Insider Selling: Bloom Energy (NYSE:BE) Insider Sells 10,000 Shares of Stock

Bloom Energy Corporation (NYSE:BE) insider Aman Joshi sold 10,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $175.60, for a total transaction of $1,756,000.00. Following the completion of the transaction, the insider directly owned 210,465 shares of the company’s stock, valued at approximately $36,957,654. The trade was a 4.54% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website.

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

• On Tuesday, February 17th, Aman Joshi sold 3,746 shares of Bloom Energy stock. The stock was sold at an average price of $139.81, for a total transaction of $523,728.26.

Bloom Energy Stock Down 7.8%

Shares of NYSE:BE traded down $13.08 during trading on Friday, hitting $155.49. The company’s stock had a trading volume of 11,495,615 shares, compared to its average volume of 12,279,422. Bloom Energy Corporation has a fifty-two week low of $15.15 and a fifty-two week high of $180.90. The company has a market capitalization of $43.62 billion, a PE ratio of -409.18, a P/E/G ratio of 7.13 and a beta of 3.07. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. The business has a 50 day moving average price of $133.47 and a two-hundred day moving average price of $103.98.

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

Bloom Energy News Summary

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

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the stock. Mizuho lifted their price target on shares of Bloom Energy to $110.00 and gave the stock a “neutral” rating in a research note on Monday, February 9th. Zacks Research raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Friday, February 6th. Citigroup initiated coverage on Bloom Energy in a report on Tuesday. They issued a “neutral” rating and a $162.00 target price for the company. BTIG Research upped their target price on Bloom Energy to $165.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Finally, Daiwa Securities Group set a $98.00 price target on Bloom Energy in a research report on Tuesday, December 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $131.87.

Institutional Trading of Bloom Energy

Several large investors have recently added to or reduced their stakes in BE. Vanguard Group Inc. lifted its stake in shares of Bloom Energy by 6.3% in the 3rd quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock valued at $1,759,726,000 after purchasing an additional 1,240,819 shares during the last quarter. Geode Capital Management LLC raised its holdings in Bloom Energy by 5.4% during the fourth quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock valued at $461,272,000 after buying an additional 269,662 shares in the last quarter. Graticule Asia Macro Advisors LLC acquired a new stake in shares of Bloom Energy in the third quarter worth about $402,494,000. Brooklands Fund Management Ltd acquired a new stake in shares of Bloom Energy in the fourth quarter worth about $347,560,000. Finally, Trivest Advisors Ltd boosted its stake in shares of Bloom Energy by 1,461.6% during the 3rd quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock worth $289,229,000 after acquiring an additional 3,201,000 shares in the last quarter. 77.04% of the stock is owned by institutional investors.

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.