Shawn Marie Soderberg Sells 2,895 Shares of Bloom Energy (NYSE:BE) Stock

Bloom Energy Corporation (NYSE:BE) insider Shawn Marie Soderberg sold 2,895 shares of the stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $233.60, for a total transaction of $676,272.00. Following the completion of the sale, the insider directly owned 129,370 shares in the company, valued at $30,220,832. This trade represents a 2.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Shawn Marie Soderberg also recently made the following trade(s):

• On Tuesday, June 16th, Shawn Marie Soderberg sold 2,842 shares of Bloom Energy stock. The shares were sold at an average price of $288.63, for a total value of $820,286.46.

Bloom Energy Trading Down 1.4%

Shares of NYSE BE opened at $206.00 on Thursday. Bloom Energy Corporation has a fifty-two week low of $40.56 and a fifty-two week high of $351.28. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. The company has a market cap of $60.67 billion, a price-to-earnings ratio of 274.67, a PEG ratio of 2.86 and a beta of 3.79. The business’s 50 day moving average price is $246.25 and its 200-day moving average price is $216.61.

Bloom Energy (NYSE:BE) last released its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The business had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. During the same quarter last year, the firm posted $0.10 earnings per share. The business’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. On average, sell-side analysts expect that Bloom Energy Corporation will post 1.92 earnings per share for the current year.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Bloom Energy introduced Power Connect, a factory-integrated system designed to reduce onsite power installation time by more than 40%. Faster deployment could strengthen Bloom’s position in power-constrained artificial-intelligence data centers and accelerate customer projects. Bloom Energy Introduces Power Connect
• Positive Sentiment: The company’s fuel-cell systems can provide reliable onsite electricity without waiting for grid expansion, supporting the AI infrastructure opportunity. Recent coverage highlights accelerating revenue, hyperscaler interest and management visibility into as much as 25 gigawatts of potential deployments. Bloom’s latest quarter also featured revenue of $1.07 billion, up 165.5% year over year, and adjusted earnings well above consensus. Bloom Energy’s Fuel Cell Technology
• Neutral Sentiment: Analyst and institutional signals are mixed. JPMorgan and Goldman Sachs increased positions, while BlackRock, Ameriprise and D. E. Shaw reduced holdings. Analyst targets remain generally above the stock’s recent trading level, but ratings range from Overweight to Underperform, reflecting uncertainty over execution and valuation.
• Negative Sentiment: Bloom Energy’s valuation remains demanding—reported at more than 270 times earnings—leaving the stock vulnerable to profit-taking or delays in converting AI-related opportunities into revenue. Investors are also monitoring supply-chain issues, permitting and the timing of large projects such as Project Jupiter. Bloom Energy’s AI Surge Meets a Valuation Reality Check
• Negative Sentiment: Several law firms publicized a securities class action covering purchases made from February 27, 2025, through July 8, 2026. The complaints allege Bloom misrepresented exposure to Chinese export controls and U.S. tariffs; these claims have not been proven. The lead-plaintiff deadline is September 28, 2026, adding legal and headline risk. Rosen Securities Class Action Notice
• Negative Sentiment: Higher Treasury yields have pressured fuel-cell and other high-growth stocks, while reported insider activity has been dominated by selling. Although some transactions were linked to tax withholding, the pattern may reinforce caution following Bloom Energy’s substantial rally. Fuel-Cell Stocks Under Pressure From Treasury Yields

Wall Street Analyst Weigh In

Several research firms have issued reports on BE. Citigroup reissued a “hold” rating on shares of Bloom Energy in a research report on Thursday, July 16th. Oppenheimer reaffirmed a “market perform” rating on shares of Bloom Energy in a research note on Wednesday, July 29th. Susquehanna boosted their price target on Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a report on Friday, July 10th. TD Cowen reissued a “hold” rating and issued a $235.00 price objective on shares of Bloom Energy in a research note on Monday, July 20th. Finally, Roth Capital raised their price objective on Bloom Energy from $225.00 to $285.00 and gave the stock a “neutral” rating in a report on Wednesday, July 1st. Three analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Bloom Energy has an average rating of “Moderate Buy” and an average target price of $248.05.

Institutional Investors Weigh In On Bloom Energy

Several large investors have recently modified their holdings of the business. Brooklands Fund Management Ltd purchased a new stake in Bloom Energy during the fourth quarter worth $347,560,000. Norges Bank purchased a new position in shares of Bloom Energy in the 4th quarter valued at $239,683,000. Jennison Associates LLC raised its position in shares of Bloom Energy by 20,074.4% in the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock worth $364,066,000 after acquiring an additional 2,673,710 shares in the last quarter. Amundi raised its position in shares of Bloom Energy by 390.7% in the 4th quarter. Amundi now owns 3,154,197 shares of the company’s stock worth $274,068,000 after acquiring an additional 2,511,426 shares in the last quarter. Finally, Man Group plc lifted its stake in shares of Bloom Energy by 177.4% during the 2nd quarter. Man Group plc now owns 2,392,915 shares of the company’s stock worth $57,239,000 after purchasing an additional 1,530,167 shares during the last quarter. Institutional investors own 77.04% of the company’s stock.

Bloom Energy Company Profile

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.