Banque Cantonale Vaudoise Sells 4,088 Shares of Bloom Energy Corporation $BE

Banque Cantonale Vaudoise reduced its stake in Bloom Energy Corporation (NYSE:BE) by 41.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,708 shares of the company’s stock after selling 4,088 shares during the period. Banque Cantonale Vaudoise’s holdings in Bloom Energy were worth $483,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. N.E.W. Advisory Services LLC bought a new position in shares of Bloom Energy during the 3rd quarter worth about $32,000. Fifth Third Bancorp bought a new stake in Bloom Energy in the 3rd quarter valued at about $32,000. Parkside Financial Bank & Trust raised its stake in Bloom Energy by 250.9% during the 3rd quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after buying an additional 281 shares during the period. Elevation Point Wealth Partners LLC bought a new position in Bloom Energy in the second quarter worth approximately $36,000. Finally, NewEdge Advisors LLC boosted its holdings in Bloom Energy by 674.7% in the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after acquiring an additional 1,626 shares in the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: AI demand + Brookfield financing — Reports say Bloom is seeing rising orders from AI data centers and industrial customers, and a multi‑year US$5 billion Brookfield financing aims to expand capacity (1 GW → 2 GW) and support a reported ~US$20 billion backlog, reinforcing a durable revenue pipeline. AI-Fueled Power Demand and Brookfield Backing Might Change The Case For Investing In Bloom Energy (BE)
• Positive Sentiment: Retail/bullish coverage — Recent bullish writeups (OppCost/Substack summarized on Yahoo and InsiderMonkey) argue Bloom is becoming core infrastructure for on‑site power and highlight strong demand trends, which can attract retail interest and momentum buyers. Is Bloom Energy Corporation (BE) A Good Stock To Buy Now?
• Positive Sentiment: Management/technology narrative — Profiles of founder/CEO KR Sridhar emphasize Bloom’s SOFC tech and leadership vision, supporting the long‑term credibility of the growth story. KR Sridhar: Clean Energy Visionary, Bloom Energy Founder and CEO, and Pioneer in Solid Oxide Fuel Cell Technology
• Neutral Sentiment: Outlook vs. profitability — Motley Fool coverage notes record revenue growth and data‑center traction but flags thin profitability; upside exists but depends on margin improvement. Is Bloom Energy Stock Going to $200?
• Neutral Sentiment: Market backdrop — Broad market indicators suggesting a bullish shift may help cyclical/tech‑exposed names like Bloom, but sector moves are not guaranteed to lift single stocks. Spring Forward: 5 Indicators Illustrate a Bullish Shift
• Neutral Sentiment: Peer comparison note — A head‑to‑head survey piece comparing NextNRG and Bloom provides context on competitive positioning but contains no immediate catalyst. Head-To-Head Survey: NextNRG (NASDAQ:NXXT) and Bloom Energy (NYSE:BE)
• Negative Sentiment: Zacks downgrade — Zacks cut Bloom from “strong‑buy” to “hold,” an analyst action that can prompt selling and weighs on short‑term sentiment. Zacks Research Downgrade

Bloom Energy Price Performance

Shares of NYSE:BE opened at $156.74 on Friday. 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 stock has a market cap of $43.97 billion, a PE ratio of -412.48, a price-to-earnings-growth ratio of 6.50 and a beta of 3.11. The stock’s fifty day simple moving average is $146.69 and its two-hundred day simple moving average is $111.72. Bloom Energy Corporation has a 1-year low of $15.15 and a 1-year high of $180.90.

Bloom Energy (NYSE:BE) last posted its 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 firm had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. During the same quarter in the prior year, the business posted $0.43 EPS. The business’s 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, analysts forecast that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms have recently commented on BE. TD Cowen boosted their price objective on Bloom Energy to $160.00 and gave the company a “hold” rating in a report on Friday, February 6th. Royal Bank Of Canada set a $143.00 target price on Bloom Energy in a report on Tuesday, January 20th. Daiwa Securities Group set a $98.00 price target on shares of Bloom Energy in a research report on Tuesday, December 2nd. Wall Street Zen lowered shares of Bloom Energy from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Finally, Robert W. Baird set a $172.00 price objective on shares of Bloom Energy in a research note on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $131.87.

Insider Transactions at Bloom Energy

In other news, insider Satish Chitoori sold 1,521 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $139.37, for a total value of $211,981.77. Following the transaction, the insider owned 230,017 shares in the company, valued at $32,057,469.29. The trade was a 0.66% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Shawn Marie Soderberg sold 20,000 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $180.00, for a total value of $3,600,000.00. Following the completion of the transaction, the insider directly owned 376,731 shares of the company’s stock, valued at approximately $67,811,580. This represents a 5.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 268,788 shares of company stock worth $45,575,889. Company insiders own 3.60% of the company’s stock.

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.