Key Points
- Director Mary Bush sold 25,000 Bloom Energy shares on May 7 at an average price of $266.96, totaling about $6.67 million. After the sale, she still held 108,524 shares, reducing her position by 18.72%.
- Bloom Energy reported a strong quarter, posting $0.44 EPS versus the $0.12 consensus estimate and revenue of $751.05 million, well above expectations. Revenue jumped 130.4% year over year, and the company raised its FY2026 EPS guidance to 1.85–2.25.
- Analyst sentiment remains broadly positive after multiple target hikes and a recent upgrade, though some firms still caution on valuation. The stock has a consensus rating of “Moderate Buy,” with an average price target of $213.81.
Bloom Energy Corporation (NYSE:BE - Get Free Report) Director Mary Bush sold 25,000 shares of the stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the sale, the director directly owned 108,524 shares in the company, valued at approximately $28,971,567.04. This represents a 18.72% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink.
Bloom Energy Stock Up 1.1%
Shares of NYSE:BE opened at $261.47 on Friday. Bloom Energy Corporation has a 12 month low of $17.01 and a 12 month high of $302.99. The company's 50-day moving average price is $179.59 and its two-hundred day moving average price is $141.89. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90. The firm has a market cap of $73.35 billion, a P/E ratio of -5,228.31 and a beta of 3.82.
Bloom Energy (NYSE:BE - Get Free Report) last issued its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, topping analysts' consensus estimates of $0.12 by $0.32. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The firm had revenue of $751.05 million for the quarter, compared to analyst estimates of $539.94 million. During the same quarter in the prior year, the firm earned $0.03 EPS. The company's revenue was up 130.4% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. As a group, research analysts forecast that Bloom Energy Corporation will post 1.31 EPS for the current fiscal year.
Institutional Trading of Bloom Energy
Large investors have recently bought and sold shares of the business. Blue Trust Inc. increased its stake in Bloom Energy by 37.2% during the 1st quarter. Blue Trust Inc. now owns 188 shares of the company's stock worth $25,000 after purchasing an additional 51 shares in the last quarter. Anchor Investment Management LLC bought a new stake in Bloom Energy during the 1st quarter worth approximately $27,000. WPG Advisers LLC increased its stake 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 purchasing an additional 67 shares in the last quarter. Hantz Financial Services Inc. increased its stake in Bloom Energy by 45.5% during the 4th 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. Finally, Godsey & Gibb Inc. increased its stake in Bloom Energy by 2,000.0% during the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company's stock worth $28,000 after purchasing an additional 200 shares in the last quarter. 77.04% of the stock is owned by institutional investors.
Bloom Energy News Summary
Here are the key news stories impacting Bloom Energy this week:
- Positive Sentiment: Bloom Energy is being highlighted as an AI-energy winner after reporting record Q1 2026 revenue of $751.1 million, beating expectations and prompting a major price-target increase from analysts who cited stronger-than-expected demand and an expanded Oracle partnership.
- Positive Sentiment: Jim Cramer called Bloom Energy a “rocket ship,” adding to bullish sentiment around the stock as investors rotate into AI-related infrastructure and non-combustible power generation plays. Jim Cramer on Bloom Energy: “Stock Is a Rocket Ship”
- Positive Sentiment: Several recent articles argue Bloom is among the market’s strongest growth stories, with commentary pointing to its rapid April share-price surge and its potential to keep benefiting from AI capex buildout. Why Bloom Energy Stock Skyrocketed 109% in April
- Positive Sentiment: Industry coverage also notes that Bloom’s recent earnings beat and outlook raise are helping lift the broader fuel-cell and alternative-energy group, reinforcing confidence in the company’s growth trajectory.
- Neutral Sentiment: Some Street coverage remains cautious despite higher price targets, with at least one major firm reiterating a Neutral rating even after sharply lifting its target, suggesting valuation may be getting stretched. Here’s What the Street is Saying About Bloom Energy Corporation (BE)
- Negative Sentiment: Broader alternative-energy commentary warns that tariffs and expiring tax credits could pressure renewable and clean-energy projects, which may create some headwinds for the sector over time.
Analyst Ratings Changes
BE has been the topic of a number of research reports. Wall Street Zen upgraded shares of Bloom Energy from a "hold" rating to a "buy" rating in a research report on Saturday, May 2nd. BTIG Research upped their target price on shares of Bloom Energy to $295.00 and gave the company a "buy" rating in a research report on Wednesday, April 29th. Susquehanna upped their target price on shares of Bloom Energy to $293.00 and gave the company a "positive" rating in a research report on Wednesday, April 29th. Truist Financial set a $68.00 target price on shares of Bloom Energy in a research report on Friday, January 9th. Finally, Weiss Ratings restated a "hold (c)" rating on shares of Bloom Energy in a research report on Friday, April 24th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $213.81.
Read Our Latest Stock Analysis on BE
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.
Further Reading
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