Bloom Energy (NYSE:BE) Trading Up 1% – Here’s What Happened

Bloom Energy Corporation (NYSE:BE)’s stock price traded up 1% during trading on Thursday . The company traded as high as $160.08 and last traded at $158.8540. 8,430,093 shares changed hands during trading, a decline of 33% from the average session volume of 12,549,720 shares. The stock had previously closed at $157.27.

Bloom Energy News Summary

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

• Positive Sentiment: Q4 beat and raised guidance — Bloom topped EPS and revenue estimates for Q4 and set FY‑2026 EPS guidance (1.33–1.48), supporting the company’s growth narrative and giving bulls a near‑term fundamental argument. Read More.
• Neutral Sentiment: Analyst support and valuation checks — Several firms have increased targets (e.g., Morgan Stanley, UBS) while independent pieces are questioning whether recent momentum already prices in growth; this creates mixed signals for investors weighing upside vs valuation risk. Read More.
• Neutral Sentiment: Institutional positioning and sector flows — Large institutional ownership (~77%) and rotation into AI/energy themes can both stabilize and amplify moves; flows into thematic funds can help longer‑term but also make the stock sensitive to short‑term rotations. Read More.
• Negative Sentiment: Insider selling this week — Multiple insiders (Aman Joshi, Shawn Soderberg, Satish Chitoori) sold blocks of shares on Feb. 17 at roughly $139–$140, representing small percentage reductions but signaling near‑term take‑profit/liquidity action that can trigger selling pressure. Read More.
• Negative Sentiment: Media caution may amplify retail selling — Coverage highlighting investor preconceptions (Robinhood/Bloom example) can feed retail skepticism and short‑term volatility in a richly valued name. Read More.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on BE shares. Morgan Stanley upped their target price on shares of Bloom Energy to $184.00 and gave the stock an “overweight” rating in a research note on Friday, February 6th. Evercore restated an “outperform” rating and issued a $179.00 price target on shares of Bloom Energy in a report on Friday, February 6th. Wells Fargo & Company upped their price objective on Bloom Energy to $130.00 and gave the stock an “equal weight” rating in a research report on Friday, February 6th. BTIG Research lifted 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, Truist Financial set a $68.00 target price on Bloom Energy in a research note on Friday, January 9th. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, ten have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $130.50.

Bloom Energy Stock Down 7.1%

The firm has a fifty day moving average of $126.79 and a 200-day moving average of $100.38. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. The firm has a market cap of $41.45 billion, a P/E ratio of -388.78, a price-to-earnings-growth ratio of 6.57 and a beta of 3.07.

Bloom Energy (NYSE:BE) last posted its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, topping the consensus estimate 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 for the quarter, compared to analyst estimates of $647.59 million. During the same quarter in the previous year, the firm earned $0.43 EPS. The business’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. On average, equities research analysts anticipate that Bloom Energy Corporation will post -0.23 earnings per share for the current year.

Insider Activity

In other Bloom Energy news, insider Maciej Kurzymski sold 3,264 shares of the company’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $86.48, for a total transaction of $282,270.72. Following the sale, the insider directly owned 90,005 shares of the company’s stock, valued at approximately $7,783,632.40. This represents a 3.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Shawn Marie Soderberg sold 3,332 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $139.56, for a total transaction of $465,013.92. Following the transaction, the insider owned 219,871 shares in the company, valued at $30,685,196.76. This represents a 1.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 12,294 shares of company stock valued at $1,520,974. 3.60% of the stock is owned by insiders.

Hedge Funds Weigh In On Bloom Energy

Institutional investors have recently bought and sold shares of the business. Kovitz Investment Group Partners LLC acquired a new stake in shares of Bloom Energy in the fourth quarter valued at approximately $1,913,000. Compound Planning Inc. bought a new stake in Bloom Energy in the 4th quarter valued at $296,000. Corient Private Wealth LLC raised its stake in Bloom Energy by 3,818.7% in the 4th quarter. Corient Private Wealth LLC now owns 894,797 shares of the company’s stock valued at $77,749,000 after acquiring an additional 871,963 shares during the period. First Commonwealth Financial Corp PA lifted its holdings in Bloom Energy by 17.6% during the 4th quarter. First Commonwealth Financial Corp PA now owns 3,101 shares of the company’s stock valued at $269,000 after purchasing an additional 465 shares during the last quarter. Finally, Virtue Capital Management LLC bought a new position in Bloom Energy during the fourth quarter worth $428,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

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.