Bloom Energy (NYSE:BE) Stock Price Down 7.8% on Insider Selling

Bloom Energy Corporation (NYSE:BE) fell 7.8% during trading on Friday following insider selling activity. The stock traded as low as $151.80 and last traded at $155.4890. 11,443,008 shares changed hands during trading, a decline of 7% from the average session volume of 12,274,448 shares. The stock had previously closed at $168.57.

Specifically, insider Shawn Marie Soderberg sold 20,000 shares of the stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $180.00, for a total transaction of $3,600,000.00. Following the sale, the insider directly owned 376,731 shares of the company’s stock, valued at $67,811,580. This trade represents a 5.04% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Shawn Marie Soderberg sold 25,244 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $177.93, for a total value of $4,491,664.92. Following the completion of the transaction, the insider directly owned 227,048 shares of the company’s stock, valued at approximately $40,398,650.64. This trade represents a 10.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In other news, Director Gary S. Pinkus sold 1,250 shares of the firm’s stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $165.80, for a total transaction of $207,250.00. Following the sale, the director owned 4,149 shares of the company’s stock, valued at $687,904.20. This trade represents a 23.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. BTIG Research boosted their price objective on shares of Bloom Energy to $165.00 and gave the company a “buy” rating in a report on Friday, February 6th. Jefferies Financial Group set a $102.00 target price on shares of Bloom Energy in a research note on Tuesday, February 10th. Zacks Research raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Friday, February 6th. Robert W. Baird set a $172.00 price objective on Bloom Energy in a report on Tuesday, January 27th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, January 27th. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Bloom Energy currently has a consensus rating of “Hold” and an average target price of $131.87.

Trending Headlines about 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

Bloom Energy Stock Down 7.8%

The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. The company has a market capitalization of $43.62 billion, a PE ratio of -409.18, a PEG ratio of 6.88 and a beta of 3.07. The company’s 50 day moving average is $134.81 and its two-hundred day moving average is $104.80.

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

Hedge Funds Weigh In On Bloom Energy

Several institutional investors have recently added to or reduced their stakes in the company. Hantz Financial Services Inc. boosted its position in shares of 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 acquiring an additional 100 shares during the last quarter. WPG Advisers LLC raised its stake in Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after purchasing an additional 67 shares in the last quarter. Caitong International Asset Management Co. Ltd purchased a new stake in Bloom Energy during the fourth quarter valued at $28,000. Fifth Third Bancorp bought a new position in Bloom Energy during the third quarter valued at $32,000. Finally, N.E.W. Advisory Services LLC purchased a new position in shares of Bloom Energy in the 3rd quarter worth $32,000. Hedge funds and other institutional investors own 77.04% of the company’s stock.

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.