Patriot Financial Group Insurance Agency LLC purchased a new position in shares of Bloom Energy Corporation (NYSE:BE – Free Report) during the first quarter, Holdings Channel.com reports. The firm purchased 4,002 shares of the company’s stock, valued at approximately $542,000.
Several other large investors also recently modified their holdings of BE. Geode Capital Management LLC increased its stake in shares of Bloom Energy by 5.4% in the 4th quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock valued at $461,272,000 after acquiring an additional 269,662 shares in the last quarter. Brooklands Fund Management Ltd bought a new position in Bloom Energy during the fourth quarter worth $347,560,000. Amundi boosted its stake in Bloom Energy by 390.7% during the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock worth $274,068,000 after acquiring an additional 2,511,426 shares in the last quarter. Norges Bank acquired a new stake in Bloom Energy in the fourth quarter worth $239,683,000. Finally, Goldman Sachs Group Inc. grew its holdings in Bloom Energy by 50.3% in the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after purchasing an additional 836,810 shares during the period. Institutional investors and hedge funds 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: Bloom Energy and Brookfield expanded their strategic AI infrastructure partnership, increasing the financing framework from $5 billion to $25 billion. The fivefold increase signals much stronger demand for Bloom Energy’s fuel-cell power solutions and could support a larger project pipeline globally. Article title: Brookfield and Bloom Energy Expand AI Infrastructure Partnership to 25 Billion
- Positive Sentiment: The stock has also been boosted by broader enthusiasm around Bloom Energy as an AI power play, with recent coverage highlighting accelerating revenue growth, expanding backlog, and rising demand for behind-the-meter power from data centers. Article title: The Time To Power Signal The Market Missed In Bloom Energy Stock
- Positive Sentiment: Bloom Energy is getting additional support from market momentum and index-related buying after reports that it was set to join the Russell 1000 index, which can attract passive investment flows. Article title: Bloom Energy stock is climbing Monday: What’s driving the move?
- Neutral Sentiment: Analyst and commentary pieces have been mixed, with some writers calling Bloom Energy’s valuation stretched even as others remain bullish on its AI infrastructure role. This does not add a clear near-term catalyst by itself. Article title: Bloom Energy: AI Boom Has Pushed It Precariously Close To The Cliff
- Negative Sentiment: Some coverage warns that expectations may be running very high after the stock’s huge run-up, which could make BE vulnerable if growth or deal execution slows. Article title: Bloom Energy’s Momentum Fatigue Plays Out, AI Trade Too Hot To Handle
Analyst Upgrades and Downgrades
Bloom Energy Stock Up 10.0%
Bloom Energy stock opened at $302.41 on Wednesday. Bloom Energy Corporation has a 1-year low of $21.52 and a 1-year high of $351.28. The firm has a market capitalization of $86.02 billion, a price-to-earnings ratio of -6,047.03 and a beta of 3.73. The company has a current ratio of 5.03, a quick ratio of 4.10 and a debt-to-equity ratio of 2.90. The firm’s fifty day moving average price is $278.07 and its two-hundred day moving average price is $188.33.
Bloom Energy (NYSE:BE – Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.12 by $0.32. The business had revenue of $751.05 million during the quarter, compared to the consensus estimate of $539.94 million. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The company’s quarterly revenue was up 130.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, equities research analysts predict that Bloom Energy Corporation will post 1.31 earnings per share for the current fiscal year.
Insider Buying and Selling
In related news, insider Shawn Marie Soderberg sold 35,000 shares of the company’s stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $279.00, for a total transaction of $9,765,000.00. Following the completion of the sale, the insider owned 341,731 shares in the company, valued at approximately $95,342,949. This represents a 9.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director John T. Chambers sold 55,000 shares of the stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $297.69, for a total value of $16,372,950.00. Following the completion of the sale, the director directly owned 238,333 shares of the company’s stock, valued at $70,949,350.77. The trade was a 18.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 220,274 shares of company stock valued at $57,337,672. 3.00% of the stock is currently owned by company insiders.
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.
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