Portfolio Spotlight: Investors on social media have been highlighting Bloom Energy's role in AI-driven power infrastructure, frequently adding the stock to growth-oriented portfolios alongside peers in energy and data centers. Recent ETF allocations have further spotlighted its position as a key player in supporting large-scale computing demands.
Market Momentum: Discussions point to steady adoption of Bloom Energy's fuel cell technology amid broader energy sector gains, with traders noting strong earnings and expanding deployments that could fuel near-term price action. Some participants report re-entering positions after recent dips, expressing confidence in upcoming rebounds.
Sentiment Shift: Overall commentary reflects growing interest tied to policy signals favoring domestic energy solutions, leading to measured optimism about the company's trajectory in a high-demand environment.
Note: This discussion summary was generated from an AI condensation of post data.
Bloom Energy Insider Trading Activity
Bloom Energy insiders have traded $BE stock on the open market 28 times in the past 6 months. Of those trades, 0 have been purchases and 28 have been sales.
Here’s a breakdown of recent trading of $BE stock by insiders over the last 6 months:
- SHAWN MARIE SODERBERG (See Remarks) has made 0 purchases and 12 sales selling 202,492 shares for an estimated $40,527,173.
- KR SRIDHAR (Chairman & CEO) sold 200,000 shares for an estimated $34,000,000
- AMAN JOSHI (Chief Commercial Officer) has made 0 purchases and 5 sales selling 48,503 shares for an estimated $8,113,963.
- SATISH CHITOORI (Chief Operations Officer) has made 0 purchases and 6 sales selling 43,027 shares for an estimated $7,872,099.
- MACIEJ KURZYMSKI (Chief Accounting Officer) has made 0 purchases and 3 sales selling 17,293 shares for an estimated $3,294,040.
- GARY S PINKUS sold 1,250 shares for an estimated $207,250
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Bloom Energy Revenue
Bloom Energy had revenues of $751.1M in Q1 2026. This is an increase of 151.13% from the same period in the prior year.
You can track BE financials on Quiver Quantitative's BE stock page.
You can access data on BE stock through the Quiver Quantitative API.
Bloom Energy Congressional Stock Trading
Members of Congress have traded $BE stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $BE stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 01/30 and 1 sale worth up to $15,000 on 12/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Bloom Energy Hedge Fund Activity
We have seen 606 institutional investors add shares of Bloom Energy stock to their portfolio, and 407 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GOLDMAN SACHS GROUP INC added 7,094,268 shares (+350.1%) to their portfolio in Q1 2026, for an estimated $961,202,371
- AMERIPRISE FINANCIAL INC removed 5,756,976 shares (-20.1%) from their portfolio in Q1 2026, for an estimated $780,012,678
- BROOKLANDS FUND MANAGEMENT LTD removed 4,000,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $541,960,000
- SITUATIONAL AWARENESS LP removed 3,590,614 shares (-35.6%) from their portfolio in Q1 2026, for an estimated $486,492,290
- D. E. SHAW & CO., INC. removed 3,019,601 shares (-25.6%) from their portfolio in Q4 2025, for an estimated $262,373,130
- JENNISON ASSOCIATES LLC added 2,673,710 shares (+20074.4%) to their portfolio in Q1 2026, for an estimated $362,260,967
- AMUNDI removed 2,394,237 shares (-75.9%) from their portfolio in Q1 2026, for an estimated $324,395,171
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Bloom Energy Analyst Ratings
Wall Street analysts have issued reports on $BE in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 04/29/2026
- Jefferies issued a "Underperform" rating on 03/27/2026
- China Renaissance issued a "Buy" rating on 01/28/2026
To track analyst ratings and price targets for Bloom Energy, check out Quiver Quantitative's $BE forecast page.
Bloom Energy Price Targets
Multiple analysts have issued price targets for $BE recently. We have seen 18 analysts offer price targets for $BE in the last 6 months, with a median target of $226.0.
Here are some recent targets:
- Christine Cho from Barclays set a target price of $254.0 on 05/12/2026
- Vikram Bagri from Citigroup set a target price of $281.0 on 04/30/2026
- Gregory Lewis from BTIG set a target price of $295.0 on 04/29/2026
- Biju Perincheril from Susquehanna set a target price of $293.0 on 04/29/2026
- Michael Blum from Wells Fargo set a target price of $217.0 on 04/29/2026
- Jeffrey Osborne from TD Cowen set a target price of $235.0 on 04/29/2026
- Christopher Dendrinos from RBC Capital set a target price of $335.0 on 04/29/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
