Swiss Life Asset Management Ltd Takes Position in Bloom Energy Corporation $BE

Swiss Life Asset Management Ltd purchased a new position in Bloom Energy Corporation (NYSE:BE) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 9,999 shares of the company’s stock, valued at approximately $846,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Fifth Third Bancorp acquired a new stake in Bloom Energy during the 3rd quarter worth about $32,000. N.E.W. Advisory Services LLC acquired a new position in shares of Bloom Energy in the third quarter valued at about $32,000. Parkside Financial Bank & Trust raised its stake in shares of Bloom Energy by 250.9% in the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after purchasing an additional 281 shares during the last quarter. Cranbrook Wealth Management LLC purchased a new position in shares of Bloom Energy in the third quarter worth about $39,000. Finally, E Fund Management Hong Kong Co. Ltd. acquired a new stake in shares of Bloom Energy during the third quarter worth about $42,000. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Bloom Energy Trading Up 3.2%

Bloom Energy stock opened at $145.79 on Wednesday. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. Bloom Energy Corporation has a 12 month low of $15.15 and a 12 month high of $180.90. The stock’s 50 day simple moving average is $152.35 and its two-hundred day simple moving average is $118.24. The firm has a market cap of $40.90 billion, a PE ratio of -383.66, a P/E/G ratio of 5.77 and a beta of 3.11.

Bloom Energy (NYSE:BE) last posted its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.20. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The firm had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. During the same period in the previous year, the firm earned $0.43 EPS. The business’s quarterly revenue was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Analysts anticipate that Bloom Energy Corporation will post -0.23 earnings per share for the current year.

Insider Activity at Bloom Energy

In other Bloom Energy news, Director Gary S. Pinkus sold 1,250 shares of Bloom Energy stock in a transaction on Friday, February 27th. The shares were sold at an average price of $165.80, for a total value of $207,250.00. Following the completion of the transaction, the director owned 4,149 shares of the company’s stock, valued at approximately $687,904.20. The trade was a 23.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Aman Joshi sold 19,944 shares of the company’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $154.85, for a total transaction of $3,088,328.40. Following the completion of the transaction, the insider owned 190,521 shares of the company’s stock, valued at approximately $29,502,176.85. This trade represents a 9.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 370,092 shares of company stock valued at $61,365,925 in the last quarter. 3.50% of the stock is currently owned by insiders.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Strong BYOP demand and product positioning: A Seeking Alpha piece highlights Bloom’s role in the growing “Bring Your Own Power” market, noting 140% backlog growth in 2025 and that Bloom’s modular fuel-cell systems (native 800V DC) are well‑positioned for AI data centers and commercial/industrial customers — a clear demand catalyst. BYOP (Bring Your Own Power) Is Getting Bigger: Bloom Energy Makes That Happen, Quickly
• Neutral Sentiment: Macro headwinds could cap gains: Morning market coverage notes cooler US growth signals and rising 10‑year yields, which can pressure high‑beta, growth‑oriented names like BE. This is a broad-market headwind rather than company-specific. US Stock Market Today S&P 500 Futures Ease As Growth Signals Cool And Yields Rise
• Neutral Sentiment: Valuation/rotation context after big run: Analysts and market writeups note a recent pullback after a sharp multi‑month rally, flagging mixed short‑term momentum even as longer‑term gains remain. That frames both opportunity and risk. A Look At Bloom Energy’s Valuation After Its Recent Share Price Pullback
• Negative Sentiment: Recent session weakness: Coverage reported a sharp prior-day decline (around -5.9%), underlining short-term volatility and profit‑taking after the recent run. Bloom Energy (BE) Stock Dips While Market Gains: Key Facts
• Negative Sentiment: Technical/price structure concerns: Market commentary says Bloom briefly bounced but then lost a key support line, signaling continued short‑term technical fragility for traders. AI Enabler Blossoms, Wilts Then Retreats In Thorny Market. What’s An Investor To Do?
• Negative Sentiment: Insider selling: A report shows insider sales of roughly $2.32M, a headline that can increase near‑term selling pressure or raise governance/ownership questions for some investors. Insider Selling: Bloom Energy (NYSE:BE) Insider Sells $2,318,742.70 in Stock

Analyst Upgrades and Downgrades

A number of brokerages recently commented on BE. Truist Financial set a $68.00 price target on shares of Bloom Energy in a report on Friday, January 9th. Barclays began coverage on shares of Bloom Energy in a research note on Wednesday, January 28th. They set an “equal weight” rating and a $153.00 price objective for the company. Mizuho upped their price objective on shares of Bloom Energy to $110.00 and gave the company a “neutral” rating in a report on Monday, February 9th. JPMorgan Chase & Co. increased their price objective on shares of Bloom Energy to $166.00 and gave the stock an “overweight” rating in a research note on Friday, February 6th. Finally, Robert W. Baird set a $172.00 target price on shares of Bloom Energy in a report on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $131.87.

About Bloom Energy

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.