Mary Bush Sells 25,000 Shares of Bloom Energy (NYSE:BE) Stock

Key Points

• Bloom Energy director Mary Bush sold 25,000 shares on May 7 at an average price of $266.96, totaling about $6.67 million. After the sale, she still held 108,524 shares, reducing her ownership by 18.72%.
• The company reported a strong quarterly beat, posting EPS of $0.44 versus the $0.12 estimate and revenue of $751.05 million versus $539.94 million expected. Revenue rose 130.4% year over year, and Bloom also raised its FY2026 EPS guidance to 1.85-2.25.
• Analyst sentiment remains broadly positive, with several firms lifting price targets, including JPMorgan to $267 and TD Cowen to $235. The stock has a consensus rating of Moderate Buy and a consensus price target of $213.81.

Bloom Energy Corporation (NYSE:BE - Get Free Report) Director Mary Bush sold 25,000 shares of Bloom Energy stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the completion of the sale, the director owned 108,524 shares in the company, valued at approximately $28,971,567.04. This represents a 18.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website.

Bloom Energy Price Performance

Shares of BE traded up $2.83 during midday trading on Friday, hitting $261.47. 14,371,059 shares of the company traded hands, compared to its average volume of 11,324,054. The firm has a 50 day moving average of $179.59 and a 200-day moving average of $141.89. Bloom Energy Corporation has a 52 week low of $17.01 and a 52 week high of $302.99. The stock has a market cap of $73.35 billion, a price-to-earnings ratio of -5,228.31 and a beta of 3.82. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03.

Bloom Energy (NYSE:BE - Get Free Report) last announced its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, beating analysts' consensus estimates of $0.12 by $0.32. The company had revenue of $751.05 million during the quarter, compared to analyst estimates of $539.94 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The firm's revenue for the quarter was up 130.4% on a year-over-year basis. During the same quarter last year, the business posted $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, analysts forecast that Bloom Energy Corporation will post 1.31 EPS for the current fiscal year.

Hedge Funds Weigh In On Bloom Energy

Several hedge funds and other institutional investors have recently modified their holdings of BE. Bayforest Capital Ltd acquired a new stake in Bloom Energy during the 1st quarter worth about $2,055,000. AQR Capital Management LLC purchased a new position in shares of Bloom Energy in the first quarter worth about $1,820,000. NewEdge Advisors LLC lifted its holdings in shares of Bloom Energy by 674.7% during the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company's stock worth $37,000 after purchasing an additional 1,626 shares during the period. Goldman Sachs Group Inc. lifted its holdings in shares of Bloom Energy by 50.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company's stock worth $49,127,000 after purchasing an additional 836,810 shares during the period. Finally, Focus Partners Wealth boosted its position in Bloom Energy by 30.7% in the first quarter. Focus Partners Wealth now owns 20,063 shares of the company's stock valued at $394,000 after buying an additional 4,716 shares during the last quarter. 77.04% of the stock is owned by hedge funds and other institutional investors.

More Bloom Energy News

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

• Positive Sentiment: Bloom Energy is being highlighted as an AI-energy winner after reporting record Q1 2026 revenue of $751.1 million, beating expectations and prompting a major price-target increase from analysts who cited stronger-than-expected demand and an expanded Oracle partnership.
• Positive Sentiment: Jim Cramer called Bloom Energy a “rocket ship,” adding to bullish sentiment around the stock as investors rotate into AI-related infrastructure and non-combustible power generation plays. Jim Cramer on Bloom Energy: “Stock Is a Rocket Ship”
• Positive Sentiment: Several recent articles argue Bloom is among the market’s strongest growth stories, with commentary pointing to its rapid April share-price surge and its potential to keep benefiting from AI capex buildout. Why Bloom Energy Stock Skyrocketed 109% in April
• Positive Sentiment: Industry coverage also notes that Bloom’s recent earnings beat and outlook raise are helping lift the broader fuel-cell and alternative-energy group, reinforcing confidence in the company’s growth trajectory.
• Neutral Sentiment: Some Street coverage remains cautious despite higher price targets, with at least one major firm reiterating a Neutral rating even after sharply lifting its target, suggesting valuation may be getting stretched. Here’s What the Street is Saying About Bloom Energy Corporation (BE)
• Negative Sentiment: Broader alternative-energy commentary warns that tariffs and expiring tax credits could pressure renewable and clean-energy projects, which may create some headwinds for the sector over time.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on BE shares. BMO Capital Markets increased their price target on Bloom Energy to $149.00 and gave the stock a "market perform" rating in a research report on Friday, February 6th. TD Cowen increased their target price on shares of Bloom Energy to $235.00 and gave the stock a "hold" rating in a report on Wednesday, April 29th. Robert W. Baird raised their target price on shares of Bloom Energy to $242.00 and gave the company an "outperform" rating in a research report on Wednesday, April 22nd. Evercore restated an "outperform" rating and issued a $179.00 price target on shares of Bloom Energy in a report on Friday, February 6th. Finally, JPMorgan Chase & Co. upped their price target on shares of Bloom Energy to $267.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 29th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Bloom Energy has a consensus rating of "Moderate Buy" and a consensus price target of $213.81.

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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