Dimensional Fund Advisors LP Sells 20,256 Shares of Bloom Energy Corporation $BE

Dimensional Fund Advisors LP lowered its stake in shares of Bloom Energy Corporation (NYSE:BE) by 1.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,570,503 shares of the company’s stock after selling 20,256 shares during the period. Dimensional Fund Advisors LP owned approximately 0.66% of Bloom Energy worth $132,760,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Insigneo Advisory Services LLC acquired a new stake in shares of Bloom Energy in the 3rd quarter valued at about $544,000. Teachers Retirement System of The State of Kentucky acquired a new stake in Bloom Energy in the third quarter valued at approximately $1,985,000. Champlain Investment Partners LLC bought a new stake in shares of Bloom Energy during the third quarter valued at approximately $19,851,000. CI Investments Inc. acquired a new position in shares of Bloom Energy during the third quarter worth approximately $24,918,000. Finally, Cobblestone Capital Advisors LLC NY acquired a new stake in Bloom Energy in the 3rd quarter valued at $375,000. Institutional investors own 77.04% of the company’s stock.

Insider Activity

In related news, insider Aman Joshi sold 10,000 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $175.60, for a total transaction of $1,756,000.00. Following the transaction, the insider directly owned 210,465 shares of the company’s stock, valued at approximately $36,957,654. This trade represents a 4.54% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Shawn Marie Soderberg sold 20,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $180.00, for a total value of $3,600,000.00. Following the completion of the sale, the insider owned 376,731 shares of the company’s stock, valued at $67,811,580. The trade was a 5.04% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 268,788 shares of company stock valued at $45,575,889. 3.60% of the stock is owned by insiders.

Analysts Set New Price Targets

BE has been the topic of several research reports. Mizuho upped their price objective on shares of Bloom Energy to $110.00 and gave the stock a “neutral” rating in a report on Monday, February 9th. Royal Bank Of Canada set a $143.00 target price on shares of Bloom Energy in a report on Tuesday, January 20th. JPMorgan Chase & Co. raised their price target on shares of Bloom Energy to $166.00 and gave the company an “overweight” rating in a research report on Friday, February 6th. Jefferies Financial Group set a $102.00 price target on Bloom Energy in a research note on Tuesday, February 10th. Finally, Wells Fargo & Company upped their price objective on shares of Bloom Energy to $130.00 and gave the stock an “equal weight” rating in a research report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $131.87.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Major partnership: Bloom agreed a reported $5 billion partnership with Brookfield to deploy its solid‑oxide fuel cells for AI data centers — a direct boost to its project pipeline, backlog and exposure to fast‑growing AI infrastructure demand. Read More.
• Positive Sentiment: Revenue momentum: Coverage notes Bloom generated roughly $2B in revenue in 2025 and expects about $1B of additional revenue this year — supporting the view that the company is scaling and justifying premium growth multiples if demand persists. Read More.
• Positive Sentiment: Market recognition: The stock was flagged as joining a select group with a 95+ composite rating, which can attract momentum/quant flows and validates recent performance metrics. Read More.
• Neutral Sentiment: AI thematic positioning: Analysts and commentators are increasingly citing Bloom as part of the energy stack for AI buildout (memory, power, space), which raises long‑term optionality but also ties expectations to AI capex cycles. Read More.
• Neutral Sentiment: Heavy media/analyst coverage: Multiple buy/sell assessments (Fool, Forbes, Yahoo/finance pieces) are driving attention and volatility — helpful for liquidity but increasing headline sensitivity. Read More.
• Negative Sentiment: Analyst downgrade: Zacks cut Bloom from “strong‑buy” to “hold,” which can temper momentum investors and act as a near‑term headwind to sentiment. Read More.

Bloom Energy Price Performance

Shares of NYSE:BE opened at $158.96 on Thursday. The company’s fifty day moving average price is $145.29 and its 200-day moving average price is $111.41. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95. The firm has a market capitalization of $44.60 billion, a price-to-earnings ratio of -418.32, a PEG ratio of 6.29 and a beta of 3.11. Bloom Energy Corporation has a one year low of $15.15 and a one year high of $180.90.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data 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 company had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The firm’s revenue was up 35.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, equities research analysts anticipate that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal 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.