Insider Selling: Bloom Energy (NYSE:BE) Insider Sells $775,072.20 in Stock

Bloom Energy Corporation (NYSE:BE) insider Satish Chitoori sold 2,870 shares of the stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $270.06, for a total value of $775,072.20. Following the transaction, the insider owned 202,494 shares in the company, valued at $54,685,529.64. The trade was a 1.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Satish Chitoori also recently made the following trade(s):

• On Friday, August 14th, Satish Chitoori sold 2,053 shares of Bloom Energy stock. The shares were sold at an average price of $241.64, for a total transaction of $496,086.92.

Bloom Energy Stock Down 5.3%

Shares of Bloom Energy stock traded down $14.99 during trading on Friday, reaching $265.77. 73,369,313 shares of the company traded hands, compared to its average volume of 12,920,817. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. Bloom Energy Corporation has a 1-year low of $61.37 and a 1-year high of $351.28. The company has a 50 day moving average price of $225.22 and a 200-day moving average price of $229.17. The firm has a market capitalization of $78.28 billion, a PE ratio of 354.36, a P/E/G ratio of 3.45 and a beta of 3.80.

Bloom Energy (NYSE:BE) last issued its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The business had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. During the same period in the prior year, the firm earned $0.10 earnings per share. Bloom Energy’s revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, equities research analysts expect that Bloom Energy Corporation will post 2.06 earnings per share for the current fiscal year.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: AI data-center power opportunity: Bloom highlighted an 800V DC-native fuel-cell architecture designed for AI data centers. The company says the system can eliminate traditional transformers, reduce power-conversion losses and capital costs, and shorten deployment timelines. Investors view the technology as a potential catalyst for future data-center demand. Why Could Bloom Energy Change AI Data Center Power Economics?
• Positive Sentiment: Supportive policy backdrop: Fuel-cell stocks rallied after the U.S. House reportedly shifted certain data-center power costs toward operators, improving the potential economics of on-site generation. Bloom Energy participated in that sector-wide advance. FuelCell Jumps as House Shifts Data Center Power Costs to Operators
• Positive Sentiment: Strong recent momentum and analyst support: Bloom was identified among green stocks outperforming clean-energy ETFs and major benchmarks in 2026, while a separate report said analysts maintained an overall “Moderate Buy” view. These factors may have contributed to recent buying interest.
• Neutral Sentiment: Brand and community initiative: Bloom honored Louisville first responders and donated to the Louisville Fire Foundation during its ESPN College Football Campus Tour partnership. The announcement supports corporate visibility but is unlikely to materially affect near-term revenue or earnings. Bloom Energy Honors Louisville First Responders
• Negative Sentiment: Multiple securities-litigation notices: Several law firms publicized a shareholder class action and a September 28 deadline to seek lead-plaintiff status. The allegations relate to claims that Bloom’s shares were artificially inflated before a July 8 report concerning alleged Chinese scandium sourcing. The notices add reputational and potential legal-risk concerns, although they do not establish wrongdoing or quantify any liability.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the company. Oppenheimer reaffirmed a “market perform” rating on shares of Bloom Energy in a research report on Wednesday, July 29th. Barclays increased their price target on Bloom Energy from $254.00 to $276.00 and gave the stock an “equal weight” rating in a report on Tuesday, June 23rd. Mizuho raised their price objective on Bloom Energy from $242.00 to $351.00 and gave the company an “outperform” rating in a research note on Monday. Wall Street Zen upgraded Bloom Energy from a “hold” rating to a “buy” rating in a report on Sunday, September 6th. Finally, Robert W. Baird restated an “outperform” rating and set a $310.00 price objective on shares of Bloom Energy in a report on Thursday, July 9th. Three analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $254.14.

Hedge Funds Weigh In On Bloom Energy

A number of hedge funds have recently added to or reduced their stakes in BE. Blue Trust Inc. boosted its position in shares of Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after buying an additional 51 shares during the last quarter. Continuum Advisory LLC purchased a new stake in Bloom Energy in the 2nd quarter valued at $25,000. Anchor Investment Management LLC purchased a new stake in Bloom Energy in the 1st quarter valued at $27,000. Hantz Financial Services Inc. lifted its stake in Bloom Energy by 45.5% during the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after acquiring an additional 100 shares in the last quarter. Finally, Godsey & Gibb Inc. lifted its stake in Bloom Energy by 2,000.0% during the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock valued at $28,000 after acquiring an additional 200 shares in the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

About Bloom Energy

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.