Bloom Energy Target of Unusually High Options Trading (NYSE:BE)

Bloom Energy Corporation (NYSE:BE) was the target of unusually large options trading on Friday. Stock traders acquired 98,563 call options on the company. This represents an increase of approximately 37% compared to the typical daily volume of 71,691 call options.

Bloom Energy Stock Up 10.4%

Shares of BE traded up $8.38 during trading hours on Friday, hitting $88.59. The company had a trading volume of 17,597,232 shares, compared to its average volume of 9,839,933. The company has a market capitalization of $20.95 billion, a PE ratio of 486.72, a price-to-earnings-growth ratio of 48.61 and a beta of 3.00. The company has a current ratio of 4.40, a quick ratio of 2.88 and a debt-to-equity ratio of 1.98. Bloom Energy has a one year low of $15.15 and a one year high of $147.86. The company’s fifty day moving average price is $109.86 and its two-hundred day moving average price is $66.77.

Bloom Energy (NYSE:BE) last issued its quarterly earnings data on Tuesday, October 28th. The company reported $0.15 earnings per share for the quarter, beating analysts’ consensus estimates of $0.08 by $0.07. Bloom Energy had a return on equity of 8.74% and a net margin of 0.84%.The company had revenue of $519.05 million for the quarter, compared to the consensus estimate of $425.18 million. During the same quarter last year, the company earned ($0.01) earnings per share. The firm’s revenue for the quarter was up 57.1% compared to the same quarter last year. As a group, equities analysts forecast that Bloom Energy will post -0.23 earnings per share for the current fiscal year.

Insider Buying and Selling at Bloom Energy

In other news, Director Jim H. Snabe sold 20,000 shares of the business’s stock in a transaction on Wednesday, November 5th. The shares were sold at an average price of $143.04, for a total transaction of $2,860,800.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Aman Joshi sold 4,543 shares of the company’s stock in a transaction dated Friday, November 14th. The stock was sold at an average price of $109.13, for a total transaction of $495,777.59. Following the completion of the transaction, the insider owned 219,818 shares in the company, valued at approximately $23,988,738.34. The trade was a 2.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 120,410 shares of company stock valued at $16,557,185. 3.60% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of BE. Fifth Third Bancorp acquired a new stake in Bloom Energy in the third quarter valued at approximately $32,000. N.E.W. Advisory Services LLC acquired a new position in shares of Bloom Energy during the third quarter worth $32,000. Parkside Financial Bank & Trust increased its position in shares of Bloom Energy by 250.9% during the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after purchasing an additional 281 shares in the last quarter. Cranbrook Wealth Management LLC purchased a new stake in shares of Bloom Energy during the 3rd quarter valued at $39,000. Finally, E Fund Management Hong Kong Co. Ltd. purchased a new stake in shares of Bloom Energy during the 3rd quarter valued at $42,000. Institutional investors own 77.04% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently issued reports on the company. HSBC upgraded Bloom Energy from a “hold” rating to a “buy” rating and set a $150.00 price target for the company in a report on Wednesday, October 29th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $123.00 target price on shares of Bloom Energy in a report on Monday, October 20th. BMO Capital Markets set a $136.00 price target on Bloom Energy in a research note on Wednesday, October 29th. JPMorgan Chase & Co. lifted their price objective on Bloom Energy to $129.00 and gave the company an “overweight” rating in a report on Wednesday, October 29th. Finally, Oppenheimer reaffirmed a “market perform” rating on shares of Bloom Energy in a research note on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $93.77.

Bloom Energy News Roundup

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

• Positive Sentiment: Q3 results and revenue growth are concrete positives that supporters point to—Bloom beat EPS and revenue in its last report and showed strong year-over-year revenue expansion. MarketBeat BE profile
• Positive Sentiment: Some retail/analyst commentary argues the pullback is a buying opportunity given the company’s positioning for on-site power and AI data-center demand that drove the recent rally. Fool: Is It a Buying Opportunity?
• Neutral Sentiment: Insider transactions: two small insider sales (Satish Chitoori and Maciej Kurzymski) were filed for trades executed Dec. 16; sizes are modest relative to holdings and may reflect routine liquidity rather than a material change in outlook. InsiderTrades alert
• Negative Sentiment: Headline-driven selling tied to an AI-sector selloff amplified the drop in BE shares today—momentum traders exited after recent gains, accelerating the decline. MSN: BE falls amid AI selloff
• Negative Sentiment: Analysis pieces highlight investor concern that BE’s recent strength was overextended and that macro/sector rotations could expose valuation risks given mixed profitability and stretched multiples. Forbes: Why Is Bloom Energy Stock Dropping?

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.