Key Points
- Satish Chitoori sold 18,964 shares of Bloom Energy at an average price of $154.45 on March 16, generating about $2.93 million and reducing his stake by 7.55% to 232,365 shares.
- Multiple other insiders also sold shares recently (including Aman Joshi, Maciej Kurzymski and Shawn Soderberg), together representing several million dollars in disposals and signaling notable insider selling activity.
- Bloom beat quarterly estimates with $0.45 EPS (vs. $0.25 est.) and $777.7M revenue (up 35.9%), set FY2026 EPS guidance of 1.33–1.48, yet analysts maintain a consensus "Hold" rating with a $131.87 price target below the recent ~ $160 share price.
Bloom Energy Corporation (NYSE:BE - Get Free Report) insider Maciej Kurzymski sold 7,800 shares of the business's stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $151.85, for a total value of $1,184,430.00. Following the transaction, the insider directly owned 84,294 shares in the company, valued at approximately $12,800,043.90. This trade represents a 8.47% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.
Bloom Energy Stock Performance
BE opened at $160.01 on Wednesday. Bloom Energy Corporation has a 12-month low of $15.15 and a 12-month high of $180.90. The stock has a market cap of $44.89 billion, a price-to-earnings ratio of -421.09, a PEG ratio of 6.27 and a beta of 3.11. The business has a 50 day moving average of $149.94 and a 200-day moving average of $114.77. 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 (NYSE:BE - Get Free Report) last posted its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, topping analysts' consensus estimates 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 business had revenue of $777.68 million for the quarter, compared to analyst estimates of $647.59 million. During the same period in the previous year, the firm earned $0.43 EPS. The firm'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. On average, equities research analysts expect that Bloom Energy Corporation will post -0.23 earnings per share for the current year.
Analyst Ratings Changes
Several brokerages have recently weighed in on BE. Weiss Ratings reissued a "hold (c)" rating on shares of Bloom Energy in a research report on Tuesday, January 27th. Barclays assumed coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They set an "equal weight" rating and a $153.00 target price for the company. Bank of America set a $39.00 price target on shares of Bloom Energy in a research note on Tuesday, November 25th. Wells Fargo & Company boosted their price objective on Bloom Energy to $130.00 and gave the stock an "equal weight" rating in a report on Friday, February 6th. Finally, Jefferies Financial Group set a $102.00 target price on Bloom Energy in a research report on Tuesday, February 10th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, the company has an average rating of "Hold" and a consensus target price of $131.87.
Read Our Latest Analysis on BE
Key Stories Impacting Bloom Energy
Here are the key news stories impacting Bloom Energy this week:
- Positive Sentiment: Zacks highlights Bloom Energy among investment ideas focused on oversold AI/infra names, which can attract renewed analyst/inflow interest into BE as momentum and sector narratives shift. Zacks Investment Ideas feature
- Positive Sentiment: Local utility Lansing Board of Water & Light signed NDAs in January with Deep Green and a fuel-cell firm (Bloom appears in coverage), implying early-stage commercial or pilot discussions that could support future order pipeline expectations. BWL NDAs story
- Negative Sentiment: Insider sale — Aman Joshi sold 19,944 shares at ~$154.85 (≈$3.09M); his holdings fell ~9.5%. Filing: SEC filing
- Negative Sentiment: Insider sale — Maciej Kurzymski sold 7,800 shares at ~$151.85 (≈$1.18M); his holdings fell ~8.5%. Filing: SEC filing
- Negative Sentiment: Insider sale — Satish Chitoori sold 18,964 shares at ~$154.45 (≈$2.93M); his holdings fell ~7.6%. Filing: SEC filing
- Negative Sentiment: Insider sales — Shawn Marie Soderberg sold two blocks (29,807 shares at ~$153.78 and 13,074 shares at ~$153.44) totaling ~42,881 shares (~$6.59M); her ownership declined by single‑digit to low‑double digit percentages across filings. Filing: SEC filing
Institutional Trading of Bloom Energy
Several large investors have recently modified their holdings of the stock. WPG Advisers LLC raised its stake in Bloom Energy by 26.4% in 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. Orion Capital Management LLC grew its stake 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 grew its stake in Bloom Energy by 1.5% during the fourth quarter. Ritholtz Wealth Management now owns 5,765 shares of the company's stock worth $501,000 after buying an additional 87 shares in the last quarter. CoreCap Advisors LLC increased its holdings in 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 buying an additional 88 shares during the period. Finally, Reliant Investment Management LLC increased 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 valued at $222,000 after buying an additional 90 shares during the period. 77.04% of the stock is owned by institutional investors and hedge funds.
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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