Skandinaviska Enskilda Banken AB publ Sells 47,343 Shares of Bloom Energy Corporation $BE

Skandinaviska Enskilda Banken AB publ lowered its holdings in shares of Bloom Energy Corporation (NYSE:BE) by 47.4% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 52,574 shares of the company’s stock after selling 47,343 shares during the quarter. Skandinaviska Enskilda Banken AB publ’s holdings in Bloom Energy were worth $4,446,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of the business. Norges Bank bought a new stake in shares of Bloom Energy during the second quarter worth $57,821,000. Man Group plc increased its stake in Bloom Energy by 177.4% in the 2nd quarter. Man Group plc now owns 2,392,915 shares of the company’s stock worth $57,239,000 after buying an additional 1,530,167 shares during the period. Vanguard Group Inc. increased its stake in Bloom Energy by 6.3% in the 3rd quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock worth $1,759,726,000 after buying an additional 1,240,819 shares during the period. Elemental Capital Partners LLC bought a new stake in Bloom Energy during the 3rd quarter valued at about $101,720,000. Finally, Goldman Sachs Group Inc. boosted 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 buying an additional 836,810 shares during the period. Institutional investors own 77.04% of the company’s stock.

Bloom Energy Stock Performance

Shares of NYSE:BE opened at $147.74 on Friday. The firm has a 50 day moving average of $126.79 and a 200 day moving average of $100.38. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. The company has a market capitalization of $41.45 billion, a price-to-earnings ratio of -388.78, a price-to-earnings-growth ratio of 6.57 and a beta of 3.07. Bloom Energy Corporation has a 52 week low of $15.15 and a 52 week high of $176.49.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. The business 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 business’s revenue was up 35.9% compared to the same quarter last year. During the same period last year, the business posted $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, sell-side analysts predict that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts have recently commented on BE shares. BMO Capital Markets raised their target price on shares of Bloom Energy to $149.00 and gave the stock a “market perform” rating in a research report on Friday, February 6th. Jefferies Financial Group set a $102.00 price objective on Bloom Energy in a research note on Tuesday, February 10th. Susquehanna raised their price objective on Bloom Energy to $157.00 and gave the stock a “positive” rating in a report on Wednesday, October 29th. Oppenheimer reaffirmed a “market perform” rating on shares of Bloom Energy in a research report on Wednesday, October 29th. Finally, UBS Group reissued a “buy” rating and set a $170.00 price target on shares of Bloom Energy in a research report on Friday, February 6th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $130.50.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Q4 beat and raised guidance — Bloom topped EPS and revenue estimates for Q4 and set FY‑2026 EPS guidance (1.33–1.48), supporting the company’s growth narrative and giving bulls a near‑term fundamental argument. Read More.
• Neutral Sentiment: Analyst support and valuation checks — Several firms have increased targets (e.g., Morgan Stanley, UBS) while independent pieces are questioning whether recent momentum already prices in growth; this creates mixed signals for investors weighing upside vs valuation risk. Read More.
• Neutral Sentiment: Institutional positioning and sector flows — Large institutional ownership (~77%) and rotation into AI/energy themes can both stabilize and amplify moves; flows into thematic funds can help longer‑term but also make the stock sensitive to short‑term rotations. Read More.
• Negative Sentiment: Insider selling this week — Multiple insiders (Aman Joshi, Shawn Soderberg, Satish Chitoori) sold blocks of shares on Feb. 17 at roughly $139–$140, representing small percentage reductions but signaling near‑term take‑profit/liquidity action that can trigger selling pressure. Read More.
• Negative Sentiment: Media caution may amplify retail selling — Coverage highlighting investor preconceptions (Robinhood/Bloom example) can feed retail skepticism and short‑term volatility in a richly valued name. Read More.

Insider Activity

In related news, insider Maciej Kurzymski sold 3,264 shares of the business’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $86.48, for a total transaction of $282,270.72. Following the completion of the transaction, the insider owned 90,005 shares in the company, valued at $7,783,632.40. The trade was a 3.50% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Shawn Marie Soderberg sold 3,332 shares of Bloom Energy stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $139.56, for a total transaction of $465,013.92. Following the completion of the transaction, the insider directly owned 219,871 shares in the company, valued at $30,685,196.76. This represents a 1.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 12,294 shares of company stock worth $1,520,974 in the last quarter. 3.60% of the stock is currently owned by corporate insiders.

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.