Bloom Energy (NYSE:BE) Stock Price Down 7.8% Following Insider Selling

Shares of Bloom Energy Corporation (NYSE:BE) fell 7.8% during trading on Friday following insider selling activity. The company traded as low as $151.80 and last traded at $155.4890. 11,443,008 shares were traded during mid-day trading, a decline of 7% from the average session volume of 12,274,448 shares. The stock had previously closed at $168.57.

Specifically, insider Shawn Marie Soderberg sold 20,000 shares of the stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $180.00, for a total transaction of $3,600,000.00. Following the sale, the insider directly owned 376,731 shares of the company’s stock, valued at approximately $67,811,580. This represents a 5.04% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Shawn Marie Soderberg sold 25,244 shares of Bloom Energy stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $177.93, for a total transaction of $4,491,664.92. Following the completion of the transaction, the insider directly owned 227,048 shares of the company’s stock, valued at $40,398,650.64. This trade represents a 10.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In related news, Director Gary S. Pinkus sold 1,250 shares of the stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $165.80, for a total transaction of $207,250.00. Following the sale, the director owned 4,149 shares in the company, valued at $687,904.20. This represents a 23.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink.

Wall Street Analysts Forecast Growth

BE has been the subject of several recent research reports. Citigroup initiated coverage on Bloom Energy in a report on Tuesday. They set a “neutral” rating and a $162.00 target price for the company. China Renaissance began coverage on Bloom Energy in a research note on Wednesday, January 28th. They issued a “buy” rating and a $207.00 target price on the stock. BMO Capital Markets boosted their price target on shares of Bloom Energy to $149.00 and gave the company a “market perform” rating in a report on Friday, February 6th. Zacks Research raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Friday, February 6th. Finally, Daiwa Securities Group set a $98.00 target price on shares of Bloom Energy in a research note on Tuesday, December 2nd. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $131.87.

Key Bloom Energy News

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

Bloom Energy Stock Down 7.8%

The firm has a market cap of $43.62 billion, a price-to-earnings ratio of -409.18, a price-to-earnings-growth ratio of 6.35 and a beta of 3.07. The stock’s 50 day moving average is $134.81 and its 200 day moving average is $105.24. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54.

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, beating analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The firm had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. During the same period last year, the company posted $0.43 EPS. 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. Analysts forecast that Bloom Energy Corporation will post -0.23 EPS for the current year.

Institutional Investors Weigh In On Bloom Energy

Several hedge funds and other institutional investors have recently bought and sold shares of BE. Virtu Financial LLC bought a new position in shares of Bloom Energy during the 4th quarter valued at about $360,000. Kovitz Investment Group Partners LLC acquired a new stake in Bloom Energy during the fourth quarter valued at approximately $1,913,000. Compound Planning Inc. acquired a new stake in Bloom Energy during the fourth quarter valued at approximately $296,000. Corient Private Wealth LLC boosted its holdings in Bloom Energy by 3,818.7% during the fourth quarter. Corient Private Wealth LLC now owns 894,797 shares of the company’s stock worth $77,749,000 after buying an additional 871,963 shares in the last quarter. Finally, First Commonwealth Financial Corp PA grew its position in Bloom Energy by 17.6% in the fourth quarter. First Commonwealth Financial Corp PA now owns 3,101 shares of the company’s stock worth $269,000 after buying an additional 465 shares during the last quarter. 77.04% of the stock is currently owned by institutional investors.

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.