Bloom Energy Corporation $BE Shares Acquired by FORA Capital LLC

FORA Capital LLC lifted its stake in Bloom Energy Corporation (NYSE:BE) by 29.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 27,681 shares of the company’s stock after purchasing an additional 6,344 shares during the period. FORA Capital LLC’s holdings in Bloom Energy were worth $2,341,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Bayforest Capital Ltd purchased a new stake in shares of Bloom Energy during the first quarter worth approximately $2,055,000. AQR Capital Management LLC purchased a new position in Bloom Energy in the first quarter worth approximately $1,820,000. NewEdge Advisors LLC grew its holdings in Bloom Energy by 674.7% during the 1st 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. Goldman Sachs Group Inc. increased its position in shares of Bloom Energy by 50.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after purchasing an additional 836,810 shares during the last quarter. Finally, Focus Partners Wealth increased its position in shares of Bloom Energy by 30.7% in the 1st quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock valued at $394,000 after purchasing an additional 4,716 shares during the last quarter. 77.04% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

BE has been the subject of several recent analyst reports. Bank of America set a $39.00 price objective on shares of Bloom Energy in a research report on Tuesday, November 25th. Weiss Ratings reissued a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, January 27th. Wall Street Zen cut Bloom Energy from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Robert W. Baird set a $172.00 price target on Bloom Energy in a report on Tuesday, January 27th. Finally, Royal Bank Of Canada set a $143.00 price objective on Bloom Energy in a research report on Tuesday, January 20th. One equities research 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 MarketBeat, Bloom Energy currently has a consensus rating of “Hold” and a consensus price target of $131.87.

Bloom Energy News Roundup

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 Trading Down 1.8%

NYSE BE opened at $154.28 on Friday. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95. The firm’s fifty day moving average price is $147.81 and its 200 day moving average price is $112.45. The company has a market capitalization of $43.28 billion, a price-to-earnings ratio of -406.01, a price-to-earnings-growth ratio of 6.42 and a beta of 3.11. Bloom Energy Corporation has a 12 month low of $15.15 and a 12 month high of $180.90.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. The firm had revenue of $777.68 million during the quarter, compared to analysts’ expectations of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. Bloom Energy’s quarterly revenue was up 35.9% compared to the same quarter last year. During the same period in the previous year, the company earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, sell-side analysts expect that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Bloom Energy news, insider Shawn Marie Soderberg sold 20,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $180.00, for a total value of $3,600,000.00. Following the completion of the sale, the insider owned 376,731 shares in the company, valued at approximately $67,811,580. The trade was a 5.04% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Gary S. Pinkus sold 1,250 shares of the stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $165.80, for a total value of $207,250.00. Following the completion of the sale, the director directly owned 4,149 shares of the company’s stock, valued at $687,904.20. The trade was a 23.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 268,788 shares of company stock worth $45,575,889. Corporate insiders own 3.60% of the company’s stock.

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.