Insider Selling: Bloom Energy (NYSE:BE) Insider Sells $523,728.26 in Stock

Bloom Energy Corporation (NYSE:BE) insider Aman Joshi sold 3,746 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $139.81, for a total value of $523,728.26. Following the completion of the transaction, the insider directly owned 201,072 shares of the company’s stock, valued at $28,111,876.32. This represents a 1.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Bloom Energy Trading Down 7.1%

BE opened at $147.74 on Friday. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95. Bloom Energy Corporation has a fifty-two week low of $15.15 and a fifty-two week high of $176.49. The company’s 50 day moving average price is $126.79 and its two-hundred day moving average price is $100.82. The firm has a market capitalization of $41.45 billion, a price-to-earnings ratio of -388.78, a PEG ratio of 6.10 and a beta of 3.07.

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

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the stock. Robert W. Baird set a $172.00 price objective on shares of Bloom Energy in a research note on Tuesday, January 27th. BTIG Research upped their price target on shares of Bloom Energy to $165.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Zacks Research upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Friday, February 6th. TD Cowen boosted their price objective on Bloom Energy to $160.00 and gave the company a “hold” rating in a research note on Friday, February 6th. Finally, China Renaissance began coverage on Bloom Energy in a research note on Wednesday, January 28th. They set a “buy” rating and a $207.00 target price for the company. Two equities research 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 given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $130.50.

Key Headlines Impacting Bloom Energy

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.

Hedge Funds Weigh In On Bloom Energy

A number of institutional investors and hedge funds have recently made changes to their positions in BE. WPG Advisers LLC raised its stake in Bloom Energy by 26.4% during the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after buying an additional 67 shares during the period. Hantz Financial Services Inc. raised its position in shares of Bloom Energy by 45.5% during the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after purchasing an additional 100 shares during the period. Caitong International Asset Management Co. Ltd bought a new position in shares of Bloom Energy in the 4th quarter worth $28,000. N.E.W. Advisory Services LLC acquired a new stake in Bloom Energy in the 3rd quarter valued at $32,000. Finally, Fifth Third Bancorp bought a new stake in Bloom Energy during the 3rd quarter valued at $32,000. Institutional investors 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.