Bloom Energy (NYSE:BE) CAO Maciej Kurzymski Sells 2,295 Shares

Bloom Energy Corporation (NYSE:BE) CAO Maciej Kurzymski sold 2,295 shares of the stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $268.42, for a total value of $616,023.90. Following the completion of the sale, the chief accounting officer owned 77,391 shares in the company, valued at approximately $20,773,292.22. The trade was a 2.88% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Bloom Energy Stock Down 5.3%

BE traded down $14.99 on Friday, hitting $265.77. 73,369,313 shares of the company were exchanged, compared to its average volume of 12,920,817. Bloom Energy Corporation has a twelve month low of $61.37 and a twelve month high of $351.28. The company has a market cap of $78.28 billion, a price-to-earnings ratio of 354.36, a price-to-earnings-growth ratio of 3.45 and a beta of 3.80. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59. The firm has a 50-day moving average price of $225.22 and a two-hundred day moving average price of $229.17.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, topping the consensus estimate of $0.39 by $0.39. The company had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.Bloom Energy’s revenue was up 165.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, equities analysts predict that Bloom Energy Corporation will post 2.06 earnings per share for the current year.

Hedge Funds Weigh In On Bloom Energy

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Geode Capital Management LLC lifted its position in shares of Bloom Energy by 5.4% during the 4th quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock worth $461,272,000 after buying an additional 269,662 shares during the last quarter. Brooklands Fund Management Ltd purchased a new position in shares of Bloom Energy in the 4th quarter valued at $347,560,000. Norges Bank purchased a new position in shares of Bloom Energy in the 4th quarter valued at $239,683,000. Jennison Associates LLC raised its stake in Bloom Energy by 20,074.4% during the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock worth $364,066,000 after acquiring an additional 2,673,710 shares in the last quarter. Finally, Bank of America Corp DE lifted its position in Bloom Energy by 6.1% in the first quarter. Bank of America Corp DE now owns 2,211,880 shares of the company’s stock valued at $299,688,000 after acquiring an additional 126,649 shares during the last quarter. 77.04% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several analysts recently weighed in on BE shares. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $282.00 target price on shares of Bloom Energy in a report on Thursday, August 27th. Barclays increased their price objective on shares of Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a research report on Tuesday, June 23rd. Mizuho raised their price objective on shares of Bloom Energy from $242.00 to $351.00 and gave the company an “outperform” rating in a report on Monday. Truist Financial decreased their price objective on shares of Bloom Energy from $250.00 to $218.00 and set a “hold” rating for the company in a research report on Wednesday, July 29th. Finally, Susquehanna boosted their target price on shares of Bloom Energy from $293.00 to $298.00 and gave the stock a “positive” rating in a research note on Friday, July 10th. Three 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 issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $254.14.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: AI data-center power opportunity: Bloom highlighted an 800V DC-native fuel-cell architecture designed for AI data centers. The company says the system can eliminate traditional transformers, reduce power-conversion losses and capital costs, and shorten deployment timelines. Investors view the technology as a potential catalyst for future data-center demand. Why Could Bloom Energy Change AI Data Center Power Economics?
• Positive Sentiment: Supportive policy backdrop: Fuel-cell stocks rallied after the U.S. House reportedly shifted certain data-center power costs toward operators, improving the potential economics of on-site generation. Bloom Energy participated in that sector-wide advance. FuelCell Jumps as House Shifts Data Center Power Costs to Operators
• Positive Sentiment: Strong recent momentum and analyst support: Bloom was identified among green stocks outperforming clean-energy ETFs and major benchmarks in 2026, while a separate report said analysts maintained an overall “Moderate Buy” view. These factors may have contributed to recent buying interest.
• Neutral Sentiment: Brand and community initiative: Bloom honored Louisville first responders and donated to the Louisville Fire Foundation during its ESPN College Football Campus Tour partnership. The announcement supports corporate visibility but is unlikely to materially affect near-term revenue or earnings. Bloom Energy Honors Louisville First Responders
• Negative Sentiment: Multiple securities-litigation notices: Several law firms publicized a shareholder class action and a September 28 deadline to seek lead-plaintiff status. The allegations relate to claims that Bloom’s shares were artificially inflated before a July 8 report concerning alleged Chinese scandium sourcing. The notices add reputational and potential legal-risk concerns, although they do not establish wrongdoing or quantify any liability.

About Bloom Energy

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.