Key Points
- Insider sale: Aman Joshi sold 3,601 Bloom Energy shares for approximately $972,054 at an average price of $269.94. The sale, representing a 2.26% reduction in his holdings, was made to cover tax withholding on vested equity awards.
- Strong financial results: Bloom Energy reported quarterly EPS of $0.78, exceeding the $0.39 consensus estimate, while revenue reached $1.07 billion—up 165.5% year over year.
- Analyst outlook remains positive: The stock has a “Moderate Buy” consensus rating and a $254.14 average price target, supported by three Strong Buy and ten Buy ratings, although 12 analysts recommend holding the shares.
Bloom Energy Corporation (NYSE:BE - Get Free Report) CAO Maciej Kurzymski sold 2,295 shares of the stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $268.42, for a total transaction of $616,023.90. Following the transaction, the chief accounting officer owned 77,391 shares of the company's stock, valued at $20,773,292.22. This trade represents a 2.88% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.
Bloom Energy Stock Performance
Shares of NYSE:BE opened at $265.77 on Friday. Bloom Energy Corporation has a 52 week low of $61.37 and a 52 week high of $351.28. The stock has a market capitalization of $78.28 billion, a P/E ratio of 354.36, a PEG ratio of 3.59 and a beta of 3.80. The firm has a fifty day simple moving average of $225.63 and a two-hundred day simple moving average of $229.42. 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 (NYSE:BE - Get Free Report) last posted its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, topping analysts' consensus estimates of $0.39 by $0.39. The firm had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The business's quarterly revenue was up 165.5% on a year-over-year basis. During the same period in the previous year, the firm posted $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, analysts expect that Bloom Energy Corporation will post 2.06 earnings per share for the current fiscal year.
More Bloom Energy News
Here are the key news stories impacting Bloom Energy this week:
- Positive Sentiment: AI data-center power opportunity: Bloom highlighted an 800V DC-native fuel-cell architecture designed for AI data centers. The company says the system can eliminate traditional transformers, reduce power-conversion losses and capital costs, and shorten deployment timelines. Investors view the technology as a potential catalyst for future data-center demand. Why Could Bloom Energy Change AI Data Center Power Economics?
- Positive Sentiment: Supportive policy backdrop: Fuel-cell stocks rallied after the U.S. House reportedly shifted certain data-center power costs toward operators, improving the potential economics of on-site generation. Bloom Energy participated in that sector-wide advance. FuelCell Jumps as House Shifts Data Center Power Costs to Operators
- Positive Sentiment: Strong recent momentum and analyst support: Bloom was identified among green stocks outperforming clean-energy ETFs and major benchmarks in 2026, while a separate report said analysts maintained an overall “Moderate Buy” view. These factors may have contributed to recent buying interest.
- Neutral Sentiment: Brand and community initiative: Bloom honored Louisville first responders and donated to the Louisville Fire Foundation during its ESPN College Football Campus Tour partnership. The announcement supports corporate visibility but is unlikely to materially affect near-term revenue or earnings. Bloom Energy Honors Louisville First Responders
- Negative Sentiment: Multiple securities-litigation notices: Several law firms publicized a shareholder class action and a September 28 deadline to seek lead-plaintiff status. The allegations relate to claims that Bloom’s shares were artificially inflated before a July 8 report concerning alleged Chinese scandium sourcing. The notices add reputational and potential legal-risk concerns, although they do not establish wrongdoing or quantify any liability.
Wall Street Analysts Forecast Growth
A number of brokerages have issued reports on BE. TD Cowen restated a "hold" rating and set a $235.00 price objective on shares of Bloom Energy in a research report on Monday, July 20th. Truist Financial dropped their target price on Bloom Energy from $250.00 to $218.00 and set a "hold" rating for the company in a report on Wednesday, July 29th. Zacks Research raised Bloom Energy from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, July 28th. Citigroup restated a "hold" rating on shares of Bloom Energy in a report on Thursday, July 16th. Finally, Oppenheimer restated a "market perform" rating on shares of Bloom Energy in a research report on Wednesday, July 29th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $254.14.
Read Our Latest Report on BE
Institutional Trading of Bloom Energy
Institutional investors and hedge funds have recently made changes to their positions in the business. Continuum Advisory LLC bought a new position in shares of Bloom Energy in the second quarter worth about $25,000. MJT & Associates Financial Advisory Group Inc. increased its stake in Bloom Energy by 49.3% in the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company's stock worth $34,000 after buying an additional 37 shares during the period. Markowski Investments bought a new stake in Bloom Energy during the 2nd quarter valued at about $37,000. Bogart Wealth LLC boosted its position in Bloom Energy by 725.0% in the 2nd quarter. Bogart Wealth LLC now owns 132 shares of the company's stock valued at $40,000 after buying an additional 116 shares during the period. Finally, Carolina Wealth Advisors LLC grew its stake in Bloom Energy by 51.7% in the 2nd quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company's stock worth $41,000 after acquiring an additional 46 shares in the last quarter. 77.04% of the stock is currently owned by institutional investors.
About Bloom Energy
(
Get Free Report)
Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.
The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.
Further Reading
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