E. Ohman J or Asset Management AB Makes New Investment in Bloom Energy Corporation $BE

E. Ohman J or Asset Management AB purchased a new position in shares of Bloom Energy Corporation (NYSE:BE) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 7,604 shares of the company’s stock, valued at approximately $661,000.

A number of other institutional investors have also modified their holdings of BE. Avanza Fonder AB purchased a new position in shares of Bloom Energy during the fourth quarter valued at approximately $1,120,000. Assenagon Asset Management S.A. purchased a new stake in Bloom Energy in the 4th quarter worth approximately $534,000. Nordea Investment Management AB acquired a new position in Bloom Energy in the 4th quarter valued at $1,829,000. Parisi Gray Wealth Management acquired a new position in Bloom Energy in the 4th quarter valued at $340,000. Finally, Bay Rivers Group purchased a new position in shares of Bloom Energy during the 4th quarter worth $678,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy News Roundup

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 Buying and Selling

In other news, insider Satish Chitoori sold 18,964 shares of Bloom Energy stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $154.45, for a total value of $2,928,989.80. Following the transaction, the insider directly owned 232,365 shares of the company’s stock, valued at $35,888,774.25. The trade was a 7.55% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, insider Maciej Kurzymski sold 7,800 shares of the business’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $151.85, for a total value of $1,184,430.00. Following the sale, the insider owned 84,294 shares of the company’s stock, valued at $12,800,043.90. The trade was a 8.47% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 370,092 shares of company stock worth $61,365,925. Corporate insiders own 3.60% of the company’s stock.

Bloom Energy Trading Up 2.9%

BE stock 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 quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. The business has a fifty day simple moving average of $152.69 and a 200-day simple moving average of $118.46. Bloom Energy Corporation has a 52 week low of $15.15 and a 52 week high of $180.90.

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

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the company. UBS Group restated a “buy” rating and set a $170.00 price objective on shares of Bloom Energy in a report on Friday, February 6th. Evercore reiterated an “outperform” rating and set a $179.00 target price on shares of Bloom Energy in a research report on Friday, February 6th. Citigroup assumed coverage on Bloom Energy in a research note on Tuesday, February 24th. They issued a “neutral” rating and a $162.00 price target on the stock. BMO Capital Markets lifted their price target on Bloom Energy to $149.00 and gave the company a “market perform” rating in a report on Friday, February 6th. Finally, Jefferies Financial Group set a $102.00 price objective on shares of Bloom Energy in a research note on Tuesday, February 10th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $131.87.

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.