Andra AP fonden Has $21.76 Million Holdings in Bloom Energy Corporation $BE

Andra AP fonden decreased its stake in Bloom Energy Corporation (NYSE:BE) by 21.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 71,882 shares of the company’s stock after selling 19,800 shares during the period. Andra AP fonden’s holdings in Bloom Energy were worth $21,759,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Montanova Capital LLC bought a new position in Bloom Energy during the second quarter valued at about $10,231,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in shares of Bloom Energy by 78.3% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock worth $401,849,000 after purchasing an additional 583,135 shares in the last quarter. Militia Capital Management LLC bought a new stake in shares of Bloom Energy during the first quarter valued at approximately $813,000. Assenagon Asset Management S.A. raised its stake in shares of Bloom Energy by 3,398.3% in the second quarter. Assenagon Asset Management S.A. now owns 239,877 shares of the company’s stock valued at $72,611,000 after purchasing an additional 233,020 shares in the last quarter. Finally, Norges Bank acquired a new position in shares of Bloom Energy in the fourth quarter valued at $239,683,000. Institutional investors own 77.04% of the company’s stock.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Investor enthusiasm is being driven by Bloom Energy’s fuel-cell technology and growing acceptance among major hyperscalers. The company recently introduced an 800V DC-native power architecture designed for AI data centers, potentially reducing conversion losses and accelerating deployment where grid connections are constrained. Bloom Energy Unveils a New Power Play for the AI Boom
• Positive Sentiment: Bloom’s backlog, hyperscaler approvals and a financing arrangement with Brookfield are reinforcing the view that the company can benefit from surging data-center electricity demand. Analysts have reportedly raised price targets as expectations for long-term growth increase. Can Bloom Energy Pop the Top Off AI’s Massive Energy Bottleneck?
• Positive Sentiment: A conditional U.S. Army award to an Indelible-Bloom coalition to develop and operate power generation at Army installations adds potential government-related demand and visibility. Anticipation of S&P 500 inclusion may also support buying from index-tracking funds. BE Stock Jumps Premarket Ahead of S&P 500 Inclusion
• Neutral Sentiment: The bullish narrative is already reflected in a more than tripling of the stock over the past year. With a market capitalization above $80 billion and a very high earnings multiple, continued gains depend on Bloom converting AI-related interest into substantial revenue and profits.
• Negative Sentiment: Several law firms are publicizing a securities-fraud class action against Bloom Energy involving investors who purchased shares from February 27, 2025, through July 8, 2026. The September 28 deadline to seek lead-plaintiff status increases near-term legal and reputational risk, although the allegations have not been proven. Bloom Energy Shareholder Alert
• Negative Sentiment: Multiple insiders reportedly sold sizable amounts of Bloom Energy stock, which can weigh on sentiment—particularly after the sharp rally—though insider sales do not necessarily indicate deteriorating business fundamentals.

Analyst Ratings Changes

A number of equities research analysts have weighed in on BE shares. Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a research note on Tuesday, July 21st. JPMorgan Chase & Co. reduced their price objective on shares of Bloom Energy from $346.00 to $314.00 and set an “overweight” rating for the company in a report on Wednesday, July 29th. Mizuho lifted their target price on shares of Bloom Energy from $242.00 to $351.00 and gave the company an “outperform” rating in a research report on Monday, September 14th. Oppenheimer reissued a “market perform” rating on shares of Bloom Energy in a research note on Wednesday, July 29th. Finally, Citigroup reissued a “hold” rating on shares of Bloom Energy in a research report on Thursday, July 16th. Three investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $254.14.

Bloom Energy Price Performance

Shares of NYSE BE traded up $3.96 during midday trading on Tuesday, reaching $276.85. 6,736,076 shares of the company traded hands, compared to its average volume of 12,895,146. Bloom Energy Corporation has a 12 month low of $61.37 and a 12 month high of $351.28. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. The stock’s 50-day simple moving average is $226.43 and its 200-day simple moving average is $230.72. The firm has a market cap of $81.54 billion, a PE ratio of 368.91, a PEG ratio of 3.40 and a beta of 3.80.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, topping the consensus estimate of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The business had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. During the same quarter in the prior year, the firm earned $0.10 EPS. The firm’s quarterly 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. As a group, equities analysts anticipate that Bloom Energy Corporation will post 2.06 earnings per share for the current fiscal year.

Insider Activity at Bloom Energy

In other news, CAO Maciej Kurzymski sold 2,295 shares of the business’s stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $268.42, for a total value of $616,023.90. Following the transaction, the chief accounting officer directly owned 77,391 shares of the company’s stock, valued at $20,773,292.22. The trade was a 2.88% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shawn Soderberg sold 2,870 shares of the stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $270.07, for a total value of $775,100.90. Following the sale, the insider owned 126,500 shares in the company, valued at approximately $34,163,855. This trade represents a 2.22% 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 quarter, insiders have sold 89,604 shares of company stock valued at $21,948,262. Insiders own 3.00% of the company’s stock.

Bloom Energy Profile

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.