Bloom Energy (NYSE:BE) Trading Down 2.1% After Insider Selling

Shares of Bloom Energy Corporation (NYSE:BE) fell 2.1% on Wednesday following insider selling activity. The company traded as low as $156.33 and last traded at $156.6510. 8,497,639 shares changed hands during trading, a decline of 27% from the average session volume of 11,695,728 shares. The stock had previously closed at $160.05.

Specifically, insider Aman Joshi sold 19,944 shares of the company’s stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $154.85, for a total value of $3,088,328.40. Following the completion of the sale, the insider owned 190,521 shares in the company, valued at approximately $29,502,176.85. This represents a 9.48% 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. Also, insider Maciej Kurzymski sold 7,800 shares of the company’s stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $151.85, for a total transaction of $1,184,430.00. Following the completion of the transaction, the insider owned 84,294 shares in the company, valued at approximately $12,800,043.90. This represents a 8.47% decrease in their position. The disclosure for this sale is available in the SEC filing. In other news, insider Satish Chitoori sold 18,964 shares of the stock in a transaction on Monday, March 16th. The shares were sold at an average price of $154.45, for a total transaction of $2,928,989.80. Following the transaction, the insider owned 232,365 shares in the company, valued at $35,888,774.25. This represents a 7.55% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink.

Analysts Set New Price Targets

Several research analysts have commented on BE shares. TD Cowen lifted their price target on Bloom Energy to $160.00 and gave the stock a “hold” rating in a research report on Friday, February 6th. Mizuho raised their price objective on Bloom Energy to $110.00 and gave the stock a “neutral” rating in a research report on Monday, February 9th. UBS Group reissued a “buy” rating and set a $170.00 price objective on shares of Bloom Energy in a report on Friday, February 6th. Citigroup assumed coverage on Bloom Energy in a research note on Tuesday, February 24th. They issued a “neutral” rating and a $162.00 target price for the company. Finally, Daiwa Securities Group set a $98.00 price target on shares of Bloom Energy in a research note on Tuesday, December 2nd. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, Bloom Energy presently has an average rating of “Hold” and an average price target of $131.87.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: AI / data‑center power demand is driving renewed investor interest in Bloom’s on‑site fuel cell and hydrogen capabilities — the narrative positions Bloom as a supplier for urgent data‑center capacity constraints. Why Bloom Energy Stayed in Focus
• Positive Sentiment: Independent analysis argues Bloom is well‑positioned to capture accelerating data‑center power needs as grid interconnection/backlog and transformer lead times constrain traditional builds. Bloom Energy: Positioned To Capture Urgent Demand For Data Centers
• Positive Sentiment: Coverage pickups (Zacks, MarketBeat mentions) and local pilot/NDAs (Lansing Board of Water & Light) add credibility to early commercial pipeline potential. Zacks Investment Ideas feature
• Neutral Sentiment: Fundamentals are mixed: recent quarter beat on revenue and EPS and Bloom raised FY26 EPS guidance (1.33–1.48), but many analysts still show a split view (consensus 12‑month target ~ $131.87; street ratings mix of Buy/Hold/Sell). Analyst coverage summary
• Neutral Sentiment: Balance‑sheet and market metrics: high market cap and beta, large debt/equity ratio and still negative net margin historically — these amplify volatility but don’t change the growth thesis immediately. (See company filings/market summaries for details.)
• Negative Sentiment: Large insider selling this week — Aman Joshi sold 19,944 shares (~$3.09M). Filing: Aman Joshi SEC filing
• Negative Sentiment: Additional insider sales: Maciej Kurzymski sold 7,800 shares (~$1.18M). Filing: Kurzymski SEC filing
• Negative Sentiment: More insider exits: Satish Chitoori (~18,964 shares) and Shawn Soderberg (two blocks totaling ~42,881 shares) sold sizeable stakes in mid‑March — combined proceeds total several million dollars and may look like profit‑taking to the market. Filing (example): Soderberg SEC filing

Bloom Energy Price Performance

The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. The firm has a market cap of $43.95 billion, a P/E ratio of -412.24, a P/E/G ratio of 6.27 and a beta of 3.11. The company has a 50-day moving average of $149.94 and a 200 day moving average of $114.77.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share 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 for the quarter, compared to analysts’ expectations of $647.59 million. During the same period in the prior year, the business posted $0.43 earnings per share. The business’s revenue was up 35.9% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, sell-side analysts anticipate that Bloom Energy Corporation will post -0.23 EPS for the current year.

Institutional Investors Weigh In On Bloom Energy

A number of hedge funds have recently made changes to their positions in BE. WPG Advisers LLC boosted its position in Bloom Energy by 26.4% in the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after buying an additional 67 shares in the last quarter. Hantz Financial Services Inc. raised its stake in shares of Bloom Energy by 45.5% in the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after acquiring an additional 100 shares during the last quarter. Caitong International Asset Management Co. Ltd bought a new position in shares of Bloom Energy in the fourth quarter valued at approximately $28,000. N.E.W. Advisory Services LLC acquired a new position in shares of Bloom Energy in the 3rd quarter worth approximately $32,000. Finally, Fifth Third Bancorp acquired a new position in shares of Bloom Energy in the 3rd quarter worth approximately $32,000. Institutional investors and hedge funds 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.