Oracle Deal Fuels Surge: Social media lit up after Bloom Energy announced an expanded partnership with Oracle to supply up to 2.8 gigawatts of fuel cell systems for AI data centers, propelling shares to new all-time highs. Traders emphasized the technology's role in bypassing grid limitations for rapid AI infrastructure growth. The stock surged 13% in after-hours trading amid the buzz.
Hedge Fund Triumphs Highlight Momentum: Investors celebrated massive gains, with one hedge fund manager reportedly netting $315 million in a single day on Bloom Energy holdings. Posts touted the firm's $20 billion backlog and revenue doubling as proof of data center demand. UBS raised its price target to $251, reinforcing buy ratings on the AI power play.
Cautious Notes Amid Optimism: A minority voiced concerns over valuations exceeding 500 times net income, urging caution. Yet, the narrative centers on Bloom's pivotal position in solving AI's energy crunch. Discussion sentiment skews strongly bullish.
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 32 times in the past 6 months. Of those trades, 0 have been purchases and 32 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 202,849 shares for an estimated $34,853,897.
- KR SRIDHAR (Chairman & CEO) sold 200,000 shares for an estimated $34,000,000
- AMAN JOSHI (Chief Commercial Officer) has made 0 purchases and 6 sales selling 63,233 shares for an estimated $8,689,634.
- SATISH CHITOORI (Chief Operations Officer) has made 0 purchases and 6 sales selling 43,001 shares for an estimated $7,480,631.
- MARY K BUSH sold 36,000 shares for an estimated $5,141,520
- MACIEJ KURZYMSKI (See Remarks) has made 0 purchases and 3 sales selling 24,169 shares for an estimated $3,355,000.
- JIM H. SNABE sold 20,000 shares for an estimated $2,860,800
- EDDY ZERVIGON sold 20,000 shares for an estimated $2,825,600
- GARY S PINKUS sold 1,250 shares for an estimated $207,250
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Bloom Energy Revenue
Bloom Energy had revenues of $777.7M in Q4 2025. This is an increase of 35.87% from the same period in the prior year.
You can track BE financials on Quiver Quantitative's BE stock page.
Bloom Energy Congressional Stock Trading
Members of Congress have traded $BE stock 3 times in the past 6 months. Of those trades, 2 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 3 times. They made 2 purchases worth up to $30,000 on 01/30, 11/18 and 1 sale worth up to $15,000 on 12/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Bloom Energy Hedge Fund Activity
We have seen 499 institutional investors add shares of Bloom Energy stock to their portfolio, and 318 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SITUATIONAL AWARENESS LP added 10,076,022 shares (+inf%) to their portfolio in Q4 2025, for an estimated $875,505,551
- UBS GROUP AG removed 5,354,383 shares (-66.6%) from their portfolio in Q4 2025, for an estimated $465,242,338
- BLACKROCK, INC. added 3,485,896 shares (+16.9%) to their portfolio in Q4 2025, for an estimated $302,889,503
- WHALE ROCK CAPITAL MANAGEMENT LLC removed 3,341,350 shares (-71.4%) from their portfolio in Q4 2025, for an estimated $290,329,901
- D. E. SHAW & CO., INC. removed 3,019,601 shares (-25.6%) from their portfolio in Q4 2025, for an estimated $262,373,130
- AMUNDI added 2,571,426 shares (+441.2%) to their portfolio in Q4 2025, for an estimated $223,431,205
- TRIVEST ADVISORS LTD removed 2,295,000 shares (-67.1%) from their portfolio in Q4 2025, for an estimated $199,412,550
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Bloom Energy Analyst Ratings
Wall Street analysts have issued reports on $BE in the last several months. We have seen 5 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Underperform" rating on 03/27/2026
- China Renaissance issued a "Buy" rating on 01/28/2026
- B of A Securities issued a "Underperform" rating on 11/25/2025
- Morgan Stanley issued a "Overweight" rating on 10/30/2025
- BTIG issued a "Buy" rating on 10/29/2025
- Susquehanna issued a "Positive" rating on 10/29/2025
- HSBC issued a "Buy" rating on 10/29/2025
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 17 analysts offer price targets for $BE in the last 6 months, with a median target of $165.0.
Here are some recent targets:
- Ben Kallo from Baird set a target price of $242.0 on 04/22/2026
- Manav Gupta from UBS set a target price of $251.0 on 04/21/2026
- Vikram Bagri from Citigroup set a target price of $229.0 on 04/21/2026
- Mark Strouse from JP Morgan set a target price of $231.0 on 04/14/2026
- Dushyant Ailani from Jefferies set a target price of $187.0 on 04/14/2026
- Biju Perincheril from Susquehanna set a target price of $173.0 on 04/09/2026
- Maheep Mandloi from Mizuho set a target price of $110.0 on 02/09/2026
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.
