JNBA Financial Advisors purchased a new position in Bloom Energy Corporation (NYSE:BE – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 2,144 shares of the company’s stock, valued at approximately $649,000.
Several other large investors also recently added to or reduced their stakes in BE. MJT & Associates Financial Advisory Group Inc. raised its position in Bloom Energy by 49.3% during the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after purchasing an additional 37 shares during the period. Carolina Wealth Advisors LLC boosted its holdings in shares of Bloom Energy by 51.7% in the 2nd quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock worth $41,000 after purchasing an additional 46 shares during the period. Cape Investment Advisory Inc. purchased a new position in shares of Bloom Energy in the 2nd quarter worth approximately $54,000. Blue Trust Inc. increased its position in shares of Bloom Energy by 37.2% during the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after purchasing an additional 51 shares during the last quarter. Finally, Anchor Investment Management LLC bought a new position in shares of Bloom Energy during the 1st quarter valued at approximately $27,000. 77.04% of the stock is owned by institutional investors.
Trending Headlines about Bloom Energy
Here are the key news stories impacting Bloom Energy this week:
- Positive Sentiment: AI data-center power partnership boosts growth outlook. Nebius Group selected Bloom’s fuel cells as the behind-the-meter power solution for a flagship AI data center. Analysts highlighted Bloom’s ability to provide “speed to power,” an important advantage as grid interconnection delays constrain AI infrastructure expansion. BE Stock Jumps After NBIS Says Switch To Bloom
- Positive Sentiment: MiTAC expansion reinforces demand for Bloom’s onsite systems. MiTAC Computing Technology expanded its Bloom partnership to include a fuel-cell-powered islanded microgrid at its Fremont AI server manufacturing campus, adding to its existing San Jose installation. The project supports Bloom’s positioning as a rapidly deployable, low-noise power provider for mission-critical AI operations. Scandium Supply Chain Dispute Might Change The Case For Investing In Bloom Energy
- Positive Sentiment: AI-driven earnings expectations remain supportive. Commentary from Zacks, Fool.com and Evercore ISI points to rising power demand from AI data centers as a major long-term opportunity. Bloom’s latest reported quarter also featured revenue growth of 165.5% year over year and earnings well above consensus, strengthening the bullish narrative. Bloom Energy Skyrockets 143% YTD
Insider Buying and Selling at Bloom Energy
Analyst Ratings Changes
A number of analysts recently issued reports on the company. Sanford C. Bernstein raised their price target on Bloom Energy from $276.00 to $282.00 and gave the stock a “market perform” rating in a research report on Wednesday, July 29th. Oppenheimer reiterated a “market perform” rating on shares of Bloom Energy in a research report on Wednesday, July 29th. Barclays increased their target price on shares of Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a research note on Tuesday, June 23rd. BTIG Research reaffirmed a “buy” rating and set a $295.00 price target on shares of Bloom Energy in a research note on Wednesday, July 29th. Finally, UBS Group cut their price target on shares of Bloom Energy from $350.00 to $300.00 and set a “buy” rating on the stock in a report on Wednesday, July 29th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $246.18.
View Our Latest Analysis on Bloom Energy
Bloom Energy Price Performance
Bloom Energy stock opened at $236.12 on Friday. The stock has a market cap of $69.54 billion, a price-to-earnings ratio of 314.82, a price-to-earnings-growth ratio of 3.24 and a beta of 3.79. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. Bloom Energy Corporation has a 1 year low of $40.56 and a 1 year high of $351.28. The firm has a 50-day moving average of $248.98 and a two-hundred day moving average of $214.75.
Bloom Energy (NYSE:BE – Get Free Report) last issued its earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. The business had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The company’s revenue for the quarter was up 165.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, research analysts forecast that Bloom Energy Corporation will post 1.93 earnings per share for the current year.
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.
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