Bloom Energy Corporation $BE Shares Bought by Allianz Asset Management GmbH

Allianz Asset Management GmbH grew its position in Bloom Energy Corporation (NYSE:BE) by 5.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 298,384 shares of the company’s stock after buying an additional 15,920 shares during the quarter. Allianz Asset Management GmbH’s holdings in Bloom Energy were worth $25,234,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. CWM LLC grew its position in Bloom Energy by 3.3% in the 3rd quarter. CWM LLC now owns 5,111 shares of the company’s stock valued at $432,000 after acquiring an additional 162 shares in the last quarter. Seelaus Asset Management LLC boosted its stake in shares of Bloom Energy by 2.4% in the third quarter. Seelaus Asset Management LLC now owns 11,420 shares of the company’s stock valued at $966,000 after purchasing an additional 270 shares during the period. Parkside Financial Bank & Trust grew its holdings in shares of Bloom Energy by 250.9% in the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock valued at $33,000 after purchasing an additional 281 shares in the last quarter. Prospera Financial Services Inc increased its stake in Bloom Energy by 0.3% during the 2nd quarter. Prospera Financial Services Inc now owns 95,532 shares of the company’s stock worth $2,285,000 after buying an additional 313 shares during the period. Finally, GAMMA Investing LLC lifted its holdings in 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 buying an additional 335 shares in the last quarter. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on BE shares. TD Cowen boosted their price target on shares of Bloom Energy to $160.00 and gave the stock a “hold” rating in a research note on Friday. Mizuho set a $89.00 target price on Bloom Energy in a report on Wednesday, October 29th. China Renaissance started coverage on Bloom Energy in a report on Wednesday, January 28th. They set a “buy” rating and a $207.00 price target on the stock. Zacks Research lowered Bloom Energy from a “strong-buy” rating to a “hold” rating in a research report on Monday, November 3rd. Finally, Roth Mkm boosted their price objective on Bloom Energy to $133.00 and gave the stock a “neutral” rating in a research report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Bloom Energy has an average rating of “Hold” and a consensus target price of $127.42.

Insider Transactions at Bloom Energy

In related news, insider Satish Chitoori sold 2,085 shares of the company’s stock in a transaction on Friday, November 14th. The shares were sold at an average price of $104.08, for a total value of $217,006.80. Following the completion of the sale, the insider owned 229,880 shares in the company, valued at $23,925,910.40. This represents a 0.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Shawn Marie Soderberg sold 2,733 shares of the firm’s stock in a transaction on Friday, November 14th. The stock was sold at an average price of $108.26, for a total transaction of $295,874.58. Following the transaction, the insider directly owned 223,216 shares in the company, valued at $24,165,364.16. The trade was a 1.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 14,639 shares of company stock worth $1,496,660. 3.60% of the stock is owned by corporate insiders.

Key Bloom Energy News

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

• Positive Sentiment: Q4 beat: Bloom posted EPS of $0.45 and revenue of $777.7M, both comfortably above estimates — a clear catalyst for upside as the company delivered profitable quarterly results and revenue growth. Read More.
• Positive Sentiment: Very bullish FY2026 guidance: management set revenue guidance of $3.1B–$3.3B and EPS of $1.33–$1.48, well above Street expectations — this raises forward growth expectations and supports re-rating. Read More.
• Positive Sentiment: AI/data-center demand tailwind: management and coverage point to a pronounced AI-driven pickup in on-site power demand and a large backlog (140–150% increase), giving revenue visibility and supporting scale-up plans. Read More.
• Neutral Sentiment: Analyst re-ratings: a mix of upgrades/price-target raises (BTIG to $165 buy; TD Cowen to $160 hold) show growing analyst optimism but also differing conviction on valuation — supports momentum but leaves dispersion in expectations. Read More.
• Neutral Sentiment: Earnings materials available: full press release, slide deck and call transcript provide detail on margins, backlog and unit economics — useful for modeling and verifying management’s assumptions. Read More.
• Negative Sentiment: Margin pressure and execution risk: management noted gross-margin contraction (expected) and service/product mix shifts; margins must improve as the installed base scales for guidance to fully materialize. Read More.
• Negative Sentiment: Short interest and valuation risks: short interest spiked earlier (~10%), and the shares now trade at a very rich forward multiple — both can amplify volatility and create downside if growth or margin execution slips. (See company filings and market data for current short/valuation metrics.)

Bloom Energy Stock Performance

Shares of Bloom Energy stock opened at $143.48 on Friday. The firm has a market capitalization of $33.93 billion, a P/E ratio of -377.58, a P/E/G ratio of 11.04 and a beta of 3.07. The company has a quick ratio of 2.88, a current ratio of 4.40 and a debt-to-equity ratio of 1.98. Bloom Energy Corporation has a 52 week low of $15.15 and a 52 week high of $176.49. The firm’s 50 day moving average is $118.48 and its two-hundred day moving average is $92.40.

Bloom Energy (NYSE:BE) last posted its earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 8.38%. The firm 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 firm posted $0.43 EPS. The company’s revenue was up 35.9% on a year-over-year basis. 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 EPS for the current fiscal year.

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.