Bloom Energy (NYSE:BE) Director Jeffrey Immelt Sells 30,000 Shares

Bloom Energy Corporation (NYSE:BE) Director Jeffrey Immelt sold 30,000 shares of the firm’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $238.91, for a total value of $7,167,300.00. Following the transaction, the director directly owned 201,243 shares of the company’s stock, valued at approximately $48,078,965.13. This represents a 12.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.

Bloom Energy Stock Down 10.1%

Shares of BE opened at $208.69 on Wednesday. The stock’s 50-day moving average price is $246.83 and its two-hundred day moving average price is $216.26. Bloom Energy Corporation has a 12 month low of $40.56 and a 12 month high of $351.28. The company has a market capitalization of $61.47 billion, a PE ratio of 278.26, a PEG ratio of 3.14 and a beta of 3.79. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, beating the consensus estimate of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The company had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $826.13 million. During the same quarter in the prior year, the firm posted $0.10 earnings per share. The business’s quarterly revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, analysts anticipate that Bloom Energy Corporation will post 1.93 EPS for the current year.

Institutional Trading of Bloom Energy

Large investors have recently modified their holdings of the stock. Livforsakringsbolaget Skandia Omsesidigt bought a new stake in shares of Bloom Energy in the 2nd quarter valued at $423,000. Public Employees Retirement System of Ohio bought a new position in Bloom Energy during the second quarter worth $30,277,000. Ancora Advisors LLC bought a new position in Bloom Energy during the second quarter worth $76,000. Nicholas Investment Partners LP acquired a new stake in Bloom Energy in the second quarter worth $207,000. Finally, Foster & Motley Inc. acquired a new stake in Bloom Energy in the second quarter worth $257,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy News Summary

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

• Positive Sentiment: Bloom’s long-term opportunity remains tied to rising electricity demand from artificial-intelligence data centers. Management reportedly sees visibility into as much as 25 gigawatts of deployments, while the company says its scandium-oxide supply is sufficient to support current demand and backlog. Bloom Energy Says It Has Visibility on 25 Gigawatts of Deployments
• Neutral Sentiment: Institutional positioning is mixed: JPMorgan and Goldman Sachs increased their holdings, while BlackRock, Ameriprise and D. E. Shaw reduced theirs. Analyst opinions are also divided, with JPMorgan rating the stock “Overweight” and Jefferies rating it “Underperform.” The median analyst price target of $278.50 remains above the current trading level, but targets vary widely. Bloom Energy Falls as Investors Appear to Revisit Execution and Project-Timing Risks
• Negative Sentiment: Rising 10-year Treasury yields pressured hydrogen and fuel-cell stocks by making high-growth companies less attractive relative to bonds. Bloom also faces renewed concerns about the timing and execution of major data-center projects, including permitting requirements for Project Jupiter in New Mexico. The stock’s elevated valuation—reported at more than 278 times earnings—amplifies sensitivity to any disappointment. Plug Power Falls, Bloom Energy Sinks With the 10-Year Yield Near a 52-Week High
• Negative Sentiment: Multiple law firms publicized a securities class action involving investors who purchased Bloom securities from February 27, 2025, through July 8, 2026. The complaints allege Bloom misrepresented its exposure to Chinese export controls and U.S. tariffs, including the origin of critical materials and components. These are allegations, not established findings, but the litigation adds headline and potential financial risk; the lead-plaintiff deadline is September 28, 2026. Bloom Energy Shareholder Alert
• Negative Sentiment: Reported insider activity has been exclusively selling over the past six months, including sales by Chief Executive Officer KR Sridhar. While insider sales can reflect personal financial planning, the absence of reported purchases may weigh on investor confidence after the stock’s substantial run-up.

Analyst Upgrades and Downgrades

BE has been the subject of several analyst reports. Zacks Research upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 28th. Sanford C. Bernstein upped their price objective on shares of Bloom Energy from $276.00 to $282.00 and gave the company a “market perform” rating in a research note on Wednesday, July 29th. Oppenheimer reiterated a “market perform” rating on shares of Bloom Energy in a research report on Wednesday, July 29th. Mizuho raised shares of Bloom Energy from a “neutral” rating to an “outperform” rating and lowered their target price for the stock from $285.00 to $242.00 in a research note on Thursday, July 30th. Finally, Jefferies Financial Group boosted their target price on shares of Bloom Energy from $188.00 to $229.00 and gave the company a “hold” rating in a report on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $248.05.

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.