Bloom Energy Corporation (NYSE:BE – Get Free Report) shares dropped 10.2% during mid-day trading on Friday after an insider sold shares in the company. The stock traded as low as $148.06 and last traded at $149.6510. Approximately 15,720,598 shares were traded during mid-day trading, an increase of 34% from the average daily volume of 11,728,615 shares. The stock had previously closed at $166.69.
Specifically, insider Shawn Marie Soderberg sold 15,410 shares of the firm’s stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $150.47, for a total transaction of $2,318,742.70. Following the completion of the transaction, the insider owned 195,732 shares in the company, valued at approximately $29,451,794.04. This trade represents a 7.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Aman Joshi sold 19,944 shares of the business’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $154.85, for a total transaction of $3,088,328.40. Following the completion of the sale, the insider owned 190,521 shares in the company, valued at $29,502,176.85. The trade was a 9.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In related news, insider Maciej Kurzymski sold 7,800 shares of the 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 sale, the insider directly owned 84,294 shares of the company’s stock, valued at $12,800,043.90. This represents a 8.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.
Analyst Upgrades and Downgrades
BE has been the topic of several recent research reports. Evercore restated an “outperform” rating and issued a $179.00 price target on shares of Bloom Energy in a research report on Friday, February 6th. Royal Bank Of Canada set a $143.00 price objective on Bloom Energy in a research note on Tuesday, January 20th. Barclays began coverage on Bloom Energy in a report on Wednesday, January 28th. They issued an “equal weight” rating and a $153.00 target price on the stock. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, January 27th. Finally, Morgan Stanley boosted their price objective on Bloom Energy to $184.00 and gave the stock an “overweight” rating in a report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $131.87.
Key Headlines Impacting Bloom Energy
Here are the key news stories impacting Bloom Energy this week:
- Positive Sentiment: Brookfield committed multibillion-dollar investment to deploy Bloom’s fuel cells in AI-focused data centers — a direct demand pipeline that underpins revenue growth and institutional validation. Bloom Energy Brookfield Deal Links Fuel Cells To AI Data Center Growth
- Positive Sentiment: Analyst commentary highlights a nearly 596% one‑year surge driven by AI data center demand and distributed power solutions; rising estimates and improved ROIC support a bullish fundamental narrative. Bloom Energy Outpaces Industry in a Year: How to Play the Stock?
- Positive Sentiment: Market write-ups note a near‑term rally (shares climbed earlier this week) as investors favor companies with on‑demand and less geopolitically exposed services. Bloom Energy (BE) Climbs 6.5%–Here’s Why
- Positive Sentiment: Technical analysis shows consolidation near trend highs with a cup‑with‑handle pattern and support at the 50‑day moving average — suggests upside if buying resumes. Bloom Energy (BE) Price Forecast: Support Holds, Trend Poised for Upside
- Neutral Sentiment: Bloom appears on lists of top market movers today — useful for intraday attention but not a standalone fundamental driver. 10 Stocks Dominating Today’s Market Action: Bloom, Vermilion and More
- Neutral Sentiment: Broader sector commentary (news roundup) may influence sentiment but contains mixed signals for fuel‑cell peers. Stock Market Today, March 18: Plug Power’s Rally Stalls Slightly
- Negative Sentiment: Headline reporting ties a recent share dip to insider selling, which can prompt short‑term weakness and increase volatility. Bloom Energy (NYSE:BE) Stock Price Down 2.1% on Insider Selling
- Negative Sentiment: Officer Shawn Marie Soderberg sold 29,807 shares — another reported insider sale that may be viewed as profit‑taking. Shawn Marie Soderberg Sells 29,807 Shares of Bloom Energy (NYSE:BE) Stock
- Negative Sentiment: Executives Aman Joshi and Satish Chitoori also reported sales (19,944 and 18,964 shares), adding to the near‑term sell pressure narrative. Aman Joshi Sells 19,944 Shares of Bloom Energy (NYSE:BE) Stock Satish Chitoori Sells 18,964 Shares of Bloom Energy (NYSE:BE) Stock
Bloom Energy Stock Down 10.2%
The firm has a 50-day moving average of $152.13 and a two-hundred day moving average of $116.55. The stock has a market capitalization of $41.98 billion, a price-to-earnings ratio of -393.82, a price-to-earnings-growth ratio of 6.13 and a beta of 3.11. 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 – Get Free Report) last released its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.20. The company had revenue of $777.68 million for the quarter, compared to analysts’ expectations of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The business’s revenue for the quarter was up 35.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, sell-side analysts anticipate that Bloom Energy Corporation will post -0.23 earnings per share for the current year.
Institutional Inflows and Outflows
A number of institutional investors and hedge funds have recently added to or reduced their stakes in BE. Vanguard Group Inc. lifted its position in Bloom Energy by 6.3% in the 3rd quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock worth $1,759,726,000 after buying an additional 1,240,819 shares in the last quarter. Geode Capital Management LLC increased its stake in shares of Bloom Energy by 5.4% in the fourth quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock worth $461,272,000 after acquiring an additional 269,662 shares during the last quarter. Graticule Asia Macro Advisors LLC purchased a new stake in shares of Bloom Energy during the third quarter worth $402,494,000. Brooklands Fund Management Ltd acquired a new stake in Bloom Energy during the fourth quarter valued at $347,560,000. Finally, Trivest Advisors Ltd grew its stake in Bloom Energy by 1,461.6% in the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after purchasing an additional 3,201,000 shares in the last quarter. 77.04% of the stock is owned by hedge funds and other institutional investors.
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.
Further Reading
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