Insider Selling: Bloom Energy (NYSE:BE) Insider Sells 35,000 Shares of Stock

Key Points

• Insider sale: Director Shawn Marie Soderberg sold 35,000 shares on April 29 at an average of $279, generating $9.765 million and reducing her holding by 9.29% to 341,731 shares (≈$95.3M).
• Recent selling trend: The April 29 sale is part of a larger Feb–Apr selling spree of about 196,867 shares for roughly $39 million in proceeds.
• Company context: Despite the insider sales, Bloom shares rallied after a blowout Q1 (revenue $751.05M, EPS $0.44) and the company raised FY‑2026 EPS guidance to $1.85–$2.25, pushing the stock near $290.

Bloom Energy Corporation (NYSE:BE - Get Free Report) insider Shawn Marie Soderberg sold 35,000 shares of the company's stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $279.00, for a total transaction of $9,765,000.00. Following the sale, the insider owned 341,731 shares of the company's stock, valued at $95,342,949. This represents a 9.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

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 transaction of $5,628,250.00.
• On Tuesday, April 14th, Shawn Marie Soderberg sold 30,000 shares of Bloom Energy stock. The stock was sold at an average price of $204.23, for a total value of $6,126,900.00.
• On Thursday, March 19th, Shawn Marie Soderberg sold 15,410 shares of Bloom Energy stock. The stock was 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 stock was 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 stock was 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 stock was 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 stock was 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 stock was sold at an average price of $139.56, for a total value of $465,013.92.

Bloom Energy Trading Up 2.4%

Shares of BE stock traded up $6.71 during trading hours on Friday, reaching $290.07. The company's stock had a trading volume of 9,510,764 shares, compared to its average volume of 11,392,730. The stock has a market capitalization of $81.38 billion, a P/E ratio of -5,800.32, a P/E/G ratio of 11.64 and a beta of 3.18. Bloom Energy Corporation has a one year low of $16.05 and a one year high of $296.50. The firm's fifty day simple moving average is $172.25 and its 200 day simple moving average is $138.03. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54.

Bloom Energy (NYSE:BE - Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, beating the consensus estimate of $0.12 by $0.32. Bloom Energy had a return on equity of 22.95% and a net margin of 0.25%.The company had revenue of $751.05 million for the quarter, compared to analyst estimates of $539.94 million. During the same period in the previous year, the company posted $0.03 earnings per share. The firm's revenue was up 130.4% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Equities research analysts expect that Bloom Energy Corporation will post 0.99 EPS for the current year.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the company. Truist Financial set a $68.00 price target on Bloom Energy in a report on Friday, January 9th. JPMorgan Chase & Co. upped their price target on Bloom Energy to $267.00 and gave the company an "overweight" rating in a report on Wednesday. BMO Capital Markets upped their price target on Bloom Energy to $149.00 and gave the company a "market perform" rating in a report on Friday, February 6th. Evercore reaffirmed an "outperform" rating and set a $179.00 price target on shares of Bloom Energy in a report on Friday, February 6th. Finally, TD Cowen upped their price target on Bloom Energy to $235.00 and gave the company a "hold" rating in a report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $205.27.

More Bloom Energy News

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

• Positive Sentiment: Blowout Q1 and upgraded guidance — Bloom reported a large revenue and EPS beat (Q1 revenue far above estimates, EPS swung to profit) and raised FY‑2026 EPS guidance to $1.85–$2.25, which is the primary fundamental driver behind the rally. Bloom Energy Corp (BE) Q1 2026 Earnings Call Highlights
• Positive Sentiment: AI/data-center demand ramp — Multiple reports highlight Bloom’s role as an on‑site power solution for data centers and AI clusters, with the company ramping fuel-cell production and deployments; investors are re‑rating BE as a data‑center power growth play. Bloom Energy May Be Solving AI’s Biggest Power Problem
• Positive Sentiment: Institutional interest and momentum — Reports that Stanley Druckenmiller has built a large position, plus coverage noting BE as one of April’s top industrial performers, are reinforcing momentum and retail/institutional attention. Druckenmiller Made 400% on SanDisk — Now He’s All In on Bloom Energy (BE)
• Positive Sentiment: Technical breakout / all-time highs — Traders are pushing the stock to new highs following the quarter and guidance lift, which attracts momentum buyers and breakout traders. Why Bloom Energy Stock Hit All-Time Highs Today
• Neutral Sentiment: Analyst moves — JPMorgan raised its rating to Overweight and lifted its target (note: the new $267 target is below intraday levels), signaling institutional analyst support but also reflecting mixed views on near‑term upside. JPMorgan price target update
• Negative Sentiment: Valuation and risk — Several analysts and outlets warn valuation is stretched after the surge; BE’s high beta and rapid run from its 52‑week low make it vulnerable to sharp pullbacks if execution or bookings slow. Bloom Energy Is Now a Data Center Stock. Buy Its Shares Now.
• Negative Sentiment: Meme/volatility concerns — Coverage noting a “meme‑stock” dynamic and heavy retail interest suggests sentiment‑driven swings; investors should expect elevated intraday and short‑term volatility. Bloom Energy shares rocket higher by 20%

Hedge Funds Weigh In On Bloom Energy

A number of hedge funds have recently made changes to their positions in BE. Blue Trust Inc. lifted its holdings in shares of Bloom Energy by 37.2% in the 1st quarter. Blue Trust Inc. now owns 188 shares of the company's stock valued at $25,000 after buying an additional 51 shares during the period. HB Wealth Management LLC lifted its holdings in shares of Bloom Energy by 1.6% in the 1st quarter. HB Wealth Management LLC now owns 3,442 shares of the company's stock valued at $466,000 after buying an additional 54 shares during the period. WPG Advisers LLC lifted its holdings in shares of Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company's stock valued at $28,000 after buying an additional 67 shares during the period. Cedar Mountain Advisors LLC lifted its holdings in shares of Bloom Energy by 29.0% in the 1st quarter. Cedar Mountain Advisors LLC now owns 334 shares of the company's stock valued at $45,000 after buying an additional 75 shares during the period. Finally, Orion Capital Management LLC lifted its holdings in shares of Bloom Energy by 0.7% in the 4th quarter. Orion Capital Management LLC now owns 12,083 shares of the company's stock valued at $1,050,000 after buying an additional 83 shares during the period. Institutional investors 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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