Maciej Kurzymski Sells 2,295 Shares of Bloom Energy (NYSE:BE) Stock

Bloom Energy Corporation (NYSE:BE) CAO Maciej Kurzymski sold 2,295 shares of the business’s stock in a transaction dated Wednesday, September 16th. The shares were sold at an average price of $268.42, for a total value of $616,023.90. Following the completion of the sale, the chief accounting officer directly owned 77,391 shares of the company’s stock, valued at $20,773,292.22. The trade was a 2.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Bloom Energy Stock Performance

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

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

Key Stories 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.

Analyst Ratings Changes

Several analysts recently commented on the stock. Oppenheimer reiterated a “market perform” rating on shares of Bloom Energy in a research report on Wednesday, July 29th. Susquehanna lifted their price objective on shares of Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a research note on Friday, July 10th. Citigroup reaffirmed a “hold” rating on shares of Bloom Energy in a report on Thursday, July 16th. Mizuho increased their target price on shares of Bloom Energy from $242.00 to $351.00 and gave the stock an “outperform” rating in a research note on Monday. Finally, BMO Capital Markets lowered their price target on Bloom Energy from $279.00 to $227.00 and set a “market perform” rating on the stock in a report on Wednesday, July 29th. Three investment 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 issued a Sell rating to the company. According to MarketBeat.com, Bloom Energy currently has a consensus rating of “Moderate Buy” and an average price target of $254.14.

Hedge Funds Weigh In On Bloom Energy

Institutional investors have recently bought and sold shares of the company. Montanova Capital LLC acquired a new stake in shares of Bloom Energy in the 2nd quarter worth $10,231,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of Bloom Energy by 78.3% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock worth $401,849,000 after acquiring an additional 583,135 shares during the period. Militia Capital Management LLC purchased a new position in Bloom Energy during the first quarter worth about $813,000. Norges Bank purchased a new position in Bloom Energy during the fourth quarter worth about $239,683,000. Finally, Assenagon Asset Management S.A. lifted its position in Bloom Energy by 3,398.3% in the second quarter. Assenagon Asset Management S.A. now owns 239,877 shares of the company’s stock valued at $72,611,000 after purchasing an additional 233,020 shares during the period. 77.04% of the stock is owned by institutional investors and hedge funds.

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.