Bloom Energy (NYSE:BE) Trading Down 3.3% – Time to Sell?

Shares of Bloom Energy Corporation (NYSE:BE) dropped 3.3% on Friday . The stock traded as low as $146.55 and last traded at $151.37. Approximately 11,360,896 shares traded hands during trading, a decline of 11% from the average daily volume of 12,797,167 shares. The stock had previously closed at $156.51.

Key Bloom Energy News

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

• Positive Sentiment: Bloom landed a large AI/data?center supply deal worth about US$2.65 billion, giving the company multi?year revenue visibility and explaining recent buying interest. Bloom Energy Fuels AI Data Center Power With US$2.65b Deal
• Positive Sentiment: Coverage and bullish writeups highlight accelerating demand from data centers and improving profitability trends (ROE and earnings momentum), which helped power a large rally into 2026. Bloom Energy vs. Plug Power: Which Fuel Cell Stock Leads in 2026?
• Positive Sentiment: MarketBeat and other screens list BE among momentum names to watch for continued gains into February, citing sustained data?center demand and analyst coverage increases. 5 Stocks to Buy in February: Last Year’s Winners Aren’t Done Yet
• Neutral Sentiment: Barclays initiated coverage with an equal?weight (neutral) rating and a $153 price target, noting much of Bloom’s growth appears priced in; that provides a reference point for investors but does not represent an upgrade. Barclays Initiates Bloom Energy (BE) with Equalweight, Sees Growth Priced In
• Negative Sentiment: Valuation and risk metrics remain elevated — BE’s trailing P/E and beta are high and the company carries leverage — making the stock vulnerable to pullbacks if growth guidance slips or market sentiment cools.
• Negative Sentiment: With rapid prior gains (multi?hundred percent moves cited in coverage), some investors are taking profits; Barclays’ “growth priced in” tone likely accelerated selling despite the large contract news. Why Bloom Energy Corporation’s (BE) Stock Is Up 5.99%

Analyst Upgrades and Downgrades

A number of research firms have weighed in on BE. JPMorgan Chase & Co. raised their price objective on shares of Bloom Energy to $129.00 and gave the stock an “overweight” rating in a report on Wednesday, October 29th. China Renaissance started coverage on shares of Bloom Energy in a research note on Wednesday. They set a “buy” rating and a $207.00 price target on the stock. Evercore ISI restated an “outperform” rating on shares of Bloom Energy in a research note on Thursday, January 8th. Bank of America lifted their target price on Bloom Energy from $26.00 to $39.00 and gave the stock an “underperform” rating in a research report on Tuesday, November 25th. Finally, Zacks Research downgraded Bloom Energy from a “strong-buy” rating to a “hold” rating in a report on Monday, November 3rd. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eleven have issued a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $109.83.

Bloom Energy Trading Down 3.3%

The company has a 50 day simple moving average of $113.51 and a 200 day simple moving average of $88.49. The company has a current ratio of 4.40, a quick ratio of 2.88 and a debt-to-equity ratio of 1.98. The stock has a market capitalization of $35.80 billion, a PE ratio of 869.50, a P/E/G ratio of 13.18 and a beta of 3.01.

Insider Activity

In other news, insider Satish Chitoori sold 431 shares of the firm’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $88.12, for a total value of $37,979.72. Following the completion of the sale, the insider owned 229,449 shares in the company, valued at approximately $20,219,045.88. This trade represents a 0.19% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Jim H. Snabe sold 20,000 shares of Bloom Energy stock in a transaction dated Wednesday, November 5th. The shares were sold at an average price of $143.04, for a total transaction of $2,860,800.00. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 120,410 shares of company stock valued at $16,557,185. 3.60% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Bloom Energy

Hedge funds have recently added to or reduced their stakes in the company. Graticule Asia Macro Advisors LLC acquired a new position in Bloom Energy during the 3rd quarter worth approximately $402,494,000. Trivest Advisors Ltd boosted its stake 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 buying an additional 3,201,000 shares in the last quarter. Norges Bank acquired a new position in Bloom Energy during the second quarter worth $57,821,000. Westfield Capital Management Co. LP purchased a new position in Bloom Energy in the third quarter worth $141,679,000. Finally, Man Group plc lifted its holdings in Bloom Energy by 177.4% in the second quarter. Man Group plc now owns 2,392,915 shares of the company’s stock valued at $57,239,000 after acquiring an additional 1,530,167 shares during the period. Institutional investors and hedge funds own 77.04% of the company’s stock.

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.