MH & Associates Securities Management Corp ADV Acquires New Holdings in Bloom Energy Corporation $BE

MH & Associates Securities Management Corp ADV acquired a new stake in shares of Bloom Energy Corporation (NYSE:BE) during the 4th quarter, HoldingsChannel reports. The institutional investor acquired 14,336 shares of the company’s stock, valued at approximately $1,246,000.

Other institutional investors also recently bought and sold shares of the company. Meridian Wealth Management LLC bought a new stake in Bloom Energy during the third quarter valued at about $553,000. Creekmur Asset Management LLC bought a new stake in Bloom Energy during the third quarter valued at about $1,825,000. Udine Wealth Management Inc. boosted its position in Bloom Energy by 27.8% during the third quarter. Udine Wealth Management Inc. now owns 62,967 shares of the company’s stock valued at $5,325,000 after purchasing an additional 13,684 shares in the last quarter. Straight Path Wealth Management bought a new stake in Bloom Energy during the third quarter valued at about $1,099,000. Finally, Teachers Retirement System of The State of Kentucky bought a new stake in Bloom Energy during the third quarter valued at about $1,985,000. 77.04% of the stock is owned by hedge funds and other institutional investors.

Bloom Energy Trading Up 7.8%

NYSE:BE opened at $146.52 on Thursday. Bloom Energy Corporation has a 12 month low of $15.15 and a 12 month high of $180.90. The firm has a fifty day simple moving average of $149.79 and a 200-day simple moving average of $123.00. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. The company has a market capitalization of $41.11 billion, a P/E ratio of -385.59, a PEG ratio of 5.54 and a beta of 3.18.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Thursday, February 5th. The company reported $0.45 EPS for the quarter, topping 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 business had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. During the same period in the previous year, the firm posted $0.43 earnings per share. The business’s revenue for the quarter was up 35.9% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, equities research analysts anticipate that Bloom Energy Corporation will post -0.23 earnings per share for the current year.

Insider Buying and Selling at Bloom Energy

In related news, Director Gary S. Pinkus sold 1,250 shares of Bloom Energy stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $165.80, for a total transaction of $207,250.00. Following the completion of the sale, the director owned 4,149 shares of the company’s stock, valued at $687,904.20. The trade was a 23.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Aman Joshi sold 10,000 shares of Bloom Energy stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $135.88, for a total value of $1,358,800.00. Following the sale, the insider directly owned 180,521 shares of the company’s stock, valued at $24,529,193.48. This trade represents a 5.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 380,092 shares of company stock valued at $62,724,725. Company insiders own 3.60% of the company’s stock.

Wall Street Analyst Weigh In

BE has been the subject of several recent analyst reports. Wells Fargo & Company raised their target price on shares of Bloom Energy to $130.00 and gave the company an “equal weight” rating in a research note on Friday, February 6th. Evercore restated an “outperform” rating and issued a $179.00 target price on shares of Bloom Energy in a research note on Friday, February 6th. Morgan Stanley raised their target price on shares of Bloom Energy to $184.00 and gave the company an “overweight” rating in a research note on Friday, February 6th. JPMorgan Chase & Co. raised their target price on shares of Bloom Energy to $166.00 and gave the company an “overweight” rating in a research note on Friday, February 6th. Finally, Barclays assumed coverage on shares of Bloom Energy in a research note on Wednesday, January 28th. They issued an “equal weight” rating and a $153.00 target price for the company. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, Bloom Energy presently has a consensus rating of “Hold” and a consensus price target of $137.18.

Bloom Energy News Roundup

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

• Positive Sentiment: AI-driven demand thesis: The Fool highlights soaring energy needs from AI training and inference and calls Bloom a top play for investors who want exposure to infrastructure that can deliver reliable, cost-efficient power to data centers. 1 Brilliant Energy Stock to Buy Now and Hold for the Long Term
• Positive Sentiment: Positioning as an AI data-center supplier: Another Fool piece profiles Bloom as an under-the-radar growth name powering data centers, noting the company’s central role in the current energy crunch and recent strong returns — reinforcing the narrative that demand from hyperscalers could sustain revenue growth. Got $1,000? This Under-the-Radar Growth Stock Powers Every AI Data Center On the Planet
• Positive Sentiment: Analyst upgrade / buy-list inclusion: Zacks added BE to its Rank #1 (Strong Buy) list, a signal that quant/analyst models expect continued outperformance and that the stock may attract renewed buy-side interest. New Strong Buy Stocks for April 8th
• Positive Sentiment: Q4 results and guidance context: Coverage of post-quarter analysis notes Bloom’s recent beat and the company’s FY2026 guidance, which together underpin investor confidence that revenue growth from deployments and service contracts can continue. Bloom Energy (BE): Buy, Sell, or Hold Post Q4 Earnings?
• Neutral Sentiment: Valuation and momentum scrutiny: Analysts and media note a large YTD gain and recent choppy trading — investors are weighing growth prospects against stretched multiples, which could increase short-term volatility. A Look At Bloom Energy (BE) Valuation After Strong Recent Share Price Gains
• Neutral Sentiment: Reputation / trust recognition: Bloom was named to Newsweek’s 2026 list of America’s Most Trustworthy Companies, a reputational plus that may help longer-term contract wins but is less likely to cause immediate price moves. Bloom Energy Trust Recognition And What It May Mean For Investors
• Neutral Sentiment: General company coverage: Aggregated profiles (CNN / market pages) provide updates and stock summary data for investors monitoring fundamentals and momentum. Bloom Energy Corporation Class A

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.