Insider Selling: Bloom Energy (NYSE:BE) Insider Sells $465,013.92 in Stock

Bloom Energy Corporation (NYSE:BE) insider Shawn Marie Soderberg sold 3,332 shares of the business’s stock in a transaction 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 completion of the transaction, the insider directly owned 219,871 shares in the company, valued at $30,685,196.76. This trade represents a 1.49% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link.

Bloom Energy Price Performance

Shares of Bloom Energy stock opened at $147.74 on Friday. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. Bloom Energy Corporation has a 12 month low of $15.15 and a 12 month high of $176.49. The stock has a 50 day moving average of $126.79 and a 200 day moving average of $100.82. The firm has a market cap of $41.45 billion, a PE ratio of -388.78, a PEG ratio of 6.10 and a beta of 3.07.

Bloom Energy (NYSE:BE) last posted its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. The firm had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. Bloom Energy’s revenue for the quarter was up 35.9% compared to the same quarter last year. During the same period last year, the firm posted $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, research analysts expect that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Analyst Ratings Changes

BE has been the topic of a number of recent analyst reports. HSBC upgraded Bloom Energy from a “hold” rating to a “buy” rating and set a $150.00 target price on the stock in a research note on Wednesday, October 29th. Truist Financial set a $68.00 price target on shares of Bloom Energy in a report on Friday, January 9th. Barclays initiated coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They set an “equal weight” rating and a $153.00 price objective for the company. Susquehanna increased their price objective on Bloom Energy to $157.00 and gave the stock a “positive” rating in a research note on Wednesday, October 29th. Finally, BMO Capital Markets lifted their price objective on shares of Bloom Energy to $149.00 and gave the company a “market perform” rating in a report on Friday, February 6th. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the company. According to MarketBeat, Bloom Energy currently has an average rating of “Hold” and a consensus target price of $130.50.

Institutional Investors Weigh In On Bloom Energy

Several institutional investors have recently bought and sold shares of BE. WPG Advisers LLC increased its position in shares of Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after purchasing an additional 67 shares in the last quarter. Hantz Financial Services Inc. increased its position in Bloom Energy by 45.5% during the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after buying an additional 100 shares in the last quarter. Caitong International Asset Management Co. Ltd purchased a new stake in Bloom Energy in the fourth quarter valued at about $28,000. N.E.W. Advisory Services LLC purchased a new stake in Bloom Energy in the third quarter valued at about $32,000. Finally, Fifth Third Bancorp acquired a new stake in Bloom Energy in the third quarter worth about $32,000. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Key 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.

About Bloom Energy

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.