Recent discussions on X about Bloom Energy (BE) have centered around the company's significant stock rally, with shares surging nearly 70% in the past month, as noted in various online posts and news updates. Many users are highlighting the company's record growth and strategic moves, particularly in the clean tech sector with a focus on fuel cells for data centers. The buzz intensified after the CEO's comments on potential partnerships with hyperscalers, sparking curiosity about future contracts.
However, not all chatter is uniformly positive, as some express skepticism about the sustainability of this momentum given recent executive share sales reported in SEC filings. There’s a mix of optimism for Bloom Energy’s role in the hydrogen economy and caution about market reactions to their latest earnings call, which showed strong revenue but a tepid investor response. This dynamic keeps the conversation lively and speculative on the platform.
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 17 times in the past 6 months. Of those trades, 0 have been purchases and 17 have been sales.
Here’s a breakdown of recent trading of $BE stock by insiders over the last 6 months:
- ECOPLANT CO., LTD. SK sold 10,000,000 shares for an estimated $276,000,000
- SHAWN MARIE SODERBERG (See Remarks) has made 0 purchases and 5 sales selling 58,516 shares for an estimated $2,322,015.
- KR SRIDHAR (Chairman & CEO) has made 0 purchases and 2 sales selling 78,028 shares for an estimated $1,631,045.
- SATISH CHITOORI (Chief Operations Officer) has made 0 purchases and 5 sales selling 25,599 shares for an estimated $1,067,555.
- AMAN JOSHI (Chief Commercial Officer) has made 0 purchases and 2 sales selling 9,528 shares for an estimated $303,018.
- MACIEJ KURZYMSKI (See Remarks) has made 0 purchases and 2 sales selling 9,745 shares for an estimated $224,598.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Bloom Energy Hedge Fund Activity
We have seen 203 institutional investors add shares of Bloom Energy stock to their portfolio, and 235 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 4,412,420 shares (+27.3%) to their portfolio in Q2 2025, for an estimated $105,545,086
- AMERIPRISE FINANCIAL INC added 3,773,476 shares (+9.1%) to their portfolio in Q2 2025, for an estimated $90,261,545
- D. E. SHAW & CO., INC. added 2,375,797 shares (+66.0%) to their portfolio in Q2 2025, for an estimated $56,829,064
- PUBLIC INVESTMENT FUND removed 2,294,963 shares (-60.3%) from their portfolio in Q2 2025, for an estimated $54,895,514
- CITADEL ADVISORS LLC removed 2,117,020 shares (-64.7%) from their portfolio in Q2 2025, for an estimated $50,639,118
- WHALE ROCK CAPITAL MANAGEMENT LLC removed 1,924,085 shares (-48.7%) from their portfolio in Q2 2025, for an estimated $46,024,113
- SQUAREPOINT OPS LLC added 1,844,516 shares (+449.0%) to their portfolio in Q2 2025, for an estimated $44,120,822
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 8 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 07/25/2025
- Susquehanna issued a "Positive" rating on 07/21/2025
- JP Morgan issued a "Overweight" rating on 07/09/2025
- Piper Sandler issued a "Overweight" rating on 05/05/2025
- Mizuho issued a "Outperform" rating on 05/05/2025
- Morgan Stanley issued a "Overweight" rating on 05/01/2025
- Baird issued a "Outperform" rating on 04/15/2025
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 14 analysts offer price targets for $BE in the last 6 months, with a median target of $26.5.
Here are some recent targets:
- Stephen Byrd from Morgan Stanley set a target price of $44.0 on 08/01/2025
- Michael Blum from Wells Fargo set a target price of $38.0 on 08/01/2025
- Manav Gupta from UBS set a target price of $41.0 on 07/25/2025
- Chip Moore from Roth Capital set a target price of $25.0 on 07/22/2025
- Biju Perincheril from Susquehanna set a target price of $30.0 on 07/21/2025
- Maheep Mandloi from Mizuho set a target price of $31.0 on 07/14/2025
- Mark Strouse from JP Morgan set a target price of $33.0 on 07/09/2025
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.
