Bloom Energy Corporation $BE Stock Holdings Lifted by Stephens Investment Management Group LLC

Stephens Investment Management Group LLC boosted its stake in shares of Bloom Energy Corporation (NYSE:BE) by 1.1% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 499,823 shares of the company’s stock after purchasing an additional 5,396 shares during the period. Stephens Investment Management Group LLC’s holdings in Bloom Energy were worth $43,430,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. WPG Advisers LLC grew its position in Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after purchasing an additional 67 shares in the last quarter. Fifth Third Bancorp purchased a new position in Bloom Energy during the third quarter valued at approximately $32,000. Parkside Financial Bank & Trust grew its position in Bloom Energy by 250.9% during 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. Lodestone Wealth Management LLC purchased a new position in Bloom Energy during the fourth quarter valued at approximately $43,000. Finally, TFC Financial Management Inc. grew its position in Bloom Energy by 56,600.0% during the fourth quarter. TFC Financial Management Inc. now owns 567 shares of the company’s stock valued at $49,000 after purchasing an additional 566 shares in the last quarter. 77.04% of the stock is owned by hedge funds and other institutional investors.

Bloom Energy Stock Performance

BE stock opened at $277.48 on Friday. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90. The company has a market capitalization of $78.93 billion, a price-to-earnings ratio of -5,548.57 and a beta of 3.82. Bloom Energy Corporation has a 12 month low of $17.01 and a 12 month high of $310.00. The firm has a 50 day moving average of $193.91 and a two-hundred day moving average of $149.14.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, topping the consensus estimate of $0.12 by $0.32. The company had revenue of $751.05 million during the quarter, compared to the consensus estimate of $539.94 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The company’s revenue for the quarter was up 130.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.03 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. As a group, equities analysts anticipate that Bloom Energy Corporation will post 1.31 EPS for the current fiscal year.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy is being viewed as a key beneficiary of surging AI data-center power demand, with articles highlighting strong momentum in the stock after a better-than-expected earnings report and growing demand for its on-site power systems. Article Title
• Positive Sentiment: Brokerage coverage remains supportive, with Bloom Energy carrying an average “Moderate Buy” rating, which can help reinforce bullish sentiment around the stock. Article Title
• Positive Sentiment: Coverage of Bloom Energy among the best-performing large-cap stocks year to date suggests investors continue to reward the company for its AI-power growth story. Article Title
• Neutral Sentiment: Recent commentary says Bloom Energy’s rally has been strong enough to push shares to fresh highs, but also notes the valuation is now elevated, which may limit upside if expectations cool. Article Title
• Negative Sentiment: Chief Accounting Officer Maciej Kurzymski sold 6,229 shares in a disclosed insider transaction, which may weigh on sentiment even though the sale was a small portion of his holdings. Article Title
• Negative Sentiment: One headline specifically noted Bloom Energy shares sliding Friday, suggesting some traders are taking profits after the recent surge and all-time high move. Article Title

Wall Street Analyst Weigh In

BE has been the topic of a number of research analyst reports. Evercore reaffirmed an “outperform” rating and set a $179.00 price objective on shares of Bloom Energy in a research report on Friday, February 6th. Robert W. Baird boosted their price objective on shares of Bloom Energy to $242.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Morgan Stanley reaffirmed an “overweight” rating and set a $310.00 price objective on shares of Bloom Energy in a research report on Wednesday, April 29th. UBS Group boosted their price objective on shares of Bloom Energy to $251.00 and gave the company a “buy” rating in a research report on Tuesday, April 21st. Finally, BMO Capital Markets boosted their price objective on shares of Bloom Energy to $149.00 and gave the company a “market perform” rating in a research report on Friday, February 6th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $217.48.

Insider Buying and Selling

In other Bloom Energy news, CAO Maciej Kurzymski sold 6,229 shares of the business’s stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $293.36, for a total value of $1,827,339.44. Following the completion of the sale, the chief accounting officer directly owned 81,945 shares of the company’s stock, valued at $24,039,385.20. The trade was a 7.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Mary K. Bush sold 25,000 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the completion of the sale, the director directly owned 108,524 shares of the company’s stock, valued at $28,971,567.04. This represents a 18.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 521,321 shares of company stock valued at $96,830,814. 3.00% of the stock is owned by company insiders.

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.