Bloom Energy Corporation $BE Stake Reduced by Hartline Investment Corp

Hartline Investment Corp reduced its stake in shares of Bloom Energy Corporation (NYSE:BE) by 40.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,261 shares of the company’s stock after selling 2,884 shares during the quarter. Hartline Investment Corp’s holdings in Bloom Energy were worth $370,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. WPG Advisers LLC grew its stake in shares of Bloom Energy by 26.4% in the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after purchasing an additional 67 shares in the last quarter. Fifth Third Bancorp bought a new position in shares of Bloom Energy in the third quarter worth $32,000. Parkside Financial Bank & Trust grew its stake in shares of 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. NewEdge Advisors LLC grew its stake in shares of Bloom Energy by 674.7% in the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after purchasing an additional 1,626 shares in the last quarter. Finally, Lodestone Wealth Management LLC bought a new position in shares of Bloom Energy in the fourth quarter worth $43,000. 77.04% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Bloom Energy

In other news, insider Shawn Marie Soderberg sold 2,746 shares of the company’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $259.42, for a total transaction of $712,367.32. Following the completion of the sale, the insider directly owned 135,107 shares of the company’s stock, valued at $35,049,457.94. This represents a 1.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Mary K. Bush sold 25,000 shares of the company’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $266.96, for a total value of $6,674,000.00. Following the sale, the director directly owned 108,524 shares of the company’s stock, valued at approximately $28,971,567.04. This represents a 18.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 525,271 shares of company stock valued at $99,167,479 over the last 90 days. 3.00% of the stock is owned by insiders.

Analyst Ratings Changes

BE has been the subject of several recent analyst reports. Wall Street Zen raised Bloom Energy from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Zacks Research raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, April 7th. Barclays increased their price target on Bloom Energy to $254.00 and gave the stock an “equal weight” rating in a research note on Monday, May 11th. UBS Group increased their price target on Bloom Energy to $251.00 and gave the stock a “buy” rating in a research note on Tuesday, April 21st. Finally, Roth Mkm set a $225.00 price target on Bloom Energy in a research note on Wednesday, April 29th. 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $217.48.

Bloom Energy Trading Down 1.8%

Shares of Bloom Energy stock opened at $302.26 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 firm has a market cap of $85.97 billion, a price-to-earnings ratio of -6,043.97 and a beta of 3.82. The business has a fifty day simple moving average of $206.97 and a 200-day simple moving average of $154.72. Bloom Energy Corporation has a fifty-two week low of $17.85 and a fifty-two week high of $322.83.

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

Key Bloom Energy News

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

• Positive Sentiment: Bloom Energy announced a $2.6 billion strategic partnership with Nebius Group to power U.S. data centers with fuel cells, boosting expectations for long-term revenue from AI infrastructure demand. Bloom Energy rises 2% after partnering with European AI infrastructure upstart in $2.6 billion deal
• Positive Sentiment: Multiple outlets highlighted Bloom Energy as a beneficiary of the AI buildout, with commentary that the stock remains attractive for long-term investors despite the recent run-up. 2 Energy Stocks That Are the Smartest Long-Term Buys During the Energy Boom
• Positive Sentiment: Bloom Energy has been included in reports on stocks hitting 52-week highs, showing strong momentum as investors rotate into AI infrastructure and power-related names. APLD, BE, GFS Stocks Hit 52-Week Highs: What’s Driving The Surge?
• Neutral Sentiment: One article noted unusually large put-option activity in BE, suggesting some traders may be hedging or betting on volatility after the sharp rally.
• Neutral Sentiment: Several pieces discussed whether the stock’s surge has gone too far, but these were valuation-focused opinions rather than new company developments. Bloom Energy’s Rally May Have Pushed the Stock Too Far
• Negative Sentiment: Some analysts warned the rally may be ahead of fundamentals, which could pressure the stock if investors start questioning how quickly the AI momentum can translate into profits. Bloom Energy: Pause Warranted

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.