Bloom Energy (NYSE:BE) Trading Down 7.1% Following Insider Selling

Bloom Energy Corporation (NYSE:BE) shares fell 7.1% on Friday following insider selling activity. The company traded as low as $144.06 and last traded at $147.7380. 10,113,779 shares were traded during trading, a decline of 19% from the average session volume of 12,482,294 shares. The stock had previously closed at $159.00.

Specifically, insider Aman Joshi sold 3,746 shares of Bloom Energy stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $139.81, for a total transaction of $523,728.26. Following the transaction, the insider directly owned 201,072 shares of the company’s stock, valued at $28,111,876.32. The trade was a 1.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Shawn Marie Soderberg sold 3,332 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $139.56, for a total transaction of $465,013.92. Following the sale, the insider owned 219,871 shares of the company’s stock, valued at $30,685,196.76. This represents a 1.49% decrease in their position. The disclosure for this sale is available in the SEC filing. In related news, insider Satish Chitoori sold 1,521 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $139.37, for a total value of $211,981.77. Following the transaction, the insider directly owned 230,017 shares in the company, valued at approximately $32,057,469.29. This represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link.

Analyst Ratings Changes

Several equities analysts have recently commented on BE shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a research note on Tuesday, January 27th. China Renaissance assumed coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They issued a “buy” rating and a $207.00 price objective on the stock. Bank of America set a $39.00 target price on shares of Bloom Energy in a research note on Tuesday, November 25th. Wells Fargo & Company lifted their price target on shares of Bloom Energy to $130.00 and gave the company an “equal weight” rating in a research report on Friday, February 6th. Finally, Barclays began coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They issued an “equal weight” rating and a $153.00 price objective on the stock. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, ten have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Bloom Energy presently has an average rating of “Hold” and an average target price of $130.50.

More 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.

Bloom Energy Stock Performance

The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. The company has a market capitalization of $41.45 billion, a price-to-earnings ratio of -388.78, a price-to-earnings-growth ratio of 6.57 and a beta of 3.07. The stock’s fifty day simple moving average is $126.79 and its 200-day simple moving average is $100.38.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. The business had revenue of $777.68 million for the quarter, compared to analyst estimates of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The company’s revenue was up 35.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Analysts predict that Bloom Energy Corporation will post -0.23 EPS for the current year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Resona Asset Management Co. Ltd. acquired a new position in Bloom Energy in the second quarter valued at approximately $108,000. Meridian Wealth Management LLC bought a new stake in shares of Bloom Energy in the 3rd quarter worth approximately $553,000. Mizuho Markets Americas LLC boosted its position in Bloom Energy by 29.9% during the 2nd quarter. Mizuho Markets Americas LLC now owns 395,490 shares of the company’s stock valued at $9,460,000 after purchasing an additional 90,980 shares during the period. Udine Wealth Management Inc. grew its stake in Bloom Energy by 27.8% during the 3rd quarter. Udine Wealth Management Inc. now owns 62,967 shares of the company’s stock worth $5,325,000 after buying an additional 13,684 shares during the last quarter. Finally, Straight Path Wealth Management bought a new position in Bloom Energy during the 3rd quarter worth $1,099,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

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.