AXQ Capital LP Acquires New Holdings in Bloom Energy Corporation $BE

AXQ Capital LP acquired a new position in shares of Bloom Energy Corporation (NYSE:BE) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 3,380 shares of the company’s stock, valued at approximately $286,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Semanteon Capital Management LP bought a new stake in shares of Bloom Energy in the third quarter valued at approximately $594,000. Trivest Advisors Ltd increased its stake in Bloom Energy by 1,461.6% in the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after acquiring an additional 3,201,000 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management bought a new stake in shares of Bloom Energy in the 3rd quarter valued at approximately $651,000. WT Asset Management Ltd bought a new stake in shares of Bloom Energy in the 3rd quarter worth about $25,498,000. Finally, Jupiter Asset Management Ltd. bought a new stake in Bloom Energy during the 3rd quarter worth approximately $6,965,000. Institutional investors own 77.04% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on BE shares. JPMorgan Chase & Co. raised their price objective on shares of Bloom Energy to $166.00 and gave the company an “overweight” rating in a research report on Friday, February 6th. Robert W. Baird set a $172.00 target price on shares of Bloom Energy in a report on Tuesday, January 27th. Barclays assumed coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They issued an “equal weight” rating and a $153.00 price target for the company. Citigroup assumed coverage on Bloom Energy in a research report on Tuesday. They set a “neutral” rating and a $162.00 price target for the company. Finally, Wall Street Zen upgraded Bloom Energy from a “hold” rating to a “buy” rating in a report on Saturday, February 14th. Two investment 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’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $131.87.

Bloom Energy Stock Down 3.5%

NYSE BE opened at $168.74 on Friday. The business has a fifty day moving average price of $133.47 and a two-hundred day moving average price of $103.98. The stock has a market capitalization of $47.34 billion, a PE ratio of -444.05, a PEG ratio of 7.13 and a beta of 3.07. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95. Bloom Energy Corporation has a fifty-two week low of $15.15 and a fifty-two week high of $180.90.

Bloom Energy (NYSE:BE) last issued its earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, topping the consensus estimate of $0.25 by $0.20. The firm had revenue of $777.68 million during 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 business’s quarterly revenue was up 35.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Equities analysts expect that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, insider Maciej Kurzymski sold 3,264 shares of the 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 sale, the insider directly owned 90,005 shares in the company, valued at $7,783,632.40. This represents a 3.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Shawn Marie Soderberg sold 3,332 shares of Bloom Energy stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $139.56, for a total transaction of $465,013.92. Following the completion of the sale, the insider directly owned 219,871 shares of the company’s stock, valued at approximately $30,685,196.76. This trade represents a 1.49% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 212,294 shares of company stock valued at $35,520,974 over the last three months. Insiders own 3.60% of the company’s stock.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Major commercial deal and backlog surge — Brookfield agreed to invest up to $5 billion to deploy Bloom fuel cells for AI-focused data centers; company backlog and product backlog have jumped materially, supporting a sizable revenue/growth re-rate. Read More.
• Positive Sentiment: Strong outlook and unit economics — Company guidance and analyst write-ups point to 2026 revenue growth (~+60% guidance to $3.2B), expanding gross margins (to ~32%) and operating leverage, reinforcing the “bring-your-own-power” thesis tied to AI/data-center demand. Read More.
• Positive Sentiment: Momentum and YTD performance — BE has surged year-to-date (roughly +104% YTD), outpacing peers as investors rotate into clean-power and on-site generation plays tied to AI and data-center electrification. Read More.
• Neutral Sentiment: Celebrity/influencer caution — Jim Cramer called the stock “incredibly volatile” and said he’d prefer to recommend it after a pullback, underscoring sentiment-driven trading risk even as he acknowledges the company’s prospects. Read More.
• Neutral Sentiment: All-time high noted — coverage flagged that BE hit record highs this week, a technical milestone that can attract momentum traders but also prompt profit-taking. Read More.
• Negative Sentiment: Analyst initiation and price target pressure — Citi initiated coverage with a “neutral” rating and a $162 price target, implying a modest downside from current levels and signaling caution from a major sell-side shop. Read More.
• Negative Sentiment: Valuation and “priced-for-perfection” debate — several analysts and pieces argue BE’s rally already prices in near-perfect execution; valuation and execution risk (scaling, margins, capital intensity) are recurring investor concerns. Read More.

Bloom Energy Company 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.