Bloom Energy (NYSE:BE) Shares Down 7.1% on Insider Selling

Shares of Bloom Energy Corporation (NYSE:BE) fell 7.1% during mid-day trading on Friday after an insider sold shares in the company. The company traded as low as $144.06 and last traded at $147.7380. 10,113,779 shares were traded during trading, a decline of 19% from the average session volume of 12,482,294 shares. The stock had previously closed at $159.00.

Specifically, insider Aman Joshi sold 3,746 shares of Bloom Energy stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $139.81, for a total transaction of $523,728.26. Following the completion of the transaction, the insider directly owned 201,072 shares of the company’s stock, valued at $28,111,876.32. The trade was a 1.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Shawn Marie Soderberg sold 3,332 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $139.56, for a total transaction of $465,013.92. Following the sale, the insider directly owned 219,871 shares in the company, valued at $30,685,196.76. This trade represents a 1.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In other Bloom Energy news, insider Satish Chitoori sold 1,521 shares of Bloom Energy stock in a transaction on 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 owned 230,017 shares of the company’s stock, valued at approximately $32,057,469.29. The trade was a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the stock. Roth Mkm increased their target price on shares of Bloom Energy to $133.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 3rd. Truist Financial set a $68.00 price target on Bloom Energy in a research report on Friday, January 9th. TD Cowen raised their price objective on Bloom Energy to $160.00 and gave the company a “hold” rating in a report on Friday, February 6th. BTIG Research upped their target price on Bloom Energy to $165.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Finally, Susquehanna increased their target price on Bloom Energy to $157.00 and gave the company a “positive” rating in a research report on Wednesday, October 29th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, ten have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, Bloom Energy presently has a consensus rating of “Hold” and an average price target of $130.50.

Bloom Energy News Summary

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.

Bloom Energy Stock Performance

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 firm has a 50-day moving average price of $126.79 and a two-hundred day moving average price of $100.82. The firm has a market cap of $41.45 billion, a PE ratio of -388.78, a P/E/G ratio of 6.10 and a beta of 3.07.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Thursday, February 5th. The company reported $0.45 EPS for the quarter, beating the consensus estimate of $0.25 by $0.20. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The firm had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. During the same period in the prior year, the company earned $0.43 EPS. The firm’s revenue was up 35.9% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Research analysts forecast that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Hedge Funds Weigh In On Bloom Energy

Several hedge funds and other institutional investors have recently modified their holdings of the business. Bayforest Capital Ltd purchased a new stake in Bloom Energy during the 1st quarter valued at about $2,055,000. AQR Capital Management LLC purchased a new stake in shares of Bloom Energy in the first quarter valued at approximately $1,820,000. NewEdge Advisors LLC increased its holdings in shares of Bloom Energy by 674.7% in the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after purchasing an additional 1,626 shares during the last quarter. Goldman Sachs Group Inc. lifted its position in Bloom Energy by 50.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after buying an additional 836,810 shares in the last quarter. Finally, Focus Partners Wealth boosted its stake in Bloom Energy by 30.7% during the first quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock worth $394,000 after buying an additional 4,716 shares during the last quarter. 77.04% of the stock is owned by hedge funds and other institutional investors.

About Bloom Energy

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.