AlphaQuest LLC Invests $493,000 in Bloom Energy Corporation $BE

AlphaQuest LLC purchased a new position in Bloom Energy Corporation (NYSE:BE) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 5,835 shares of the company’s stock, valued at approximately $493,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of BE. Geode Capital Management LLC increased its holdings in shares of Bloom Energy by 2.1% in the 2nd quarter. Geode Capital Management LLC now owns 4,756,516 shares of the company’s stock valued at $113,790,000 after acquiring an additional 95,990 shares during the last quarter. Goldman Sachs Group Inc. lifted its stake in Bloom Energy by 50.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after purchasing an additional 836,810 shares during the last quarter. Norges Bank acquired a new position in Bloom Energy in the second quarter worth $57,821,000. Man Group plc increased its stake 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 last quarter. Finally, Elemental Capital Partners LLC acquired a new stake in shares of Bloom Energy during the third quarter worth $101,720,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

Insider Activity at Bloom Energy

In related news, insider Maciej Kurzymski sold 3,264 shares of the firm’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $86.48, for a total transaction of $282,270.72. Following the transaction, the insider owned 90,005 shares in the company, valued at $7,783,632.40. This trade represents a 3.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Shawn Marie Soderberg sold 2,733 shares of the business’s stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $108.26, for a total value of $295,874.58. Following the sale, the insider directly owned 223,216 shares in the company, valued at approximately $24,165,364.16. The trade was a 1.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 14,639 shares of company stock worth $1,496,660. 3.60% of the stock is currently owned by corporate insiders.

Bloom Energy Stock Performance

Shares of NYSE BE opened at $136.10 on Friday. Bloom Energy Corporation has a 12-month low of $15.15 and a 12-month high of $176.49. The company has a market cap of $32.19 billion, a PE ratio of 818.61, a P/E/G ratio of 11.91 and a beta of 3.07. The stock has a 50 day simple moving average of $117.81 and a 200-day simple moving average of $91.58. The company has a current ratio of 4.40, a quick ratio of 2.88 and a debt-to-equity ratio of 1.98.

Bloom Energy (NYSE:BE) last announced its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.20. The firm had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a return on equity of 8.74% and a net margin of 0.84%.The firm’s revenue for the quarter was up 35.9% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, equities research analysts forecast that Bloom Energy Corporation will post -0.23 EPS for the current year.

Bloom Energy News Roundup

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

• Positive Sentiment: Q4 earnings and revenue beat consensus: Bloom reported $0.45 EPS vs. $0.25 expected and cited improving margins/ROE, which supports upside to near‑term profitability. Bloom Energy (BE) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Very bullish FY‑2026 guidance: management raised EPS guidance to $1.33–$1.48 (versus ~$0.70 consensus) and revenue guidance to ~$3.1–$3.3B (vs. ~$2.3B consensus), signaling strong expected revenue growth and margin improvement. This is the main driver behind the stock’s intraday strength. Bloom Energy Stock Soars On Q4 Results, Guidance
• Positive Sentiment: Record full‑year revenue and demand drivers: 2025 revenue hit $2.02B (up ~37%), with management calling out strong AI data‑center and commercial & industrial demand—important secular drivers for future growth. Bloom Energy Reports Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: Analyst stance mixed: broker consensus around a “Hold” heading into results, so sentiment improvement depends on whether the company can sustain the raised targets. Bloom Energy Given Consensus Recommendation of “Hold”
• Negative Sentiment: Volatility, profit‑taking and prior sell‑off: the stock plunged ~18% ahead of earnings as traders de‑risked, and high short‑term momentum means some investors are taking profits after the recent run—adding downward pressure despite the beat. Bloom Energy Stock Tumbles 18 Ahead Of Earnings
• Negative Sentiment: High valuation and execution risk: BE’s trailing P/E and PEG are elevated and beta is high, so even strong guidance can prompt selloffs if investors worry about execution, margin delivery or if growth is already priced in. (See company metrics in filings/market data.)

Analyst Ratings Changes

Several research analysts have recently commented on the stock. Wedbush set a $39.00 price target on shares of Bloom Energy in a report on Tuesday, November 25th. Truist Financial set a $68.00 target price on shares of Bloom Energy in a report on Friday, January 9th. BMO Capital Markets set a $136.00 target price on Bloom Energy in a report on Wednesday, October 29th. China Renaissance initiated coverage on Bloom Energy in a research report on Wednesday, January 28th. They set a “buy” rating and a $207.00 price target on the stock. Finally, Oppenheimer restated a “market perform” rating on shares of Bloom Energy in a research report on Wednesday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $111.13.

Bloom Energy 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.