Banque Transatlantique SA Raises Holdings in Bloom Energy Corporation $BE

Banque Transatlantique SA grew its holdings in Bloom Energy Corporation (NYSE:BE) by 994.9% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,584 shares of the company’s stock after buying an additional 5,074 shares during the quarter. Banque Transatlantique SA’s holdings in Bloom Energy were worth $471,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the stock. Bayforest Capital Ltd acquired a new stake in shares of Bloom Energy during the 1st quarter worth about $2,055,000. AQR Capital Management LLC acquired a new stake in Bloom Energy during the 1st quarter worth approximately $1,820,000. NewEdge Advisors LLC increased 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 acquiring an additional 1,626 shares during the period. Goldman Sachs Group Inc. raised its position in Bloom Energy by 50.3% in the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after acquiring an additional 836,810 shares in the last quarter. Finally, Focus Partners Wealth increased its holdings in Bloom Energy by 30.7% in the first 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 in the last quarter. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Surging AI data-center demand + Brookfield backing: Reports say Bloom has a multi-year $5B financing deal with Brookfield to expand manufacturing from ~1GW to 2GW and is sitting on a large AI-driven backlog (~$20B reported), which supports revenue visibility and capacity expansion. AI-Fueled Power Demand and Brookfield Backing Might Change The Case For Investing In Bloom Energy (BE)
• Positive Sentiment: Macro tailwind from data-center power constraints: Coverage of the “gigawatt bottleneck” for AI data centers highlights on-site and high-density power needs that play to Bloom’s solid-oxide fuel cell on-site generation pitch. That dynamic supports long-term demand. The Gigawatt Bottleneck: Power Constraints Define AI Data Center Growth
• Positive Sentiment: Bullish investor writeups: Multiple bullish pieces and Substack analyses (OppCost, InsiderMonkey summaries) are circulating, reinforcing a growth narrative that some investors are buying into. Is Bloom Energy Corporation (BE) A Good Stock To Buy Now?
• Neutral Sentiment: Zacks / investment-ideas mention: Bloom is included in a Zacks investment-ideas roundup alongside other tech names — visibility but not a direct catalyst. Zacks Investment Ideas feature highlights SanDisk, Micron, Bloom Energy, Vertiv and Lumentum
• Neutral Sentiment: Headline: stock move recap — short-term price snapshot and volume context reported without new company-specific news. Bloom Energy (BE) Stock Moves -1.28%: What You Should Know
• Neutral Sentiment: Profile / background pieces (founder KR Sridhar, sector comparisons) increase investor familiarity but are not immediate catalysts. KR Sridhar: Clean Energy Visionary, Bloom Energy Founder and CEO
• Negative Sentiment: Valuation and profit-taking concerns: Commentary questions whether BE’s recent rally has priced in too much optimism given thin profitability and a high forward multiple, which can pressure the stock after big gains. Is Bloom Energy (BE) Pricing In Too Much Optimism After Huge Year To Date Rally?
• Negative Sentiment: Competitive threat: FuelCell Energy and other fuel-cell players are targeting AI data centers with alternate DC fuel-cell solutions and carbon-capture combos — increased competition could pressure margins or bid dynamics. FCEL Targets AI Data Centers With DC Power and Carbon Capture

Bloom Energy Stock Down 1.8%

BE opened at $154.28 on Friday. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. The business has a 50 day moving average price of $147.81 and a 200 day moving average price of $112.45. The firm has a market cap of $43.28 billion, a P/E ratio of -406.01, a price-to-earnings-growth ratio of 6.42 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.

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. Research analysts forecast that Bloom Energy Corporation will post -0.23 EPS for the current year.

Insiders Place Their Bets

In other news, insider Shawn Marie Soderberg sold 20,000 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $180.00, for a total transaction of $3,600,000.00. Following the completion of the sale, the insider owned 376,731 shares in the company, valued at $67,811,580. The trade was a 5.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Satish Chitoori sold 1,521 shares of the stock in a transaction 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 transaction, the insider directly owned 230,017 shares in the company, valued at approximately $32,057,469.29. This trade represents a 0.66% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 268,788 shares of company stock valued at $45,575,889 over the last quarter. Company insiders own 3.60% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on BE. BMO Capital Markets raised their price target on Bloom Energy to $149.00 and gave the stock a “market perform” rating in a research report on Friday, February 6th. Royal Bank Of Canada set a $143.00 price target on shares of Bloom Energy in a report on Tuesday, January 20th. Roth Mkm increased their price target on shares of Bloom Energy to $133.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 3rd. Wall Street Zen downgraded shares of Bloom Energy from a “buy” rating to a “hold” rating in a research report on Saturday, February 28th. Finally, Robert W. Baird set a $172.00 price objective on shares of Bloom Energy in a report on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $131.87.

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.