during the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently weighed in on BE shares. BTIG Research reissued a “buy” rating and issued a $295.00 price objective on shares of Bloom Energy in a research note on Wednesday, July 29th. Truist Financial decreased their target price on Bloom Energy from $250.00 to $218.00 and set a “hold” rating for the company in a research report on Wednesday, July 29th. Citigroup reiterated a “hold” rating on shares of Bloom Energy in a report on Thursday, July 16th. Royal Bank Of Canada reissued an “outperform” rating and issued a $335.00 price target on shares of Bloom Energy in a research report on Wednesday, June 10th. Finally, Wells Fargo & Company reduced their price objective on shares of Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating for the company in a research note on Thursday, July 30th. Three equities research 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 assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $254.14.

Bloom Energy News Roundup

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

• Positive Sentiment: AI data-center power opportunity: Bloom highlighted an 800V DC-native fuel-cell architecture designed for AI data centers. The company says the system can eliminate traditional transformers, reduce power-conversion losses and capital costs, and shorten deployment timelines. Investors view the technology as a potential catalyst for future data-center demand. Why Could Bloom Energy Change AI Data Center Power Economics?
• Positive Sentiment: Supportive policy backdrop: Fuel-cell stocks rallied after the U.S. House reportedly shifted certain data-center power costs toward operators, improving the potential economics of on-site generation. Bloom Energy participated in that sector-wide advance. FuelCell Jumps as House Shifts Data Center Power Costs to Operators
• Positive Sentiment: Strong recent momentum and analyst support: Bloom was identified among green stocks outperforming clean-energy ETFs and major benchmarks in 2026, while a separate report said analysts maintained an overall “Moderate Buy” view. These factors may have contributed to recent buying interest.
• Neutral Sentiment: Brand and community initiative: Bloom honored Louisville first responders and donated to the Louisville Fire Foundation during its ESPN College Football Campus Tour partnership. The announcement supports corporate visibility but is unlikely to materially affect near-term revenue or earnings. Bloom Energy Honors Louisville First Responders
• Negative Sentiment: Multiple securities-litigation notices: Several law firms publicized a shareholder class action and a September 28 deadline to seek lead-plaintiff status. The allegations relate to claims that Bloom’s shares were artificially inflated before a July 8 report concerning alleged Chinese scandium sourcing. The notices add reputational and potential legal-risk concerns, although they do not establish wrongdoing or quantify any liability.

Bloom Energy Company Profile

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.