Family CFO Inc Lowers Stock Holdings in Bloom Energy Corporation $BE

Family CFO Inc cut its holdings in shares of Bloom Energy Corporation (NYSE:BE) by 12.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 68,000 shares of the company’s stock after selling 9,353 shares during the quarter. Bloom Energy makes up approximately 7.9% of Family CFO Inc’s portfolio, making the stock its 4th largest holding. Family CFO Inc’s holdings in Bloom Energy were worth $20,584,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in BE. Brooklands Fund Management Ltd purchased a new position in shares of Bloom Energy in the fourth quarter worth about $347,560,000. Norges Bank bought a new position in Bloom Energy in the 4th quarter worth approximately $239,683,000. Jennison Associates LLC grew its stake in Bloom Energy by 20,074.4% in the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock valued at $364,066,000 after buying an additional 2,673,710 shares in the last quarter. Amundi raised its holdings in Bloom Energy by 390.7% during the 4th quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after acquiring an additional 2,511,426 shares during the period. Finally, Man Group plc lifted its position in shares of Bloom Energy by 177.4% during the second quarter. Man Group plc now owns 2,392,915 shares of the company’s stock worth $57,239,000 after acquiring an additional 1,530,167 shares in the last quarter. Institutional investors own 77.04% of the company’s stock.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Nebius selected Bloom Energy as the behind-the-meter power partner for a flagship AI data center. The deal reinforces Bloom’s positioning in fast-growing onsite power and fuel-cell markets, where data-center operators need reliable electricity without waiting for broader grid connections. Bloom Energy Jumps as Nebius Picks Its Fuel Cells for AI Data Center
• Positive Sentiment: The announcement helped make Bloom one of the leading AI-infrastructure gainers, alongside Nebius and CoreWeave, as investors renewed the trade around GPU computing and the power required to support it. Nebius, CoreWeave, and Bloom Energy Lead AI Stock Gainers
• Positive Sentiment: Recent business developments also support the growth narrative: Bloom is expanding its relationship with MiTAC Computing Technology to deploy fuel-cell microgrids at an AI server-manufacturing campus in Fremont. Analysts and commentators cited AI-driven electricity demand, Bloom’s faster “time-to-power” advantage, and rising earnings estimates as reasons for optimism. Bloom Energy Deepens AI Power Footprint in Fremont
• Neutral Sentiment: Although the growth outlook is attracting buyers, valuation remains a risk. Commentary noted that Bloom’s stock has risen sharply this year, while its premium valuation leaves less room for execution setbacks or disappointing growth.
• Negative Sentiment: Several law firms publicized a securities class action against Bloom and certain executives, with a September 28, 2026 lead-plaintiff deadline. The lawsuit alleges that the company made misleading statements about its supply chain, including claims concerning Chinese-sourced scandium and components. The allegations have not been proven, but the litigation creates reputational, legal-cost, and investor-confidence risks. Levi and Korsinsky Securities Class Action Notice

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the company. Robert W. Baird reaffirmed an “outperform” rating and issued a $310.00 price target on shares of Bloom Energy in a report on Thursday, July 9th. UBS Group decreased their price objective on Bloom Energy from $350.00 to $300.00 and set a “buy” rating on the stock in a research note on Wednesday, July 29th. Susquehanna increased their price objective on Bloom Energy from $293.00 to $298.00 and gave the stock a “positive” rating in a report on Friday, July 10th. Citigroup restated a “hold” rating on shares of Bloom Energy in a research note on Thursday, July 16th. Finally, Evercore reaffirmed an “outperform” rating on shares of Bloom Energy in a report on Friday, August 7th. Three analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $246.18.

Bloom Energy Stock Up 12.7%

Shares of NYSE:BE opened at $238.00 on Thursday. The firm has a fifty day moving average price of $250.09 and a two-hundred day moving average price of $214.11. The company has a market cap of $70.10 billion, a price-to-earnings ratio of 317.33, a PEG ratio of 2.88 and a beta of 3.79. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. Bloom Energy Corporation has a one year low of $40.56 and a one year high of $351.28.

Bloom Energy (NYSE:BE) last released its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, topping the consensus estimate of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The firm had revenue of $1.07 billion for the quarter, compared to analysts’ expectations of $826.13 million. During the same quarter in the prior year, the firm posted $0.10 earnings per share. The business’s quarterly revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Analysts anticipate that Bloom Energy Corporation will post 1.93 EPS for the current fiscal year.

Insider Buying and Selling at Bloom Energy

In other Bloom Energy news, Director John T. Chambers sold 55,000 shares of the company’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $297.69, for a total value of $16,372,950.00. Following the transaction, the director directly owned 238,333 shares in the company, valued at $70,949,350.77. This represents a 18.75% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Shawn Marie Soderberg sold 2,842 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $288.63, for a total value of $820,286.46. Following the completion of the sale, the insider directly owned 132,265 shares in the company, valued at approximately $38,175,646.95. The trade was a 2.10% 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. Insiders sold 92,585 shares of company stock valued at $25,996,248 over the last 90 days. Insiders own 3.00% of the company’s stock.

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.