Bloom Energy (NYSE:BE) Stock Falls 3.1% – Should You Sell?

Bloom Energy Corporation (NYSE:BE) shares fell 3.1% during trading on Thursday. The stock traded as low as $251.30 and last traded at $266.5360. Approximately 18,002,869 shares were traded during mid-day trading, an increase of 39% from the average session volume of 12,919,494 shares. The stock had previously closed at $275.19.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy continues to benefit from strong investor interest in supplying near-term, behind-the-meter electricity for AI data centers. Commentary highlights growing demand for its solid-oxide fuel cells, hyperscaler validation, and the broader U.S. power shortfall expected as AI infrastructure expands. We Said Bloom Energy and Plug Power Had Different Fates
• Positive Sentiment: Several investment articles remain bullish on Bloom Energy’s growth outlook, citing its strong sales trajectory, AI-related demand, recent earnings momentum, and ability to deploy power solutions faster than traditional grid projects. These reports support the longer-term thesis, although they do not provide a new company announcement. This Energy Stock Helped Patient Investors Get Rich
• Neutral Sentiment: Market commentary says traders are taking profits after Bloom Energy’s roughly 190% year-to-date rally. The pullback appears partly technical and broader among fuel-cell stocks, rather than solely company-specific. Bloom Energy Sinks as Traders Take Profits
• Negative Sentiment: A delayed pipeline reportedly places Bloom Energy’s role in a proposed $165 billion AI project in question. The project could involve approximately 2.45 gigawatts of Bloom fuel cells, making any delay a material concern for expected orders, revenue timing, and the company’s AI-growth narrative. Bloom Energy’s Single Largest Fuel Cell Deployment Is In Trouble
• Negative Sentiment: Higher long-term Treasury yields are pressuring capital-intensive clean-energy companies by raising project financing costs and potentially reducing the attractiveness of fuel-cell deployments. Fuel-Cell Stocks Slide as Treasury Yields Rise
• Negative Sentiment: Multiple law firms are promoting a securities class action covering investors who purchased Bloom Energy securities from February 27, 2025, through July 8, 2026. The allegations reportedly involve statements about the company’s China-related supply chain and scandium sourcing. The September 28 lead-plaintiff deadline is keeping the litigation issue prominent, although the claims have not been proven. Kaplan Fox Class Action Notice

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on BE shares. Wells Fargo & Company decreased their target price on Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating on the stock in a research report on Thursday, July 30th. Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, July 21st. Royal Bank Of Canada reissued an “outperform” rating and issued a $335.00 price objective on shares of Bloom Energy in a report on Wednesday, June 10th. BMO Capital Markets lowered their price target on Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a report on Wednesday, July 29th. Finally, BTIG Research reiterated a “buy” rating and issued a $295.00 target price on shares of Bloom Energy in a report on Wednesday, July 29th. Three investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $254.14.

Bloom Energy Price Performance

The company’s 50 day simple moving average is $227.83 and its 200 day simple moving average is $232.32. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. The company has a market capitalization of $78.50 billion, a PE ratio of 355.38, a price-to-earnings-growth ratio of 3.54 and a beta of 3.80.

Bloom Energy (NYSE:BE) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to analyst estimates of $826.13 million. During the same quarter last year, the company posted $0.10 earnings per share. The business’s quarterly 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, sell-side analysts predict that Bloom Energy Corporation will post 2.06 earnings per share for the current year.

Insider Transactions at Bloom Energy

In other Bloom Energy news, Director Jeffrey R. Immelt sold 30,000 shares of the company’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $238.91, for a total transaction of $7,167,300.00. Following the completion of the transaction, the director owned 201,243 shares in the company, valued at approximately $48,078,965.13. This represents a 12.97% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Shawn Soderberg sold 2,895 shares of the firm’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $233.60, for a total transaction of $676,272.00. Following the completion of the sale, the insider owned 129,370 shares of the company’s stock, valued at approximately $30,220,832. The trade was a 2.19% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 89,604 shares of company stock worth $21,948,262 over the last three months. 3.00% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Bloom Energy

A number of large investors have recently modified their holdings of BE. QRG Capital Management Inc. grew its holdings in Bloom Energy by 107.0% during the second quarter. QRG Capital Management Inc. now owns 27,250 shares of the company’s stock worth $8,248,000 after acquiring an additional 14,087 shares during the period. Envestnet Portfolio Solutions Inc. acquired a new stake in Bloom Energy in the second quarter valued at $620,000. Silicon Valley Capital Partners boosted its position in shares of Bloom Energy by 107.0% during the 2nd quarter. Silicon Valley Capital Partners now owns 2,070 shares of the company’s stock worth $627,000 after purchasing an additional 1,070 shares in the last quarter. IKE Capital LLC acquired a new position in shares of Bloom Energy during the 2nd quarter worth $2,952,000. Finally, Sequoia Financial Advisors LLC boosted its holdings in Bloom Energy by 4.6% during the second quarter. Sequoia Financial Advisors LLC now owns 6,150 shares of the company’s stock worth $1,862,000 after buying an additional 268 shares in the last quarter. 77.04% of the stock is owned by hedge funds and other institutional investors.

About Bloom Energy

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.