BE

Bloom Energy Corp

NYSE · Electrical Industrial Apparatus · Inc. DE · CIK 0001664703
$282.31 +8.02% $74.3B
Insider Selling Cluster (5 insiders)High Impact Filing (8/10)3 New Institutional Positions
Vol
Market Cap$74.3B
Cap SizeLarge Cap
Analyst ConsensusBuy (56%)
Inst. Holders10 funds
Inst. Value$3.7B
Inst. Activity3 buys / 2 sells
Insider Activity0B / 19S
Insider Net $-$84.4M
SEC Reports16
Congressional1 trades
Exchange NYSE·Sector Electrical Industrial Apparatus·Inc. DE·CIK 0001664703·Prev Close $261.34

Recent Activity

May 18, 2026 SEC
Five Bloom Energy insiders sold a total of ~$11.3M in stock within a 7-day window, led by a Director ($6.7M) and includi
CLUSTER — Impact 3/10
May 18, 2026 SEC
Three Bloom Energy insiders (Director, CCO, CAO) sold a combined $9.89M in open-market transactions over a 7-day window.
CLUSTER — Impact 2/10
May 18, 2026 Insider
SODERBERG SHAWN MARIE sold 2,746 shares
See Remarks @ $259.42 ($712.4K)
May 15, 2026 SEC
Two Bloom Energy insiders sold a total of $8.50M in open-market sales over a 7-day window. Director Mary K. Bush sold $6
CLUSTER — Impact 2/10
May 14, 2026 Insider
Joshi Aman sold 4,813 shares
Chief Commercial Officer @ $288.20 ($1.4M)
May 14, 2026 Insider
Chitoori Satish sold 2,111 shares
Chief Operations Officer @ $288.24 ($608.5K)
Inst.
NORGES BANK — NEW
2,758,465 shares ($239.7M)
Inst.
BANK OF AMERICA CORP — TRIM
2,085,231 shares ($181.2M)

Price Targets

$237.38 -15.9% upside Strong Sell
Current $282.31 Low $55.00 Median $257.00 High $335.00 24 analysts
$55.00 $335.00

Analyst Ratings

Hold56% buy · 36 analysts
6Strong Buy
14Buy
15Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 12, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
Apr 30, 2026 Citigroup MAINTAIN Neutral → Neutral
Apr 29, 2026 JP Morgan MAINTAIN Overweight → Overweight
Apr 29, 2026 TD Cowen MAINTAIN Hold → Hold
Apr 29, 2026 RBC Capital MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.39 ▲ +52.5% $0.29 — $0.47 286% YoY 15
Next Q $0.51 ▲ +29.4% $0.39 — $0.60 237% YoY 15
Current FY $2.12 ▲ +51.2% $1.75 — $2.52 180% YoY 21
Next FY $4.20 ▲ +37.3% $1.80 — $5.99 98% YoY 22

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.8B
MORGAN STANLEY$812.6M
NORGES BANK$239.7MNEW
FMR LLC$184.6MDOUBLED
BANK OF AMERICA CORP$181.2MTRIM

Recent Insider Trades

DateInsiderTypeValue
May 18, 2026SODERBERG SHAWNSELL$712.4K
May 14, 2026Joshi AmanSELL$1.4M
May 14, 2026Chitoori SatishSELL$608.5K
May 14, 2026SODERBERG SHAWNSELL$829.4K
May 14, 2026BUSH MARYG$0.00

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Gilbert CisnerosDBUY$1,001 - $15,000
10 institutional holders with $3.7B total value (43,382,684 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES. Net buying activity: 3 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC20,853,477$1.8B48.9%
2MORGAN STANLEY9,352,198$812.6M21.9%
3NORGES BANK2,758,465$239.7M6.5%NEW
4FMR LLC2,124,629$184.6M5.0%DOUBLED +689.5%
5BANK OF AMERICA CORP /DE/2,085,231$181.2M4.9%TRIM -26.0%
6TWO SIGMA INVESTMENTS, LP1,949,677$169.4M4.6%TRIM -62.1%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,844,561$160.3M4.3%NEW
8WELLS FARGO & COMPANY/MN1,413,701$122.8M3.3%TRIM -53.1%
9RENAISSANCE TECHNOLOGIES LLC260,200$22.6M0.6%NEW
10Duquesne Family Office LLC740,545$64.3K0.0%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW2,758,465$239.7M2025-Q4
BANK OF AMERICA CORP /DE/TRIM2,816,6432,085,231-26.0%$181.2M2025-Q4
WELLS FARGO & COMPANY/MNTRIM3,015,5421,413,701-53.1%$122.8M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW260,200$22.6M2025-Q4
Duquesne Family Office LLCNEW740,545$64.3K2025-Q4
UBS Group AGDOUBLED3,881,5938,114,641+109.1%$686.3M2025-Q3
WELLS FARGO & COMPANY/MNDOUBLED785,0753,015,542+284.1%$255.0M2025-Q3
FMR LLCDOUBLED264,0192,084,491+689.5%$176.3M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM4,537,9701,718,112-62.1%$145.3M2025-Q3
NORGES BANKEXIT2,417,2810-100.0%$0.002025-Q3
UBS Group AGTRIM5,323,2633,881,593-27.1%$92.8M2025-Q2
BANK OF AMERICA CORP /DE/ADD1,966,9182,619,387+33.2%$62.7M2025-Q2
NORGES BANKNEW2,417,281$57.8M2025-Q2
FMR LLCDOUBLED25,040264,019+954.4%$6.3M2025-Q2
RENAISSANCE TECHNOLOGIES LLCEXIT173,8000-100.0%$0.002025-Q2
CITADEL ADVISORS LLCADD3,778,0176,136,119+62.4%$120.6M2025-Q1
TWO SIGMA INVESTMENTS, LPADD3,649,2094,832,808+32.4%$95.0M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW173,800$3.4M2025-Q1
FMR LLCTRIM45,30625,040-44.7%$492.3K2025-Q1
NORGES BANKEXIT4,230,1290-100.0%$0.002025-Q1
UBS Group AGDOUBLED1,229,0175,773,573+369.8%$128.2M2024-Q4
CITADEL ADVISORS LLCDOUBLED1,773,8313,778,017+113.0%$83.9M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,643,822$17.4M2024-Q3
11 unique insiders with 19 transactions. Net insider value: -$84.4M ($0.00 bought, $84.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 18, 2026SODERBERG SHAWN MARIESee RemarksSELL2,746$259.42$712.4K
May 14, 2026Joshi AmanChief Commercial OfficerSELL4,813$288.20$1.4M
May 14, 2026Chitoori SatishChief Operations OfficerSELL2,111$288.24$608.5K
May 14, 2026SODERBERG SHAWN MARIESee RemarksSELL2,879$288.10$829.4K
May 14, 2026BUSH MARY KDirectorG3,500$0.00$0.00
May 13, 2026Kurzymski MaciejChief Accounting OfficerSELL6,229$293.36$1.8M
May 7, 2026BUSH MARY KDirectorSELL25,000$266.96$6.7M
Apr 29, 2026SODERBERG SHAWN MARIESee RemarksSELL35,000$279.00$9.8M
Apr 15, 2026SODERBERG SHAWN MARIESee RemarksSELL25,000$225.13$5.6M
Apr 14, 2026Chitoori SatishChief Operations OfficerSELL20,000$204.23$4.1M
Apr 14, 2026SODERBERG SHAWN MARIESee RemarksSELL30,000$204.23$6.1M
Apr 1, 2026Joshi AmanChief Commercial OfficerSELL10,000$135.88$1.4M
Mar 31, 2026IMMELT JEFFREY RDirectorA212$135.49$28.7K
Mar 31, 2026WARNER CYNTHIA JDirectorA166$135.49$22.5K
Mar 24, 2026Kurzymski MaciejChief Accounting OfficerA3,880$0.00$0.00
Mar 19, 2026SODERBERG SHAWN MARIESee RemarksSELL15,410$150.47$2.3M
Mar 17, 2026SODERBERG SHAWN MARIESee RemarksSELL13,074$153.44$2.0M
Mar 16, 2026Joshi AmanChief Commercial OfficerSELL19,944$154.85$3.1M
Mar 16, 2026Kurzymski MaciejSee RemarksSELL7,800$151.85$1.2M
Mar 16, 2026SODERBERG SHAWN MARIESee RemarksSELL13,901$152.59$2.1M
Mar 16, 2026Chitoori SatishChief Operations OfficerSELL3,042$152.59$464.2K
Mar 15, 2026Joshi AmanChief Commercial OfficerA168,750$0.00$0.00
Mar 15, 2026SODERBERG SHAWN MARIESee RemarksA26,975$0.00$0.00
Mar 15, 2026Chitoori SatishChief Operations OfficerA5,903$0.00$0.00
Feb 27, 2026Pinkus Gary SDirectorSELL1,250$165.80$207.3K
Feb 27, 2026Sridhar KRChairman & CEOA300,000$0.00$0.00
Feb 25, 2026SODERBERG SHAWN MARIESee RemarksA12,421$0.00$0.00
Feb 25, 2026SODERBERG SHAWN MARIESee RemarksM20,000$0.00$0.00
Feb 25, 2026Chitoori SatishChief Operations OfficerA15,409$0.00$0.00
Feb 25, 2026Joshi AmanChief Commercial OfficerA19,393$0.00$0.00
Feb 24, 2026Sridhar KRChairman & CEOSELL200,000$170.00$34.0M
Feb 19, 2026IMMELT JEFFREY RDirectorG4,000$0.00$0.00
May 14, 2025CHAMBERS JOHN TDirectorA9,877$0.00$0.00
May 14, 2025ZERVIGON EDDYDirectorA9,877$0.00$0.00
May 14, 2025Pinkus Gary SDirectorA9,877$0.00$0.00
May 14, 2025IMMELT JEFFREY RDirectorA11,112$0.00$0.00
May 14, 2025WARNER CYNTHIA JDirectorA9,877$0.00$0.00
16 SEC filing reports analyzed. Sentiment: 1 bullish, 4 bearish, 1 mixed, 10 neutral. Avg impact: 4.3/10.
NEUTRAL CLUSTER 3/10
Five Bloom Energy insiders sold a total of ~$11.3M in stock within a 7-day window, led by a Director
May 18, 2026
NEUTRAL CLUSTER 2/10
Three Bloom Energy insiders (Director, CCO, CAO) sold a combined $9.89M in open-market transactions
May 18, 2026
NEUTRAL CLUSTER 2/10
Two Bloom Energy insiders sold a total of $8.50M in open-market sales over a 7-day window. Director
May 15, 2026
NEUTRAL 144 2/10
Chief Accounting Officer Shawn Soderberg filed a Form 144 notice of intent to sell 2,879 shares of B
May 14, 2026
NEUTRAL 144 3/10
Director Mary K. Bush filed a Form 144 notice of intent to sell 25,000 shares of Bloom Energy Corp c
May 8, 2026
BULLISH 8-K 8/10
Bloom Energy Q1 2026 revenue soared 130% YoY to $751M, handily beating Street expectations, and the
Apr 28, 2026
NEUTRAL 8-K 2/10
Bloom Energy filed an 8-K to attach a legal opinion from Latham & Watkins LLP regarding the validity
Apr 27, 2026
BEARISH CLUSTER 7/10
Two Bloom Energy insiders sold $9.71 million in shares over two days, including COO Chitoori Satish
Apr 16, 2026
NEUTRAL 144 3/10
Shawn Soderberg, an officer of Bloom Energy Corp, filed a Form 144 to sell up to 25,000 shares, valu
Apr 15, 2026
BEARISH 8-K 6/10
Bloom Energy issued a warrant to Oracle to purchase 3.53 million shares at $113.28 per share, as par
Apr 13, 2026
NEUTRAL DEFA14A 3/10
Bloom Energy Corp (BE) has filed a definitive proxy statement (DEFA14A) for its annual shareholder m
Apr 8, 2026
BEARISH CLUSTER 8/10
Multiple C-suite executives at Bloom Energy, including the COO and CCO, conducted open-market share
Mar 20, 2026
NEUTRAL CLUSTER 4/10
Two insiders at Bloom Energy sold shares in the past week, including Chief Commercial Officer Aman J
Mar 18, 2026
NEUTRAL CLUSTER 2/10
Insider trading cluster at Bloom Energy shows a non-cash award of 300,000 shares to CEO Sridhar KR a
Mar 4, 2026
MIXED INST-CLUSTER 6/10
Three major institutions — Norges Bank, RenTech, and Duquesne — initiated new positions in Bloom Ene
Feb 28, 2026
BEARISH CLUSTER 7/10
Bloom Energy CEO Sridhar KR sold $34M in shares, representing a significant open-market sale. Two ot
Feb 28, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (56% buy). Based on 36 analysts: 6 strong buy, 14 buy, 15 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$237.38 mean target -15.9% upside Strong Sell (2.30)
$55.00 Low $335.00 High
MetricValue
Current Price$282.31
Target Low$55.00
Target Mean$237.38
Target Median$257.00
Target High$335.00
# Analysts24
RecommendationStrong Sell (2.30)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.39 $0.29 $0.47 286.1% +52.5% 13↑ 0↓ $0.8B 103.4% 15
Next Q
2026-09-30
$0.51 $0.39 $0.60 237.4% +29.4% 13↑ 0↓ $0.9B 79.0% 15
Current FY
2026-12-31
$2.12 $1.75 $2.52 179.5% +51.2% 20↑ 0↓ $3.7B 83.5% 21
Next FY
2027-12-31
$4.20 $1.80 $5.99 97.5% +37.3% 18↑ 2↓ $6.2B 67.4% 22

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.386
7d ago$0.387-0.001
30d ago$0.253+0.133
60d ago$0.251+0.135
90d ago$0.253+0.133
18 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 3 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 12, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 30, 2026 Citigroup MAINTAIN Neutral Neutral
Apr 29, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 29, 2026 TD Cowen MAINTAIN Hold Hold
Apr 29, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 29, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 29, 2026 Susquehanna MAINTAIN Positive Positive
Apr 29, 2026 BTIG MAINTAIN Buy Buy
Apr 27, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 22, 2026 Baird MAINTAIN Outperform Outperform
Apr 21, 2026 UBS MAINTAIN Buy Buy
Apr 21, 2026 Citigroup MAINTAIN Neutral Neutral
Apr 14, 2026 Jefferies UPGRADE Underperform Hold
Apr 14, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 9, 2026 Susquehanna MAINTAIN Positive Positive
Mar 27, 2026 Jefferies MAINTAIN Underperform Underperform
Feb 24, 2026 Citigroup INITIATE Neutral
Feb 9, 2026 Mizuho MAINTAIN Neutral Neutral
Feb 6, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 6, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Feb 6, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 6, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Feb 6, 2026 BTIG MAINTAIN Buy Buy
Feb 3, 2026 Roth Capital MAINTAIN Neutral Neutral
Jan 28, 2026 China Renaissance INITIATE Buy
Jan 28, 2026 Barclays INITIATE Equal-Weight
Dec 29, 2025 Clear Street MAINTAIN Hold Hold
Nov 25, 2025 B of A Securities MAINTAIN Underperform Underperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 2026614151056%
Apr 1, 2026614142154%
Mar 1, 2026614142154%
Feb 1, 2026614132156%
Jan 1, 2026613122156%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Jan 30, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Bloom Energy CorpFeb 16, 2026 (18d)

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 28, 2026
earnings_calendar
BE Q1 2026 Earnings After Market Close — 2026-04-28
Apr 27, 2026
short_interest
FTD: BE — 2,941 shares ($0.7M) failed to deliver
Settlement: 20260427, Price: $231.17, FTD Value: $679,870.97, BLOOM ENERGY CORP CL A
Apr 20, 2026
short_interest
FTD: BE — 27,590 shares ($5.7M) failed to deliver
Settlement: 20260420, Price: $207.86, FTD Value: $5,734,857.4, BLOOM ENERGY CORP CL A
Apr 14, 2026
short_volume
Short Volume: BE — 56.2% short (6.7M / 12.0M)
Short: 6,748,417 | Exempt: 42,058 | TRF Vol: 12,009,076 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
short_volume
Short Volume: BE — 55.3% short (2.0M / 3.6M)
Short: 2,017,593 | Exempt: 19,837 | TRF Vol: 3,645,196 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
short_interest
FTD: BE — 25,817 shares ($4.3M) failed to deliver
Settlement: 20260413, Price: $166.70, FTD Value: $4,303,693.9, BLOOM ENERGY CORP CL A
Apr 10, 2026
short_interest
FTD: BE — 20,667 shares ($3.3M) failed to deliver
Settlement: 20260410, Price: $160.13, FTD Value: $3,309,406.71, BLOOM ENERGY CORP CL A
Apr 9, 2026
short_interest
FTD: BE — 16,592 shares ($2.4M) failed to deliver
Settlement: 20260409, Price: $146.78, FTD Value: $2,435,373.76, BLOOM ENERGY CORP CL A
Mar 23, 2026
short_interest
FTD: BE — 7,150 shares ($1.1M) failed to deliver
Settlement: 20260323, Price: $150.12, FTD Value: $1,073,358, BLOOM ENERGY CORP CL A
Mar 20, 2026
short_interest
FTD: BE — 14,273 shares ($2.4M) failed to deliver
Settlement: 20260320, Price: $166.69, FTD Value: $2,379,166.37, BLOOM ENERGY CORP CL A
Mar 16, 2026
short_interest
FTD: BE — 15,508 shares ($2.4M) failed to deliver
Settlement: 20260316, Price: $154.51, FTD Value: $2,396,141.08, BLOOM ENERGY CORP CL A
Mar 13, 2026
short_interest
FTD: BE — 75,432 shares ($11.9M) failed to deliver
Settlement: 20260313, Price: $157.17, FTD Value: $11,855,647.44, BLOOM ENERGY CORP CL A
Mar 10, 2026
short_interest
FTD: BE — 33,139 shares ($5.0M) failed to deliver
Settlement: 20260310, Price: $151.32, FTD Value: $5,014,593.48, BLOOM ENERGY CORP CL A
Feb 23, 2026
short_interest
FTD: BE — 109,792 shares ($16.2M) failed to deliver
Settlement: 20260223, Price: $147.55, FTD Value: $16,199,809.6, BLOOM ENERGY CORP CL A
Feb 19, 2026
short_interest
FTD: BE — 32,079 shares ($5.0M) failed to deliver
Settlement: 20260219, Price: $157.27, FTD Value: $5,045,064.33, BLOOM ENERGY CORP CL A