Defender Capital LLC. Makes New Investment in Bloom Energy Corporation $BE

Defender Capital LLC. acquired a new stake in Bloom Energy Corporation (NYSE:BE) in the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 5,500 shares of the company’s stock, valued at approximately $476,000. Bloom Energy makes up about 0.2% of Defender Capital LLC.’s portfolio, making the stock its 26th largest holding.

A number of other institutional investors have also recently modified their holdings of BE. Viking Fund Management LLC acquired a new stake in shares of Bloom Energy during the 4th quarter worth $1,043,000. DAVENPORT & Co LLC raised its stake in Bloom Energy by 5.4% in the fourth quarter. DAVENPORT & Co LLC now owns 2,559 shares of the company’s stock valued at $222,000 after purchasing an additional 131 shares in the last quarter. Daymark Wealth Partners LLC raised its stake in Bloom Energy by 367.7% in the fourth quarter. Daymark Wealth Partners LLC now owns 14,031 shares of the company’s stock valued at $1,219,000 after purchasing an additional 11,031 shares in the last quarter. E. Ohman J or Asset Management AB bought a new stake in Bloom Energy during the fourth quarter worth about $661,000. Finally, Avanza Fonder AB bought a new stake in Bloom Energy during the fourth quarter worth about $1,120,000. 77.04% of the stock is currently owned by institutional investors.

More Bloom Energy News

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

• Positive Sentiment: Seeking Alpha initiated coverage with a Buy, arguing Bloom’s solid position in the solid oxide fuel cell (SOFC) market driven by surging AI data-center power needs, short lead times vs. gas turbines, and long-term optionality in hydrogen and commercial adoption — a valuation thesis that supports further upside. Bloom Energy: More Upside In The Data Center Power Boom
• Positive Sentiment: Seeking Alpha piece on BYOP highlights Bloom’s modular fuel-cell tech, 800V DC output, and a 140% backlog surge in 2025 — evidence of accelerating commercial adoption and demand from data centers and other industries. This backlog growth is a direct revenue and margin visibility positive. BYOP (Bring Your Own Power) Is Getting Bigger
• Positive Sentiment: Several financial outlets note Bloom’s gainers status amid AI data-center demand, calling out the stock’s strong performance relative to peers and highlighting the company as a key beneficiary of the capital-intensive buildout of AI infrastructure. This positive press supports increased investor attention and flows. Software Stocks Are Souring Again. Why ‘HALO’ Companies Might Not Be a Better Bet.
• Neutral Sentiment: Macro headwinds (weaker growth signals and rising Treasury yields) are keeping broader market sentiment cautious; these factors can amplify BE’s volatility even as company fundamentals improve. Monitor rates and growth data for near-term price sensitivity. US Stock Market Today S&P 500 Futures Ease As Growth Signals Cool And Yields Rise
• Negative Sentiment: An insider sale was reported and cited as a catalyst for a pullback, prompting at least one article noting the stock traded down after the disclosure — insider sales can raise short-term concerns about timing or personal liquidity and contributed to intraday pressure. Bloom Energy (NYSE:BE) Trading Down 5.6% After Insider Selling
• Negative Sentiment: Recent short-term pullbacks were reported in prior sessions, reflecting volatility as the market digests mixed signals — strong fundamental catalysts vs. macro/rate risk and episodic profit‑taking. Bloom Energy (BE) Stock Dips While Market Gains: Key Facts

Insider Activity

In other Bloom Energy news, insider Maciej Kurzymski sold 7,800 shares of the business’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $151.85, for a total transaction of $1,184,430.00. Following the sale, the insider owned 84,294 shares of the company’s stock, valued at approximately $12,800,043.90. The trade was a 8.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Gary S. Pinkus sold 1,250 shares of the company’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $165.80, for a total transaction of $207,250.00. Following the transaction, the director owned 4,149 shares of the company’s stock, valued at $687,904.20. This trade represents a 23.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 370,092 shares of company stock valued at $61,365,925. 3.60% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

BE has been the topic of several recent analyst reports. Evercore reissued an “outperform” rating and issued a $179.00 target price on shares of Bloom Energy in a report on Friday, February 6th. Daiwa Securities Group set a $98.00 price target on shares of Bloom Energy in a report on Tuesday, December 2nd. Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, January 27th. Zacks Research cut shares of Bloom Energy from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 9th. Finally, JPMorgan Chase & Co. boosted 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. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $131.87.

Bloom Energy Stock Up 2.9%

Shares of NYSE BE opened at $150.05 on Thursday. The company has a market cap of $42.10 billion, a price-to-earnings ratio of -394.88, a PEG ratio of 5.95 and a beta of 3.11. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. Bloom Energy Corporation has a 12 month low of $15.15 and a 12 month high of $180.90. The stock has a 50-day moving average price of $152.69 and a two-hundred day moving average price of $118.46.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.25 by $0.20. The company had revenue of $777.68 million for the quarter, compared to analyst estimates 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% on a year-over-year basis. 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. As a group, analysts forecast that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

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.