Bloom Energy (NYSE:BE) CAO Maciej Kurzymski Sells 2,295 Shares

Bloom Energy Corporation (NYSE:BE) CAO Maciej Kurzymski sold 2,295 shares of the business’s stock in a transaction that occurred on Wednesday, September 16th. The shares were sold at an average price of $268.42, for a total value of $616,023.90. Following the transaction, the chief accounting officer owned 77,391 shares of the company’s stock, valued at approximately $20,773,292.22. This trade represents a 2.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Bloom Energy Trading Down 5.3%

Bloom Energy stock opened at $265.77 on Friday. Bloom Energy Corporation has a 12-month low of $61.37 and a 12-month high of $351.28. The firm has a market capitalization of $78.28 billion, a price-to-earnings ratio of 354.36, a P/E/G ratio of 3.59 and a beta of 3.80. The firm has a 50 day moving average of $225.63 and a 200 day moving average of $229.42. 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 (NYSE:BE) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share 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 for the quarter, compared to the consensus estimate of $826.13 million. During the same quarter in the previous year, the firm earned $0.10 earnings per share. The company’s revenue for the quarter was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, research analysts predict that Bloom Energy Corporation will post 2.06 earnings per share for the current year.

Trending Headlines about Bloom Energy

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.

Analyst Ratings Changes

BE has been the topic of a number of analyst reports. Barclays lifted their target price on shares of Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a research note on Tuesday, June 23rd. Zacks Research raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 28th. Oppenheimer restated a “market perform” rating on shares of Bloom Energy in a research report on Wednesday, July 29th. Clear Str raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 29th. Finally, Mizuho increased their target price on Bloom Energy from $242.00 to $351.00 and gave the stock an “outperform” rating in a research report on Monday. Three analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $254.14.

Institutional Investors Weigh In On Bloom Energy

A number of hedge funds have recently made changes to their positions in the company. MJT & Associates Financial Advisory Group Inc. boosted its stake in Bloom Energy by 49.3% during the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after buying an additional 37 shares during the last quarter. Compound Planning Inc. increased its stake in Bloom Energy by 1.1% in the 1st quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock worth $467,000 after acquiring an additional 38 shares during the last quarter. Carolina Wealth Advisors LLC increased its stake in Bloom Energy by 51.7% in the 2nd quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock worth $41,000 after acquiring an additional 46 shares during the last quarter. Blue Trust Inc. raised its holdings in shares of 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 acquiring an additional 51 shares in the last quarter. Finally, Odyssean LLC raised its holdings in shares of Bloom Energy by 1.8% during the 2nd quarter. Odyssean LLC now owns 2,926 shares of the company’s stock worth $886,000 after acquiring an additional 51 shares in the last quarter. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

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.