Maciej Kurzymski Sells 3,264 Shares of Bloom Energy (NYSE:BE) Stock

Bloom Energy Corporation (NYSE:BE) insider Maciej Kurzymski sold 3,264 shares of the stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $86.48, for a total transaction of $282,270.72. Following the completion of the sale, the insider owned 90,005 shares of the company’s stock, valued at approximately $7,783,632.40. This represents a 3.50% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Maciej Kurzymski also recently made the following trade(s):

• On Wednesday, November 5th, Maciej Kurzymski sold 13,105 shares of Bloom Energy stock. The stock was sold at an average price of $144.09, for a total transaction of $1,888,299.45.

Bloom Energy Trading Up 10.4%

NYSE:BE opened at $88.59 on Friday. Bloom Energy Corporation has a 52 week low of $15.15 and a 52 week high of $147.86. The firm has a 50-day moving average price of $109.90 and a two-hundred day moving average price of $67.26. The company has a debt-to-equity ratio of 1.98, a quick ratio of 2.88 and a current ratio of 4.40. The firm has a market cap of $20.95 billion, a price-to-earnings ratio of 445.61, a price-to-earnings-growth ratio of 50.66 and a beta of 3.00.

Bloom Energy (NYSE:BE) last announced its earnings results on Tuesday, October 28th. The company reported $0.15 earnings per share for the quarter, topping analysts’ consensus estimates of $0.08 by $0.07. The firm had revenue of $519.05 million for the quarter, compared to the consensus estimate of $425.18 million. Bloom Energy had a return on equity of 8.74% and a net margin of 0.84%.The company’s revenue was up 57.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned ($0.01) EPS. On average, equities analysts expect that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Bloom Energy News Summary

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

• Positive Sentiment: Large, outsized call buying — Traders bought ~98,563 call options today (~37% above the average daily call volume), signaling aggressive bullish positioning that can amplify an intraday rally or reflect expectations for further upside.
• Positive Sentiment: Coverage explaining the rally and investor interest in Bloom’s AI/infra exposure helped push sentiment positive; commentary argues the stock’s bounce reflects renewed demand for companies tied to AI infrastructure and Bloom’s energy hardware niche. AAII: Why Bloom Energy Corporation’s (BE) Stock Is Up 8.38%
• Positive Sentiment: The Motley Fool noted a sharp weekly selloff followed by buyers stepping in, highlighting the narrative that AI infrastructure demand could keep interest in Bloom elevated — a view that supports buy-the-dip flows. Fool: Bloom Energy Stock Sank This Week. Is It a Buying Opportunity?
• Neutral Sentiment: Wall Street analyst activity and targets remain mixed but constructive in places (TD Cowen, Susquehanna had higher targets earlier), which supports conviction among some institutional holders; MarketBeat’s compilation shows a consensus “Hold” with a wide range of price targets. MarketBeat coverage and analyst notes
• Neutral Sentiment: Insider sales disclosed (Maciej Kurzymski sold 3,264 shares; Satish Chitoori sold 431 shares) — filings show small percentage reductions in position; these are routine and modest in size relative to insider holdings. SEC filing (Kurzymski) SEC filing (Chitoori)
• Negative Sentiment: Morning AI-related selloff weighed on the stock early, with coverage reporting a ~12% intraday drop tied to broader tech/AI weakness and profit-taking that triggered short-term selling pressure. MSN: Bloom Energy falls amid AI selloff
• Negative Sentiment: Analyst/commentary pieces flagged near-term downside drivers — high valuation multiples, macro/AI rotation risk, and volatility in sentiment — which can keep price swings large even if the longer-term narrative is supportive. Forbes: Why Is Bloom Energy Stock Dropping?

Institutional Trading of Bloom Energy

A number of institutional investors have recently modified their holdings of BE. Vanguard Group Inc. boosted its holdings in Bloom Energy by 6.3% in the 3rd quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock worth $1,759,726,000 after buying an additional 1,240,819 shares during the period. Graticule Asia Macro Advisors LLC purchased a new stake in shares of Bloom Energy during the third quarter worth $402,494,000. Geode Capital Management LLC boosted its holdings in shares of Bloom Energy by 2.1% in the second quarter. Geode Capital Management LLC now owns 4,756,516 shares of the company’s stock worth $113,790,000 after acquiring an additional 95,990 shares during the period. Public Investment Fund grew its position in shares of Bloom Energy by 16.8% in the first quarter. Public Investment Fund now owns 3,803,770 shares of the company’s stock valued at $74,782,000 after purchasing an additional 546,372 shares in the last quarter. Finally, Trivest Advisors Ltd raised 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 valued at $289,229,000 after purchasing an additional 3,201,000 shares during the period. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the company. Bank of America boosted their price target on shares of Bloom Energy from $26.00 to $39.00 and gave the stock an “underperform” rating in a report on Tuesday, November 25th. Evercore ISI reaffirmed an “outperform” rating on shares of Bloom Energy in a research report on Monday, October 13th. Robert W. Baird set a $157.00 target price on shares of Bloom Energy in a research report on Wednesday, October 29th. TD Cowen raised their price target on shares of Bloom Energy to $105.00 and gave the stock a “hold” rating in a research note on Wednesday, October 29th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $123.00 price objective on shares of Bloom Energy in a research note on Monday, October 20th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, Bloom Energy has an average rating of “Hold” and an average target price of $93.77.

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.