Bloom Energy (NYSE:BE) Insider Sells $211,981.77 in Stock

Bloom Energy Corporation (NYSE:BE) insider Satish Chitoori sold 1,521 shares of the business’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $139.37, for a total value of $211,981.77. Following the completion of the transaction, the insider directly owned 230,017 shares of the company’s stock, valued at approximately $32,057,469.29. This trade represents a 0.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.

Satish Chitoori also recently made the following trade(s):

• On Tuesday, December 16th, Satish Chitoori sold 431 shares of Bloom Energy stock. The stock was sold at an average price of $88.12, for a total value of $37,979.72.

Bloom Energy Stock Down 7.1%

Shares of BE stock opened at $147.74 on Friday. Bloom Energy Corporation has a twelve month low of $15.15 and a twelve month high of $176.49. The stock has a market cap of $41.45 billion, a P/E ratio of -388.78, a P/E/G ratio of 6.10 and a beta of 3.07. The stock has a 50 day moving average of $126.79 and a 200 day moving average of $100.82. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54.

Bloom Energy (NYSE:BE) last issued its quarterly earnings data on Thursday, February 5th. The company reported $0.45 EPS for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The business had revenue of $777.68 million for the quarter, compared to analysts’ expectations of $647.59 million. During the same quarter last year, the company earned $0.43 EPS. The business’s revenue was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, sell-side analysts expect that Bloom Energy Corporation will post -0.23 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on BE shares. JPMorgan Chase & Co. increased their price target on Bloom Energy to $166.00 and gave the stock an “overweight” rating in a research report on Friday, February 6th. Mizuho upped their target price on Bloom Energy to $110.00 and gave the stock a “neutral” rating in a research note on Monday, February 9th. Bank of America set a $39.00 price target on shares of Bloom Energy in a report on Tuesday, November 25th. Morgan Stanley increased their price objective on shares of Bloom Energy to $184.00 and gave the company an “overweight” rating in a report on Friday, February 6th. Finally, Daiwa Securities Group set a $98.00 target price on shares of Bloom Energy in a research note on Tuesday, December 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $130.50.

Key Stories Impacting Bloom Energy

Here are the key news stories impacting Bloom Energy this week:

• Positive Sentiment: Q4 beat and raised guidance — Bloom topped EPS and revenue estimates for Q4 and set FY‑2026 EPS guidance (1.33–1.48), supporting the company’s growth narrative and giving bulls a near‑term fundamental argument. Read More.
• Neutral Sentiment: Analyst support and valuation checks — Several firms have increased targets (e.g., Morgan Stanley, UBS) while independent pieces are questioning whether recent momentum already prices in growth; this creates mixed signals for investors weighing upside vs valuation risk. Read More.
• Neutral Sentiment: Institutional positioning and sector flows — Large institutional ownership (~77%) and rotation into AI/energy themes can both stabilize and amplify moves; flows into thematic funds can help longer‑term but also make the stock sensitive to short‑term rotations. Read More.
• Negative Sentiment: Insider selling this week — Multiple insiders (Aman Joshi, Shawn Soderberg, Satish Chitoori) sold blocks of shares on Feb. 17 at roughly $139–$140, representing small percentage reductions but signaling near‑term take‑profit/liquidity action that can trigger selling pressure. Read More.
• Negative Sentiment: Media caution may amplify retail selling — Coverage highlighting investor preconceptions (Robinhood/Bloom example) can feed retail skepticism and short‑term volatility in a richly valued name. Read More.

Institutional Investors Weigh In On Bloom Energy

A number of hedge funds have recently modified their holdings of BE. Graticule Asia Macro Advisors LLC purchased a new stake in Bloom Energy during the 3rd quarter valued at about $402,494,000. Brooklands Fund Management Ltd acquired a new position in shares of Bloom Energy during the 4th quarter worth approximately $347,560,000. Trivest Advisors Ltd grew its position in shares of Bloom Energy by 1,461.6% in the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after purchasing an additional 3,201,000 shares in the last quarter. Norges Bank acquired a new stake in shares of Bloom Energy in the fourth quarter valued at approximately $239,683,000. Finally, Amundi lifted its position in Bloom Energy by 390.7% during the fourth 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 in the last quarter. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Bloom Energy Company Profile

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.