Bloom Energy (NYSE:BE) Director John Chambers Sells 15,000 Shares

Bloom Energy Corporation (NYSE:BE) Director John Chambers sold 15,000 shares of the company’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $205.58, for a total value of $3,083,700.00. Following the completion of the transaction, the director directly owned 223,333 shares in the company, valued at $45,912,798.14. This represents a 6.29% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

Bloom Energy Price Performance

Shares of BE traded up $9.90 during trading hours on Tuesday, hitting $228.22. 18,791,827 shares of the company were exchanged, compared to its average volume of 12,524,944. The company has a market capitalization of $64.91 billion, a PE ratio of 304.29 and a beta of 3.79. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. The firm has a fifty day simple moving average of $259.34 and a 200-day simple moving average of $210.21. Bloom Energy Corporation has a one year low of $35.85 and a one year high of $351.28.

Bloom Energy (NYSE:BE) last issued its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. The business had revenue of $1.07 billion for the quarter, compared to analysts’ expectations of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The company’s quarterly revenue was up 165.5% on a year-over-year basis. During the same period in the previous year, the firm posted $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, sell-side analysts predict that Bloom Energy Corporation will post 1.55 earnings per share for the current year.

Analyst Ratings Changes

BE has been the subject of a number of analyst reports. Jefferies Financial Group set a $188.00 price objective on shares of Bloom Energy in a research note on Wednesday, July 29th. Weiss Ratings reissued a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, July 21st. JPMorgan Chase & Co. cut their price target on shares of Bloom Energy from $346.00 to $314.00 and set an “overweight” rating on the stock in a report on Wednesday, July 29th. TD Cowen restated a “hold” rating and issued a $235.00 price target on shares of Bloom Energy in a research report on Monday, July 20th. Finally, Clear Str raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 29th. Three research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Bloom Energy has an average rating of “Moderate Buy” and an average target price of $246.18.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Strong earnings and guidance continue to attract buyers. Bloom Energy was identified as one of the standout performers of the second-quarter earnings season after reporting results that exceeded expectations, including revenue growth and higher profitability. Analysts and market commentators pointed to the company’s robust report and raised full-year guidance as evidence of accelerating demand, particularly for its power-generation products tied to data-center and artificial-intelligence infrastructure. 3 Huge Winners of the Q2 Earnings Season
• Positive Sentiment: Investment-idea coverage reinforces the bullish narrative. Zacks highlighted Bloom Energy in both value-investing and broader investment-ideas features, alongside semiconductor, power-equipment and cryptocurrency companies. While these mentions do not change Bloom’s fundamentals, they may increase visibility among momentum and thematic investors. Zacks Investment Ideas Feature Highlights
• Neutral Sentiment: Investors are still assessing whether the earnings-driven rally is sustainable. Recent commentary describes substantial volatility following the earnings release. Bloom’s long-term opportunity in AI-related power demand is viewed favorably, but its elevated valuation and the possibility of a post-earnings reset could limit additional gains until execution catches up with expectations. 3 Reasons to Buy Bloom Energy Stock and 3 Reasons to Wait
• Negative Sentiment: Several law firms publicized an existing securities class-action lawsuit. The firms allege that Bloom Energy and certain executives made false or misleading statements during the February 27, 2025–July 8, 2026 class period. Investors have been reminded of a September 28, 2026 deadline to seek lead-plaintiff status. The notices are largely investor-solicitation announcements and do not establish wrongdoing, but they could pressure sentiment and increase perceived legal and disclosure risk. Faruqi and Faruqi Bloom Energy Investor Alert

Institutional Investors Weigh In On Bloom Energy

A number of institutional investors have recently modified their holdings of BE. Geode Capital Management LLC increased its stake in shares of Bloom Energy by 5.4% in the fourth quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock worth $461,272,000 after acquiring an additional 269,662 shares during the last quarter. Brooklands Fund Management Ltd bought a new stake in shares of Bloom Energy in the 4th quarter valued at approximately $347,560,000. Amundi grew its stake in shares of Bloom Energy by 390.7% in the 4th quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after buying an additional 2,511,426 shares in the last quarter. Norges Bank acquired a new position in Bloom Energy in the fourth quarter worth approximately $239,683,000. Finally, Jennison Associates LLC increased its holdings in Bloom Energy by 20,074.4% in the first quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock worth $364,066,000 after buying an additional 2,673,710 shares during the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy Company Profile

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.