Kr Sridhar Sells 200,000 Shares of Bloom Energy (NYSE:BE) Stock

Bloom Energy Corporation (NYSE:BE) CEO Kr Sridhar sold 200,000 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total transaction of $34,000,000.00. Following the completion of the transaction, the chief executive officer owned 2,189,869 shares in the company, valued at $372,277,730. This represents a 8.37% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink.

Bloom Energy Trading Down 7.8%

NYSE:BE opened at $155.49 on Friday. The firm has a market capitalization of $43.62 billion, a P/E ratio of -409.18, a P/E/G ratio of 6.88 and a beta of 3.07. 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 fifty day moving average of $134.81 and a 200 day moving average of $104.80. Bloom Energy Corporation has a 52 week low of $15.15 and a 52 week high of $180.90.

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

More Bloom Energy News

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 Inflows and Outflows

Institutional investors have recently modified their holdings of the business. Hantz Financial Services Inc. grew its holdings in Bloom Energy by 45.5% in 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. WPG Advisers LLC grew its stake in shares of Bloom Energy by 26.4% in 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 last quarter. Caitong International Asset Management Co. Ltd purchased a new stake in shares of Bloom Energy in the 4th quarter worth approximately $28,000. Fifth Third Bancorp bought a new position in Bloom Energy during the 3rd quarter valued at approximately $32,000. Finally, N.E.W. Advisory Services LLC purchased a new position in Bloom Energy during the third quarter valued at $32,000. 77.04% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

BE has been the topic of several research analyst reports. TD Cowen boosted their target price on Bloom Energy to $160.00 and gave the company a “hold” rating in a research note on Friday, February 6th. Jefferies Financial Group set a $102.00 price objective on shares of Bloom Energy in a research report on Tuesday, February 10th. Roth Mkm raised their target price on shares of Bloom Energy to $133.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 3rd. UBS Group reaffirmed a “buy” rating and set a $170.00 target price on shares of Bloom Energy in a research note on Friday, February 6th. Finally, Barclays started coverage on shares of Bloom Energy in a research note on Wednesday, January 28th. They issued an “equal weight” rating and a $153.00 price target for the company. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $131.87.

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.