Bloom Energy Corporation $BE Stock Holdings Decreased by Fullerton Fund Management Co Ltd.

Fullerton Fund Management Co Ltd. cut its stake in shares of Bloom Energy Corporation (NYSE:BE) by 91.3% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 152,179 shares of the company’s stock after selling 1,601,780 shares during the period. Bloom Energy comprises approximately 0.6% of Fullerton Fund Management Co Ltd.’s holdings, making the stock its 28th largest position. Fullerton Fund Management Co Ltd.’s holdings in Bloom Energy were worth $13,223,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. WPG Advisers LLC grew its position in Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after purchasing an additional 67 shares in the last quarter. Hantz Financial Services Inc. grew its position in Bloom Energy by 45.5% during the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after purchasing an additional 100 shares in the last quarter. Caitong International Asset Management Co. Ltd purchased a new position in Bloom Energy during the fourth quarter valued at approximately $28,000. Fifth Third Bancorp purchased a new position in Bloom Energy during the third quarter valued at approximately $32,000. Finally, McMillan Office Inc. purchased a new position in Bloom Energy during the fourth quarter valued at approximately $37,000. 77.04% of the stock is owned by hedge funds and other institutional investors.

Key Bloom Energy News

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

• Positive Sentiment: Bloom Energy’s latest data center report reinforced that power shortages are a major bottleneck for AI infrastructure, supporting demand for its fuel-cell and clean-power systems. AI Data Center Growth Hinges on Solving Both Power Constraints and Community Concerns, Bloom Energy Report Finds
• Positive Sentiment: Analysts and market write-ups pointed to BE’s strong 2026 surge and ongoing AI data center demand as reasons investors may continue paying up for the stock. Bloom Energy Trades at a Premium: How to Play the Stock
• Neutral Sentiment: Bloom Energy was noted as outperforming the broader market in the latest session, with shares settling higher even as the overall market fell. Bloom Energy (BE) Ascends While Market Falls: Some Facts to Note

Bloom Energy Price Performance

NYSE:BE opened at $281.60 on Wednesday. The stock has a market cap of $80.10 billion, a P/E ratio of -5,630.91 and a beta of 3.73. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10. The company has a fifty day moving average price of $251.91 and a 200 day moving average price of $174.26. Bloom Energy Corporation has a one year low of $20.93 and a one year high of $322.83.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.12 by $0.32. The firm had revenue of $751.05 million for the quarter, compared to analyst estimates of $539.94 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The business’s revenue for the quarter was up 130.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Analysts anticipate that Bloom Energy Corporation will post 1.31 earnings per share for the current year.

Insider Transactions at Bloom Energy

In other Bloom Energy news, insider Shawn Marie Soderberg sold 2,746 shares of the business’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $259.42, for a total value of $712,367.32. Following the sale, the insider owned 135,107 shares of the company’s stock, valued at $35,049,457.94. The trade was a 1.99% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 4,813 shares of the business’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $288.20, for a total transaction of $1,387,106.60. Following the completion of the sale, the insider directly owned 175,708 shares in the company, valued at $50,639,045.60. This trade represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 234,188 shares of company stock worth $57,693,971. 3.00% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of analysts have issued reports on BE shares. Barclays lifted their target price on shares of Bloom Energy to $254.00 and gave the company an “equal weight” rating in a research note on Monday, May 11th. Robert W. Baird lifted their target price on shares of Bloom Energy to $242.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Morgan Stanley reiterated an “overweight” rating and issued a $310.00 target price on shares of Bloom Energy in a research note on Wednesday, April 29th. Zacks Research upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, April 7th. Finally, TD Cowen lifted their target price on shares of Bloom Energy to $235.00 and gave the company a “hold” rating in a research note on Wednesday, April 29th. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Bloom Energy has a consensus rating of “Moderate Buy” and an average price target of $220.14.

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.