Bloom Energy (NYSE:BE) Insider Shawn Marie Soderberg Sells 30,000 Shares

Key Points

• Insider sale: Shawn Marie Soderberg sold 30,000 shares on April 14 at an average price of $204.23 (~$6.13M), cutting her stake by 15.33% to 165,732 shares valued around $33.85M; she has executed several other large sales this quarter.
• Stock rally and drivers: BE has run roughly 92% over six months and reached a 52-week high of $229.55, fueled by an Oracle deal (up to 2.8 GW) and demand for clean power for AI data centers, with the stock trading above its 50- and 200-day moving averages.
• Financials and analyst view: Bloom beat Q1 estimates with $0.45 EPS and revenue up 35.9%, set FY26 guidance of $1.33–1.48 EPS, but analysts are mixed (consensus "Hold" with a $144.27 target), leaving upside tied to execution on large contracts.

Bloom Energy Corporation (NYSE:BE - Get Free Report) insider Shawn Marie Soderberg sold 30,000 shares of the company's stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $204.23, for a total value of $6,126,900.00. Following the sale, the insider owned 165,732 shares of the company's stock, valued at approximately $33,847,446.36. This represents a 15.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.

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 shares were sold at an average price of $225.13, for a total value of $5,628,250.00.
• On Thursday, March 19th, Shawn Marie Soderberg sold 15,410 shares of Bloom Energy stock. The shares were sold at an average price of $150.47, for a total value of $2,318,742.70.
• On Tuesday, March 17th, Shawn Marie Soderberg sold 13,074 shares of Bloom Energy stock. The shares were sold at an average price of $153.44, for a total value of $2,006,074.56.
• On Monday, March 16th, Shawn Marie Soderberg sold 29,807 shares of Bloom Energy stock. The shares were sold at an average price of $153.78, for a total value of $4,583,720.46.
• On Wednesday, February 25th, Shawn Marie Soderberg sold 20,000 shares of Bloom Energy stock. The shares were sold at an average price of $180.00, for a total value 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 value 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 value of $465,013.92.

Bloom Energy Stock Performance

Shares of BE traded down $4.58 on Thursday, reaching $209.26. 8,880,255 shares of the company's stock traded hands, compared to its average volume of 10,452,672. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. The stock has a market cap of $58.71 billion, a PE ratio of -550.69, a PEG ratio of 8.71 and a beta of 3.18. The stock's 50 day simple moving average is $154.36 and its two-hundred day simple moving average is $127.51. Bloom Energy Corporation has a 52-week low of $16.01 and a 52-week high of $229.55.

Bloom Energy (NYSE:BE - Get Free Report) last issued its quarterly earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, beating analysts' consensus estimates of $0.25 by $0.20. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The company had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. During the same period last year, the business posted $0.43 earnings per share. Bloom Energy's revenue was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, analysts forecast that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the company. Barclays started coverage on Bloom Energy in a research report on Wednesday, January 28th. They issued an "equal weight" rating and a $153.00 price objective on the stock. China Renaissance started coverage on Bloom Energy in a research report on Wednesday, January 28th. They set a "buy" rating and a $207.00 price target on the stock. Zacks Research upgraded Bloom Energy from a "hold" rating to a "strong-buy" rating in a report on Tuesday, April 7th. Susquehanna lowered their price objective on Bloom Energy to $173.00 and set a "positive" rating for the company in a research report on Thursday, April 9th. Finally, JPMorgan Chase & Co. boosted their target price on shares of Bloom Energy to $231.00 and gave the company an "overweight" rating in a report on Tuesday. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of "Hold" and a consensus target price of $144.27.

Institutional Investors Weigh In On Bloom Energy

A number of large investors have recently made changes to their positions in the company. Lincoln Capital Corp bought a new position in Bloom Energy in the 1st quarter worth $486,000. Sheets Smith Wealth Management bought a new stake in Bloom Energy during the first quarter worth approximately $602,000. Fortem Financial Group LLC grew its stake in shares of Bloom Energy by 11.8% during the first quarter. Fortem Financial Group LLC now owns 4,750 shares of the company's stock valued at $644,000 after buying an additional 500 shares during the last quarter. Diversified Trust Co grew its stake in shares of Bloom Energy by 260.5% during the first quarter. Diversified Trust Co now owns 17,468 shares of the company's stock valued at $2,367,000 after buying an additional 12,623 shares during the last quarter. Finally, World Investment Advisors bought a new position in shares of Bloom Energy during the fourth quarter valued at approximately $1,112,000. 77.04% of the stock is currently owned by institutional investors.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Oracle deal expansion — Oracle agreed to buy up to 2.8 gigawatts of Bloom fuel-cell systems (1.2 GW already contracted), a deal that transforms Bloom’s revenue runway and underpins the recent rally. Deployment is underway and could drive multi-year sales to hyperscalers. Bloom Energy Is Soaring. Here's Why.
• Positive Sentiment: Technical breakout and AI demand — BE is trading above its 50- and 200-day moving averages after a ~92% six-month run, driven by expectations for clean, resilient power for AI data centers. Technical momentum attracts momentum traders and quant flows. Bloom Energy Surges Past 50 & 200-Day SMAs: How to Trade the Stock?
• Positive Sentiment: Analyst support — JPMorgan raised its price target to $231, reflecting improved revenue visibility from large enterprise/hyperscaler contracts; analyst upgrades/target increases helped fuel recent upside. JPMorgan Chase & Co. Raises Bloom Energy NYSE: BE Price Target to $231.00
• Positive Sentiment: Sector tailwinds — Broader increases in global clean-energy spending and rising battery/storage demand support long-term addressable market expansion for Bloom and peers. Renewable Energy & Battery Stocks to Buy As Global Clean Energy Spending Rises
• Neutral Sentiment: Retail/hedge fund interest story — High-profile retail/individual trades (e.g., a widely reported investor who parlayed a stake in Bloom into big gains) draw headlines and can amplify volatility but don't change fundamentals. 24-Year-Old Turns $875 Million Into $2.2 Billion Via Bloom Energy Stock
• Negative Sentiment: Analyst caution and earlier downgrades — Some firms (Susquehanna, Jefferies) trimmed targets ahead of Q1, citing execution and margin uncertainty; mixed analyst views increase short-term risk despite headline deals. Susquehanna and Jefferies Lower Bloom Energy (BE) Price Targets Ahead of Q1 Earnings
• Negative Sentiment: Profit-taking and macro headlines — After the big surge on the Oracle news, traders have taken profits and broader market catalysts (e.g., a sudden shift after ceasefire headlines) briefly pushed cyclical/energy names lower, contributing to today's pullback. Johnson Controls, ESAB, Illinois Tool Works, Bloom Energy, and Kennametal Stocks Trade Down, What You Need To Know

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.