Aberdeen Group plc Takes Position in Bloom Energy Corporation $BE

Aberdeen Group plc acquired a new position in shares of Bloom Energy Corporation (NYSE:BE) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 3,450 shares of the company’s stock, valued at approximately $300,000.

Several other hedge funds have also modified their holdings of the stock. Vanguard Group Inc. lifted its holdings in shares of Bloom Energy by 6.3% during the third quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock valued at $1,759,726,000 after purchasing an additional 1,240,819 shares during the last quarter. Graticule Asia Macro Advisors LLC purchased a new stake in shares of Bloom Energy during the third quarter valued at $402,494,000. Trivest Advisors Ltd lifted its holdings 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 valued at $289,229,000 after purchasing an additional 3,201,000 shares during the last quarter. Goldman Sachs Group Inc. lifted its holdings in shares of Bloom Energy by 50.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after purchasing an additional 836,810 shares during the last quarter. Finally, Man Group plc lifted its holdings in shares of Bloom Energy by 177.4% during the second quarter. Man Group plc now owns 2,392,915 shares of the company’s stock valued at $57,239,000 after purchasing an additional 1,530,167 shares during the last quarter. 77.04% of the stock is owned by hedge funds and other institutional investors.

Bloom Energy Stock Up 3.8%

BE stock opened at $166.30 on Friday. 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 52-week low of $16.01 and a 52-week high of $180.90. The company has a 50-day moving average of $150.15 and a two-hundred day moving average of $123.81. The stock has a market capitalization of $46.65 billion, a price-to-earnings ratio of -437.62, a price-to-earnings-growth ratio of 6.54 and a beta of 3.18.

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, beating analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The company had revenue of $777.68 million during the quarter, compared to analysts’ expectations of $647.59 million. During the same period in the prior year, the company earned $0.43 earnings per share. The business’s quarterly revenue 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. As a group, equities research analysts anticipate that Bloom Energy Corporation will post -0.23 EPS for the current year.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Company fundamentals: Q4 results showed an EPS beat and strong revenue growth with FY2026 EPS guidance of $1.33–$1.48, which supports investor confidence in near-term profitability and revenue trajectory. A Look Back at Renewable Energy Stocks’ Q4 Earnings: Bloom Energy (NYSE:BE) Vs The Rest Of The Pack
• Positive Sentiment: Leadership & pre-earnings momentum: Stock rallied ahead of earnings on news of a new finance chief and growing investor optimism, a catalyst for momentum traders. Bloom Energy (BE) Soars 9.1% Ahead of Earnings, New Finance Chief Appointment
• Positive Sentiment: Analyst upgrades: Zacks moved BE from “hold” to “strong-buy,” increasing buy-side interest. Upgrades/support from research houses can amplify buying pressure. Zacks Research upgrade
• Positive Sentiment: Susquehanna maintained a positive rating (target ~$173), signaling upside from some sell‑side analysts despite a lower target — another vote of confidence. Susquehanna price target update
• Positive Sentiment: Sector tailwinds: Coverage highlights AI-driven demand for power and energy infrastructure, a thematic tailwind for companies like Bloom that offer distributed power solutions. 1 Brilliant Energy Stock to Buy Now and Hold for the Long Term
• Neutral Sentiment: Market context: Broader market moves are mixed as investors weigh inflation data and rate dynamics; sector/market volatility could affect BE’s near-term trading. US Stock Market Today S&P 500 Futures Slip As Inflation Jitters Meet Rate Relief
• Neutral Sentiment: Valuation debate: After a multi‑fold one‑year surge, several writeups ask whether current price fully reflects fundamentals — this raises both profit‑taking risk and debate over longer‑term upside. Is It Too Late To Consider Bloom Energy (BE) After A 7x One Year Surge?
• Negative Sentiment: Sell-side caution: Jefferies maintains an Underperform (sell) rating and trimmed its price target, highlighting downside risk and skepticism about valuation/near-term execution for some investors. Here’s Why Jefferies Has a Sell Rating on Bloom Energy (BE)

Insider Activity at Bloom Energy

In related news, Director Gary S. Pinkus sold 1,250 shares of the stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $165.80, for a total value of $207,250.00. Following the completion of the sale, the director owned 4,149 shares in the company, valued at approximately $687,904.20. This trade represents a 23.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Shawn Marie Soderberg sold 15,410 shares of the stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $150.47, for a total transaction of $2,318,742.70. Following the completion of the sale, the insider owned 195,732 shares of the company’s stock, valued at approximately $29,451,794.04. The trade was a 7.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 380,092 shares of company stock valued at $62,724,725. 3.60% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the company. Wells Fargo & Company upped their target price on Bloom Energy to $130.00 and gave the company an “equal weight” rating in a report on Friday, February 6th. Roth Mkm raised their target price on Bloom Energy to $133.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 3rd. Robert W. Baird set a $172.00 target price on Bloom Energy in a research report on Tuesday, January 27th. Truist Financial set a $68.00 target price on Bloom Energy in a research report on Friday, January 9th. Finally, Morgan Stanley raised their target price on Bloom Energy to $184.00 and gave the stock an “overweight” rating in a research report on Friday, February 6th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $137.91.

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.