Bloom Energy (NYSE:BE) Trading Down 13.2% – What’s Next?

Shares of Bloom Energy Corporation (NYSE:BE) traded down 13.2% during mid-day trading on Wednesday . The stock traded as low as $134.10 and last traded at $146.58. 17,231,880 shares were traded during mid-day trading, an increase of 34% from the average session volume of 12,879,231 shares. The stock had previously closed at $168.89.

Bloom Energy News Roundup

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

• Positive Sentiment: Fuel-cell demand from AI/data-center buildouts is a structural tailwind for Bloom — the Financial Times piece highlights growing interest in on-site fuel cells as data centers strain grids, which could support long-term order flow and backlog for BE. Fuel cell groups ride AI wave as data centres strain the power grid
• Positive Sentiment: Analysts and commentators flag the potential for large deals to re-accelerate 2026 growth — if Bloom reports contract wins or stronger backlog visibility in the print, that could reverse the sell-off. Bloom Energy’s Pivotal Earnings Report: Can Major Deals Fuel 2026 Growth?
• Neutral Sentiment: Wall Street consensus expects mid-teens revenue growth but a drop in EPS for Q4 — investors will focus on revenue, margins, backlog and any 2026 guidance rather than the headline EPS alone. Ahead of Bloom Energy (BE) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Quarter preview pieces compile the metrics to watch (revenues, EPS, margin trends, backlog and deal announcements) — these set expectations but are not new catalysts by themselves. Bloom Energy (BE) reports Q4: Everything you need to know ahead of earnings
• Neutral Sentiment: Brokerage consensus is a “Hold,” indicating mixed analyst conviction — no strong sell-side push to buy into any near-term dip. Bloom Energy Corporation (NYSE:BE) Given Consensus Recommendation of “Hold” by Brokerages
• Negative Sentiment: Heavy pre-earnings selling has driven a sharp pullback from a one‑day all‑time high — traders are reducing exposure ahead of earnings, increasing short‑term downside risk if guidance disappoints. Bloom Energy Stock Tumbles 18% Ahead Of Thursday Earnings Report
• Negative Sentiment: Headline coverage describes the stock “cratering” prior to earnings, reflecting elevated short‑term volatility and sentiment-driven selling that could extend if results or guidance miss expectations. This clean energy choice for AI data centers craters prior to earnings

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on BE. Robert W. Baird set a $172.00 price target on Bloom Energy in a research note on Tuesday, January 27th. HSBC raised Bloom Energy from a “hold” rating to a “buy” rating and set a $150.00 target price on the stock in a report on Wednesday, October 29th. BTIG Research upped their price target on shares of Bloom Energy to $145.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. Royal Bank Of Canada set a $143.00 price objective on shares of Bloom Energy in a research note on Tuesday, January 20th. Finally, Wedbush set a $39.00 price objective on shares of Bloom Energy in a report on Tuesday, November 25th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $111.13.

Bloom Energy Trading Down 13.2%

The stock has a 50-day moving average price of $116.21 and a two-hundred day moving average price of $90.88. The stock has a market capitalization of $34.67 billion, a PE ratio of 867.39, a PEG ratio of 13.15 and a beta of 3.07. The company has a debt-to-equity ratio of 1.98, a quick ratio of 2.88 and a current ratio of 4.40.

Insider Activity

In related news, insider Shawn Marie Soderberg sold 2,733 shares of the company’s stock in a transaction on Friday, November 14th. The shares were sold at an average price of $108.26, for a total value of $295,874.58. Following the completion of the transaction, the insider owned 223,216 shares of the company’s stock, valued at approximately $24,165,364.16. This represents a 1.21% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Aman Joshi sold 4,543 shares of the stock in a transaction on Friday, November 14th. The stock was sold at an average price of $109.13, for a total value of $495,777.59. Following the completion of the sale, the insider owned 219,818 shares of the company’s stock, valued at $23,988,738.34. The trade was a 2.02% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 14,639 shares of company stock valued at $1,496,660. Company insiders own 3.50% of the company’s stock.

Hedge Funds Weigh In On Bloom Energy

A number of hedge funds have recently made changes to their positions in the business. Vanguard Group Inc. raised its stake in Bloom Energy by 6.3% during 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 period. Graticule Asia Macro Advisors LLC purchased a new stake in Bloom Energy during the 3rd quarter valued at approximately $402,494,000. Geode Capital Management LLC raised its position in shares of Bloom Energy by 2.1% during the second quarter. Geode Capital Management LLC now owns 4,756,516 shares of the company’s stock valued at $113,790,000 after buying an additional 95,990 shares during the last quarter. Trivest Advisors Ltd raised its position in shares of Bloom Energy by 1,461.6% during the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after buying an additional 3,201,000 shares during the last quarter. Finally, Goldman Sachs Group Inc. lifted its holdings in shares of Bloom Energy by 50.3% in the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after buying an additional 836,810 shares in the last quarter. Institutional investors own 77.04% of the company’s stock.

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.