Bloom Energy (NYSE:BE) Director Sells $207,250.00 in Stock

Bloom Energy Corporation (NYSE:BE) Director Gary Pinkus sold 1,250 shares of the business’s stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $165.80, for a total transaction of $207,250.00. Following the transaction, the director owned 4,149 shares of the company’s stock, valued at approximately $687,904.20. This trade represents a 23.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

Bloom Energy Price Performance

Shares of BE opened at $155.49 on Monday. The company has a 50 day moving average of $134.81 and a two-hundred day moving average of $105.67. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. Bloom Energy Corporation has a twelve month low of $15.15 and a twelve month high of $180.90. The company has a market cap of $43.62 billion, a price-to-earnings ratio of -409.18, a price-to-earnings-growth ratio of 6.35 and a beta of 3.11.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. The business had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The business’s quarterly revenue was up 35.9% on a year-over-year basis. During the same period in the prior year, the firm posted $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, analysts predict that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on BE shares. BTIG Research upped their price objective on shares of Bloom Energy to $165.00 and gave the company a “buy” rating in a report on Friday, February 6th. Truist Financial set a $68.00 target price on shares of Bloom Energy in a research report on Friday, January 9th. Evercore reaffirmed an “outperform” rating and issued a $179.00 price target on shares of Bloom Energy in a report on Friday, February 6th. Jefferies Financial Group set a $102.00 target price on Bloom Energy in a research report on Tuesday, February 10th. Finally, Mizuho raised their target price on Bloom Energy to $110.00 and gave the stock a “neutral” rating in a research note on Monday, February 9th. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $131.87.

Bloom Energy News Summary

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

• Positive Sentiment: Brookfield partnership: Bloom and Brookfield announced a program worth up to $5 billion to deploy Bloom’s fuel‑cell systems for AI data centers and factories — a material commercial validation that supports future revenue growth tied to high‑density AI power demand. Bloom-Brookfield Deal
• Positive Sentiment: Backlog and guidance: Management has reported a large backlog (product backlog and total backlog figures cited) and set aggressive FY‑2026 revenue and margin targets, supporting the growth narrative for enterprise and AI customers. Those operational metrics justify investor optimism over medium‑term earnings expansion. Backlog & Guidance
• Positive Sentiment: Momentum and performance: BE has outpaced peers YTD and is up substantially over the past year as investors rotate into clean‑power and AI infrastructure plays, attracting momentum flows. Zacks YTD Note
• Neutral Sentiment: High‑profile commentary: Jim Cramer reiterated the stock’s volatility but said he’d feel more comfortable recommending BE after a pullback — publicity that raises awareness but is not an immediate catalyst. Cramer Comment
• Neutral Sentiment: Citi initiation: Citi initiated coverage with a neutral rating and a $162 target, signaling that some sell‑side desks view the stock as fairly valued near current levels — which can cap near‑term upside after the run. Citi Initiation
• Neutral Sentiment: Peer comparison: Analysts note Bloom outperforms peers like FuelCell Energy on earnings growth and ROIC but trades at a steep premium — a mixed signal for investors weighing growth vs. price. BE vs FCEL
• Negative Sentiment: Insider selling: CEO Kr Sridhar sold 200,000 shares (~$34M) on Feb. 24, reducing his stake — a high‑profile sale that often triggers short‑term profit taking and can pressure the stock. SEC Filing
• Negative Sentiment: Valuation risk: Multiple analysis pieces warn the stock may be “priced for perfection” — expensive multiples and high execution expectations are prompting some investors to lock in gains after the rally. Valuation Note

Institutional Trading of Bloom Energy

Hedge funds have recently modified their holdings of the stock. WPG Advisers LLC boosted its holdings in Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after buying an additional 67 shares in the last quarter. Orion Capital Management LLC boosted its stake in shares of Bloom Energy by 0.7% during the 4th quarter. Orion Capital Management LLC now owns 12,083 shares of the company’s stock worth $1,050,000 after acquiring an additional 83 shares in the last quarter. Ritholtz Wealth Management grew its position in shares of Bloom Energy by 1.5% during the 4th quarter. Ritholtz Wealth Management now owns 5,765 shares of the company’s stock valued at $501,000 after acquiring an additional 87 shares during the period. CoreCap Advisors LLC increased its stake in shares of Bloom Energy by 7.3% in the 4th quarter. CoreCap Advisors LLC now owns 1,295 shares of the company’s stock valued at $113,000 after purchasing an additional 88 shares in the last quarter. Finally, Reliant Investment Management LLC raised its holdings in Bloom Energy by 3.6% in the 4th quarter. Reliant Investment Management LLC now owns 2,556 shares of the company’s stock worth $222,000 after purchasing an additional 90 shares during the period. Hedge funds and other institutional investors own 77.04% of the company’s stock.

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.