Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of Bloom Energy Corporation (NYSE:BE)

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Bloom Energy Corporation (NYSE:BE). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $1,001 and $15,000 in Bloom Energy stock on November 18th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.

Bloom Energy Stock Up 10.4%

Shares of Bloom Energy stock opened at $88.59 on Friday. The company has a quick ratio of 2.88, a current ratio of 4.40 and a debt-to-equity ratio of 1.98. The company has a market cap of $20.95 billion, a P/E ratio of 445.61, a PEG ratio of 50.66 and a beta of 3.00. The firm’s 50 day moving average price is $109.90 and its 200-day moving average price is $67.26. Bloom Energy Corporation has a 52-week low of $15.15 and a 52-week high of $147.86.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, October 28th. The company reported $0.15 EPS for the quarter, beating analysts’ consensus estimates of $0.08 by $0.07. Bloom Energy had a net margin of 0.84% and a return on equity of 8.74%. The company had revenue of $519.05 million during the quarter, compared to analysts’ expectations of $425.18 million. During the same quarter in the prior year, the company posted ($0.01) earnings per share. Bloom Energy’s revenue for the quarter was up 57.1% compared to the same quarter last year. On average, sell-side analysts predict that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research analysts recently weighed in on BE shares. HSBC upgraded Bloom Energy from a “hold” rating to a “buy” rating and set a $150.00 target price on the stock in a research note on Wednesday, October 29th. Roth Capital reissued a “neutral” rating and issued a $103.00 price target on shares of Bloom Energy in a report on Wednesday, October 29th. Evercore ISI restated an “outperform” rating on shares of Bloom Energy in a research note on Monday, October 13th. TD Cowen upped their price objective on shares of Bloom Energy to $105.00 and gave the company a “hold” rating in a report on Wednesday, October 29th. Finally, BMO Capital Markets set a $136.00 price objective on shares of Bloom Energy in a research report on Wednesday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $93.77.

Institutional Investors Weigh In On Bloom Energy

A number of institutional investors and hedge funds have recently modified their holdings of BE. Bayforest Capital Ltd purchased a new position in shares of Bloom Energy during the 1st quarter valued at about $2,055,000. PNC Financial Services Group Inc. raised its position in Bloom Energy by 11.2% during the first quarter. PNC Financial Services Group Inc. now owns 12,611 shares of the company’s stock valued at $248,000 after acquiring an additional 1,273 shares in the last quarter. Nuveen LLC acquired a new position in Bloom Energy in the first quarter valued at approximately $13,476,000. Russell Investments Group Ltd. boosted its position in Bloom Energy by 128.6% in the 1st quarter. Russell Investments Group Ltd. now owns 58,840 shares of the company’s stock worth $1,157,000 after purchasing an additional 33,097 shares in the last quarter. Finally, Raymond James Financial Inc. grew its stake in shares of Bloom Energy by 7.2% during the 1st quarter. Raymond James Financial Inc. now owns 947,522 shares of the company’s stock worth $18,628,000 after purchasing an additional 63,730 shares during the period. Institutional investors and hedge funds own 77.04% of the company’s stock.

Insider Activity

In other Bloom Energy news, insider Maciej Kurzymski sold 13,105 shares of Bloom Energy stock in a transaction on Wednesday, November 5th. The shares were sold at an average price of $144.09, for a total value of $1,888,299.45. Following the completion of the transaction, the insider owned 93,269 shares of the company’s stock, valued at approximately $13,439,130.21. The trade was a 12.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Mary K. Bush sold 36,000 shares of the company’s stock in a transaction dated Wednesday, November 5th. The stock was sold at an average price of $142.82, for a total transaction of $5,141,520.00. Following the completion of the transaction, the director owned 133,524 shares of the company’s stock, valued at approximately $19,069,897.68. This trade represents a 21.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 120,410 shares of company stock worth $16,557,185. 3.60% of the stock is currently owned by corporate insiders.

Key Stores Impacting Bloom Energy

Here are the key news stories impacting Bloom Energy this week:

• Positive Sentiment: Large, outsized call buying — Traders bought ~98,563 call options today (~37% above the average daily call volume), signaling aggressive bullish positioning that can amplify an intraday rally or reflect expectations for further upside.
• Positive Sentiment: Coverage explaining the rally and investor interest in Bloom’s AI/infra exposure helped push sentiment positive; commentary argues the stock’s bounce reflects renewed demand for companies tied to AI infrastructure and Bloom’s energy hardware niche. AAII: Why Bloom Energy Corporation’s (BE) Stock Is Up 8.38%
• Positive Sentiment: The Motley Fool noted a sharp weekly selloff followed by buyers stepping in, highlighting the narrative that AI infrastructure demand could keep interest in Bloom elevated — a view that supports buy-the-dip flows. Fool: Bloom Energy Stock Sank This Week. Is It a Buying Opportunity?
• Neutral Sentiment: Wall Street analyst activity and targets remain mixed but constructive in places (TD Cowen, Susquehanna had higher targets earlier), which supports conviction among some institutional holders; MarketBeat’s compilation shows a consensus “Hold” with a wide range of price targets. MarketBeat coverage and analyst notes
• Neutral Sentiment: Insider sales disclosed (Maciej Kurzymski sold 3,264 shares; Satish Chitoori sold 431 shares) — filings show small percentage reductions in position; these are routine and modest in size relative to insider holdings. SEC filing (Kurzymski) SEC filing (Chitoori)
• Negative Sentiment: Morning AI-related selloff weighed on the stock early, with coverage reporting a ~12% intraday drop tied to broader tech/AI weakness and profit-taking that triggered short-term selling pressure. MSN: Bloom Energy falls amid AI selloff
• Negative Sentiment: Analyst/commentary pieces flagged near-term downside drivers — high valuation multiples, macro/AI rotation risk, and volatility in sentiment — which can keep price swings large even if the longer-term narrative is supportive. Forbes: Why Is Bloom Energy Stock Dropping?

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About Bloom Energy

Bloom Energy is a clean energy technology company that designs, manufactures and deploys solid oxide fuel cell systems for on-site power generation. Its flagship product, the Bloom Energy Server, converts natural gas, biogas or hydrogen into electricity through an electrochemical reaction, offering customers a reliable, low-carbon alternative to grid power. The company also provides a suite of services that includes system installation, remote monitoring and preventative maintenance to ensure long-term performance and uptime.

Founded in 2001 by Dr.