Values First Advisors Inc. Takes Position in Bloom Energy Corporation $BE

Values First Advisors Inc. acquired a new stake in Bloom Energy Corporation (NYSE:BE) during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,701 shares of the company’s stock, valued at approximately $231,000.

A number of other large investors have also recently added to or reduced their stakes in BE. WPG Advisers LLC increased its stake in Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after acquiring an additional 67 shares during the last quarter. Hantz Financial Services Inc. lifted its stake in shares of Bloom Energy by 45.5% in the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after purchasing an additional 100 shares during the last quarter. Caitong International Asset Management Co. Ltd purchased a new position in shares of Bloom Energy during the 4th quarter worth $28,000. Fifth Third Bancorp purchased a new position in shares of Bloom Energy during the 3rd quarter worth $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 currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Bloom Energy

In related news, insider Shawn Marie Soderberg sold 2,842 shares of the company’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $288.63, for a total transaction of $820,286.46. Following the sale, the insider directly owned 132,265 shares of the company’s stock, valued at $38,175,646.95. This represents a 2.10% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 3,558 shares of the stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $289.14, for a total transaction of $1,028,760.12. Following the sale, the insider owned 172,150 shares in the company, valued at approximately $49,775,451. This trade represents a 2.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders have sold 230,274 shares of company stock valued at $58,696,472. Corporate insiders own 3.00% of the company’s stock.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy is being highlighted as a key AI infrastructure beneficiary, with articles noting that its fuel-cell technology could help data centers secure reliable on-site power as grid constraints intensify. 5 Stocks Solving the AI Power Crisis (BE)
• Positive Sentiment: Investor attention remains strong after a report suggested many data center developers may build their own power sources if the grid cannot keep up, reinforcing Bloom Energy’s role in the AI datacenter buildout. Bloom Energy Soared After a New AI Power Report. Is the Fuel Cell Stock a Buy?
• Positive Sentiment: Bloom Energy was also mentioned in roundups of highly ranked alternative-energy stocks and top stock picks for the week, which can add momentum by keeping the name in front of growth and clean-energy investors. 3 Highly Ranked Alternative Energy Stocks to Buy Now
• Positive Sentiment: The stock’s sharp run has also drawn attention from valuation-focused coverage, but the broader takeaway is that BE has become a high-profile momentum name tied to AI power demand. A Look at Bloom Energy Corp (BE) After 5.2% Gain — GF Value $26.70 vs Price $345.85
• Neutral Sentiment: Bernstein initiated coverage with a “Market Perform” rating, which is supportive of visibility but not a strong bullish catalyst on its own. Bernstein Initiates Coverage of Bloom Energy (BE) with Market Perform. Here is Why

Bloom Energy Trading Up 5.1%

Shares of NYSE BE opened at $345.64 on Tuesday. Bloom Energy Corporation has a twelve month low of $21.43 and a twelve month high of $349.99. The company has a current ratio of 5.03, a quick ratio of 4.10 and a debt-to-equity ratio of 2.90. The stock has a fifty day simple moving average of $266.13 and a 200-day simple moving average of $180.40. The stock has a market capitalization of $98.32 billion, a PE ratio of -6,911.52 and a beta of 3.74.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.12 by $0.32. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The firm had revenue of $751.05 million for the quarter, compared to analyst estimates of $539.94 million. During the same quarter in the prior year, the company earned $0.03 EPS. Bloom Energy’s revenue was up 130.4% on a year-over-year basis. 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 earnings per share for the current year.

Analysts Set New Price Targets

Several brokerages recently issued reports on BE. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Jefferies Financial Group raised shares of Bloom Energy from an “underperform” rating to a “hold” rating and set a $187.00 target price for the company in a research note on Tuesday, April 14th. Zacks Research upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 7th. BMO Capital Markets reiterated an “outperform” rating on shares of Bloom Energy in a research report on Tuesday, June 9th. Finally, TD Cowen boosted their price target on shares of Bloom Energy to $235.00 and gave the company a “hold” rating in a research note on Wednesday, April 29th. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have assigned 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 $223.36.

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.