Bloom Energy (NYSE:BE) Trading Down 14% – Here’s What Happened

Posted by Stanley Muller on Jul 18th, 2026

Bloom Energy Corporation (NYSE:BE – Get Free Report)’s share price fell 14% on Thursday . The company traded as low as $204.56 and last traded at $205.9360. 16,182,285 shares were traded during trading, an increase of 38% from the average daily volume of 11,739,627 shares. The stock had previously closed at $239.38.

Bloom Energy News Summary

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

Positive Sentiment: IDF and Oaktree announced a $1.7 billion investment to deploy Bloom Energy fuel cells for Nebius’ AI infrastructure, supporting growth in Bloom’s core power technology and strengthening its AI-related revenue opportunity. Reuters article
Positive Sentiment: Additional coverage and commentary have highlighted Bloom Energy’s strong stock performance and momentum, with analysts describing it as a stock benefiting from solid quarterly results and long-term gains. Yahoo Finance article
Neutral Sentiment: Bloom Energy has also appeared on momentum screens and in analyst-style market commentary, which may support trading interest but does not change the company’s fundamentals. Zacks article
Negative Sentiment: Two law firms announced securities-fraud investigations into Bloom Energy following a short report, creating headline risk and raising concerns about potential disclosures or litigation. Business Wire article
Negative Sentiment: Short-seller commentary and related reports have argued Bloom may face supply-chain risks and valuation concerns, which could pressure sentiment despite the AI deal news. Barchart article

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on BE shares. Robert W. Baird restated an “outperform” rating and set a $310.00 price target on shares of Bloom Energy in a research report on Thursday, July 9th. Barclays boosted their target price on Bloom Energy from $254.00 to $276.00 and gave the stock an “equal weight” rating in a research report on Tuesday, June 23rd. TD Cowen raised their price target on Bloom Energy to $235.00 and gave the company a “hold” rating in a report on Wednesday, April 29th. UBS Group boosted their price objective on Bloom Energy from $322.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, July 1st. Finally, Sanford C. Bernstein started coverage on shares of Bloom Energy in a research report on Tuesday, June 16th. They set a “market perform” rating and a $276.00 target price for the company. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Bloom Energy has an average rating of “Hold” and a consensus price target of $250.41.

Check Out Our Latest Research Report on BE

Bloom Energy Price Performance

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 $60.84 billion, a PE ratio of -4,276.78 and a beta of 3.73. The business has a fifty day moving average price of $278.38 and a 200-day moving average price of $202.41.

Bloom Energy (NYSE:BE – Get Free Report) last released its earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, topping analysts’ consensus estimates of $0.12 by $0.32. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The company had revenue of $751.05 million during the quarter, compared to the consensus estimate of $539.94 million. During the same quarter in the previous year, the company posted $0.03 EPS. Bloom Energy’s quarterly revenue was up 130.4% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Research analysts expect that Bloom Energy Corporation will post 1.43 EPS for the current fiscal year.

Insider Buying and Selling

In other news, insider Aman Joshi sold 8,343 shares of the company’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $300.37, for a total value of $2,505,986.91. Following the completion of the sale, the insider owned 163,807 shares of the company’s stock, valued at approximately $49,202,708.59. This represents a 4.85% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Maciej Kurzymski sold 2,259 shares of Bloom Energy stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $288.62, for a total transaction of $651,992.58. Following the completion of the transaction, the chief accounting officer owned 79,686 shares in the company, valued at approximately $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 have sold 153,617 shares of company stock worth $44,003,909 in the last ninety days. 3.00% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Bloom Energy

A number of hedge funds and other institutional investors have recently modified their holdings of BE. Tema ETFs LLC boosted its holdings in Bloom Energy by 60.8% during the 2nd quarter. Tema ETFs LLC now owns 113,313 shares of the company’s stock valued at $34,300,000 after acquiring an additional 42,828 shares during the period. E. Ohman J or Asset Management AB increased its stake in Bloom Energy by 21.2% in the 2nd quarter. E. Ohman J or Asset Management AB now owns 9,214 shares of the company’s stock worth $2,789,000 after purchasing an additional 1,610 shares during the period. Carolina Wealth Advisors LLC lifted its position in Bloom Energy by 51.7% in the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock valued at $41,000 after purchasing an additional 46 shares during the last quarter. Fulton Bank N.A. bought a new stake in Bloom Energy in the second quarter valued at approximately $295,000. Finally, Veery Capital LLC purchased a new stake in shares of Bloom Energy during the second quarter valued at approximately $202,000. Institutional investors own 77.04% of the company’s stock.

About Bloom Energy

(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.