Wealthcare Advisory Partners LLC purchased a new stake in shares of Bloom Energy Corporation (NYSE:BE – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 3,637 shares of the company’s stock, valued at approximately $308,000.
Several other hedge funds have also recently made changes to their positions in the business. CWM LLC lifted its stake in shares of 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 purchasing an additional 162 shares during the period. Seelaus Asset Management LLC grew its stake in Bloom Energy by 2.4% during the third quarter. Seelaus Asset Management LLC now owns 11,420 shares of the company’s stock worth $966,000 after purchasing an additional 270 shares during the period. Parkside Financial Bank & Trust increased its holdings in Bloom Energy by 250.9% in the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after purchasing an additional 281 shares in the last quarter. Rothschild Investment LLC lifted its stake in Bloom Energy by 74.4% in the third quarter. Rothschild Investment LLC now owns 680 shares of the company’s stock valued at $58,000 after buying an additional 290 shares during the period. Finally, Prospera Financial Services Inc boosted its holdings in shares of 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 in the last quarter. 77.04% of the stock is owned by institutional investors.
Insider Buying and Selling
In other Bloom Energy news, insider Aman Joshi sold 3,746 shares of Bloom Energy stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $139.81, for a total transaction of $523,728.26. Following the transaction, the insider directly owned 201,072 shares of the company’s stock, valued at $28,111,876.32. The trade was a 1.83% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Maciej Kurzymski sold 3,264 shares of the company’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $86.48, for a total transaction of $282,270.72. Following the completion of the sale, the insider owned 90,005 shares of the company’s stock, valued at approximately $7,783,632.40. The trade was a 3.50% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 12,294 shares of company stock valued at $1,520,974. 3.60% of the stock is owned by company insiders.
Bloom Energy Stock Down 7.1%
Bloom Energy (NYSE:BE – Get Free Report) 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 company had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. During the same period in the previous year, the firm posted $0.43 earnings per share. The firm’s revenue for the quarter was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, equities research analysts predict that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.
Bloom Energy News Roundup
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.
Wall Street Analysts Forecast Growth
Several analysts have recently weighed in on the stock. BTIG Research lifted their price objective on shares of Bloom Energy to $165.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Susquehanna increased their target price on shares of Bloom Energy to $157.00 and gave the stock a “positive” rating in a research note on Wednesday, October 29th. BMO Capital Markets lifted their price target on shares of Bloom Energy to $149.00 and gave the company a “market perform” rating in a research note on Friday, February 6th. HSBC upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating and set a $150.00 price objective on the stock in a report on Wednesday, October 29th. Finally, Mizuho raised their target price on Bloom Energy to $110.00 and gave the company a “neutral” rating in a research note on Monday, February 9th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Bloom Energy currently has an average rating of “Hold” and a consensus target price of $130.50.
About Bloom Energy
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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