Perryman Financial Advisory Inc. AD Buys New Position in Bloom Energy Corporation $BE

Perryman Financial Advisory Inc. AD purchased a new position in Bloom Energy Corporation (NYSE:BE) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 2,800 shares of the company’s stock, valued at approximately $848,000.

A number of other institutional investors also recently modified their holdings of BE. MJT & Associates Financial Advisory Group Inc. increased its position in shares of Bloom Energy by 49.3% during the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock worth $34,000 after buying an additional 37 shares during the period. Compound Planning Inc. lifted its holdings in Bloom Energy by 1.1% in the first quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock valued at $467,000 after buying an additional 38 shares during the period. Carolina Wealth Advisors LLC lifted its holdings in Bloom Energy by 51.7% in the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock valued at $41,000 after buying an additional 46 shares during the period. Blue Trust Inc. boosted its position in Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after acquiring an additional 51 shares during the last quarter. Finally, HB Wealth Management LLC boosted its position in Bloom Energy by 1.6% during the first quarter. HB Wealth Management LLC now owns 3,442 shares of the company’s stock valued at $466,000 after acquiring an additional 54 shares during the last quarter. 77.04% of the stock is owned by institutional investors.

Insider Transactions at Bloom Energy

In related news, Director John T. Chambers sold 15,000 shares of the stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $250.00, for a total value of $3,750,000.00. Following the transaction, the director directly owned 208,333 shares in the company, valued at $52,083,250. This trade represents a 6.72% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Aman Joshi sold 8,343 shares of the stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $300.37, for a total value of $2,505,986.91. Following the completion of the transaction, the insider owned 163,807 shares in the company, valued at approximately $49,202,708.59. This represents a 4.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 107,585 shares of company stock valued at $29,746,248. Company insiders own 3.00% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently weighed in on BE. UBS Group lowered their price objective on Bloom Energy from $350.00 to $300.00 and set a “buy” rating for the company in a research report on Wednesday, July 29th. Barclays upped their target price on Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a research report on Tuesday, June 23rd. BMO Capital Markets decreased their target price on Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a research note on Wednesday, July 29th. Evercore reiterated an “outperform” rating on shares of Bloom Energy in a report on Friday, August 7th. Finally, Wall Street Zen raised Bloom Energy from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Three research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $248.05.

More Bloom Energy News

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

• Positive Sentiment: AI power demand remains the primary bullish catalyst. Bloom’s fuel-cell systems are being marketed as a fast, deployable power source for hyperscale data centers facing grid-connection delays. Demand tied to CoreWeave’s expansion and a project involving NBIS reportedly strengthened the investment case. Bloom Energy Shares Jump Premarket as AI Power Crunch Drives Demand
• Positive Sentiment: Improving earnings expectations could support the stock. Analysts have been raising estimates for Bloom Energy, suggesting stronger expected demand and execution could help sustain near-term momentum. Earnings Estimates Rising for Bloom Energy
• Neutral Sentiment: Investors are debating whether the rally is justified. Bloom Energy has gained more than 400% over the past year as the AI-power theme accelerated. Supporters point to expanding business prospects, while skeptics argue the valuation already discounts substantial future growth. Bloom Energy Stock Has Exploded
• Negative Sentiment: Valuation and insider selling are notable risks. Reports cite an approximately 81-times forward price-to-earnings multiple and suggest insiders have been selling shares. Those factors raise the risk of profit-taking if growth or contract execution falls short of very optimistic expectations. Bloom Energy Stock Has Exploded
• Negative Sentiment: Multiple law firms are publicizing a securities class action. The lawsuit covers investors who purchased Bloom securities from February 27, 2025, through July 8, 2026, with a September 28, 2026 lead-plaintiff deadline. Allegations reportedly involve potentially inadequate disclosures concerning supply-chain exposure to Chinese scandium. The litigation creates reputational, financial and headline risk, although the allegations have not been proven. Kaplan Fox Advises Bloom Energy Investors

Bloom Energy Price Performance

BE stock opened at $230.10 on Friday. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. The company’s 50-day moving average is $248.28 and its 200-day moving average is $214.86. The stock has a market capitalization of $67.77 billion, a PE ratio of 306.80, a price-to-earnings-growth ratio of 3.23 and a beta of 3.79. Bloom Energy Corporation has a 1 year low of $40.56 and a 1 year high of $351.28.

Bloom Energy (NYSE:BE) last issued its earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The business had revenue of $1.07 billion during the quarter, compared to analyst estimates of $826.13 million. During the same period in the previous year, the company posted $0.10 EPS. The firm’s revenue was up 165.5% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Equities research analysts expect that Bloom Energy Corporation will post 1.93 EPS for the current fiscal 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.