Blair William & Co. IL Buys 14,650 Shares of Bloom Energy Corporation $BE

Blair William & Co. IL grew its stake in Bloom Energy Corporation (NYSE:BE) by 90.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 30,896 shares of the company’s stock after purchasing an additional 14,650 shares during the period. Blair William & Co. IL’s holdings in Bloom Energy were worth $2,613,000 as of its most recent filing with the Securities and Exchange Commission.

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

Insider Buying and Selling

In related news, CEO Kr Sridhar sold 200,000 shares of Bloom Energy stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total value of $34,000,000.00. Following the transaction, the chief executive officer directly owned 2,189,869 shares of the company’s stock, valued at $372,277,730. The trade was a 8.37% 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 Satish Chitoori sold 1,521 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $139.37, for a total value of $211,981.77. Following the completion of the sale, the insider owned 230,017 shares in the company, valued at $32,057,469.29. The trade was a 0.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 268,788 shares of company stock valued at $45,575,889. Corporate insiders own 3.60% of the company’s stock.

Key Stories 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

Analyst Upgrades and Downgrades

BE has been the subject of several research analyst reports. TD Cowen upped their price target on shares of Bloom Energy to $160.00 and gave the stock a “hold” rating in a report on Friday, February 6th. Royal Bank Of Canada set a $143.00 price objective on Bloom Energy in a research report on Tuesday, January 20th. Zacks Research cut Bloom Energy from a “strong-buy” rating to a “hold” rating in a report on Monday. Wall Street Zen lowered Bloom Energy from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Finally, Bank of America set a $39.00 price target on Bloom Energy in a report on Tuesday, November 25th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $131.87.

Bloom Energy Stock Performance

Shares of Bloom Energy stock opened at $156.74 on Friday. The stock has a market cap of $43.97 billion, a price-to-earnings ratio of -412.48, a P/E/G ratio of 6.50 and a beta of 3.11. Bloom Energy Corporation has a twelve month low of $15.15 and a twelve month high of $180.90. The company’s fifty day moving average is $146.69 and its 200 day moving average is $111.72. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54.

Bloom Energy (NYSE:BE) last announced 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. The business had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.Bloom Energy’s revenue for the quarter was up 35.9% compared to the same quarter last year. During the same period last year, the company earned $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Sell-side analysts forecast 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.