Bloom Energy Corporation $BE Shares Sold by Clearstead Advisors LLC

Clearstead Advisors LLC lowered its stake in Bloom Energy Corporation (NYSE:BE) by 29.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,209 shares of the company’s stock after selling 5,542 shares during the period. Clearstead Advisors LLC’s holdings in Bloom Energy were worth $1,117,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also made changes to their positions in BE. Semanteon Capital Management LP acquired a new position in shares of Bloom Energy during the third quarter worth about $594,000. Trivest Advisors Ltd increased its stake in shares of Bloom Energy by 1,461.6% during the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock worth $289,229,000 after buying an additional 3,201,000 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management acquired a new stake in Bloom Energy in the third quarter valued at approximately $651,000. WT Asset Management Ltd purchased a new position in Bloom Energy in the third quarter worth approximately $25,498,000. Finally, Jupiter Asset Management Ltd. purchased a new position in Bloom Energy in the third quarter worth approximately $6,965,000. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Bloom Energy News Summary

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

• Positive Sentiment: Brookfield agreed to invest up to $5 billion to deploy Bloom’s fuel cells for AI-focused data centers worldwide — a large, strategic capital commitment that validates Bloom’s addressable market in data‑center on‑site power and should accelerate backlog conversion and project deployments. Bloom Energy Corporation (BE) Gained From a $5B Partnership with Brookfield and Solid Results
• Positive Sentiment: Latest quarterly results and backlog: Bloom beat revenue and EPS estimates, reported a sizable backlog surge, and set FY2026 EPS guidance (1.33–1.48), giving investors more confidence in near‑term growth and profitability trajectory. That combination is a primary driver of the rally. Bloom Energy (BE) Is Up 14.4% After Major Brookfield AI Data Center Deal And Backlog Surge – Has The Bull Case Changed?
• Positive Sentiment: AI/data‑center demand and technical momentum: Multiple analysts and market writeups highlight Bloom as a beneficiary of AI buildouts and note a bullish technical breakout that has attracted momentum flows into the stock. AI Power Play Bloom Energy Stock Breaking Out Now
• Neutral Sentiment: Market narrative/coverage is amplifying the move — several aggregator pieces explain that the stock’s jump is driven by the Brookfield deal, backlog news and record demand; this increases attention but also raises short‑term volatility risk. Bloom Energy Stock Gets A Boost Tuesday: What’s Fueling The Momentum?
• Negative Sentiment: Valuation concerns: Several analysts warn the stock may be priced for perfection after the rally — multiples are stretched relative to execution risk, so any slowdown in backlog conversion, margins or delayed unit deliveries could reverse gains. Bloom Energy: 800V DC Architecture Meets A Priced-For-Perfection Valuation
• Negative Sentiment: Execution and balance‑sheet risk: Bloom has elevated leverage and a history of negative net margins; investors should watch gross margins, cash flow, and how Brookfield capital is deployed (project financing vs. corporate support). These fundamentals determine whether current optimism converts into durable profits. Bloom Energy Suffers Electrification Success – Pricey After Outsized Rally

Insider Buying and Selling at Bloom Energy

In related news, insider Satish Chitoori sold 1,521 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $139.37, for a total transaction of $211,981.77. Following the completion of the sale, the insider owned 230,017 shares in the company, valued at $32,057,469.29. This represents a 0.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Maciej Kurzymski sold 3,264 shares of Bloom Energy stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $86.48, for a total transaction of $282,270.72. Following the completion of the transaction, the insider owned 90,005 shares in the company, valued at approximately $7,783,632.40. This represents a 3.50% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 12,294 shares of company stock worth $1,520,974 in the last 90 days. Company insiders own 3.60% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on BE. Jefferies Financial Group set a $102.00 price objective on shares of Bloom Energy in a report on Tuesday, February 10th. BTIG Research raised their price target on Bloom Energy to $165.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Bank of America set a $39.00 price target on Bloom Energy in a report on Tuesday, November 25th. TD Cowen increased their price objective on Bloom Energy to $160.00 and gave the company a “hold” rating in a report on Friday, February 6th. Finally, HSBC raised Bloom Energy from a “hold” rating to a “buy” rating and set a $150.00 target price on the stock in a research report on Wednesday, October 29th. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $131.87.

Bloom Energy Stock Up 5.0%

BE opened at $174.49 on Thursday. Bloom Energy Corporation has a one year low of $15.15 and a one year high of $180.90. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. The stock has a market capitalization of $48.95 billion, a P/E ratio of -459.18, a price-to-earnings-growth ratio of 6.78 and a beta of 3.07. The business’s 50-day simple moving average is $131.70 and its 200-day simple moving average is $103.53.

Bloom Energy (NYSE:BE) last released its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. The firm had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The firm’s quarterly revenue was up 35.9% compared to the same quarter last year. During the same quarter last year, the business posted $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Analysts anticipate that Bloom Energy Corporation will post -0.23 EPS for the current year.

Bloom Energy Profile

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.