Insider Selling: Bloom Energy (NYSE:BE) Insider Sells $9,765,000.00 in Stock

Bloom Energy Corporation (NYSE:BE) insider Shawn Marie Soderberg sold 35,000 shares of the business’s stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $279.00, for a total transaction of $9,765,000.00. Following the completion of the sale, the insider owned 341,731 shares in the company, valued at approximately $95,342,949. The trade was a 9.29% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.

Shawn Marie Soderberg also recently made the following trade(s):

• On Wednesday, April 15th, Shawn Marie Soderberg sold 25,000 shares of Bloom Energy stock. The stock was sold at an average price of $225.13, for a total transaction of $5,628,250.00.
• On Tuesday, April 14th, Shawn Marie Soderberg sold 30,000 shares of Bloom Energy stock. The stock was sold at an average price of $204.23, for a total transaction of $6,126,900.00.
• On Thursday, March 19th, Shawn Marie Soderberg sold 15,410 shares of Bloom Energy stock. The stock was sold at an average price of $150.47, for a total transaction of $2,318,742.70.
• On Tuesday, March 17th, Shawn Marie Soderberg sold 13,074 shares of Bloom Energy stock. The stock was sold at an average price of $153.44, for a total transaction of $2,006,074.56.
• On Monday, March 16th, Shawn Marie Soderberg sold 29,807 shares of Bloom Energy stock. The stock was sold at an average price of $153.78, for a total transaction of $4,583,720.46.
• On Wednesday, February 25th, Shawn Marie Soderberg sold 20,000 shares of Bloom Energy stock. The stock was sold at an average price of $180.00, for a total transaction of $3,600,000.00.
• On Wednesday, February 25th, Shawn Marie Soderberg sold 25,244 shares of Bloom Energy stock. The shares were sold at an average price of $177.93, for a total transaction of $4,491,664.92.
• On Tuesday, February 17th, Shawn Marie Soderberg sold 3,332 shares of Bloom Energy stock. The shares were sold at an average price of $139.56, for a total transaction of $465,013.92.

Bloom Energy Stock Down 0.2%

Shares of NYSE BE opened at $290.07 on Monday. The firm’s 50-day moving average price is $172.25 and its 200-day moving average price is $138.39. The company has a current ratio of 5.03, a quick ratio of 4.10 and a debt-to-equity ratio of 2.90. The stock has a market capitalization of $81.38 billion, a price-to-earnings ratio of -5,800.32 and a beta of 3.82. Bloom Energy Corporation has a 12-month low of $16.05 and a 12-month high of $296.50.

Bloom Energy (NYSE:BE) last announced its earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.12 by $0.32. The firm had revenue of $751.05 million for the quarter, compared to analysts’ expectations of $539.94 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The business’s revenue was up 130.4% compared to the same quarter last year. During the same period in the prior year, the company earned $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, equities research analysts anticipate that Bloom Energy Corporation will post 1.31 EPS for the current fiscal year.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Blowout Q1 and upgraded guidance — Bloom reported a large revenue and EPS beat (Q1 revenue far above estimates, EPS swung to profit) and raised FY?2026 EPS guidance to $1.85–$2.25, which is the primary fundamental driver behind the rally. Bloom Energy Corp (BE) Q1 2026 Earnings Call Highlights
• Positive Sentiment: AI/data-center demand ramp — Multiple reports highlight Bloom’s role as an on?site power solution for data centers and AI clusters, with the company ramping fuel-cell production and deployments; investors are re?rating BE as a data?center power growth play. Bloom Energy May Be Solving AI’s Biggest Power Problem
• Positive Sentiment: Institutional interest and momentum — Reports that Stanley Druckenmiller has built a large position, plus coverage noting BE as one of April’s top industrial performers, are reinforcing momentum and retail/institutional attention. Druckenmiller Made 400% on SanDisk — Now He’s All In on Bloom Energy (BE)
• Positive Sentiment: Technical breakout / all-time highs — Traders are pushing the stock to new highs following the quarter and guidance lift, which attracts momentum buyers and breakout traders. Why Bloom Energy Stock Hit All-Time Highs Today
• Neutral Sentiment: Analyst moves — JPMorgan raised its rating to Overweight and lifted its target (note: the new $267 target is below intraday levels), signaling institutional analyst support but also reflecting mixed views on near?term upside. JPMorgan price target update
• Negative Sentiment: Valuation and risk — Several analysts and outlets warn valuation is stretched after the surge; BE’s high beta and rapid run from its 52?week low make it vulnerable to sharp pullbacks if execution or bookings slow. Bloom Energy Is Now a Data Center Stock. Buy Its Shares Now.
• Negative Sentiment: Meme/volatility concerns — Coverage noting a “meme?stock” dynamic and heavy retail interest suggests sentiment?driven swings; investors should expect elevated intraday and short?term volatility. Bloom Energy shares rocket higher by 20%

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on BE. Susquehanna upped their target price on shares of Bloom Energy to $293.00 and gave the company a “positive” rating in a research report on Wednesday. TD Cowen upped their target price on shares of Bloom Energy to $235.00 and gave the company a “hold” rating in a research report on Wednesday, April 29th. JPMorgan Chase & Co. upped their target price on shares of Bloom Energy to $267.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Robert W. Baird upped their price target on shares of Bloom Energy to $242.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. Finally, Roth Mkm set a $225.00 price target on shares of Bloom Energy in a report on Wednesday. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $205.27.

Hedge Funds Weigh In On Bloom Energy

A number of hedge funds have recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its stake in Bloom Energy by 6.3% in the 3rd quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock worth $1,759,726,000 after acquiring an additional 1,240,819 shares in the last quarter. Geode Capital Management LLC grew its stake in Bloom Energy by 5.4% in the 4th 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 in the last quarter. Graticule Asia Macro Advisors LLC bought a new position in Bloom Energy in the 3rd quarter worth about $402,494,000. Brooklands Fund Management Ltd bought a new position in Bloom Energy in the 4th quarter worth about $347,560,000. Finally, Trivest Advisors Ltd grew its stake in Bloom Energy by 1,461.6% in the 3rd quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock worth $289,229,000 after acquiring an additional 3,201,000 shares in the last quarter. 77.04% of the stock is currently owned by institutional investors.

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.