Bloom Energy (NYSE:BE) Trading Down 11.2% - Should You Sell?

Key Points

• Shares plunged 11.2% intraday to about $133.38 from a $150.22 close, with ~10.9M shares traded, while analysts are split but the MarketBeat consensus is a "Hold" with a target price of $131.87 (individual targets range roughly $153–$184).
• Bloom beat quarterly estimates—EPS $0.45 vs. $0.25 and revenue $777.7M vs. $647.6M—and set FY2026 guidance of 1.33–1.48 EPS, though some analysts still expect negative EPS for the current fiscal year.
• Insiders sold a total of 370,092 shares (~$61.4M) over the last quarter, reducing their holdings to about 3.6% ownership, which may weigh on investor sentiment.

Shares of Bloom Energy Corporation (NYSE:BE - Get Free Report) dropped 11.2% during trading on Thursday . The company traded as low as $131.50 and last traded at $133.3810. Approximately 10,894,951 shares traded hands during mid-day trading, a decline of 7% from the average daily volume of 11,661,631 shares. The stock had previously closed at $150.22.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the stock. UBS Group reissued a "buy" rating and set a $170.00 price objective on shares of Bloom Energy in a research note on Friday, February 6th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Bloom Energy in a research note on Tuesday, January 27th. Barclays initiated coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They issued an "equal weight" rating and a $153.00 target price on the stock. Robert W. Baird set a $172.00 price target on shares of Bloom Energy in a report on Tuesday, January 27th. Finally, Morgan Stanley upped their price objective on shares of Bloom Energy to $184.00 and gave the company an "overweight" rating in a research report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the company's stock. Based on data from MarketBeat, Bloom Energy has a consensus rating of "Hold" and a consensus target price of $131.87.

Bloom Energy Price Performance

The company has a 50-day moving average of $152.69 and a 200-day moving average of $118.46. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. The firm has a market capitalization of $37.42 billion, a price-to-earnings ratio of -351.00, a price-to-earnings-growth ratio of 5.95 and a beta of 3.11.

Bloom Energy (NYSE:BE - Get Free Report) last announced its earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, topping the consensus estimate of $0.25 by $0.20. The firm 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 quarterly revenue was up 35.9% on a year-over-year basis. During the same period last year, the company posted $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, research analysts anticipate that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Insider Buying and Selling at Bloom Energy

In other Bloom Energy news, insider Shawn Marie Soderberg sold 15,410 shares of the stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $150.47, for a total transaction of $2,318,742.70. Following the completion of the transaction, the insider owned 195,732 shares in the company, valued at approximately $29,451,794.04. This represents a 7.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Aman Joshi sold 19,944 shares of Bloom Energy stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $154.85, for a total value of $3,088,328.40. Following the completion of the sale, the insider directly owned 190,521 shares in the company, valued at $29,502,176.85. This represents a 9.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 370,092 shares of company stock valued at $61,365,925 over the last quarter. 3.60% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Bloom Energy

Hedge funds and other institutional investors have recently bought and sold shares of the company. Hantz Financial Services Inc. boosted its position in Bloom Energy by 45.5% during the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company's stock worth $28,000 after acquiring an additional 100 shares during the last quarter. WPG Advisers LLC raised its holdings in shares of Bloom Energy by 26.4% in the fourth quarter. WPG Advisers LLC now owns 321 shares of the company's stock valued at $28,000 after purchasing an additional 67 shares during the last quarter. Caitong International Asset Management Co. Ltd bought a new stake in shares of Bloom Energy in the fourth quarter worth $28,000. Fifth Third Bancorp bought a new stake in shares of Bloom Energy in the third quarter worth $32,000. Finally, N.E.W. Advisory Services LLC acquired a new position in Bloom Energy during the third quarter worth $32,000. Institutional investors and hedge funds own 77.04% of the company's stock.

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.

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