Bloom Energy (NYSE:BE) Insider Sells $1,756,000.00 in Stock

Bloom Energy Corporation (NYSE:BE) insider Aman Joshi sold 10,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $175.60, for a total value of $1,756,000.00. Following the sale, the insider directly owned 210,465 shares of the company’s stock, valued at $36,957,654. This represents a 4.54% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link.

Aman Joshi also recently made the following trade(s):

• On Tuesday, February 17th, Aman Joshi sold 3,746 shares of Bloom Energy stock. The stock was sold at an average price of $139.81, for a total value of $523,728.26.

Bloom Energy Trading Down 7.8%

NYSE BE opened at $155.49 on Monday. The company has a market capitalization of $43.62 billion, a price-to-earnings ratio of -409.18, a price-to-earnings-growth ratio of 6.35 and a beta of 3.11. Bloom Energy Corporation has a one year low of $15.15 and a one year high of $180.90. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. The company’s 50-day simple moving average is $134.81 and its two-hundred day simple moving average is $105.67.

Bloom Energy (NYSE:BE) last released its quarterly earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, beating the consensus estimate of $0.25 by $0.20. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The business had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. During the same period in the prior year, the firm posted $0.43 earnings per share. The company’s quarterly 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. Equities analysts forecast that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Brookfield partnership: Bloom and Brookfield announced a program worth up to $5 billion to deploy Bloom’s fuel‑cell systems for AI data centers and factories — a material commercial validation that supports future revenue growth tied to high‑density AI power demand. Bloom-Brookfield Deal
• Positive Sentiment: Backlog and guidance: Management has reported a large backlog (product backlog and total backlog figures cited) and set aggressive FY‑2026 revenue and margin targets, supporting the growth narrative for enterprise and AI customers. Those operational metrics justify investor optimism over medium‑term earnings expansion. Backlog & Guidance
• Positive Sentiment: Momentum and performance: BE has outpaced peers YTD and is up substantially over the past year as investors rotate into clean‑power and AI infrastructure plays, attracting momentum flows. Zacks YTD Note
• Neutral Sentiment: High‑profile commentary: Jim Cramer reiterated the stock’s volatility but said he’d feel more comfortable recommending BE after a pullback — publicity that raises awareness but is not an immediate catalyst. Cramer Comment
• Neutral Sentiment: Citi initiation: Citi initiated coverage with a neutral rating and a $162 target, signaling that some sell‑side desks view the stock as fairly valued near current levels — which can cap near‑term upside after the run. Citi Initiation
• Neutral Sentiment: Peer comparison: Analysts note Bloom outperforms peers like FuelCell Energy on earnings growth and ROIC but trades at a steep premium — a mixed signal for investors weighing growth vs. price. BE vs FCEL
• Negative Sentiment: Insider selling: CEO Kr Sridhar sold 200,000 shares (~$34M) on Feb. 24, reducing his stake — a high‑profile sale that often triggers short‑term profit taking and can pressure the stock. SEC Filing
• Negative Sentiment: Valuation risk: Multiple analysis pieces warn the stock may be “priced for perfection” — expensive multiples and high execution expectations are prompting some investors to lock in gains after the rally. Valuation Note

Institutional Trading of Bloom Energy

Institutional investors and hedge funds have recently made changes to their positions in the business. Vanguard Group Inc. grew its stake in Bloom Energy by 6.3% in the 3rd quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock valued at $1,759,726,000 after acquiring an additional 1,240,819 shares during the period. Geode Capital Management LLC lifted its holdings in Bloom Energy by 5.4% during the fourth quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock valued at $461,272,000 after purchasing an additional 269,662 shares in the last quarter. Graticule Asia Macro Advisors LLC purchased a new stake in shares of Bloom Energy during the third quarter worth about $402,494,000. Brooklands Fund Management Ltd acquired a new position in shares of Bloom Energy during the 4th quarter worth about $347,560,000. Finally, Trivest Advisors Ltd boosted its holdings in Bloom Energy by 1,461.6% in the 3rd quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock worth $289,229,000 after buying an additional 3,201,000 shares during the last quarter. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have recently commented on BE shares. BMO Capital Markets upped 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. Truist Financial set a $68.00 price target on shares of Bloom Energy in a report on Friday, January 9th. TD Cowen increased their price target on Bloom Energy to $160.00 and gave the stock a “hold” rating in a research report on Friday, February 6th. Mizuho boosted their price objective on Bloom Energy to $110.00 and gave the company a “neutral” rating in a report on Monday, February 9th. Finally, Robert W. Baird set a $172.00 target price on Bloom Energy in a report on Tuesday, January 27th. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have given a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $131.87.

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.