Aureus Asset Management LLC Acquires Shares of 4,549 Bloom Energy Corporation $BE

Aureus Asset Management LLC acquired a new stake in shares of Bloom Energy Corporation (NYSE:BE) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,549 shares of the company’s stock, valued at approximately $616,000.

Other institutional investors also recently modified their holdings of the company. Blue Trust Inc. raised its position in Bloom Energy by 37.2% during the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after purchasing an additional 51 shares during the last quarter. Anchor Investment Management LLC bought a new stake in shares of Bloom Energy in the 1st quarter worth approximately $27,000. WPG Advisers LLC grew its position in shares of Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after buying an additional 67 shares during the last quarter. Hantz Financial Services Inc. grew its position in shares of Bloom Energy by 45.5% in the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after buying an additional 100 shares during the last quarter. Finally, Godsey & Gibb Inc. increased its stake in shares of Bloom Energy by 2,000.0% during the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock valued at $28,000 after buying an additional 200 shares during the period. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts recently weighed in on BE shares. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Evercore reissued an “outperform” rating and issued a $350.00 price target on shares of Bloom Energy in a research note on Wednesday, July 1st. Robert W. Baird restated an “outperform” rating and issued a $310.00 price objective on shares of Bloom Energy in a report on Thursday, July 9th. Citigroup reaffirmed a “hold” rating on shares of Bloom Energy in a research report on Thursday, July 16th. Finally, JPMorgan Chase & Co. upped their target price on Bloom Energy from $267.00 to $346.00 and gave the stock an “overweight” rating in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Bloom Energy currently has an average rating of “Hold” and an average price target of $254.00.

Insiders Place Their Bets

In other news, CAO Maciej Kurzymski sold 2,259 shares of the business’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $288.62, for a total value of $651,992.58. Following the completion of the transaction, the chief accounting officer owned 79,686 shares in the company, valued at $22,998,973.32. The trade was a 2.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director John T. Chambers sold 55,000 shares of the firm’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $297.69, for a total transaction of $16,372,950.00. Following the sale, the director directly owned 238,333 shares in the company, valued at approximately $70,949,350.77. The trade was a 18.75% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 153,617 shares of company stock worth $44,003,909. 3.00% of the stock is owned by corporate insiders.

Bloom Energy Stock Down 3.0%

Shares of Bloom Energy stock opened at $219.40 on Thursday. The company has a 50-day simple moving average of $274.14 and a two-hundred day simple moving average of $205.91. The stock has a market capitalization of $62.41 billion, a PE ratio of -4,387.08 and a beta of 3.73. Bloom Energy Corporation has a 52-week low of $25.74 and a 52-week high of $351.28. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03.

Bloom Energy (NYSE:BE) last posted its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, beating analysts’ consensus estimates of $0.12 by $0.32. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The firm had revenue of $751.05 million for the quarter, compared to analysts’ expectations of $539.94 million. During the same quarter in the prior year, the company posted $0.03 earnings per share. The business’s revenue for the quarter was up 130.4% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, analysts anticipate that Bloom Energy Corporation will post 1.43 EPS for the current fiscal year.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: JPMorgan boosted its price target on Bloom Energy and reaffirmed an Overweight rating, pointing to strong long-term delivery potential and AI-related demand. Why Bloom Energy (BE) Stock Is Trading Up Today
• Positive Sentiment: Bloom Energy has been tied to a reported $1.7 billion AI data center contract, reinforcing the view that AI infrastructure demand could support growth. Bloom Energy Soars 15% on $1.7 Billion AI Data Center Deal
• Neutral Sentiment: Investor commentary from Polen Capital highlighted Bloom Energy as a stock benefiting from AI-driven power demand, but this was more of a thesis update than a fresh catalyst. Bloom Energy Corporation (BE) Rose on AI-Driven Power Demand
• Negative Sentiment: After the recent surge, BE pulled back and underperformed the broader market, indicating some profit-taking or cooling momentum. Bloom Energy (BE) Suffers a Larger Drop Than the General Market: Key Insights

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.