Bloom Energy (NYSE:BE) Director Sells $3,083,700.00 in Stock

Bloom Energy Corporation (NYSE:BE) Director John Chambers sold 15,000 shares of the business’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $205.58, for a total transaction of $3,083,700.00. Following the completion of the sale, the director owned 223,333 shares in the company, valued at $45,912,798.14. This represents a 6.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Bloom Energy Stock Performance

NYSE:BE opened at $228.50 on Friday. 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 company has a market capitalization of $65.00 billion, a P/E ratio of 304.67, a price-to-earnings-growth ratio of 3.20 and a beta of 3.79. The firm has a 50-day moving average price of $255.43 and a two-hundred day moving average price of $212.11. Bloom Energy Corporation has a twelve month low of $35.85 and a twelve month high of $351.28.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating 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 net margin of 7.87% and a return on equity of 35.45%. The company’s revenue for the quarter was up 165.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, research analysts expect that Bloom Energy Corporation will post 1.93 earnings per share for the current fiscal year.

Institutional Trading of Bloom Energy

A number of hedge funds have recently made changes to their positions in BE. MJT & Associates Financial Advisory Group Inc. grew its stake in shares of Bloom Energy by 49.3% during the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after acquiring an additional 37 shares in the last quarter. Bogart Wealth LLC increased its position in shares of Bloom Energy by 725.0% in the 2nd quarter. Bogart Wealth LLC now owns 132 shares of the company’s stock worth $40,000 after purchasing an additional 116 shares during the last quarter. Carolina Wealth Advisors LLC lifted its position in shares of Bloom Energy by 51.7% during the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock worth $41,000 after purchasing an additional 46 shares during the last quarter. Cape Investment Advisory Inc. acquired a new position in Bloom Energy in the second quarter worth about $54,000. Finally, Blue Trust Inc. raised its stake in Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after buying an additional 51 shares in the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Analyst Ratings Changes

BE has been the subject of several recent research reports. Morgan Stanley reissued an “overweight” rating and set a $310.00 price target on shares of Bloom Energy in a research report on Wednesday, April 29th. Zacks Research upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, July 28th. Sanford C. Bernstein increased their price objective on Bloom Energy from $276.00 to $282.00 and gave the company a “market perform” rating in a research note on Wednesday, July 29th. BMO Capital Markets dropped their price objective on Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a research report on Wednesday, July 29th. Finally, Barclays upped their target price on shares of Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a report on Tuesday, June 23rd. Three research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $246.18.

More Bloom Energy News

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

• Positive Sentiment: Expanded MiTAC partnership reinforces Bloom’s AI data-center opportunity. Bloom will deploy fuel-cell systems for an islanded microgrid as part of its expanded relationship with MiTAC Computing Technology. The agreement supports the investment thesis that onsite, reliable power is becoming increasingly important for rapidly expanding AI infrastructure. Bloom Energy MiTAC partnership announcement
• Positive Sentiment: Manufacturing expansion could support future demand. Bloom is considering an expansion in Fremont that could add hundreds of manufacturing jobs, suggesting management is preparing for growth in fuel-cell systems and AI-related onsite-power demand. Bloom Energy Fremont expansion article
• Neutral Sentiment: Strong quarterly results remain a fundamental support. Bloom recently reported $1.07 billion in quarterly revenue, up 165.5% year over year and above the $826.1 million consensus estimate. EPS of $0.78 also exceeded the $0.39 estimate. However, the stock’s elevated valuation and recent volatility may be limiting the effect of those results. Bloom Energy stock and earnings information
• Negative Sentiment: Repeated law-firm announcements are increasing legal and reputational risk. Several firms are promoting a securities class action covering investors who purchased Bloom shares between February 27, 2025, and July 8, 2026. The complaint reportedly alleges Bloom misled investors about China-related supply-chain exposure and scandium sourcing. The allegations have not been proven, but the continuing publicity is weighing on sentiment; the lead-plaintiff deadline is September 28, 2026. Bloom Energy securities class action announcement
• Negative Sentiment: A director’s stock sale may add to selling pressure. Director John Chambers sold 15,000 shares for approximately $3.08 million, reducing his direct ownership by 6.29%. He retains a substantial position, so the transaction alone does not establish a change in the company’s outlook. SEC insider transaction filing
• Negative Sentiment: Recent momentum has weakened. Articles note that Bloom has fallen roughly 20% over the past month after an exceptionally strong year-to-date rally. Investors appear to be taking profits and reassessing whether AI-driven growth can justify the company’s high valuation while the lawsuit remains unresolved. Bloom Energy recent pullback analysis

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.