Bloom Energy experienced heavy put trading activity, indicating bearish sentiment. On April 4, 2025, 9,693 puts traded, with significant activity in the 15 and 14 April weekly options. The Put/Call Ratio reached 1.71, and ATM IV increased by over 21 points. Earnings are anticipated on May 8, 2025.

Insiders have been trading stocks in Kroger, AST SpaceMobile, Dominion, Prospect, and Bloom. Kroger's top executives, including Yael Cosset and Mary Ellen Adcock, sold significant shares, raising questions about the company's future. AST SpaceMobile also saw notable stock sales by COO Shanti B. Gupta and President Scott Wisniewski, possibly signaling changes in strategy. Dominion Energy's EVP, GC & Sec Vanessa Allen Sutherland made a modest purchase, which could indicate confidence in the company. Prospect Capital's CEO John F. Barry and Director William Gremp bought a large number of shares, suggesting strong belief in the company's value and future growth. Bloom Energy saw a minor sale by COO Satish Chitoori, which may indicate strategic changes or personal financial planning.

Bloom Energy (BE), a company leveraging natural gas and other fuels for electricity generation through chemical reactions, is positioned to benefit from the AI energy revolution. In March 2023, Microsoft founder Bill Gates highlighted the transformative impact of artificial intelligence, predicting that AI spending would reach $632 billion by 2028. This surge in AI spending is driving demand for energy, particularly from data centers, which are expected to double or triple their energy usage by 2028. In response, Bloom Energy has secured a significant deal with American Electric Power (AEP) to supply up to 1 gigawatt of fuel cells for AI data centers, potentially generating more orders in 2025. Microsoft has also expressed interest in using natural gas to power AI data centers. Bloom Energy's stock has shown relative strength compared to peers like Constellation Energy (CEG) and Oklo (OKLO), which have faced market weakness. Wall Street analysts are optimistic about Bloom Energy's future, anticipating a 35.71% increase in EPS in 2025 and an 89.21% increase in 2026.

Bloom Energy (BE), a company that leverages natural gas and other fuels to create electricity through chemical reactions, is positioned to benefit significantly from the AI revolution's insatiable energy appetite. In March 2023, Microsoft founder Bill Gates highlighted the potential impact of AI on the world, stating that it is the next wave of innovation and growth. According to IDC Research, worldwide AI spending is projected to double by 2028, reaching $632 billion. This surge in AI spending is expected to drive demand for clean energy solutions, with Bloom Energy in a unique position to capitalize on this market shift. In November 2024, Bloom Energy announced a deal with American Electric Power (AEP) to supply up to 1 gigawatt of fuel cells for AI data centers, further solidifying its market position.

Shawn Marie Soderberg, Chief Legal Officer and Corporate Secretary at Bloom Energy Corp, sold a total of 16,825 shares to cover tax obligations related to restricted stock units, as part of a pre-established trading plan. This occurred as Bloom Energy announced a partnership with Chart Industries to advance carbon capture technology. Analysts from Piper Sandler and Baird raised their price targets for Bloom Energy, while Jefferies and Roth/MKM provided varied outlooks. The strategic moves and analyst evaluations highlight Bloom Energy's focus on growth and sustainability in the energy sector.