Key Points
- Aman Joshi sold 10,000 shares on Feb. 25 at an average of $175.60 for a total of $1,756,000, trimming his holding to 210,465 shares (a 4.54% reduction).
- CEO Kr Sridhar sold about 200,000 shares (~$34 million) on Feb. 24, and combined insider selling plus concerns about rich valuation may prompt short‑term profit taking.
- Operationally, Bloom beat the quarter (EPS $0.45 vs. $0.25; revenue $777.7M vs. $647.6M), set FY‑2026 EPS guidance of $1.33–$1.48, and announced up‑to‑$5 billion Brookfield deployment plans for AI data‑center fuel‑cell systems, supporting growth expectations.
Bloom Energy Corporation (NYSE:BE - Get Free Report) Director Gary Pinkus sold 1,250 shares of the firm's stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $165.80, for a total value of $207,250.00. Following the completion of the sale, the director directly owned 4,149 shares in the company, valued at approximately $687,904.20. The trade was a 23.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this link.
Bloom Energy Stock Down 7.8%
Bloom Energy stock opened at $155.49 on Friday. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95. The stock has a market capitalization of $43.62 billion, a PE ratio of -409.18, a price-to-earnings-growth ratio of 6.88 and a beta of 3.07. The business has a 50 day simple moving average of $134.81 and a 200-day simple moving average of $104.80. Bloom Energy Corporation has a 12 month low of $15.15 and a 12 month high of $180.90.
Bloom Energy (NYSE:BE - Get Free Report) last posted its quarterly earnings data on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, beating the consensus estimate 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 negative net margin of 4.37% and a positive return on equity of 7.88%. The company's revenue was up 35.9% compared to the same quarter last year. During the same period last year, the firm posted $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, analysts anticipate that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.
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 Investors Weigh In On Bloom Energy
Several large investors have recently added to or reduced their stakes in BE. WPG Advisers LLC grew its holdings in Bloom Energy by 26.4% during the 4th quarter. WPG Advisers LLC now owns 321 shares of the company's stock worth $28,000 after acquiring 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 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 during the period. Ritholtz Wealth Management grew its stake in shares of 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 purchasing an additional 87 shares during the last quarter. CoreCap Advisors LLC raised its stake in shares of Bloom Energy by 7.3% during the fourth quarter. CoreCap Advisors LLC now owns 1,295 shares of the company's stock worth $113,000 after purchasing an additional 88 shares during the last quarter. Finally, Reliant Investment Management LLC raised its stake in shares of Bloom Energy by 3.6% during the fourth 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 last quarter. 77.04% of the stock is owned by hedge funds and other institutional investors.
Wall Street Analysts Forecast Growth
Several equities research analysts have issued reports on BE shares. Citigroup assumed coverage on shares of Bloom Energy in a research note on Tuesday. They set a "neutral" rating and a $162.00 target price on the stock. Morgan Stanley increased their price objective on shares of Bloom Energy to $184.00 and gave the company an "overweight" rating in a report on Friday, February 6th. Zacks Research raised shares of Bloom Energy from a "hold" rating to a "strong-buy" rating in a research note on Friday, February 6th. Jefferies Financial Group set a $102.00 price target on Bloom Energy in a research report on Tuesday, February 10th. Finally, Wells Fargo & Company increased their price target on Bloom Energy to $130.00 and gave the company an "equal weight" rating in a report on Friday, February 6th. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and a consensus price target of $131.87.
Check Out Our Latest Stock Report on Bloom Energy
Bloom Energy Company Profile
(
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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