Factory Mutual Insurance Co. Purchases New Shares in Bloom Energy Corporation $BE

Factory Mutual Insurance Co. acquired a new stake in shares of Bloom Energy Corporation (NYSE:BE) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 25,000 shares of the company’s stock, valued at approximately $2,172,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in BE. Graticule Asia Macro Advisors LLC purchased a new stake in Bloom Energy during the third quarter valued at approximately $402,494,000. Trivest Advisors Ltd raised its position in 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 period. Westfield Capital Management Co. LP purchased a new stake in Bloom Energy during the third quarter valued at approximately $141,679,000. Man Group plc raised its position in 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 period. Finally, Vanguard Group Inc. raised its position in 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 period. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

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)

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the stock. Truist Financial set a $68.00 target price on shares of Bloom Energy in a research note on Friday, January 9th. Barclays assumed coverage on shares of Bloom Energy in a research note on Wednesday, January 28th. They issued an “equal weight” rating and a $153.00 target price on the stock. BMO Capital Markets increased their target price on shares of Bloom Energy to $149.00 and gave the company a “market perform” rating in a research note on Friday, February 6th. Wells Fargo & Company increased their target price on shares of Bloom Energy to $130.00 and gave the company an “equal weight” rating in a research note on Friday, February 6th. Finally, UBS Group reissued a “buy” rating and issued a $170.00 target price on shares of Bloom Energy in a research note on Friday, February 6th. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $137.91.

Insider Activity at Bloom Energy

In related news, CEO Kr Sridhar sold 200,000 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $170.00, for a total value of $34,000,000.00. Following the transaction, the chief executive officer owned 2,189,869 shares of the company’s stock, valued at $372,277,730. This trade represents a 8.37% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Aman Joshi sold 19,944 shares of the firm’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $154.85, for a total transaction of $3,088,328.40. Following the completion of the transaction, the insider directly owned 190,521 shares in the company, valued at $29,502,176.85. This represents a 9.48% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 380,092 shares of company stock worth $62,724,725. 3.60% of the stock is currently owned by corporate insiders.

Bloom Energy Trading Up 3.8%

Shares of NYSE BE opened at $166.30 on Friday. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. The business’s 50 day moving average price is $150.15 and its 200-day moving average price is $124.13. Bloom Energy Corporation has a fifty-two week low of $16.01 and a fifty-two week high of $180.90. The company has a market cap of $46.65 billion, a price-to-earnings ratio of -437.62, a PEG ratio of 6.80 and a beta of 3.18.

Bloom Energy (NYSE:BE) last posted its quarterly 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 company had revenue of $777.68 million for 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 quarter last year, the firm posted $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, sell-side analysts expect that Bloom Energy Corporation will post -0.23 earnings per share for the current 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.