Traders Buy Large Volume of Put Options on Bloom Energy (NYSE:BE)

Bloom Energy Corporation (NYSE:BE) saw unusually large options trading activity on Thursday. Investors bought 119,974 put options on the stock. This represents an increase of approximately 72% compared to the average volume of 69,947 put options.

Bloom Energy Stock Performance

NYSE:BE traded up $26.39 during midday trading on Thursday, reaching $308.70. The stock had a trading volume of 12,187,990 shares, compared to its average volume of 11,181,148. Bloom Energy has a 1-year low of $17.01 and a 1-year high of $318.49. The firm’s fifty day simple moving average is $201.03 and its 200-day simple moving average is $152.45. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10. The stock has a market capitalization of $87.81 billion, a P/E ratio of -6,166.23 and a beta of 3.82.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.12 by $0.32. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The business had revenue of $751.05 million for the quarter, compared to analyst estimates of $539.94 million. During the same period last year, the business posted $0.03 EPS. Bloom Energy’s revenue was up 130.4% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, equities research analysts forecast that Bloom Energy will post 1.31 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages have recently commented on BE. Wells Fargo & Company increased their price target on shares of Bloom Energy to $217.00 and gave the stock an “equal weight” rating in a research note on Wednesday, April 29th. Citigroup raised their target price on shares of Bloom Energy to $281.00 and gave the company a “neutral” rating in a research note on Wednesday, April 29th. Jefferies Financial Group upgraded shares of Bloom Energy from an “underperform” rating to a “hold” rating and set a $187.00 target price on the stock in a research note on Tuesday, April 14th. BTIG Research raised their target price on shares of Bloom Energy to $295.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Finally, Robert W. Baird raised their target price on shares of Bloom Energy to $242.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Bloom Energy presently has a consensus rating of “Moderate Buy” and an average target price of $217.48.

Bloom Energy News Summary

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

• Positive Sentiment: Bloom Energy announced a $2.6 billion partnership with Nebius to deploy fuel cells that will power Nebius’s U.S. data centers. Investors are viewing the deal as validation that Bloom’s behind-the-meter power systems can benefit from surging AI infrastructure demand. Bloom Energy rises 2% after partnering with European AI infrastructure upstart in $2.6 billion deal
• Positive Sentiment: Coverage from Barron’s and other outlets highlighted that the Nebius deal solves a key AI dilemma: reliable on-site power for expanding data centers. That narrative reinforces Bloom Energy’s role as an AI infrastructure beneficiary. Nebius Stock Is Rising. A Partnership With Bloom Energy Solves This AI Dilemma.
• Positive Sentiment: Several market articles noted Bloom Energy has been one of the strongest winners in the AI power trade, and prior quarterly results showed revenue and EPS well ahead of expectations. That strong operating momentum is still supporting bullish sentiment in the stock. Bloom Energy: Our 2026 Top Pick Was The Best-Performing Stock In April
• Neutral Sentiment: Analyst and commentary pieces noted mixed sentiment, with some calling Bloom one of the better climate/energy names while others flagged insider selling and a high valuation after the rally. These points may temper enthusiasm but are not direct business setbacks. Bloom Energy Insiders Sold US$68m Of Shares Suggesting Hesitancy
• Negative Sentiment: 24/7 Wall St. argued Bloom Energy’s rally may have outpaced fundamentals and set a lower price target than the market price, suggesting some investors may see the stock as stretched after the sharp run-up. Bloom Energy’s Rally May Have Pushed the Stock Too Far
• Negative Sentiment: Seeking Alpha’s “Pause Warranted” piece also suggests investors may want to wait for a better entry point after the recent surge, reflecting concern that BE has already priced in much of the good news. Bloom Energy: Pause Warranted

Insider Activity at Bloom Energy

In other news, insider Satish Chitoori sold 20,000 shares of the stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $204.23, for a total transaction of $4,084,600.00. Following the transaction, the insider owned 212,365 shares in the company, valued at $43,371,303.95. This represents a 8.61% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Mary K. Bush sold 25,000 shares of the stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the transaction, the director owned 108,524 shares in the company, valued at approximately $28,971,567.04. This trade represents a 18.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 525,271 shares of company stock worth $99,167,479 over the last quarter. 3.00% of the stock is currently owned by corporate insiders.

Institutional Trading of Bloom Energy

Hedge funds have recently bought and sold shares of the stock. Blue Trust Inc. boosted its holdings in Bloom Energy by 37.2% in the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after purchasing an additional 51 shares during the period. Anchor Investment Management LLC bought a new stake in Bloom Energy in the 1st quarter valued at $27,000. WPG Advisers LLC boosted its holdings in Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after purchasing an additional 67 shares during the period. Hantz Financial Services Inc. boosted its holdings in Bloom Energy by 45.5% in the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after purchasing an additional 100 shares during the period. Finally, Godsey & Gibb Inc. boosted its holdings in Bloom Energy by 2,000.0% in the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock valued at $28,000 after purchasing an additional 200 shares during the period. 77.04% of the stock is owned by institutional investors.

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.