Bloom Energy (NYSE:BE) Stock Price Down 2.1% on Insider Selling

Bloom Energy Corporation (NYSE:BE) shares dropped 2.1% during mid-day trading on Wednesday following insider selling activity. The company traded as low as $156.33 and last traded at $156.6510. Approximately 8,497,639 shares changed hands during trading, a decline of 27% from the average daily volume of 11,695,728 shares. The stock had previously closed at $160.05.

Specifically, insider Aman Joshi sold 19,944 shares of the firm’s stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $154.85, for a total value of $3,088,328.40. Following the transaction, the insider directly owned 190,521 shares of the company’s stock, valued at $29,502,176.85. This trade represents a 9.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Maciej Kurzymski sold 7,800 shares of the company’s stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $151.85, for a total value of $1,184,430.00. Following the completion of the sale, the insider owned 84,294 shares of the company’s stock, valued at $12,800,043.90. This trade represents a 8.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In related news, insider Satish Chitoori sold 18,964 shares of Bloom Energy stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $154.45, for a total transaction of $2,928,989.80. Following the transaction, the insider owned 232,365 shares in the company, valued at approximately $35,888,774.25. This trade represents a 7.55% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link.

Wall Street Analyst Weigh In

Several analysts have issued reports on the company. Morgan Stanley upped their target price on Bloom Energy to $184.00 and gave the company an “overweight” rating in a report on Friday, February 6th. BMO Capital Markets lifted their price target on Bloom Energy to $149.00 and gave the stock a “market perform” rating in a report on Friday, February 6th. Wells Fargo & Company boosted 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. Roth Mkm upped their price objective on shares of Bloom Energy to $133.00 and gave the company a “neutral” rating in a report on Tuesday, February 3rd. Finally, Mizuho raised their price objective on shares of Bloom Energy to $110.00 and gave the stock a “neutral” rating in a research report on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, Bloom Energy presently has an average rating of “Hold” and a consensus target price of $131.87.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: AI / data‑center demand narrative lifted investor interest in Bloom as a potential power solution for urgent data‑center buildouts; coverage highlights Bloom as a beneficiary of companies spending heavily on AI infrastructure. Why Bloom Energy Stayed in Focus
• Positive Sentiment: Analysis argues Bloom is positioned to capture near‑term demand from hyperscale data centers where grid connections and transformer lead times are bottlenecks, supporting potential order growth and longer‑term revenue visibility. Seeking Alpha: Positioned To Capture Urgent Demand
• Positive Sentiment: Zacks and other idea pieces are featuring Bloom among AI/infra plays, which can attract short‑term flows and renewed analyst attention if the sector momentum continues. Zacks Investment Ideas feature
• Neutral Sentiment: Recent quarter: Bloom beat revenue and EPS expectations and set FY26 EPS guidance (1.33–1.48), supporting the growth case; however consensus analyst ratings are mixed (Buy/Hold/Sell) with an average 12‑month target near $131.87, leaving valuation expectations varied. Earnings & analyst summary
• Neutral Sentiment: Local utility NDAs (Lansing BWL) referencing Bloom in coverage suggest early‑stage pilot/commercial discussions that could translate into smaller initial deployments but are not guarantees of large orders. BWL NDAs story
• Negative Sentiment: Multiple insiders sold significant blocks over March 16–17 (Aman Joshi ~19,944 shares, Maciej Kurzymski 7,800 shares, Satish Chitoori ~18,964 shares, Shawn Soderberg ~42,881 shares across filings). Heavy coordinated insider selling can weigh on sentiment and put near‑term downward pressure on the stock. SEC/insider filings: Aman Joshi filing Maciej Kurzymski filing Satish Chitoori filing Shawn Soderberg filing

Bloom Energy Trading Down 2.1%

The business has a fifty day moving average price of $150.92 and a two-hundred day moving average price of $115.07. 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 firm has a market capitalization of $43.95 billion, a PE ratio of -412.24, a PEG ratio of 6.53 and a beta of 3.11.

Bloom Energy (NYSE:BE) last posted its 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 negative net margin of 4.37% and a positive return on equity of 7.88%. The company had revenue of $777.68 million for the quarter, compared to analysts’ expectations of $647.59 million. During the same quarter in the prior year, the company posted $0.43 earnings per share. Bloom Energy’s revenue for the quarter was up 35.9% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Analysts expect that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Hedge Funds Weigh In On Bloom Energy

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