Bloom Energy (NYSE:BE) Stock Price Down 1.8% – Should You Sell?

Bloom Energy Corporation (NYSE:BE) shares fell 1.8% on Friday . The stock traded as low as $301.85 and last traded at $302.2590. 9,302,385 shares changed hands during trading, a decline of 17% from the average session volume of 11,182,891 shares. The stock had previously closed at $307.88.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy announced a $2.6 billion strategic partnership with Nebius Group to power U.S. data centers with fuel cells, boosting expectations for long-term revenue from AI infrastructure demand. Bloom Energy rises 2% after partnering with European AI infrastructure upstart in $2.6 billion deal
• Positive Sentiment: Multiple outlets highlighted Bloom Energy as a beneficiary of the AI buildout, with commentary that the stock remains attractive for long-term investors despite the recent run-up. 2 Energy Stocks That Are the Smartest Long-Term Buys During the Energy Boom
• Positive Sentiment: Bloom Energy has been included in reports on stocks hitting 52-week highs, showing strong momentum as investors rotate into AI infrastructure and power-related names. APLD, BE, GFS Stocks Hit 52-Week Highs: What’s Driving The Surge?
• Neutral Sentiment: One article noted unusually large put-option activity in BE, suggesting some traders may be hedging or betting on volatility after the sharp rally.
• Neutral Sentiment: Several pieces discussed whether the stock’s surge has gone too far, but these were valuation-focused opinions rather than new company developments. Bloom Energy’s Rally May Have Pushed the Stock Too Far
• Negative Sentiment: Some analysts warned the rally may be ahead of fundamentals, which could pressure the stock if investors start questioning how quickly the AI momentum can translate into profits. Bloom Energy: Pause Warranted

Analyst Upgrades and Downgrades

Several brokerages have weighed in on BE. Mizuho set a $285.00 price target on Bloom Energy in a research report on Friday, May 1st. Wells Fargo & Company raised their target price on Bloom Energy to $217.00 and gave the company an “equal weight” rating in a research report on Wednesday, April 29th. Barclays raised their target price on Bloom Energy to $254.00 and gave the company an “equal weight” rating in a research report on Monday, May 11th. Evercore restated an “outperform” rating and set a $179.00 target price on shares of Bloom Energy in a research report on Friday, February 6th. Finally, Royal Bank Of Canada raised their target price on Bloom Energy to $335.00 and gave the company an “outperform” rating in a research report on Wednesday, April 29th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Bloom Energy currently has an average rating of “Moderate Buy” and a consensus target price of $217.48.

Bloom Energy Price Performance

The company has a current ratio of 5.03, a quick ratio of 4.10 and a debt-to-equity ratio of 2.90. The stock has a market capitalization of $85.97 billion, a price-to-earnings ratio of -6,043.97 and a beta of 3.82. The stock has a 50-day moving average price of $206.97 and a 200 day moving average price of $154.72.

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

Insider Buying and Selling

In related news, insider Shawn Marie Soderberg sold 2,746 shares of Bloom Energy stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $259.42, for a total value of $712,367.32. Following the sale, the insider directly owned 135,107 shares in the company, valued at approximately $35,049,457.94. The trade was a 1.99% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,111 shares of Bloom Energy stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $288.24, for a total value of $608,474.64. Following the completion of the sale, the insider owned 210,254 shares in the company, valued at approximately $60,603,612.96. The trade was a 0.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 525,271 shares of company stock worth $99,167,479 in the last quarter. 3.00% of the stock is owned by insiders.

Institutional Investors Weigh In On Bloom Energy

Institutional investors have recently bought and sold shares of the company. 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 worth $25,000 after buying an additional 51 shares during the last quarter. Anchor Investment Management LLC acquired a new stake in Bloom Energy in the 1st quarter worth about $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 worth $28,000 after buying an additional 67 shares during the last quarter. 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 worth $28,000 after buying an additional 100 shares during the last quarter. 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 worth $28,000 after buying an additional 200 shares during the last quarter. 77.04% of the stock is currently owned by institutional investors and hedge funds.

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.