Moody Aldrich Partners LLC Decreases Stock Holdings in Bloom Energy Corporation $BE

Moody Aldrich Partners LLC lowered its stake in shares of Bloom Energy Corporation (NYSE:BE) by 27.5% during the fourth quarter, Holdings Channel reports. The institutional investor owned 33,748 shares of the company’s stock after selling 12,774 shares during the period. Moody Aldrich Partners LLC’s holdings in Bloom Energy were worth $2,932,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its holdings in Bloom Energy by 6.3% during the third 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 in the last quarter. Graticule Asia Macro Advisors LLC purchased a new stake in Bloom Energy during the third quarter worth about $402,494,000. Trivest Advisors Ltd lifted its holdings in shares of Bloom Energy by 1,461.6% in the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after purchasing an additional 3,201,000 shares in the last quarter. Goldman Sachs Group Inc. lifted its holdings in shares of Bloom Energy by 50.3% in the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after purchasing an additional 836,810 shares in the last quarter. Finally, Man Group plc lifted its holdings in shares of Bloom Energy by 177.4% in the second quarter. Man Group plc now owns 2,392,915 shares of the company’s stock valued at $57,239,000 after purchasing an additional 1,530,167 shares in the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Key Bloom Energy News

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

• Positive Sentiment: Q1 beat and guidance raise — Bloom reported $0.44 EPS vs $0.09 expected and revenue of $751.1M (+130% YoY). Management raised FY2026 EPS guidance to $1.85–2.25 and revenue to $3.4–3.8B, both above consensus, signaling strong demand and improving profitability. Bloom Energy Reports Record First Quarter 2026 Results
• Positive Sentiment: Large hyperscaler/data-center contract — Oracle’s Project Jupiter will use Bloom fuel cells (up to 2.45 GW capacity), a marquee win that validates Bloom’s role in data-center power and supports long-term backlog and recurring revenue potential. Oracle, BorderPlex, and Bloom Energy to Power Project Jupiter
• Positive Sentiment: Market/analyst momentum and after-hours lift — Coverage and bullish commentary (UBS raised its PT; media/TV mentions like Jim Cramer) plus an after-hours rally after the Oracle news amplified buying interest ahead of/after results. Is Bloom Energy Ready for the Next Wave
• Neutral Sentiment: Call and disclosures available — Investors can review the full Q1 transcript, slide deck and press release for granular margin, backlog and free-cash-flow details that will matter for valuation and FY execution. Q1 2026 Earnings Transcript
• Negative Sentiment: Equity offering filed — Bloom filed a prospectus supplement for a stock offering, which could introduce near-term dilution and weigh on the share price depending on size and timing. Investors should watch offering details. Bloom Energy Files Prospectus Supplement
• Negative Sentiment: Valuation and execution risk — After a huge YTD gain, some commentary flags rich valuation and the need for sustained execution (margin expansion, FCF, contract conversion) to justify the move. This raises downside risk if growth or margins disappoint. Bloom Energy Has Made Early Investors Rich

Bloom Energy Stock Performance

Shares of BE opened at $226.76 on Wednesday. Bloom Energy Corporation has a 1 year low of $16.05 and a 1 year high of $242.20. The company’s 50 day simple moving average is $167.17 and its 200 day simple moving average is $135.96. The company has a market capitalization of $63.62 billion, a price-to-earnings ratio of -596.73, a PEG ratio of 9.42 and a beta of 3.18. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98.

Bloom Energy (NYSE:BE) last released its earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, topping the consensus estimate of $0.09 by $0.35. The firm had revenue of $751.05 million during the quarter, compared to analysts’ expectations of $531.29 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. Bloom Energy’s revenue for the quarter was up 130.4% on a year-over-year basis. During the same period in the previous year, the company earned $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, sell-side analysts predict that Bloom Energy Corporation will post 1 EPS for the current year.

Insiders Place Their Bets

In related news, insider Satish Chitoori sold 20,000 shares of the company’s stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $204.23, for a total value of $4,084,600.00. Following the completion of the transaction, the insider directly owned 212,365 shares in the company, valued at approximately $43,371,303.95. This represents a 8.61% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Shawn Marie Soderberg sold 25,000 shares of the stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $225.13, for a total value of $5,628,250.00. Following the transaction, the insider owned 140,732 shares in the company, valued at $31,682,995.16. This trade represents a 15.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 455,092 shares of company stock worth $78,564,475 in the last three months. Company insiders own 3.00% of the company’s stock.

Analysts Set New Price Targets

Several analysts have issued reports on BE shares. Citigroup upped their price target on shares of Bloom Energy to $229.00 and gave the company a “neutral” rating in a report on Tuesday, April 21st. Roth Mkm reaffirmed a “neutral” rating on shares of Bloom Energy in a report on Tuesday, April 14th. Wall Street Zen downgraded shares of Bloom Energy from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Wells Fargo & Company upped their price target on shares of Bloom Energy to $130.00 and gave the company an “equal weight” rating in a report on Friday, February 6th. Finally, Barclays upped their price target on shares of Bloom Energy to $177.00 and gave the company an “equal weight” rating in a report on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $155.95.

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.