Bloom Energy (NYSE:BE) Shares Gap Down – Here’s What Happened

Shares of Bloom Energy Corporation (NYSE:BE) gapped down before the market opened on Thursday . The stock had previously closed at $275.19, but opened at $256.00. Bloom Energy shares last traded at $258.1720, with a volume of 5,251,177 shares traded.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: AI-related power demand supports growth expectations. Morgan Stanley estimates the U.S. could face a roughly 33-gigawatt AI power shortfall through 2028. Bloom’s behind-the-meter fuel-cell systems are viewed as a potential solution for data centers and other power-intensive customers. Morgan Stanley Sees a 33-GW AI Power Shortfall
• Positive Sentiment: Favorable comparisons with other clean-energy companies. Commentary says Bloom has an advantage over Plug Power, Fluence Energy and Ballard Power Systems because of stronger earnings growth, profitability, sales momentum and demand for on-site power. Its recent addition to the S&P 500 and approximately 218% 2026 gain may also be increasing institutional visibility. FLNC or BE: Which Alternative Energy Stock Is Worth Buying Now?
• Neutral Sentiment: Valuation and momentum are attracting both bullish and cautious views. Articles note that Bloom’s sharp recent advance raises questions about whether the AI-driven catalyst is sustainable. The stock also trades at a very high earnings multiple, increasing sensitivity to any slowdown in growth or weaker execution. Bloom Energy Just Ripped 38% in a Month
• Negative Sentiment: Multiple law firms are promoting a securities class action. The lawsuit covers investors who purchased BE shares from February 27, 2025, through July 8, 2026. Allegations reportedly concern disclosures about Bloom’s exposure to China’s supply chain; a July report preceded a $15.28 one-day share decline. The September 28 lead-plaintiff deadline keeps the legal issue in focus and creates potential financial and reputational risk. Levi & Korsinsky Bloom Energy Investor Alert

Wall Street Analysts Forecast Growth

BE has been the subject of several research analyst reports. BMO Capital Markets lowered their price target on shares of Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a report on Wednesday, July 29th. Citigroup reiterated a “hold” rating on shares of Bloom Energy in a research report on Thursday, July 16th. Oppenheimer restated a “market perform” rating on shares of Bloom Energy in a report on Wednesday, July 29th. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a research report on Sunday, September 6th. Finally, Weiss Ratings restated 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 assigned a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $254.14.

Bloom Energy Stock Performance

The stock has a 50 day moving average of $227.83 and a 200 day moving average of $232.32. The company has a market capitalization of $75.16 billion, a price-to-earnings ratio of 339.24, a price-to-earnings-growth ratio of 3.54 and a beta of 3.80. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59.

Bloom Energy (NYSE:BE) last released its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. The business had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The company’s revenue for the quarter was up 165.5% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, analysts predict that Bloom Energy Corporation will post 2.06 EPS for the current year.

Insider Buying and Selling at Bloom Energy

In related news, insider Satish Chitoori sold 2,870 shares of the business’s stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $270.06, for a total value of $775,072.20. Following the transaction, the insider owned 202,494 shares in the company, valued at $54,685,529.64. The trade was a 1.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jeffrey Immelt sold 30,000 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $238.91, for a total value of $7,167,300.00. Following the sale, the director owned 201,243 shares of the company’s stock, valued at approximately $48,078,965.13. The trade was a 12.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 89,604 shares of company stock valued at $21,948,262 over the last three months. 3.00% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Bloom Energy

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