Aman Joshi Sells 3,601 Shares of Bloom Energy (NYSE:BE) Stock

Bloom Energy Corporation (NYSE:BE) insider Aman Joshi sold 3,601 shares of the business’s stock in a transaction that occurred on Wednesday, September 16th. The shares were sold at an average price of $269.94, for a total transaction of $972,053.94. Following the completion of the sale, the insider owned 155,529 shares of the company’s stock, valued at approximately $41,983,498.26. The trade was a 2.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

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

• On Friday, August 14th, Aman Joshi sold 4,677 shares of Bloom Energy stock. The shares were sold at an average price of $241.75, for a total transaction of $1,130,664.75.
• On Wednesday, July 1st, Aman Joshi sold 8,343 shares of Bloom Energy stock. The shares were sold at an average price of $300.37, for a total value of $2,505,986.91.

Bloom Energy Trading Down 5.3%

NYSE:BE traded down $14.99 on Friday, hitting $265.77. 73,369,313 shares of the stock were exchanged, compared to its average volume of 12,744,290. 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 Corporation has a fifty-two week low of $61.37 and a fifty-two week high of $351.28. The stock has a market cap of $78.28 billion, a PE ratio of 354.36, a PEG ratio of 3.59 and a beta of 3.80. The stock has a fifty day moving average of $225.63 and a 200-day moving average of $229.42.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The firm had revenue of $1.07 billion for the quarter, compared to analysts’ expectations of $826.13 million. During the same period in the previous year, the company posted $0.10 earnings per share. Bloom Energy’s revenue was up 165.5% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, equities analysts expect that Bloom Energy Corporation will post 2.06 earnings per share for the current fiscal year.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: AI data-center power opportunity: Bloom highlighted an 800V DC-native fuel-cell architecture designed for AI data centers. The company says the system can eliminate traditional transformers, reduce power-conversion losses and capital costs, and shorten deployment timelines. Investors view the technology as a potential catalyst for future data-center demand. Why Could Bloom Energy Change AI Data Center Power Economics?
• Positive Sentiment: Supportive policy backdrop: Fuel-cell stocks rallied after the U.S. House reportedly shifted certain data-center power costs toward operators, improving the potential economics of on-site generation. Bloom Energy participated in that sector-wide advance. FuelCell Jumps as House Shifts Data Center Power Costs to Operators
• Positive Sentiment: Strong recent momentum and analyst support: Bloom was identified among green stocks outperforming clean-energy ETFs and major benchmarks in 2026, while a separate report said analysts maintained an overall “Moderate Buy” view. These factors may have contributed to recent buying interest.
• Neutral Sentiment: Brand and community initiative: Bloom honored Louisville first responders and donated to the Louisville Fire Foundation during its ESPN College Football Campus Tour partnership. The announcement supports corporate visibility but is unlikely to materially affect near-term revenue or earnings. Bloom Energy Honors Louisville First Responders
• Negative Sentiment: Multiple securities-litigation notices: Several law firms publicized a shareholder class action and a September 28 deadline to seek lead-plaintiff status. The allegations relate to claims that Bloom’s shares were artificially inflated before a July 8 report concerning alleged Chinese scandium sourcing. The notices add reputational and potential legal-risk concerns, although they do not establish wrongdoing or quantify any liability.

Institutional Investors Weigh In On Bloom Energy

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Geode Capital Management LLC increased its position in shares of Bloom Energy by 5.4% during the fourth quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock worth $461,272,000 after acquiring an additional 269,662 shares during the last quarter. Brooklands Fund Management Ltd purchased a new position in Bloom Energy in the fourth quarter valued at about $347,560,000. Norges Bank purchased a new position in Bloom Energy in the fourth quarter valued at about $239,683,000. Jennison Associates LLC grew its stake in Bloom Energy by 20,074.4% during the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock valued at $364,066,000 after purchasing an additional 2,673,710 shares in the last quarter. Finally, Bank of America Corp DE grew its stake in Bloom Energy by 6.1% during the 1st quarter. Bank of America Corp DE now owns 2,211,880 shares of the company’s stock valued at $299,688,000 after purchasing an additional 126,649 shares in the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently issued reports on BE shares. Truist Financial lowered their price target on Bloom Energy from $250.00 to $218.00 and set a “hold” rating for the company in a report on Wednesday, July 29th. Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a research note on Tuesday, July 21st. Roth Capital upped their target price on Bloom Energy from $225.00 to $285.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 1st. Barclays increased their target price on Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a research note on Tuesday, June 23rd. Finally, Oppenheimer reiterated a “market perform” rating on shares of Bloom Energy in a report on Wednesday, July 29th. Three research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $254.14.

Bloom Energy Company Profile

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.