Bartlett & CO. Wealth Management LLC Takes $336,000 Position in Bloom Energy Corporation $BE

Bartlett & CO. Wealth Management LLC acquired a new stake in shares of Bloom Energy Corporation (NYSE:BE) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 3,868 shares of the company’s stock, valued at approximately $336,000.

A number of other hedge funds have also made changes to their positions in BE. Bayforest Capital Ltd acquired a new position in shares of Bloom Energy during the 1st quarter valued at about $2,055,000. AQR Capital Management LLC acquired a new position in Bloom Energy in the 1st quarter valued at $1,820,000. NewEdge Advisors LLC grew its stake in Bloom Energy by 674.7% in the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after buying an additional 1,626 shares during the last quarter. Goldman Sachs Group Inc. grew its stake in Bloom Energy by 50.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after buying an additional 836,810 shares during the last quarter. Finally, Focus Partners Wealth grew its stake in Bloom Energy by 30.7% in the 1st quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock valued at $394,000 after buying an additional 4,716 shares during the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy Stock Performance

NYSE BE opened at $166.30 on Monday. 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 $46.65 billion, a price-to-earnings ratio of -437.62, a P/E/G ratio of 6.80 and a beta of 3.18. The company’s fifty day moving average is $150.15 and its two-hundred day moving average is $124.52. Bloom Energy Corporation has a 52-week low of $16.01 and a 52-week high of $180.90.

Bloom Energy (NYSE:BE) last posted its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, topping the consensus estimate 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 for the quarter, compared to analyst estimates of $647.59 million. During the same period last year, the business posted $0.43 EPS. The business’s quarterly revenue was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Equities research analysts forecast that Bloom Energy Corporation will post -0.23 EPS for the current year.

More Bloom Energy News

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 other news, insider Maciej Kurzymski sold 7,800 shares of Bloom Energy stock in a transaction that occurred on Monday, March 16th. The stock was 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. This trade represents a 8.47% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Aman Joshi sold 10,000 shares of Bloom Energy stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $135.88, for a total transaction of $1,358,800.00. Following the sale, the insider owned 180,521 shares in the company, valued at approximately $24,529,193.48. This trade represents a 5.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 380,092 shares of company stock worth $62,724,725 in the last three months. Company insiders own 3.50% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently issued reports on BE. Wall Street Zen lowered shares of Bloom Energy from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Morgan Stanley raised their target price on shares of Bloom Energy to $184.00 and gave the company an “overweight” rating in a research note on Friday, February 6th. Evercore reiterated an “outperform” rating and issued a $179.00 target price on shares of Bloom Energy in a research note on Friday, February 6th. Mizuho raised their target price on Bloom Energy to $110.00 and gave the company a “neutral” rating in a report on Monday, February 9th. Finally, JPMorgan Chase & Co. raised their target price on Bloom Energy to $166.00 and gave the company an “overweight” rating in a report on Friday, February 6th. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Bloom Energy presently has an average rating of “Hold” and a consensus price target of $137.91.

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.