Bloom Energy (NYSE:BE) Stock Price Down 7.9% - Here's What Happened

Key Points

• Shares fell 7.9% to about $152.83 on Tuesday with ~10.7M shares traded (12% below average), after closing at $166.00 the prior session.
• Bloom beat quarterly expectations — $0.45 EPS vs $0.25 est and $777.7M revenue vs $647.6M est — and set FY2026 guidance of $1.33–$1.48 EPS, yet analysts still have an average rating of Hold with an average price target of $131.87.
• Insiders sold roughly 268,788 shares (~$45.6M) over the last quarter (insiders own 3.5%), institutional investors hold about 77% of the stock, and analyst price targets range widely (e.g., $98 to $184).

Bloom Energy Corporation (NYSE:BE - Get Free Report) shares traded down 7.9% on Tuesday . The company traded as low as $147.56 and last traded at $152.83. 10,692,774 shares changed hands during trading, a decline of 12% from the average session volume of 12,144,623 shares. The stock had previously closed at $166.00.

Analysts Set New Price Targets

BE has been the subject of several recent research reports. Morgan Stanley raised their price target on Bloom Energy to $184.00 and gave the stock an "overweight" rating in a research report on Friday, February 6th. Wall Street Zen cut Bloom Energy from a "buy" rating to a "hold" rating in a research report on Saturday. Wells Fargo & Company upped their target price on shares of Bloom Energy to $130.00 and gave the company an "equal weight" rating in a report on Friday, February 6th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Bloom Energy in a research note on Tuesday, January 27th. Finally, Daiwa Securities Group set a $98.00 price objective on shares of Bloom Energy in a research report on Tuesday, December 2nd. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of "Hold" and an average price target of $131.87.

Bloom Energy Stock Down 7.9%

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 firm has a market capitalization of $42.88 billion, a price-to-earnings ratio of -402.18, a price-to-earnings-growth ratio of 6.35 and a beta of 3.11. The firm has a 50 day moving average price of $136.29 and a two-hundred day moving average price of $106.53.

Bloom Energy (NYSE:BE - Get Free Report) last issued its 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. The business had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The business's revenue for the quarter was up 35.9% compared to the same quarter last year. During the same quarter last year, the firm posted $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, equities analysts expect that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Insider Transactions at Bloom Energy

In related news, insider Maciej Kurzymski sold 3,264 shares of the business's stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $86.48, for a total transaction of $282,270.72. Following the completion of the sale, the insider owned 90,005 shares of the company's stock, valued at $7,783,632.40. This represents a 3.50% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Aman Joshi sold 10,000 shares of the stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $175.60, for a total value of $1,756,000.00. Following the sale, the insider owned 210,465 shares in the company, valued at $36,957,654. The trade was a 4.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 268,788 shares of company stock valued at $45,575,889 over the last quarter. Insiders own 3.50% of the company's stock.

Institutional Trading of Bloom Energy

Several large investors have recently added to or reduced their stakes in the business. Caitong International Asset Management Co. Ltd bought a new position in shares of Bloom Energy in the fourth quarter valued at approximately $3,665,000. Virtu Financial LLC bought a new position in Bloom Energy during the 4th quarter valued at $360,000. Kovitz Investment Group Partners LLC bought a new stake in shares of Bloom Energy in the 4th quarter worth $1,913,000. Compound Planning Inc. bought a new stake in shares of Bloom Energy in the 4th quarter worth $296,000. Finally, Corient Private Wealth LLC lifted its holdings in shares of Bloom Energy by 3,818.7% in the fourth quarter. Corient Private Wealth LLC now owns 894,797 shares of the company's stock valued at $77,749,000 after buying an additional 871,963 shares during the period. 77.04% of the stock is currently owned by institutional investors and hedge funds.

About Bloom Energy

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.

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