Tradewinds LLC. Invests $635,000 in Bloom Energy Corporation $BE

Tradewinds LLC. bought a new stake in shares of Bloom Energy Corporation (NYSE:BE) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 4,684 shares of the company’s stock, valued at approximately $635,000.

Other hedge funds have also recently made changes to their positions in the company. Blue Trust Inc. increased its stake in Bloom Energy by 37.2% in the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after buying an additional 51 shares during the period. Anchor Investment Management LLC purchased a new stake in Bloom Energy in the 1st quarter valued at about $27,000. WPG Advisers LLC boosted its position in Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after buying an additional 67 shares during the period. Hantz Financial Services Inc. grew its stake in Bloom Energy by 45.5% in the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after acquiring an additional 100 shares in the last quarter. Finally, Godsey & Gibb Inc. grew its stake in Bloom Energy by 2,000.0% in the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock worth $28,000 after acquiring an additional 200 shares in the last quarter. 77.04% of the stock is currently owned by institutional investors.

Insider Transactions at Bloom Energy

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 directly owned 341,731 shares in the company, valued at $95,342,949. This represents a 9.29% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, Director John T. Chambers sold 55,000 shares of the firm’s stock in a transaction dated 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 sale, the director directly owned 238,333 shares in the company, valued at approximately $70,949,350.77. The trade was a 18.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 228,617 shares of company stock worth $59,843,659. Company insiders own 3.00% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on BE. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $335.00 price target on shares of Bloom Energy in a research note on Wednesday, June 10th. JPMorgan Chase & Co. boosted their price target on Bloom Energy to $267.00 and gave the company an “overweight” rating in a report on Wednesday, April 29th. TD Cowen increased their price objective on Bloom Energy to $235.00 and gave the stock a “hold” rating in a research note on Wednesday, April 29th. Mizuho set a $285.00 price objective on Bloom Energy in a report on Friday, May 1st. Finally, Wells Fargo & Company lifted their target price on Bloom Energy to $217.00 and gave the company an “equal weight” rating in a research report on Wednesday, April 29th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Bloom Energy has a consensus rating of “Hold” and an average price target of $242.14.

Bloom Energy Stock Performance

Shares of BE stock opened at $244.88 on Monday. The firm has a market cap of $69.65 billion, a price-to-earnings ratio of -4,896.60 and a beta of 3.73. Bloom Energy Corporation has a 52-week low of $24.04 and a 52-week high of $351.28. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90. The company’s 50 day moving average is $283.35 and its 200 day moving average is $198.41.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, topping analysts’ consensus estimates of $0.12 by $0.32. The company had revenue of $751.05 million during the quarter, compared to analyst estimates of $539.94 million. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.Bloom Energy’s revenue was up 130.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.03 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, sell-side analysts anticipate that Bloom Energy Corporation will post 1.4 EPS for the current fiscal year.

Bloom Energy News Roundup

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

• Positive Sentiment: Bloom Energy continues to get support from Wall Street, with Susquehanna raising its price target to $298 and keeping a positive rating, while Robert W. Baird reaffirmed an outperform rating with a $310 target. Benzinga
• Positive Sentiment: Management has pushed back on the short report, saying it “categorically rejects” claims about supply-chain and scandium sourcing issues, which helped the stock rebound briefly yesterday. Yahoo Finance
• Neutral Sentiment: The stock has had an enormous AI-power rally over the past year, so some of today’s weakness may reflect profit-taking after a 1,000%+ run rather than a change in the company’s long-term story. 24/7 Wall St.
• Neutral Sentiment: Bloom Energy’s stock has also drawn multiple securities-fraud investigations, which keeps uncertainty elevated even though these are not operating results. Business Wire
• Negative Sentiment: Short-seller allegations about scandium and supply-chain exposure are pressuring sentiment, with one report saying Bloom relies on critical minerals tied to China. Yahoo Finance
• Negative Sentiment: Fuel-cell stocks are broadly unwinding part of their massive 2026 gains, adding sector-wide selling pressure on BE. 24/7 Wall St.
• Negative Sentiment: Bloom Energy has now retreated sharply from its recent high, with traders questioning whether the stock’s valuation can be justified ahead of earnings. Invezz

Bloom Energy 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.