Diversified Trust Co. Has $421,000 Position in Bloom Energy Corporation $BE

Diversified Trust Co. lessened its holdings in shares of Bloom Energy Corporation (NYSE:BE) by 84.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,845 shares of the company’s stock after selling 26,356 shares during the quarter. Diversified Trust Co.’s holdings in Bloom Energy were worth $421,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of BE. Vanguard Group Inc. grew its holdings in shares of Bloom Energy by 6.3% during the third quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock valued at $1,759,726,000 after buying an additional 1,240,819 shares during the last quarter. Graticule Asia Macro Advisors LLC acquired a new stake in shares of Bloom Energy in the 3rd quarter worth about $402,494,000. Trivest Advisors Ltd raised its holdings in shares of Bloom Energy by 1,461.6% in the 3rd quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock worth $289,229,000 after acquiring an additional 3,201,000 shares during the last quarter. Goldman Sachs Group Inc. lifted its position in 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 acquiring an additional 836,810 shares in the last quarter. Finally, Norges Bank bought a new position in Bloom Energy in the 2nd quarter valued at about $57,821,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

Wall Street Analyst Weigh In

BE has been the subject of a number of recent research reports. Truist Financial set a $68.00 price objective on Bloom Energy in a report on Friday, January 9th. China Renaissance started coverage on Bloom Energy in a report on Wednesday, January 28th. They issued a “buy” rating and a $207.00 target price on the stock. Roth Mkm lifted their target price on Bloom Energy to $133.00 and gave the company a “neutral” rating in a research report on Tuesday, February 3rd. Royal Bank Of Canada set a $143.00 price target on Bloom Energy in a report on Tuesday, January 20th. Finally, TD Cowen increased their price target on Bloom Energy to $160.00 and gave the company a “hold” rating in a research report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $131.65.

Bloom Energy News Summary

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

• Positive Sentiment: Clear evidence of stronger demand from data centers: ClearBridge and other write-ups highlight Bloom’s Q4 surge driven by data‑center orders and backlog tied to AI power needs, a key revenue growth driver for Bloom. Bloom Energy (BE) Surged in Q4 Due to Demand from Data Centers
• Positive Sentiment: CERAWeek presentation reinforced the AI/data‑center growth narrative — management emphasized multibillion backlog and expanding service contracts as grid constraints and AI compute demand raise need for onsite power. This supports upside to revenue and recurring services. How Bloom Energy’s AI-Focused Power Pitch at CERAWeek 2026 Will Impact Investors
• Positive Sentiment: New CFO appointment (Simon Edwards) seen as a governance/operational positive—markets often view experienced finance chiefs as improving execution and credibility with investors. Bloom announced Edwards will join April 13. Bloom Energy Appoints Simon Edwards as Chief Financial Officer
• Positive Sentiment: Sell‑side / independent bullish research: A Seeking Alpha initiation argues for meaningful upside from the data‑center power boom and positions Bloom as a long‑term beneficiary of AI-driven demand. Bloom Energy: More Upside In The Data Center Power Boom
• Neutral Sentiment: Brokerage consensus sits around a “Hold” average—mixed analyst views suggest some caution despite operational momentum. Bloom Energy Given Average Rating of “Hold”
• Negative Sentiment: Jefferies cut its price target to $97 and assigned an “underperform” rating, signaling near‑term downside (their PT implies material downside from current levels) and adding selling pressure. Jefferies Lowers Price Target to $97
• Negative Sentiment: Analyst/market skepticism on valuation: coverage notes that strong growth and backlog clash with high valuation and past profitability volatility, which could cap multiple expansion until execution and margins prove durable. Bloom Energy’s Robust Performance Meets Analyst Skepticism Over Valuation

Bloom Energy Trading Up 0.0%

Shares of BE stock opened at $133.54 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 company has a market capitalization of $37.47 billion, a price-to-earnings ratio of -351.43, a PEG ratio of 5.44 and a beta of 3.11. Bloom Energy Corporation has a 52-week low of $15.15 and a 52-week high of $180.90. The company has a 50-day simple moving average of $152.26 and a two-hundred day simple moving average of $119.57.

Bloom Energy (NYSE:BE) last posted its earnings results on Thursday, February 5th. The company reported $0.45 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 firm had revenue of $777.68 million for the quarter, compared to analysts’ expectations of $647.59 million. During the same quarter last year, the firm earned $0.43 EPS. The company’s quarterly 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. Research analysts anticipate that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Insider Activity at Bloom Energy

In related news, insider Satish Chitoori sold 18,964 shares of Bloom Energy stock in a transaction on Monday, March 16th. The stock was sold at an average price of $154.45, for a total transaction of $2,928,989.80. Following the sale, the insider directly owned 232,365 shares in the company, valued at approximately $35,888,774.25. This trade represents a 7.55% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Aman Joshi sold 19,944 shares of the business’s stock in a transaction on Monday, March 16th. The stock was sold at an average price of $154.85, for a total value 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 represents a 9.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 370,092 shares of company stock valued at $61,365,925 in the last ninety days. Insiders own 3.60% 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.