Key Points
- Insider sale: Shawn Marie Soderberg sold 3,332 shares at an average price of $139.56 on Feb. 17 for $465,013.92, trimming her position by 1.49% to 219,871 shares; the trade was disclosed in an SEC filing.
- Earnings beat and guidance: Bloom reported $0.45 EPS vs. $0.25 expected and revenue of $777.7M (up 35.9% YoY) and set FY2026 guidance of $1.33–$1.48 EPS, despite analysts projecting -0.23 EPS for the current fiscal year.
- Market reaction and valuation: BE shares were down ~3.4% to $153.65, the company has a $43.11B market cap and a negative P/E (~-405), and analysts hold a consensus rating of "Hold" with a $130.50 target.
Bloom Energy Corporation (NYSE:BE - Get Free Report) insider Satish Chitoori sold 1,521 shares of the company's stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $139.37, for a total value of $211,981.77. Following the sale, the insider owned 230,017 shares of the company's stock, valued at $32,057,469.29. This trade represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.
Satish Chitoori also recently made the following trade(s):
- On Tuesday, December 16th, Satish Chitoori sold 431 shares of Bloom Energy stock. The shares were sold at an average price of $88.12, for a total value of $37,979.72.
Bloom Energy Stock Down 3.6%
Bloom Energy stock traded down $5.70 during trading hours on Friday, reaching $153.30. The stock had a trading volume of 3,407,909 shares, compared to its average volume of 12,273,643. The company has a market cap of $43.01 billion, a price-to-earnings ratio of -404.29, a PEG ratio of 6.50 and a beta of 3.07. The business's 50 day moving average price is $125.74 and its 200-day moving average price is $99.60. Bloom Energy Corporation has a 52 week low of $15.15 and a 52 week high of $176.49. 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 - Get Free Report) last released its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, beating analysts' consensus estimates of $0.25 by $0.20. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The business had revenue of $777.68 million for the quarter, compared to analysts' expectations of $647.59 million. During the same period last year, the business earned $0.43 EPS. The company's revenue 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 anticipate that Bloom Energy Corporation will post -0.23 EPS for the current year.
More Bloom Energy News
Here are the key news stories impacting Bloom Energy this week:
- Positive Sentiment: Q4 beat and raised guidance: Bloom posted an EPS and revenue beat and set FY‑2026 EPS guidance (1.33–1.48), supporting the growth narrative that has driven the rally. Read More.
- Positive Sentiment: Analyst support: Several firms recently lifted price targets (e.g., Morgan Stanley, TD Cowen, Evercore), keeping upside visible despite mixed ratings. Read More.
- Neutral Sentiment: Institutional positioning: Big funds have added or increased stakes (Goldman purchases cited), so ownership remains largely institutional (≈77%). This can stabilize the stock over time but doesn’t prevent short‑term swings. Read More.
- Neutral Sentiment: Valuation check / commentary pieces: Recent writeups examine whether current momentum already discounts growth — useful context but not a direct catalyst. Read More.
- Neutral Sentiment: Macro/flows context: 13F and fund performance stories note rotation into AI/energy themes; Bloom may benefit indirectly but these are longer‑horizon influences. Read More.
- Negative Sentiment: Insider selling: Multiple insiders (including Shawn Soderberg, Aman Joshi, Satish Chitoori) sold shares this week at ~\$139.5, representing small percentage reductions but signaling near‑term liquidity/take‑profit activity. Read More.
- Negative Sentiment: Media caution: Coverage highlighting investor preconceptions (Robinhood/Bloom example) can amplify short‑term selling by retail traders skeptical of stretched valuations. Read More.
Institutional Investors Weigh In On Bloom Energy
Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. WPG Advisers LLC lifted its holdings in Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company's stock valued at $28,000 after purchasing an additional 67 shares in the last quarter. Hantz Financial Services Inc. increased its stake in shares of Bloom Energy by 45.5% during the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company's stock worth $28,000 after purchasing an additional 100 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new position in shares of Bloom Energy during the 4th quarter worth about $28,000. N.E.W. Advisory Services LLC purchased a new position in Bloom Energy in the 3rd quarter valued at about $32,000. Finally, Fifth Third Bancorp acquired a new stake in Bloom Energy in the 3rd quarter worth about $32,000. Hedge funds and other institutional investors own 77.04% of the company's stock.
Wall Street Analyst Weigh In
BE has been the topic of a number of recent analyst reports. Jefferies Financial Group set a $102.00 price target on Bloom Energy in a research report on Tuesday, February 10th. Morgan Stanley boosted their target price on Bloom Energy to $184.00 and gave the stock an "overweight" rating in a research note on Friday, February 6th. HSBC upgraded Bloom Energy from a "hold" rating to a "buy" rating and set a $150.00 price target for the company in a research note on Wednesday, October 29th. UBS Group restated a "buy" rating and set a $170.00 price target on shares of Bloom Energy in a research note on Friday, February 6th. Finally, BTIG Research increased their price objective on shares of Bloom Energy to $165.00 and gave the company a "buy" rating in a research report on Friday, February 6th. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Hold" and an average price target of $130.50.
View Our Latest Report on Bloom Energy
About Bloom Energy
(
Get Free Report)
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.
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