John Chambers Sells 55,000 Shares of Bloom Energy (NYSE:BE) Stock

Bloom Energy Corporation (NYSE:BE) Director John Chambers sold 55,000 shares of the business’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $297.69, for a total value of $16,372,950.00. Following the sale, the director owned 238,333 shares in the company, valued at $70,949,350.77. The trade was a 18.75% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink.

Bloom Energy Price Performance

Shares of BE stock opened at $291.70 on Friday. Bloom Energy Corporation has a fifty-two week low of $19.97 and a fifty-two week high of $322.83. The firm has a market capitalization of $82.97 billion, a price-to-earnings ratio of -5,832.79 and a beta of 3.73. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03. The stock’s 50-day simple moving average is $231.82 and its 200-day simple moving average is $165.22.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, topping analysts’ consensus estimates of $0.12 by $0.32. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The business had revenue of $751.05 million for the quarter, compared to analyst estimates of $539.94 million. During the same quarter in the previous year, the firm earned $0.03 earnings per share. The company’s revenue was up 130.4% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. As a group, equities analysts forecast that Bloom Energy Corporation will post 1.31 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Bloom Energy

Institutional investors and hedge funds have recently modified their holdings of the company. Blue Trust Inc. lifted its holdings in Bloom Energy by 37.2% in the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after acquiring an additional 51 shares during the period. Anchor Investment Management LLC acquired a new position in Bloom Energy in the first quarter valued at approximately $27,000. WPG Advisers LLC lifted its holdings in Bloom Energy by 26.4% in the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after acquiring an additional 67 shares during the period. Hantz Financial Services Inc. lifted its holdings in Bloom Energy by 45.5% in the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after acquiring an additional 100 shares during the period. Finally, Godsey & Gibb Inc. lifted its holdings in Bloom Energy by 2,000.0% in the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock valued at $28,000 after acquiring an additional 200 shares during the period. Institutional investors and hedge funds own 77.04% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the company. Barclays boosted their price target on Bloom Energy to $254.00 and gave the stock an “equal weight” rating in a research note on Monday, May 11th. UBS Group lifted their target price on Bloom Energy to $251.00 and gave the stock a “buy” rating in a report on Tuesday, April 21st. Royal Bank Of Canada lifted their target price on Bloom Energy to $335.00 and gave the stock an “outperform” rating in a report on Wednesday, April 29th. Evercore reaffirmed an “outperform” rating and set a $179.00 target price on shares of Bloom Energy in a report on Friday, February 6th. Finally, Wall Street Zen raised Bloom Energy from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Bloom Energy currently has an average rating of “Moderate Buy” and an average target price of $217.48.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy continues to benefit from major AI data center power opportunities, including reported gigawatt-scale fuel-cell agreements, which could materially expand future revenue and reinforce its role in AI infrastructure. The Bull Case For Bloom Energy (BE) Could Change Following New AI Data Center Contracts And Governance Shift
• Positive Sentiment: Jim Cramer publicly called Bloom Energy a “huge believer,” adding to bullish sentiment around the stock as investors rotate into AI-related names. Jim Cramer Says He Is a “Huge Believer” in Bloom Energy
• Positive Sentiment: Bloom Energy was also highlighted as a beneficiary of rising demand for renewable power and battery-related infrastructure, with analysts pointing to AI growth as a tailwind for the company. Buy These Renewable Energy & Battery Stocks Amid Global Energy Crisis
• Positive Sentiment: The CEO said Bloom Energy does not need to raise capital despite the AI boom, which may reduce concerns about dilution and signal confidence in the company’s funding position. Bloom Energy CEO sees no need to raise capital despite AI boom
• Neutral Sentiment: The company also appeared in commentary about data-center opposition, with management arguing that resistance to new data centers could increase demand for Bloom’s distributed power solutions. NIMBY pushback to data centers a boon for San Jose-based Bloom Energy, CEO Says
• Negative Sentiment: Bloom Energy also moved lower at times amid a broader pullback in fuel-cell and high-momentum energy stocks, suggesting some profit-taking after a strong rally. FuelCell Energy Plunges 10%, Plug Power Falls 6% in Fuel Cell Rout as Bloom Energy Slips
• Negative Sentiment: One notable headwind is insider selling: Director John T. Chambers sold 55,000 shares, which can weigh on sentiment even if it does not change the company’s fundamentals. Bloom Energy (NYSE:BE) Director John Chambers Sells 55,000 Shares

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.