Key Points
- Director John Chambers sold 15,000 Bloom Energy shares at an average price of $250, generating $3.75 million and reducing his ownership by 6.72% to 208,333 shares.
- Bloom Energy reported strong quarterly results, with earnings of $0.78 per share versus estimates of $0.39 and revenue of $1.07 billion, up 165.5% year over year.
- The stock carries a “Moderate Buy” consensus rating with an average price target of $248.05, while its elevated valuation and insider selling remain notable risks.
Bloom Energy Corporation (NYSE:BE - Get Free Report) Director John Chambers sold 15,000 shares of Bloom Energy stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the sale, the director owned 208,333 shares in the company, valued at approximately $52,083,250. This trade represents a 6.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink.
Bloom Energy Stock Performance
NYSE:BE opened at $230.10 on Friday. The firm has a market capitalization of $67.77 billion, a PE ratio of 306.80, a price-to-earnings-growth ratio of 3.23 and a beta of 3.79. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. Bloom Energy Corporation has a 12-month low of $40.56 and a 12-month high of $351.28. The firm has a 50-day moving average price of $248.28 and a 200 day moving average price of $214.86.
Bloom Energy (NYSE:BE - Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, beating analysts' consensus estimates of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The company had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. During the same period in the previous year, the business earned $0.10 earnings per share. The company's quarterly revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Research analysts anticipate that Bloom Energy Corporation will post 1.93 earnings per share for the current fiscal year.
Institutional Trading of Bloom Energy
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in BE. Geode Capital Management LLC raised its holdings in Bloom Energy by 5.4% during the 4th quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company's stock worth $461,272,000 after purchasing an additional 269,662 shares during the last quarter. Brooklands Fund Management Ltd acquired a new stake in shares of Bloom Energy during the 4th quarter worth approximately $347,560,000. Amundi grew its position in shares of Bloom Energy by 390.7% during the 4th quarter. Amundi now owns 3,154,197 shares of the company's stock worth $274,068,000 after buying an additional 2,511,426 shares during the period. Norges Bank bought a new stake in shares of Bloom Energy during the fourth quarter worth approximately $239,683,000. Finally, Jennison Associates LLC raised its stake in shares of Bloom Energy by 20,074.4% during the first quarter. Jennison Associates LLC now owns 2,687,029 shares of the company's stock worth $364,066,000 after buying an additional 2,673,710 shares during the last quarter. 77.04% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
A number of brokerages have weighed in on BE. Truist Financial lowered their price target on Bloom Energy from $250.00 to $218.00 and set a "hold" rating on the stock in a research report on Wednesday, July 29th. Wall Street Zen raised Bloom Energy from a "hold" rating to a "buy" rating in a report on Saturday, May 2nd. UBS Group reduced their target price on shares of Bloom Energy from $350.00 to $300.00 and set a "buy" rating on the stock in a research note on Wednesday, July 29th. Robert W. Baird reaffirmed an "outperform" rating and issued a $310.00 target price on shares of Bloom Energy in a report on Thursday, July 9th. Finally, Clear Str upgraded shares of Bloom Energy from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, July 29th. Three analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $248.05.
Read Our Latest Research Report on Bloom Energy
Bloom Energy News Summary
Here are the key news stories impacting Bloom Energy this week:
- Positive Sentiment: AI power demand remains the primary bullish catalyst. Bloom’s fuel-cell systems are being marketed as a fast, deployable power source for hyperscale data centers facing grid-connection delays. Demand tied to CoreWeave’s expansion and a project involving NBIS reportedly strengthened the investment case. Bloom Energy Shares Jump Premarket as AI Power Crunch Drives Demand
- Positive Sentiment: Improving earnings expectations could support the stock. Analysts have been raising estimates for Bloom Energy, suggesting stronger expected demand and execution could help sustain near-term momentum. Earnings Estimates Rising for Bloom Energy
- Neutral Sentiment: Investors are debating whether the rally is justified. Bloom Energy has gained more than 400% over the past year as the AI-power theme accelerated. Supporters point to expanding business prospects, while skeptics argue the valuation already discounts substantial future growth. Bloom Energy Stock Has Exploded
- Negative Sentiment: Valuation and insider selling are notable risks. Reports cite an approximately 81-times forward price-to-earnings multiple and suggest insiders have been selling shares. Those factors raise the risk of profit-taking if growth or contract execution falls short of very optimistic expectations. Bloom Energy Stock Has Exploded
- Negative Sentiment: Multiple law firms are publicizing a securities class action. The lawsuit covers investors who purchased Bloom securities from February 27, 2025, through July 8, 2026, with a September 28, 2026 lead-plaintiff deadline. Allegations reportedly involve potentially inadequate disclosures concerning supply-chain exposure to Chinese scandium. The litigation creates reputational, financial and headline risk, although the allegations have not been proven. Kaplan Fox Advises Bloom Energy Investors
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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