Key Points
- Insider selling: Officer Shawn Marie Soderberg sold 15,410 shares on March 19 at an average $150.47 for $2.32M, and has executed several large sales this quarter, reducing her stake by 7.3% to 195,732 shares valued at about $29.45M.
- Earnings and stock action: BE is down ~10.2% amid volatility despite a strong quarter—$0.45 EPS vs $0.25 expected and $777.7M revenue (up 35.9%)—with FY2026 guidance of $1.33–1.48 EPS but a Street consensus rating of “Hold” and a $131.87 price target.
- Positive catalyst: Brookfield’s multibillion‑dollar commitment to deploy Bloom’s fuel cells in AI data centers provides a tangible demand pipeline that analysts cite as a driver for the company’s recent rally and longer‑term growth thesis.
Bloom Energy Corporation (NYSE:BE - Get Free Report) insider Shawn Marie Soderberg sold 15,410 shares of Bloom Energy stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $150.47, for a total transaction of $2,318,742.70. Following the completion of the transaction, the insider owned 195,732 shares of the company's stock, valued at $29,451,794.04. This trade represents a 7.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link.
Shawn Marie Soderberg also recently made the following trade(s):
- On Tuesday, March 17th, Shawn Marie Soderberg sold 13,074 shares of Bloom Energy stock. The stock was sold at an average price of $153.44, for a total transaction of $2,006,074.56.
- On Monday, March 16th, Shawn Marie Soderberg sold 29,807 shares of Bloom Energy stock. The shares were sold at an average price of $153.78, for a total value of $4,583,720.46.
- On Wednesday, February 25th, Shawn Marie Soderberg sold 20,000 shares of Bloom Energy stock. The shares were sold at an average price of $180.00, for a total transaction of $3,600,000.00.
- On Wednesday, February 25th, Shawn Marie Soderberg sold 25,244 shares of Bloom Energy stock. The stock was sold at an average price of $177.93, for a total transaction of $4,491,664.92.
- On Tuesday, February 17th, Shawn Marie Soderberg sold 3,332 shares of Bloom Energy stock. The shares were sold at an average price of $139.56, for a total transaction of $465,013.92.
Bloom Energy Stock Down 10.2%
BE stock opened at $149.65 on Friday. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. The business has a 50 day moving average price of $152.13 and a two-hundred day moving average price of $116.10. Bloom Energy Corporation has a twelve month low of $15.15 and a twelve month high of $180.90. The company has a market cap of $41.98 billion, a price-to-earnings ratio of -393.82, a P/E/G ratio of 6.80 and a beta of 3.11.
Bloom Energy (NYSE:BE - Get Free Report) last issued its earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, topping the consensus estimate of $0.25 by $0.20. The company had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The firm's revenue for the quarter was up 35.9% compared to the same quarter last year. During the same period in the previous year, the company posted $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Analysts anticipate that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.
Bloom Energy News Roundup
Here are the key news stories impacting Bloom Energy this week:
- Positive Sentiment: Brookfield committed multibillion-dollar investment to deploy Bloom’s fuel cells in AI-focused data centers — a direct demand pipeline that underpins revenue growth and institutional validation. Bloom Energy Brookfield Deal Links Fuel Cells To AI Data Center Growth
- Positive Sentiment: Analyst commentary highlights a nearly 596% one‑year surge driven by AI data center demand and distributed power solutions; rising estimates and improved ROIC support a bullish fundamental narrative. Bloom Energy Outpaces Industry in a Year: How to Play the Stock?
- Positive Sentiment: Market write-ups note a near‑term rally (shares climbed earlier this week) as investors favor companies with on‑demand and less geopolitically exposed services. Bloom Energy (BE) Climbs 6.5%–Here’s Why
- Positive Sentiment: Technical analysis shows consolidation near trend highs with a cup‑with‑handle pattern and support at the 50‑day moving average — suggests upside if buying resumes. Bloom Energy (BE) Price Forecast: Support Holds, Trend Poised for Upside
- Neutral Sentiment: Bloom appears on lists of top market movers today — useful for intraday attention but not a standalone fundamental driver. 10 Stocks Dominating Today’s Market Action: Bloom, Vermilion and More
- Neutral Sentiment: Broader sector commentary (news roundup) may influence sentiment but contains mixed signals for fuel‑cell peers. Stock Market Today, March 18: Plug Power's Rally Stalls Slightly
- Negative Sentiment: Headline reporting ties a recent share dip to insider selling, which can prompt short‑term weakness and increase volatility. Bloom Energy (NYSE:BE) Stock Price Down 2.1% on Insider Selling
- Negative Sentiment: Officer Shawn Marie Soderberg sold 29,807 shares — another reported insider sale that may be viewed as profit‑taking. Shawn Marie Soderberg Sells 29,807 Shares of Bloom Energy (NYSE:BE) Stock
- Negative Sentiment: Executives Aman Joshi and Satish Chitoori also reported sales (19,944 and 18,964 shares), adding to the near‑term sell pressure narrative. Aman Joshi Sells 19,944 Shares of Bloom Energy (NYSE:BE) Stock Satish Chitoori Sells 18,964 Shares of Bloom Energy (NYSE:BE) Stock
Wall Street Analyst Weigh In
BE has been the topic of several recent analyst reports. UBS Group reissued a "buy" rating and set a $170.00 price objective on shares of Bloom Energy in a research report on Friday, February 6th. Mizuho boosted their price target on Bloom Energy to $110.00 and gave the stock a "neutral" rating in a report on Monday, February 9th. Wall Street Zen cut Bloom Energy from a "buy" rating to a "hold" rating in a report on Saturday, February 28th. Zacks Research downgraded shares of Bloom Energy from a "strong-buy" rating to a "hold" rating in a report on Monday, March 9th. Finally, Evercore reiterated an "outperform" rating and set a $179.00 price objective 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 given a Buy rating, twelve have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus price target of $131.87.
View Our Latest Analysis on BE
Hedge Funds Weigh In On Bloom Energy
Hedge funds and other institutional investors have recently bought and sold shares of the business. Meridian Wealth Management LLC acquired a new position in Bloom Energy during the 3rd quarter valued at about $553,000. Creekmur Asset Management LLC bought a new position in shares of Bloom Energy in the third quarter valued at $1,825,000. Udine Wealth Management Inc. increased its position in shares of Bloom Energy by 27.8% in the third quarter. Udine Wealth Management Inc. now owns 62,967 shares of the company's stock worth $5,325,000 after acquiring an additional 13,684 shares in the last quarter. Straight Path Wealth Management acquired a new stake in Bloom Energy during the 3rd quarter valued at $1,099,000. Finally, Teachers Retirement System of The State of Kentucky purchased a new stake in Bloom Energy in the 3rd quarter worth about $1,985,000. Institutional investors and hedge funds own 77.04% of the company's stock.
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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