Bloom Energy (NYSE:BE) Trading Down 2.1% – Here’s Why

Bloom Energy Corporation (NYSE:BE) was down 2.1% during trading on Thursday . The stock traded as low as $202.27 and last traded at $209.2610. Approximately 8,868,616 shares traded hands during trading, a decline of 23% from the average daily volume of 11,469,890 shares. The stock had previously closed at $213.84.

Key Bloom Energy News

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

• Positive Sentiment: Oracle framework could unlock large, multi-year demand for Bloom’s fuel cells (up to 2.8 GW) and validates Bloom as an AI/datacenter power supplier — a major catalyst for re-rating the company. Read More.
• Positive Sentiment: JPMorgan raised its price target to $231, signaling institutional conviction that the Oracle deal and data-center demand justify higher valuation assumptions. Read More.
• Positive Sentiment: Sector tailwinds — rising global clean-energy spending and battery/storage demand — support longer-term growth prospects for Bloom’s stationary power business and potential demand beyond Oracle. Read More.
• Positive Sentiment: Technical momentum: BE moved above its 50- and 200-day SMAs after a multi-week rally, attracting momentum traders and amplifying short-term upside. Read More.
• Neutral Sentiment: Short-term pullback/profit-taking: After the headline-driven surge, the stock has seen intraday and overnight weakness as traders lock gains; this is a common sharp-volatility pattern around big corporate news. Read More.
• Negative Sentiment: Some sell-side firms trimmed price targets ahead of Q1, reflecting caution around execution, margins, or the pace of commercial deployments — a headwind to near-term sentiment. Read More.
• Negative Sentiment: Macro/rotation risk: News of a potential Middle East ceasefire triggered a market shift away from defensive and energy-exposed names, pressuring Bloom alongside the broader energy sector. Read More.
• Negative Sentiment: Analyst/commentary warnings about an ‘overreaction’ and mean-reversion risks highlight downside if Oracle volume/timing or other large-customer wins fall short of investor expectations. Read More.

Analyst Ratings Changes

Several equities research analysts have recently commented on BE shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, January 27th. UBS Group reaffirmed a “cautious” rating and set a $155.00 target price on shares of Bloom Energy in a report on Tuesday. Morgan Stanley increased their price objective on Bloom Energy to $184.00 and gave the stock an “overweight” rating in a research note on Friday, February 6th. Jefferies Financial Group raised Bloom Energy from an “underperform” rating to a “hold” rating and set a $187.00 price objective for the company in a research note on Tuesday. Finally, Wall Street Zen downgraded Bloom Energy from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Bloom Energy has a consensus rating of “Hold” and a consensus price target of $144.27.

Bloom Energy Stock Performance

The firm has a 50 day moving average of $152.90 and a 200-day moving average of $126.93. The stock has a market capitalization of $58.71 billion, a PE ratio of -550.69, a P/E/G ratio of 8.92 and a beta of 3.18. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.25 by $0.20. The firm had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The business’s revenue for the quarter was up 35.9% on a year-over-year basis. During the same period in the prior year, the business earned $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Research analysts forecast that Bloom Energy Corporation will post -0.23 earnings per share for the current year.

Insider Transactions at Bloom Energy

In other Bloom Energy news, CEO Kr Sridhar sold 200,000 shares of the company’s stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total value of $34,000,000.00. Following the transaction, the chief executive officer directly owned 2,189,869 shares of the company’s stock, valued at $372,277,730. This represents a 8.37% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Shawn Marie Soderberg sold 29,807 shares of the company’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $153.78, for a total value of $4,583,720.46. Following the completion of the transaction, the insider directly owned 224,216 shares in the company, valued at approximately $34,479,936.48. The trade was a 11.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 380,092 shares of company stock valued at $62,724,725. 3.60% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the company. WPG Advisers LLC increased its position in Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after purchasing an additional 67 shares during the last quarter. Orion Capital Management LLC increased its position in Bloom Energy by 0.7% in the 4th quarter. Orion Capital Management LLC now owns 12,083 shares of the company’s stock worth $1,050,000 after purchasing an additional 83 shares during the last quarter. Ritholtz Wealth Management increased its position in Bloom Energy by 1.5% in the 4th quarter. Ritholtz Wealth Management now owns 5,765 shares of the company’s stock worth $501,000 after purchasing an additional 87 shares during the last quarter. CoreCap Advisors LLC increased its position in Bloom Energy by 7.3% in the 4th quarter. CoreCap Advisors LLC now owns 1,295 shares of the company’s stock worth $113,000 after purchasing an additional 88 shares during the last quarter. Finally, Reliant Investment Management LLC increased its position in Bloom Energy by 3.6% in the 4th quarter. Reliant Investment Management LLC now owns 2,556 shares of the company’s stock worth $222,000 after purchasing an additional 90 shares during the last quarter. 77.04% of the stock is owned by institutional investors and hedge funds.

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.