Bloom Energy (NYSE:BE) Trading Down 5.3% – What’s Next?

Bloom Energy Corporation (NYSE:BE) was down 5.3% during trading on Thursday . The stock traded as low as $149.79 and last traded at $156.5670. Approximately 11,804,737 shares changed hands during trading, a decline of 8% from the average daily volume of 12,870,101 shares. The stock had previously closed at $165.39.

More 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%

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on BE shares. HSBC raised shares of Bloom Energy from a “hold” rating to a “buy” rating and set a $150.00 price target on the stock in a research report on Wednesday, October 29th. Hsbc Global Res upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, October 29th. Roth Mkm reaffirmed a “neutral” rating and issued a $103.00 price target on shares of Bloom Energy in a report on Wednesday, October 29th. BTIG Research boosted their price objective on Bloom Energy to $145.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Finally, Jefferies Financial Group reissued an “underperform” rating and set a $92.00 price objective on shares of Bloom Energy in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eleven have issued a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $109.83.

Bloom Energy Stock Down 3.3%

The company has a 50 day moving average of $113.51 and a 200-day moving average of $88.05. The company has a debt-to-equity ratio of 1.98, a current ratio of 4.40 and a quick ratio of 2.88. The company has a market cap of $35.80 billion, a P/E ratio of 869.50, a price-to-earnings-growth ratio of 13.18 and a beta of 3.01.

Bloom Energy (NYSE:BE) last announced its earnings results on Tuesday, October 28th. The company reported $0.15 earnings per share for the quarter, topping analysts’ consensus estimates of $0.08 by $0.07. The business had revenue of $519.05 million for the quarter, compared to analyst estimates of $425.18 million. Bloom Energy had a return on equity of 8.74% and a net margin of 0.84%.The company’s quarterly revenue was up 57.1% compared to the same quarter last year. During the same period in the prior year, the company earned ($0.01) EPS. On average, equities analysts predict that Bloom Energy Corporation will post -0.23 earnings per share for the current year.

Insider Buying and Selling

In related news, Director Mary K. Bush sold 36,000 shares of the firm’s stock in a transaction that occurred on Wednesday, November 5th. The shares were sold at an average price of $142.82, for a total value of $5,141,520.00. Following the sale, the director directly owned 133,524 shares of the company’s stock, valued at $19,069,897.68. This trade represents a 21.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Jim H. Snabe sold 20,000 shares of Bloom Energy stock in a transaction that occurred on 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. Insiders sold 120,410 shares of company stock valued at $16,557,185 in the last 90 days. 3.60% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. Graticule Asia Macro Advisors LLC bought a new position in shares of Bloom Energy during the 3rd quarter valued at about $402,494,000. Trivest Advisors Ltd boosted its stake in Bloom Energy by 1,461.6% in the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock worth $289,229,000 after buying an additional 3,201,000 shares in the last quarter. Norges Bank bought a new position in Bloom Energy during the second quarter valued at approximately $57,821,000. Westfield Capital Management Co. LP purchased a new position in shares of Bloom Energy during the third quarter worth approximately $141,679,000. Finally, Man Group plc lifted its holdings in shares of Bloom Energy by 177.4% in the 2nd quarter. Man Group plc now owns 2,392,915 shares of the company’s stock worth $57,239,000 after acquiring an additional 1,530,167 shares during the last quarter. Institutional investors 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.