Avanza Fonder AB acquired a new stake in Bloom Energy Corporation (NYSE:BE – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 12,892 shares of the company’s stock, valued at approximately $1,120,000.
Other institutional investors also recently bought and sold shares of the company. Assenagon Asset Management S.A. acquired a new position in Bloom Energy during the 4th quarter valued at approximately $534,000. Nordea Investment Management AB acquired a new stake in shares of Bloom Energy during the fourth quarter worth $1,829,000. Parisi Gray Wealth Management purchased a new stake in shares of Bloom Energy during the fourth quarter valued at $340,000. Bay Rivers Group purchased a new stake in shares of Bloom Energy during the fourth quarter valued at $678,000. Finally, Park Avenue Securities LLC acquired a new position in shares of Bloom Energy in the 4th quarter valued at $4,327,000. 77.04% of the stock is currently owned by institutional investors and hedge funds.
Analyst Ratings Changes
A number of equities analysts recently issued reports on the company. Daiwa Securities Group set a $98.00 target price on Bloom Energy in a research note on Tuesday, December 2nd. Mizuho increased their price objective on Bloom Energy to $110.00 and gave the company a “neutral” rating in a report on Monday, February 9th. Zacks Research lowered Bloom Energy from a “strong-buy” rating to a “hold” rating in a report on Monday, March 9th. BMO Capital Markets raised their price objective on Bloom Energy to $149.00 and gave the stock a “market perform” rating in a research note on Friday, February 6th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $131.87.
Bloom Energy Trading Up 3.2%
NYSE BE opened at $145.79 on Wednesday. Bloom Energy Corporation has a 1 year low of $15.15 and a 1 year high of $180.90. 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 company has a market capitalization of $40.90 billion, a PE ratio of -383.66, a P/E/G ratio of 5.77 and a beta of 3.11. The company has a fifty day moving average of $152.35 and a 200 day moving average of $118.24.
Bloom Energy (NYSE:BE – Get Free Report) last announced its quarterly 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. The company had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The firm’s revenue for the quarter was up 35.9% compared to the same quarter last year. During the same period last year, the firm earned $0.43 EPS. 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 earnings per share for the current year.
Key Headlines Impacting Bloom Energy
Here are the key news stories impacting Bloom Energy this week:
- Positive Sentiment: Strong BYOP demand and product positioning: A Seeking Alpha piece highlights Bloom’s role in the growing “Bring Your Own Power” market, noting 140% backlog growth in 2025 and that Bloom’s modular fuel-cell systems (native 800V DC) are well‑positioned for AI data centers and commercial/industrial customers — a clear demand catalyst. BYOP (Bring Your Own Power) Is Getting Bigger: Bloom Energy Makes That Happen, Quickly
- Neutral Sentiment: Macro headwinds could cap gains: Morning market coverage notes cooler US growth signals and rising 10‑year yields, which can pressure high‑beta, growth‑oriented names like BE. This is a broad-market headwind rather than company-specific. US Stock Market Today S&P 500 Futures Ease As Growth Signals Cool And Yields Rise
- Neutral Sentiment: Valuation/rotation context after big run: Analysts and market writeups note a recent pullback after a sharp multi‑month rally, flagging mixed short‑term momentum even as longer‑term gains remain. That frames both opportunity and risk. A Look At Bloom Energy’s Valuation After Its Recent Share Price Pullback
- Negative Sentiment: Recent session weakness: Coverage reported a sharp prior-day decline (around -5.9%), underlining short-term volatility and profit‑taking after the recent run. Bloom Energy (BE) Stock Dips While Market Gains: Key Facts
- Negative Sentiment: Technical/price structure concerns: Market commentary says Bloom briefly bounced but then lost a key support line, signaling continued short‑term technical fragility for traders. AI Enabler Blossoms, Wilts Then Retreats In Thorny Market. What’s An Investor To Do?
- Negative Sentiment: Insider selling: A report shows insider sales of roughly $2.32M, a headline that can increase near‑term selling pressure or raise governance/ownership questions for some investors. Insider Selling: Bloom Energy (NYSE:BE) Insider Sells $2,318,742.70 in Stock
Insider Activity
In related news, insider Aman Joshi sold 19,944 shares of Bloom Energy stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $154.85, for a total transaction of $3,088,328.40. Following the completion of the transaction, the insider directly owned 190,521 shares in the company, valued at approximately $29,502,176.85. This trade represents a 9.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 value of $207,250.00. Following the completion of 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 370,092 shares of company stock valued at $61,365,925 over the last 90 days. Company insiders own 3.50% of the company’s stock.
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.
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