Bloom Energy (NYSE:BE) Shares Gap Down – Should You Sell?

Posted by Francis Steltz on Jul 15th, 2026

Bloom Energy Corporation (NYSE:BE – Get Free Report) gapped down prior to trading on Monday . The stock had previously closed at $244.61, but opened at $231.38. Bloom Energy shares last traded at $238.1180, with a volume of 1,949,869 shares changing hands.

Bloom Energy News Roundup

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

Positive Sentiment: UBS reiterated a Buy rating on Bloom Energy and kept a $350 price target, reinforcing the bullish case that the stock’s recent pullback may be a buying opportunity. UBS says ‘buy the dip’ in Bloom Energy stock
Positive Sentiment: Multiple recent stories highlighted Bloom Energy as an AI infrastructure winner, with demand for alternative power and data-center backup systems supporting the stock’s longer-term growth narrative. Alternative Power Demand Drives Bloom Energy (BE) Higher
Positive Sentiment: Coverage noted Bloom Energy’s expanded AI power partnership and growing exposure to data-center buildouts, which continues to attract investors looking for beneficiaries of rising electricity demand. Bloom Energy Is Expanding This Key AI Power Partnership to $25 Billion. Time to Buy the Fuel Cell Stock?
Neutral Sentiment: Analysts and market commentators continued to debate whether Bloom Energy is still below fair value after a massive multi-year run, suggesting the stock may remain volatile as investors weigh growth against a premium valuation. Bloom Energy (BE) Stock Could Be Below Fair Value After A 12x Run
Negative Sentiment: A new short-seller attack on Bloom Energy’s supply-chain claims added pressure, raising fresh questions about the company’s execution and giving bears a reason to challenge the stock’s rally. Short seller Hunterbrook attacked Bloom Energy’s supply-chain claims. BE stock is bruised, but not broken.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on BE shares. Royal Bank Of Canada reissued an “outperform” rating and set a $335.00 price objective on shares of Bloom Energy in a research note on Wednesday, June 10th. Barclays upped their target price on Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a research note on Tuesday, June 23rd. Truist Financial began coverage on Bloom Energy in a report on Monday. They set a “hold” rating and a $250.00 target price on the stock. Susquehanna raised their price target on Bloom Energy from $293.00 to $298.00 and gave the stock a “positive” rating in a research report on Friday, July 10th. Finally, JPMorgan Chase & Co. boosted their price target on Bloom Energy to $267.00 and gave the stock an “overweight” rating in a report on Wednesday, April 29th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and an average price target of $250.41.

Check Out Our Latest Stock Analysis on BE

Bloom Energy Stock Performance

The stock’s fifty day simple moving average is $281.33 and its two-hundred day simple moving average is $200.48. The company has a market cap of $69.25 billion, a price-to-earnings ratio of -4,868.27 and a beta of 3.73. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03.

Bloom Energy (NYSE:BE – Get Free Report) last released its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, topping analysts’ consensus estimates of $0.12 by $0.32. The business had revenue of $751.05 million during the quarter, compared to the consensus estimate of $539.94 million. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The business’s revenue for the quarter was up 130.4% on a year-over-year basis. During the same period in the prior year, the firm posted $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Equities research analysts anticipate that Bloom Energy Corporation will post 1.4 EPS for the current year.

Insider Activity at Bloom Energy

In other news, insider Satish Chitoori sold 2,837 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $289.11, for a total value of $820,205.07. Following the transaction, the insider directly owned 207,417 shares in the company, valued at $59,966,328.87. This trade represents a 1.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO Maciej Kurzymski sold 2,259 shares of the business’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $288.62, for a total value of $651,992.58. Following the sale, the chief accounting officer owned 79,686 shares of the company’s stock, valued at $22,998,973.32. The trade was a 2.76% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 153,617 shares of company stock valued at $44,003,909 over the last three months. Insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Bloom Energy

Institutional investors have recently bought and sold shares of the business. Brooklands Fund Management Ltd purchased a new stake in shares of Bloom Energy in the fourth quarter worth about $347,560,000. Norges Bank purchased a new stake in shares of Bloom Energy during the 4th quarter valued at about $239,683,000. Jennison Associates LLC lifted its position 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. Amundi boosted its holdings in Bloom Energy by 390.7% in the 4th quarter. Amundi now owns 3,154,197 shares of the company’s stock worth $274,068,000 after acquiring an additional 2,511,426 shares during the period. Finally, Man Group plc boosted its holdings in 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 period. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Bloom Energy Company Profile

(Get Free Report)

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.