Insider Selling: Bloom Energy (NYSE:BE) Director Sells $6,674,000.00 in Stock

Bloom Energy Corporation (NYSE:BE) Director Mary Bush sold 25,000 shares of the business’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the transaction, the director owned 108,524 shares in the company, valued at approximately $28,971,567.04. The trade was a 18.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website.

Bloom Energy Stock Performance

Shares of BE stock opened at $261.47 on Monday. The company has a fifty day moving average price of $179.59 and a two-hundred day moving average price of $141.89. Bloom Energy Corporation has a one year low of $17.01 and a one year high of $302.99. The stock has a market cap of $74.37 billion, a P/E ratio of -5,228.31 and a beta of 3.82. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10.

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

Bloom Energy News Summary

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

• Positive Sentiment: Bloom Energy is being highlighted as an AI-energy winner after reporting record Q1 2026 revenue of $751.1 million, beating expectations and prompting a major price-target increase from analysts who cited stronger-than-expected demand and an expanded Oracle partnership.
• Positive Sentiment: Jim Cramer called Bloom Energy a “rocket ship,” adding to bullish sentiment around the stock as investors rotate into AI-related infrastructure and non-combustible power generation plays. Jim Cramer on Bloom Energy: “Stock Is a Rocket Ship”
• Positive Sentiment: Several recent articles argue Bloom is among the market’s strongest growth stories, with commentary pointing to its rapid April share-price surge and its potential to keep benefiting from AI capex buildout. Why Bloom Energy Stock Skyrocketed 109% in April
• Positive Sentiment: Industry coverage also notes that Bloom’s recent earnings beat and outlook raise are helping lift the broader fuel-cell and alternative-energy group, reinforcing confidence in the company’s growth trajectory.
• Neutral Sentiment: Some Street coverage remains cautious despite higher price targets, with at least one major firm reiterating a Neutral rating even after sharply lifting its target, suggesting valuation may be getting stretched. Here’s What the Street is Saying About Bloom Energy Corporation (BE)
• Negative Sentiment: Broader alternative-energy commentary warns that tariffs and expiring tax credits could pressure renewable and clean-energy projects, which may create some headwinds for the sector over time.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in BE. Blue Trust Inc. grew its position in Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after buying an additional 51 shares in the last quarter. Anchor Investment Management LLC bought a new stake in shares of Bloom Energy during the 1st quarter valued at $27,000. Godsey & Gibb Inc. grew its holdings in shares of Bloom Energy by 2,000.0% during the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock worth $28,000 after purchasing an additional 200 shares in the last quarter. CENTRAL TRUST Co grew its holdings in shares of Bloom Energy by 10,000.0% during the 1st quarter. CENTRAL TRUST Co now owns 303 shares of the company’s stock worth $41,000 after purchasing an additional 300 shares in the last quarter. Finally, Hantz Financial Services Inc. increased its position in shares of Bloom Energy by 45.5% in the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after purchasing an additional 100 shares during the period. 77.04% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the company. Evercore reaffirmed an “outperform” rating and issued a $179.00 price objective on shares of Bloom Energy in a research report on Friday, February 6th. Zacks Research raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 7th. Wall Street Zen upgraded Bloom Energy from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Roth Mkm set a $225.00 price objective on shares of Bloom Energy in a research report on Wednesday, April 29th. Finally, Barclays upped their price objective on shares of Bloom Energy to $177.00 and gave the company an “equal weight” rating in a report on Monday, April 27th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $213.81.

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.