Avalon Trust Co Has $30.34 Million Stake in Bloom Energy Corporation $BE

Avalon Trust Co lessened its holdings in Bloom Energy Corporation (NYSE:BE) by 47.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 358,780 shares of the company’s stock after selling 326,012 shares during the period. Bloom Energy comprises approximately 2.0% of Avalon Trust Co’s portfolio, making the stock its 12th biggest position. Avalon Trust Co owned about 0.15% of Bloom Energy worth $30,342,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of BE. Fifth Third Bancorp acquired a new stake in Bloom Energy during the 3rd quarter worth about $32,000. N.E.W. Advisory Services LLC acquired a new position in shares of Bloom Energy in the 3rd quarter valued at about $32,000. Parkside Financial Bank & Trust lifted its position in shares of Bloom Energy by 250.9% in the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after purchasing an additional 281 shares in the last quarter. Cranbrook Wealth Management LLC acquired a new stake in shares of Bloom Energy during the third quarter worth approximately $39,000. Finally, E Fund Management Hong Kong Co. Ltd. purchased a new position in Bloom Energy during the third quarter valued at approximately $42,000. 77.04% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

BE has been the subject of a number of research analyst reports. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a research report on Saturday, February 14th. Truist Financial set a $68.00 price objective on Bloom Energy in a research report on Friday, January 9th. Royal Bank Of Canada set a $143.00 target price on Bloom Energy in a research note on Tuesday, January 20th. China Renaissance began coverage on Bloom Energy in a research note on Wednesday, January 28th. They set a “buy” rating and a $207.00 price target for the company. Finally, Oppenheimer reiterated a “market perform” rating on shares of Bloom Energy in a report on Wednesday, October 29th. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $130.50.

Insiders Place Their Bets

In other Bloom Energy news, insider Shawn Marie Soderberg sold 3,332 shares of Bloom Energy stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $139.56, for a total value of $465,013.92. Following the transaction, the insider directly owned 219,871 shares of the company’s stock, valued at $30,685,196.76. The trade was a 1.49% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Aman Joshi sold 3,746 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $139.81, for a total value of $523,728.26. Following the transaction, the insider owned 201,072 shares of the company’s stock, valued at approximately $28,111,876.32. This trade represents a 1.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 12,294 shares of company stock worth $1,520,974 over the last quarter. 3.50% of the stock is currently owned by company insiders.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Q4 beat and raised guidance — Bloom topped EPS and revenue estimates for Q4 and set FY‑2026 EPS guidance (1.33–1.48), supporting the company’s growth narrative and giving bulls a near‑term fundamental argument. Read More.
• Neutral Sentiment: Analyst support and valuation checks — Several firms have increased targets (e.g., Morgan Stanley, UBS) while independent pieces are questioning whether recent momentum already prices in growth; this creates mixed signals for investors weighing upside vs valuation risk. Read More.
• Neutral Sentiment: Institutional positioning and sector flows — Large institutional ownership (~77%) and rotation into AI/energy themes can both stabilize and amplify moves; flows into thematic funds can help longer‑term but also make the stock sensitive to short‑term rotations. Read More.
• Negative Sentiment: Insider selling this week — Multiple insiders (Aman Joshi, Shawn Soderberg, Satish Chitoori) sold blocks of shares on Feb. 17 at roughly $139–$140, representing small percentage reductions but signaling near‑term take‑profit/liquidity action that can trigger selling pressure. Read More.
• Negative Sentiment: Media caution may amplify retail selling — Coverage highlighting investor preconceptions (Robinhood/Bloom example) can feed retail skepticism and short‑term volatility in a richly valued name. Read More.

Bloom Energy Price Performance

NYSE BE opened at $147.74 on Monday. Bloom Energy Corporation has a 1 year low of $15.15 and a 1 year high of $176.49. The company has a fifty day simple moving average of $126.79 and a 200 day simple moving average of $101.25. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. The company has a market cap of $41.45 billion, a P/E ratio of -388.78, a P/E/G ratio of 6.10 and a beta of 3.07.

Bloom Energy (NYSE:BE) last announced its 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. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The firm had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. During the same quarter last year, the firm 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. On average, sell-side analysts predict that Bloom Energy Corporation will post -0.23 EPS for the current year.

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.