Bloom Energy Corporation $BE Shares Sold by Duff & Phelps Investment Management Co.

Duff & Phelps Investment Management Co. lowered its holdings in Bloom Energy Corporation (NYSE:BE) by 47.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 34,390 shares of the company’s stock after selling 30,930 shares during the period. Duff & Phelps Investment Management Co.’s holdings in Bloom Energy were worth $2,908,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Barometer Capital Management Inc. lifted its position in Bloom Energy by 25.0% during the third quarter. Barometer Capital Management Inc. now owns 15,000 shares of the company’s stock worth $1,269,000 after buying an additional 3,000 shares during the period. Gordian Capital Singapore Pte Ltd acquired a new stake in Bloom Energy in the 3rd quarter worth about $127,000. RiverPark Advisors LLC purchased a new stake in Bloom Energy in the 3rd quarter valued at about $119,000. Mackenzie Financial Corp increased its stake in shares of Bloom Energy by 77.0% during the 3rd quarter. Mackenzie Financial Corp now owns 23,111 shares of the company’s stock valued at $1,954,000 after acquiring an additional 10,051 shares during the last quarter. Finally, Franklin Resources Inc. increased its stake in shares of Bloom Energy by 707.7% during the 3rd quarter. Franklin Resources Inc. now owns 1,321,120 shares of the company’s stock valued at $111,665,000 after acquiring an additional 1,157,551 shares during the last quarter. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. BTIG Research raised their target price on shares of Bloom Energy to $165.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Truist Financial set a $68.00 price target on shares of Bloom Energy in a research note on Friday, January 9th. UBS Group reissued a “buy” rating and set a $170.00 price objective on shares of Bloom Energy in a research note on Friday, February 6th. Robert W. Baird set a $172.00 target price on Bloom Energy in a research report on Tuesday, January 27th. Finally, Mizuho lifted their target price on Bloom Energy to $110.00 and gave the company a “neutral” rating in a report on Monday, February 9th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $131.87.

Insider Transactions at Bloom Energy

In other Bloom Energy news, Director Gary S. Pinkus sold 1,250 shares of the firm’s stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $165.80, for a total value of $207,250.00. Following the transaction, the director directly owned 4,149 shares of the company’s stock, valued at $687,904.20. This trade represents a 23.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Shawn Marie Soderberg sold 20,000 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $180.00, for a total value of $3,600,000.00. Following the transaction, the insider owned 376,731 shares in the company, valued at approximately $67,811,580. This represents a 5.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 268,788 shares of company stock worth $45,575,889 in the last quarter. 3.60% of the stock is owned by corporate insiders.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Major partnership: Bloom agreed a reported $5 billion partnership with Brookfield to deploy its solid‑oxide fuel cells for AI data centers — a direct boost to its project pipeline, backlog and exposure to fast‑growing AI infrastructure demand. Read More.
• Positive Sentiment: Revenue momentum: Coverage notes Bloom generated roughly $2B in revenue in 2025 and expects about $1B of additional revenue this year — supporting the view that the company is scaling and justifying premium growth multiples if demand persists. Read More.
• Positive Sentiment: Market recognition: The stock was flagged as joining a select group with a 95+ composite rating, which can attract momentum/quant flows and validates recent performance metrics. Read More.
• Neutral Sentiment: AI thematic positioning: Analysts and commentators are increasingly citing Bloom as part of the energy stack for AI buildout (memory, power, space), which raises long‑term optionality but also ties expectations to AI capex cycles. Read More.
• Neutral Sentiment: Heavy media/analyst coverage: Multiple buy/sell assessments (Fool, Forbes, Yahoo/finance pieces) are driving attention and volatility — helpful for liquidity but increasing headline sensitivity. Read More.
• Negative Sentiment: Analyst downgrade: Zacks cut Bloom from “strong‑buy” to “hold,” which can temper momentum investors and act as a near‑term headwind to sentiment. Read More.

Bloom Energy Price Performance

BE opened at $158.96 on Thursday. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. 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 moving average of $145.29 and a two-hundred day moving average of $111.41. The company has a market cap of $44.60 billion, a P/E ratio of -418.32, a P/E/G ratio of 6.29 and a beta of 3.11.

Bloom Energy (NYSE:BE) last issued 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. The business had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The business’s revenue for the quarter was up 35.9% compared to the same quarter last year. During the same quarter last year, the firm posted $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, analysts expect that Bloom Energy Corporation will post -0.23 earnings per share for the current 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.