Bloom Energy (NYSE:BE) Trading 1.1% Higher – Here’s What Happened

Bloom Energy Corporation (NYSE:BE) shares shot up 1.1% on Monday . The stock traded as high as $244.44 and last traded at $232.40. Approximately 10,584,916 shares traded hands during trading, a decline of 15% from the average session volume of 12,494,044 shares. The stock had previously closed at $229.94.

Bloom Energy News Summary

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

• Positive Sentiment: Bloom Energy reportedly has visibility into up to 25 gigawatts of potential deployments, supported by demand from data centers seeking reliable power. Management also says scandium-oxide supplies are sufficient for current demand and backlog, reducing a potential supply constraint. Bloom Energy Says It Has Visibility on 25 Gigawatts of Deployments
• Positive Sentiment: The company’s latest reported quarter showed substantial momentum: revenue reached $1.07 billion, up 165.5% year over year, while earnings per share of $0.78 exceeded the $0.39 consensus estimate. Bloom also raised its full-year 2026 outlook, although investors remain focused on converting its project pipeline into revenue.
• Neutral Sentiment: Institutional and analyst sentiment is mixed. JPMorgan and Goldman Sachs increased holdings, while BlackRock, Ameriprise and D. E. Shaw reduced positions. Analysts’ views range from “Overweight” to “Underperform,” with a median price target of $278.50, indicating potential upside but also significant uncertainty.
• Negative Sentiment: Rising 10-year Treasury yields have pressured high-growth hydrogen and fuel-cell companies by making bonds relatively more attractive and increasing the discount rate applied to future earnings. Bloom’s elevated valuation—reported at more than 278 times earnings—makes the stock especially sensitive to changes in rates and expectations. Plug Power Falls, Bloom Energy Sinks With the 10-Year Yield Near a 52-Week High
• Negative Sentiment: Several law firms publicized a securities class action covering investors who bought BE shares between February 27, 2025, and July 8, 2026. The complaints allege Bloom misrepresented its exposure to Chinese export controls and U.S. tariffs. The allegations have not been proven, but the litigation creates headline, legal and potential financial risks; the lead-plaintiff deadline is September 28, 2026. Bloom Energy Class Action Notice
• Negative Sentiment: Insiders reported multiple sales, including Director Jeffrey Immelt’s $7.17 million transaction and sales by Aman Joshi, Shawn Marie Soderberg and Satish Chitoori. Most sales were made to cover tax withholding on vested equity awards, but the reported absence of insider purchases in recent months may weigh on sentiment.
• Negative Sentiment: Investors are revisiting execution and timing risks surrounding large projects such as Project Jupiter in New Mexico, where permitting and site development remain important milestones for Bloom’s AI-power growth story.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. Susquehanna upped their price objective on Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a research report on Friday, July 10th. Royal Bank Of Canada reissued an “outperform” rating and issued a $335.00 target price on shares of Bloom Energy in a report on Wednesday, June 10th. UBS Group decreased their price target on Bloom Energy from $350.00 to $300.00 and set a “buy” rating for the company in a research note on Wednesday, July 29th. Zacks Research upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, July 28th. Finally, Roth Capital upped their price target on Bloom Energy from $225.00 to $285.00 and gave the company a “neutral” rating in a report on Wednesday, July 1st. Three equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Bloom Energy has an average rating of “Moderate Buy” and a consensus price target of $248.05.

Bloom Energy Stock Down 10.1%

The company has a 50-day moving average of $246.83 and a two-hundred day moving average of $216.26. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. The company has a market capitalization of $61.47 billion, a PE ratio of 278.26, a P/E/G ratio of 3.14 and a beta of 3.79.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping the consensus estimate of $0.39 by $0.39. The firm had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The business’s revenue for the quarter was up 165.5% compared to the same quarter last year. During the same quarter last year, the company earned $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Sell-side analysts anticipate that Bloom Energy Corporation will post 1.93 earnings per share for the current fiscal year.

Insider Buying and Selling at Bloom Energy

In other news, Director John T. Chambers sold 55,000 shares of the stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $297.69, for a total value of $16,372,950.00. Following the completion of the sale, the director directly owned 238,333 shares of the company’s stock, valued at $70,949,350.77. This represents a 18.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Jeffrey R. Immelt sold 30,000 shares of the firm’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $238.91, for a total transaction of $7,167,300.00. Following the sale, the director owned 201,243 shares in the company, valued at $48,078,965.13. The trade was a 12.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 144,464 shares of company stock valued at $38,504,205. 3.00% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Bloom Energy

Institutional investors have recently added to or reduced their stakes in the stock. Archer Investment Corp purchased a new position in shares of Bloom Energy in the second quarter valued at $337,000. Livforsakringsbolaget Skandia Omsesidigt purchased a new stake in Bloom Energy during the second quarter valued at approximately $423,000. Public Employees Retirement System of Ohio purchased a new stake in Bloom Energy during the second quarter valued at approximately $30,277,000. Ancora Advisors LLC bought a new stake in shares of Bloom Energy in the 2nd quarter valued at approximately $76,000. Finally, Nicholas Investment Partners LP bought a new stake in shares of Bloom Energy in the 2nd quarter valued at approximately $207,000. 77.04% of the stock is owned by hedge funds and other 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.