Mangrove Partners IM LLC Purchases Shares of 9,056 Bloom Energy Corporation $BE

Mangrove Partners IM LLC purchased a new stake in Bloom Energy Corporation (NYSE:BE) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 9,056 shares of the company’s stock, valued at approximately $787,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in BE. WPG Advisers LLC lifted its holdings in shares of Bloom Energy by 26.4% during the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after acquiring an additional 67 shares during the period. Hantz Financial Services Inc. increased its position in shares of Bloom Energy by 45.5% during the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after purchasing an additional 100 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Bloom Energy during the 4th quarter worth about $28,000. Fifth Third Bancorp acquired a new stake in shares of Bloom Energy during the 3rd quarter worth about $32,000. Finally, McMillan Office Inc. acquired a new stake in shares of Bloom Energy during the 4th quarter worth about $37,000. 77.04% of the stock is owned by institutional investors.

Insider Transactions at Bloom Energy

In other Bloom Energy news, Director John T. Chambers sold 55,000 shares of Bloom Energy stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $297.69, for a total value of $16,372,950.00. Following the transaction, the director owned 238,333 shares of the company’s stock, valued at approximately $70,949,350.77. The trade was a 18.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Shawn Marie Soderberg sold 35,000 shares of Bloom Energy stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $279.00, for a total transaction of $9,765,000.00. Following the completion of the sale, the insider owned 341,731 shares in the company, valued at $95,342,949. This trade represents a 9.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 234,188 shares of company stock valued at $57,693,971. 3.00% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on BE shares. Morgan Stanley restated an “overweight” rating and issued a $310.00 price objective on shares of Bloom Energy in a research report on Wednesday, April 29th. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Sanford C. Bernstein started coverage on shares of Bloom Energy in a research report on Tuesday. They issued a “market perform” rating and a $276.00 price objective for the company. UBS Group raised 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, Robert W. Baird raised their target price on shares of Bloom Energy to $242.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Bloom Energy presently has a consensus rating of “Moderate Buy” and a consensus price target of $220.14.

Key Bloom Energy News

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

• Positive Sentiment: Bloom Energy’s latest data center report reinforced that power shortages are a major bottleneck for AI infrastructure, supporting demand for its fuel-cell and clean-power systems. AI Data Center Growth Hinges on Solving Both Power Constraints and Community Concerns, Bloom Energy Report Finds
• Positive Sentiment: Analysts and market write-ups pointed to BE’s strong 2026 surge and ongoing AI data center demand as reasons investors may continue paying up for the stock. Bloom Energy Trades at a Premium: How to Play the Stock
• Neutral Sentiment: Bloom Energy was noted as outperforming the broader market in the latest session, with shares settling higher even as the overall market fell. Bloom Energy (BE) Ascends While Market Falls: Some Facts to Note

Bloom Energy Stock Up 2.6%

Bloom Energy stock opened at $281.60 on Wednesday. The company’s 50 day simple moving average is $251.91 and its 200 day simple moving average is $174.26. Bloom Energy Corporation has a fifty-two week low of $20.93 and a fifty-two week high of $322.83. The firm has a market capitalization of $80.10 billion, a price-to-earnings ratio of -5,630.91 and a beta of 3.73. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10.

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

Bloom Energy Company 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.