Algert Global LLC Buys 79,421 Shares of Bloom Energy Corporation $BE

Algert Global LLC grew its stake in shares of Bloom Energy Corporation (NYSE:BE) by 94.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 163,311 shares of the company’s stock after purchasing an additional 79,421 shares during the period. Algert Global LLC owned approximately 0.07% of Bloom Energy worth $13,811,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of BE. Alliancebernstein L.P. lifted its stake in shares of Bloom Energy by 27.3% in the 3rd quarter. Alliancebernstein L.P. now owns 303,860 shares of the company’s stock valued at $25,697,000 after purchasing an additional 65,146 shares during the period. Schonfeld Strategic Advisors LLC boosted its position in shares of Bloom Energy by 2,731.4% during the third quarter. Schonfeld Strategic Advisors LLC now owns 710,082 shares of the company’s stock valued at $60,052,000 after purchasing an additional 685,003 shares in the last quarter. Creative Planning grew its stake in Bloom Energy by 96.9% in the third quarter. Creative Planning now owns 110,350 shares of the company’s stock worth $9,332,000 after purchasing an additional 54,311 shares during the period. Zacks Investment Management bought a new stake in shares of Bloom Energy during the 3rd quarter valued at $571,000. Finally, Raymond James Financial Inc. increased its stake in shares of Bloom Energy by 80.4% in the 3rd quarter. Raymond James Financial Inc. now owns 1,644,107 shares of the company’s stock worth $139,042,000 after acquiring an additional 732,800 shares in the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Bloom Energy Price Performance

Shares of NYSE BE opened at $154.28 on Monday. The firm has a market cap of $43.28 billion, a P/E ratio of -406.01, a PEG ratio of 6.31 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 has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. The company has a 50 day moving average of $147.81 and a 200 day moving average of $113.32.

Bloom Energy (NYSE:BE) last issued its earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, beating the consensus estimate of $0.25 by $0.20. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The business had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. During the same period last year, the business posted $0.43 EPS. The company’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, research analysts expect that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Insider Buying and Selling

In other news, insider Satish Chitoori sold 1,521 shares of Bloom Energy 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 directly 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 sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Gary S. Pinkus sold 1,250 shares of the business’s stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $165.80, for a total transaction of $207,250.00. Following the transaction, 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. Insiders sold 268,788 shares of company stock worth $45,575,889 in the last three months. 3.50% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

BE has been the subject of several recent research reports. JPMorgan Chase & Co. lifted their target price on shares of Bloom Energy to $166.00 and gave the company an “overweight” rating in a report on Friday, February 6th. BTIG Research upped their price target on Bloom Energy to $165.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Jefferies Financial Group set a $102.00 price objective on Bloom Energy in a research report on Tuesday, February 10th. Evercore reissued an “outperform” rating and issued a $179.00 target price on shares of Bloom Energy in a report on Friday, February 6th. Finally, Royal Bank Of Canada set a $143.00 target price on Bloom Energy in a research note on Tuesday, January 20th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $131.87.

Key Headlines Impacting 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 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.