Bloom Energy (NYSE:BE) Trading Down 5.6% After Insider Selling

Bloom Energy Corporation (NYSE:BE) shares fell 5.6% during trading on Monday after an insider sold shares in the company. The stock traded as low as $141.25 and last traded at $141.7550. 12,567,221 shares traded hands during mid-day trading, an increase of 7% from the average session volume of 11,751,929 shares. The stock had previously closed at $150.12.

Specifically, insider Shawn Marie Soderberg sold 15,410 shares of the stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $150.47, for a total transaction of $2,318,742.70. Following the transaction, the insider owned 195,732 shares of the company’s stock, valued at $29,451,794.04. This represents a 7.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, insider Aman Joshi sold 19,944 shares of the business’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $154.85, for a total transaction of $3,088,328.40. Following the sale, the insider directly owned 190,521 shares of the company’s stock, valued at $29,502,176.85. This represents a 9.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In related news, insider Maciej Kurzymski sold 7,800 shares of Bloom Energy stock in a transaction on Monday, March 16th. The shares were sold at an average price of $151.85, for a total transaction of $1,184,430.00. Following the transaction, the insider owned 84,294 shares in the company, valued at approximately $12,800,043.90. The trade was a 8.47% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link.

Analyst Ratings Changes

Several research firms have recently commented on BE. Barclays began coverage on Bloom Energy in a research note on Wednesday, January 28th. They set an “equal weight” rating and a $153.00 target price for the company. Morgan Stanley boosted their price objective on Bloom Energy to $184.00 and gave the company an “overweight” rating in a research report on Friday, February 6th. Wall Street Zen cut shares of Bloom Energy from a “buy” rating to a “hold” rating in a research report on Saturday, February 28th. Daiwa Securities Group set a $98.00 price objective on shares of Bloom Energy in a report on Tuesday, December 2nd. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a research note on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $131.87.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Strong BYOP demand and product positioning: A Seeking Alpha piece highlights Bloom’s role in the growing “Bring Your Own Power” market, noting 140% backlog growth in 2025 and that Bloom’s modular fuel-cell systems (native 800V DC) are well‑positioned for AI data centers and commercial/industrial customers — a clear demand catalyst. BYOP (Bring Your Own Power) Is Getting Bigger: Bloom Energy Makes That Happen, Quickly
• Neutral Sentiment: Macro headwinds could cap gains: Morning market coverage notes cooler US growth signals and rising 10‑year yields, which can pressure high‑beta, growth‑oriented names like BE. This is a broad-market headwind rather than company-specific. US Stock Market Today S&P 500 Futures Ease As Growth Signals Cool And Yields Rise
• Neutral Sentiment: Valuation/rotation context after big run: Analysts and market writeups note a recent pullback after a sharp multi‑month rally, flagging mixed short‑term momentum even as longer‑term gains remain. That frames both opportunity and risk. A Look At Bloom Energy’s Valuation After Its Recent Share Price Pullback
• Negative Sentiment: Recent session weakness: Coverage reported a sharp prior-day decline (around -5.9%), underlining short-term volatility and profit‑taking after the recent run. Bloom Energy (BE) Stock Dips While Market Gains: Key Facts
• Negative Sentiment: Technical/price structure concerns: Market commentary says Bloom briefly bounced but then lost a key support line, signaling continued short‑term technical fragility for traders. AI Enabler Blossoms, Wilts Then Retreats In Thorny Market. What’s An Investor To Do?
• Negative Sentiment: Insider selling: A report shows insider sales of roughly $2.32M, a headline that can increase near‑term selling pressure or raise governance/ownership questions for some investors. Insider Selling: Bloom Energy (NYSE:BE) Insider Sells $2,318,742.70 in Stock

Bloom Energy Stock Up 3.2%

The firm has a market cap of $40.90 billion, a P/E ratio of -383.66, a P/E/G ratio of 5.77 and a beta of 3.11. The business’s fifty day moving average price is $152.35 and its two-hundred day moving average price is $118.24. 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 released its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share 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 firm had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. During the same quarter in the previous year, the business 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, equities research analysts anticipate that Bloom Energy Corporation will post -0.23 EPS for the current year.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of BE. WPG Advisers LLC grew its holdings in shares of Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after purchasing an additional 67 shares during the last quarter. Orion Capital Management LLC lifted its holdings in Bloom Energy by 0.7% during the 4th quarter. Orion Capital Management LLC now owns 12,083 shares of the company’s stock valued at $1,050,000 after purchasing an additional 83 shares during the last quarter. Ritholtz Wealth Management boosted its position in Bloom Energy by 1.5% in the fourth quarter. Ritholtz Wealth Management now owns 5,765 shares of the company’s stock valued at $501,000 after buying an additional 87 shares in the last quarter. CoreCap Advisors LLC grew its stake in Bloom Energy by 7.3% during the fourth quarter. CoreCap Advisors LLC now owns 1,295 shares of the company’s stock worth $113,000 after buying an additional 88 shares during the last quarter. Finally, Reliant Investment Management LLC grew its stake in Bloom Energy by 3.6% during the fourth quarter. Reliant Investment Management LLC now owns 2,556 shares of the company’s stock worth $222,000 after buying an additional 90 shares during the last quarter. 77.04% of the stock is currently owned by institutional investors and hedge funds.

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.