S&P 500 Inclusion: Social media buzz centers on Bloom Energy's addition to the S&P 500, which many see as a catalyst for increased institutional interest and visibility in the clean energy space.
AI Power Demand: Discussions highlight the company's fuel cell technology as well positioned to meet surging electricity needs from data centers, with observers noting strong alignment with broader artificial intelligence infrastructure trends.
Notable Trades: Reports of significant pre-announcement purchases have sparked debate over timing and market signals, though sentiment remains focused on the company's growth prospects amid these developments.
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 30 times in the past 6 months. Of those trades, 0 have been purchases and 30 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 11 sales selling 159,653 shares for an estimated $33,467,053 .
. 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 6 sales selling 51,335 shares for an estimated $10,499,646 .
. SATISH CHITOORI (Chief Operations Officer) has made 0 purchases and 6 sales selling 45,965 shares for an estimated $8,938,430 .
. JEFFREY R IMMELT sold 30,000 shares for an estimated $7,167,300
MACIEJ KURZYMSKI (Chief Accounting Officer) has made 0 purchases and 3 sales selling 16,288 shares for an estimated $3,663,762.
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.
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Bloom Energy had revenues of $1.1B in Q2 2026. This is an increase of 174.27% 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:
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 521 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
on 07/09/2026 Julien Dumoulin-Smith from Jefferies set a target price of $246.0 on 07/06/2026
on 07/06/2026 Chip Moore from Roth Capital set a target price of $285.0 on 07/01/2026
on 07/01/2026 Nicholas Amicucci from Evercore ISI Group set a target price of $350.0 on 07/01/2026
on 07/01/2026 Manav Gupta from UBS set a target price of $350.0 on 07/01/2026
on 07/01/2026 Christine Cho from Barclays set a target price of $276.0 on 06/23/2026
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.
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