BE Bloom Energy Corp

BEARISH Impact: 7/10 Insider Cluster (4 insiders)
Horizon immediate Filed Feb 24, 2026 Processed 2mo ago
Insider cluster: 2 insiders, $34.2M total
Final — all horizons settled through T+60d ⚠ clustered
BE ▲ +57.24% at T+60d
SHORT call ✗ call lost -57.24% · α vs SPY -50.50% · entry $166.20 → $261.34
Currently $282.31 · -69.86% from $166.20 entry (call sign-flipped)
Entry anchored
Feb 23, 05:58 PM ET
via Databento tick
T+1d
+5.16%
call -5.16% · α -4.32%
$174.77
settled 3mo ago
T+5d
-7.93%
call +7.93% · α +6.90%
$153.02
settled 3mo ago
T+20d
-12.23%
call +12.23% · α +7.24%
$145.88
settled 8w ago
T+60d
+57.24%
call -57.24% · α -50.50%
$261.34
settled yesterday

Price Chart

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Executive Summary

Bloom Energy CEO Sridhar KR sold $34M in shares, representing a significant open-market sale. Two other insiders received non-cash stock awards, while COO Chitoori and CCO Joshi were granted shares at $0 value. The cluster is dominated by the CEO's large sale, which amounts to over 70% of recent 30-day insider selling activity.

Key Financial Metrics

Direction
selling
Total Value
$34.2M
Insiders
4

Actionable Insight

The scale of the CEO's sale is notable and may signal reduced confidence in near-term valuation or upcoming headwinds. Traders should monitor for any follow-up filings, earnings commentary, or guidance changes that may contextualize this divestment.

Key Facts

  • CEO Sridhar KR sold 200,000 shares in an open-market transaction for $34,000,000 at $170 per share
  • COO Chitoori Satish was granted 15,409 shares at $0 (non-cash award)
  • CCO Joshi Aman was granted 19,393 shares at $0 (non-cash award)
  • Another insider, Gary S Pinkus, sold 1,250 shares for $207,250
  • Total open-market sales in the 7-day cluster: $34,207,250
  • Open-market sales represent ~0.072% of Bloom Energy's $47.3B market cap

Financial Impact

$34.2 million in open-market sales by insiders, led by CEO selling $34M

insider sentimentshareholder dilution risk (offset by buybacks if any)market perception

Risk Factors

  • Large insider sale may pressure sentiment, especially given it's CEO-driven
  • Potential misalignment with shareholders if leadership is exiting at scale

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CONTEXT: Insider Cluster Data (4 trades, 7d window)cluster-BE-1772240209897
16 reports for BE
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+5▲ +8.04%Mar 16, 2026
Filters
Rows
Reports for BE — sortable, filterable
Type Now
May 18, 2026
2d ago
Insider Cluster
NEUTRAL ★ 3/10
$258.00 awaiting T+5awaiting T+5$282.31 (+9.42%)
May 18, 2026
2d ago
Insider Cluster
NEUTRAL ★ 2/10
$258.00 awaiting T+5awaiting T+5$282.31 (+9.42%)
May 14, 2026
6d ago
144
NEUTRAL ★ 2/10
$304.13 awaiting T+5awaiting T+5$282.31 (−7.17%)
May 8, 2026
12d ago
144
NEUTRAL ★ 3/10
$261.03 $303.41▲ +16.24%▲ +14.77%$282.31 (+8.15%)
May 7, 2026
13d ago
Insider Cluster
NEUTRAL ★ 2/10
$258.64 $303.41▲ +17.31%▲ +15.01%$282.31 (+9.15%)
Apr 28, 2026
22d ago
8-K
BULLISH ★ 8/10
$287.97 $295.25▲ +2.53%▼ −0.58%$282.31 (−1.97%)
Apr 27, 2026
23d ago
8-K
NEUTRAL ★ 2/10
$234.68 $288.64▲ +22.99%▲ +22.59%$282.31 (+20.30%)
Apr 15, 2026
5w ago
144
NEUTRAL ★ 3/10
$210.06 $237.57▲ +13.10%▲ +12.11%$282.31 (+34.39%)
Apr 14, 2026
5w ago
Insider Cluster
BEARISH ★ 7/10
$219.03 $220.91▼ −0.86%▲ +0.54%$282.31 (−28.89%)
Apr 13, 2026
5w ago
8-K
BEARISH ★ 6/10
$219.03 $220.91▼ −0.86%▲ +0.54%$282.31 (−28.89%)
Showing 10 of 16

US Market Status

Market Closed — Opens Thu (< 1m)

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