Bloom Energy (NYSE:BE) Shares Down 1.5% – Time to Sell?

Bloom Energy Corporation (NYSE:BE)’s stock price traded down 1.5% on Thursday . The company traded as low as $155.65 and last traded at $156.7430. 9,133,420 shares traded hands during trading, a decline of 24% from the average session volume of 11,970,792 shares. The stock had previously closed at $159.21.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Surging AI data-center demand + Brookfield backing: Reports say Bloom has a multi-year $5B financing deal with Brookfield to expand manufacturing from ~1GW to 2GW and is sitting on a large AI-driven backlog (~$20B reported), which supports revenue visibility and capacity expansion. AI-Fueled Power Demand and Brookfield Backing Might Change The Case For Investing In Bloom Energy (BE)
• Positive Sentiment: Macro tailwind from data-center power constraints: Coverage of the “gigawatt bottleneck” for AI data centers highlights on-site and high-density power needs that play to Bloom’s solid-oxide fuel cell on-site generation pitch. That dynamic supports long-term demand. The Gigawatt Bottleneck: Power Constraints Define AI Data Center Growth
• Positive Sentiment: Bullish investor writeups: Multiple bullish pieces and Substack analyses (OppCost, InsiderMonkey summaries) are circulating, reinforcing a growth narrative that some investors are buying into. Is Bloom Energy Corporation (BE) A Good Stock To Buy Now?
• Neutral Sentiment: Zacks / investment-ideas mention: Bloom is included in a Zacks investment-ideas roundup alongside other tech names — visibility but not a direct catalyst. Zacks Investment Ideas feature highlights SanDisk, Micron, Bloom Energy, Vertiv and Lumentum
• Neutral Sentiment: Headline: stock move recap — short-term price snapshot and volume context reported without new company-specific news. Bloom Energy (BE) Stock Moves -1.28%: What You Should Know
• Neutral Sentiment: Profile / background pieces (founder KR Sridhar, sector comparisons) increase investor familiarity but are not immediate catalysts. KR Sridhar: Clean Energy Visionary, Bloom Energy Founder and CEO
• Negative Sentiment: Valuation and profit-taking concerns: Commentary questions whether BE’s recent rally has priced in too much optimism given thin profitability and a high forward multiple, which can pressure the stock after big gains. Is Bloom Energy (BE) Pricing In Too Much Optimism After Huge Year To Date Rally?
• Negative Sentiment: Competitive threat: FuelCell Energy and other fuel-cell players are targeting AI data centers with alternate DC fuel-cell solutions and carbon-capture combos — increased competition could pressure margins or bid dynamics. FCEL Targets AI Data Centers With DC Power and Carbon Capture

Analyst Ratings Changes

A number of equities research analysts have recently commented on the stock. TD Cowen upped their price objective on shares of Bloom Energy to $160.00 and gave the company a “hold” rating in a research note on Friday, February 6th. Bank of America set a $39.00 target price on shares of Bloom Energy in a report on Tuesday, November 25th. China Renaissance initiated coverage on Bloom Energy in a report on Wednesday, January 28th. They set a “buy” rating and a $207.00 price target for the company. Roth Mkm lifted their price objective on Bloom Energy to $133.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 3rd. Finally, UBS Group restated a “buy” rating and set a $170.00 target price on shares of Bloom Energy in a research report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, Bloom Energy presently has an average rating of “Hold” and an average target price of $131.87.

Bloom Energy Stock Down 1.8%

The firm’s fifty day moving average price is $147.81 and its two-hundred day moving average price is $112.45. The stock has a market cap of $43.28 billion, a price-to-earnings ratio of -406.01, a price-to-earnings-growth ratio of 6.42 and a beta of 3.11. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95.

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

Insiders Place Their Bets

In other Bloom Energy news, insider Aman Joshi sold 10,000 shares of the business’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $175.60, for a total transaction of $1,756,000.00. Following the completion of the sale, the insider owned 210,465 shares in the company, valued at approximately $36,957,654. The trade was a 4.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Gary S. Pinkus sold 1,250 shares of the firm’s stock in a transaction on Friday, February 27th. The shares were sold at an average price of $165.80, for a total transaction of $207,250.00. Following the completion of the transaction, the director directly owned 4,149 shares in the company, valued at $687,904.20. This trade represents a 23.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 268,788 shares of company stock worth $45,575,889 in the last quarter. Insiders own 3.60% of the company’s stock.

Hedge Funds Weigh In On Bloom Energy

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