S&P 500 Inclusion: Market observers are highlighting Bloom Energy's upcoming addition to the S&P 500 as a significant catalyst, noting the move coincides with heightened interest in its role supplying power solutions amid surging AI infrastructure needs.
AI Power Demand: Discussions emphasize how the company's fuel cell technology positions it to address data center energy bottlenecks, with some pointing to recent price strength and potential for continued upward movement based on these trends.
Technical Momentum: Traders are referencing chart patterns such as pennant formations and EMA crossovers, with commentary suggesting targets above current levels if support holds, though volatility remains a noted factor.
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 24 times in the past 6 months. Of those trades, 0 have been purchases and 24 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 9 sales selling 129,846 shares for an estimated $28,883,332.
- JOHN T CHAMBERS has made 0 purchases and 3 sales selling 85,000 shares for an estimated $23,206,650.
- AMAN JOSHI (Chief Commercial Officer) has made 0 purchases and 5 sales selling 31,391 shares for an estimated $7,411,318.
- JEFFREY R IMMELT sold 30,000 shares for an estimated $7,167,300
- SATISH CHITOORI (Chief Operations Officer) has made 0 purchases and 4 sales selling 27,001 shares for an estimated $6,009,366.
- MACIEJ KURZYMSKI (Chief Accounting Officer) has made 0 purchases and 2 sales selling 8,488 shares for an estimated $2,479,332.
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 $1.1B in Q2 2026. This is an increase of 165.52% 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, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $BE stock by members of Congress over the last 6 months:
- REPRESENTATIVE NANCY PELOSI has traded it 2 times. They made 2 purchases worth up to $6,000,000 on 07/28, 07/24 and 0 sales.
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 787 institutional investors add shares of Bloom Energy stock to their portfolio, and 520 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 8,085,893 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,447,599,811
- BLACKROCK, INC. removed 6,618,470 shares (-26.4%) from their portfolio in Q2 2026, for an estimated $2,003,410,869
- GOLDMAN SACHS GROUP INC added 4,830,139 shares (+53.0%) to their portfolio in Q2 2026, for an estimated $1,462,083,075
- AMERIPRISE FINANCIAL INC removed 4,754,452 shares (-20.8%) from their portfolio in Q2 2026, for an estimated $1,439,172,620
- D. E. SHAW & CO., INC. removed 4,640,008 shares (-52.7%) from their portfolio in Q2 2026, for an estimated $1,404,530,421
- 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
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 1 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
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 16 analysts offer price targets for $BE in the last 6 months, with a median target of $278.5.
Here are some recent targets:
- Ben Kallo from Baird set a target price of $310.0 on 07/09/2026
- Julien Dumoulin-Smith from Jefferies set a target price of $246.0 on 07/06/2026
- Chip Moore from Roth Capital set a target price of $285.0 on 07/01/2026
- Nicholas Amicucci from Evercore ISI Group set a target price of $350.0 on 07/01/2026
- Manav Gupta from UBS set a target price of $350.0 on 07/01/2026
- Christine Cho from Barclays set a target price of $276.0 on 06/23/2026
- Sunaina Ocalan from Bernstein set a target price of $276.0 on 06/17/2026
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.
