Bay Rivers Group Buys New Shares in Bloom Energy Corporation $BE

Bay Rivers Group bought a new position in shares of Bloom Energy Corporation (NYSE:BE) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 7,807 shares of the company’s stock, valued at approximately $678,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in BE. CWM LLC lifted its position in Bloom Energy by 3.3% in the third quarter. CWM LLC now owns 5,111 shares of the company’s stock worth $432,000 after purchasing an additional 162 shares during the period. Seelaus Asset Management LLC raised its stake in shares of Bloom Energy by 2.4% in the 3rd quarter. Seelaus Asset Management LLC now owns 11,420 shares of the company’s stock valued at $966,000 after buying an additional 270 shares in the last quarter. Parkside Financial Bank & Trust raised its stake in shares of Bloom Energy by 250.9% in the 3rd 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. Rothschild Investment LLC lifted its holdings in shares of Bloom Energy by 74.4% during the 3rd quarter. Rothschild Investment LLC now owns 680 shares of the company’s stock worth $58,000 after acquiring an additional 290 shares during the period. Finally, GAMMA Investing LLC lifted its holdings in shares of Bloom Energy by 14.1% during the 3rd quarter. GAMMA Investing LLC now owns 2,708 shares of the company’s stock worth $229,000 after acquiring an additional 335 shares during the period. 77.04% of the stock is currently owned by institutional investors.

Bloom Energy News Roundup

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

• Positive Sentiment: Brookfield committed multibillion-dollar investment to deploy Bloom’s fuel cells in AI-focused data centers — a direct demand pipeline that underpins revenue growth and institutional validation. Bloom Energy Brookfield Deal Links Fuel Cells To AI Data Center Growth
• Positive Sentiment: Analyst commentary highlights a nearly 596% one‑year surge driven by AI data center demand and distributed power solutions; rising estimates and improved ROIC support a bullish fundamental narrative. Bloom Energy Outpaces Industry in a Year: How to Play the Stock?
• Positive Sentiment: Market write-ups note a near‑term rally (shares climbed earlier this week) as investors favor companies with on‑demand and less geopolitically exposed services. Bloom Energy (BE) Climbs 6.5%–Here’s Why
• Positive Sentiment: Technical analysis shows consolidation near trend highs with a cup‑with‑handle pattern and support at the 50‑day moving average — suggests upside if buying resumes. Bloom Energy (BE) Price Forecast: Support Holds, Trend Poised for Upside
• Neutral Sentiment: Bloom appears on lists of top market movers today — useful for intraday attention but not a standalone fundamental driver. 10 Stocks Dominating Today’s Market Action: Bloom, Vermilion and More
• Neutral Sentiment: Broader sector commentary (news roundup) may influence sentiment but contains mixed signals for fuel‑cell peers. Stock Market Today, March 18: Plug Power’s Rally Stalls Slightly
• Negative Sentiment: Headline reporting ties a recent share dip to insider selling, which can prompt short‑term weakness and increase volatility. Bloom Energy (NYSE:BE) Stock Price Down 2.1% on Insider Selling
• Negative Sentiment: Officer Shawn Marie Soderberg sold 29,807 shares — another reported insider sale that may be viewed as profit‑taking. Shawn Marie Soderberg Sells 29,807 Shares of Bloom Energy (NYSE:BE) Stock
• Negative Sentiment: Executives Aman Joshi and Satish Chitoori also reported sales (19,944 and 18,964 shares), adding to the near‑term sell pressure narrative. Aman Joshi Sells 19,944 Shares of Bloom Energy (NYSE:BE) Stock Satish Chitoori Sells 18,964 Shares of Bloom Energy (NYSE:BE) Stock

Wall Street Analyst Weigh In

A number of research firms recently weighed in on BE. Wall Street Zen cut shares of Bloom Energy from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Bank of America set a $39.00 price objective on Bloom Energy in a report on Tuesday, November 25th. Roth Mkm upped their price objective on Bloom Energy to $133.00 and gave the company a “neutral” rating in a research note on Tuesday, February 3rd. Wells Fargo & Company raised their target price on Bloom Energy to $130.00 and gave the stock an “equal weight” rating in a research report on Friday, February 6th. Finally, UBS Group reaffirmed a “buy” rating and issued a $170.00 price target on shares of Bloom Energy in a research note on Friday, February 6th. One investment 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 issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $131.87.

Bloom Energy Price Performance

BE opened at $149.65 on Friday. 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 Corporation has a 12 month low of $15.15 and a 12 month high of $180.90. The company has a fifty day simple moving average of $152.13 and a 200 day simple moving average of $116.10. The stock has a market cap of $41.98 billion, a P/E ratio of -393.82, a P/E/G ratio of 6.80 and a beta of 3.11.

Bloom Energy (NYSE:BE) last posted its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, topping 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 firm had revenue of $777.68 million for the quarter, compared to analyst estimates of $647.59 million. During the same period in the previous year, the company posted $0.43 earnings per share. The company’s revenue for the quarter was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, research analysts expect that Bloom Energy Corporation will post -0.23 EPS for the current year.

Insider Buying and Selling at Bloom Energy

In other news, insider Maciej Kurzymski sold 7,800 shares of the company’s stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $151.85, for a total value of $1,184,430.00. Following the completion of the transaction, the insider owned 84,294 shares in the company, valued at $12,800,043.90. This represents a 8.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Gary S. Pinkus sold 1,250 shares of the stock in a transaction on Friday, February 27th. The stock was sold at an average price of $165.80, for a total transaction of $207,250.00. Following the sale, the director directly owned 4,149 shares of the company’s stock, valued at $687,904.20. This represents a 23.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 370,092 shares of company stock worth $61,365,925 in the last quarter. 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.