Bailard Inc. Makes New Investment in Bloom Energy Corporation $BE

Bailard Inc. bought a new position in shares of Bloom Energy Corporation (NYSE:BE) in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 6,981 shares of the company’s stock, valued at approximately $607,000.

Other large investors have also recently added to or reduced their stakes in the company. WPG Advisers LLC increased its holdings in Bloom Energy by 26.4% during the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after purchasing an additional 67 shares in the last quarter. Fifth Third Bancorp bought a new position in Bloom Energy during the 3rd quarter worth about $32,000. Parkside Financial Bank & Trust increased its holdings in Bloom Energy by 250.9% during the 3rd quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after purchasing an additional 281 shares in the last quarter. NewEdge Advisors LLC increased its holdings in Bloom Energy by 674.7% during the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after purchasing an additional 1,626 shares in the last quarter. Finally, Lodestone Wealth Management LLC bought a new position in Bloom Energy during the 4th quarter worth about $43,000. Institutional investors own 77.04% of the company’s stock.

More Bloom Energy News

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

• Positive Sentiment: Bloom Energy is being viewed as a winner from rapidly growing AI power demand, which is boosting investor enthusiasm for its fuel-cell and distributed power solutions. AI Power Demand is Lifting Bloom Energy (BE)
• Positive Sentiment: Federal Pacific said it won Bloom Energy’s largest single order, a contract supporting a large-scale AI data-center project, which suggests expanding demand for Bloom’s infrastructure. Federal Pacific Awarded Bloom Energy Contract Supporting AI Data Center Infrastructure
• Positive Sentiment: Jim Cramer’s bullish comments added momentum, with his view that “all the data centers are going crazy for it” likely reinforcing the stock’s recent strength. Jim Cramer on Bloom Energy: “All the Data Centers Are Going Crazy for It”
• Neutral Sentiment: Several articles frame Bloom Energy as a high-momentum stock that could continue climbing, but these are mostly opinion pieces rather than new fundamental disclosures. Should You Buy Bloom Energy Stock While It’s Below $300?
• Negative Sentiment: Some coverage warns that Bloom’s valuation has stretched above target levels, which could limit upside if growth expectations cool. Bloom Energy Lands Record AI Deal As Valuation Stretches Above Targets

Insider Buying and Selling at Bloom Energy

In related news, insider Satish Chitoori sold 20,000 shares of the stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $204.23, for a total value of $4,084,600.00. Following the sale, the insider owned 212,365 shares in the company, valued at approximately $43,371,303.95. This represents a 8.61% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Shawn Marie Soderberg sold 35,000 shares of the firm’s stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $279.00, for a total value of $9,765,000.00. Following the sale, the insider directly owned 341,731 shares of the company’s stock, valued at $95,342,949. This represents a 9.29% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 521,321 shares of company stock worth $96,830,814 in the last three months. 3.00% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of research firms have issued reports on BE. Mizuho set a $285.00 target price on Bloom Energy in a report on Friday, May 1st. Evercore reiterated an “outperform” rating and set a $179.00 target price on shares of Bloom Energy in a report on Friday, February 6th. BTIG Research increased their target price on Bloom Energy to $295.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Roth Mkm set a $225.00 target price on Bloom Energy in a report on Wednesday, April 29th. Finally, UBS Group increased their target price on Bloom Energy to $251.00 and gave the stock a “buy” rating in a report on Tuesday, April 21st. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $217.48.

Bloom Energy Trading Up 4.8%

Bloom Energy stock opened at $303.71 on Friday. Bloom Energy Corporation has a 52 week low of $17.01 and a 52 week high of $310.00. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03. The stock has a market capitalization of $86.39 billion, a P/E ratio of -6,073.07 and a beta of 3.82. The stock has a 50-day simple moving average of $191.65 and a 200 day simple moving average of $148.24.

Bloom Energy (NYSE:BE) last announced its quarterly 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. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The firm had revenue of $751.05 million for the quarter, compared to the consensus estimate of $539.94 million. During the same quarter in the previous year, the business earned $0.03 earnings per share. The business’s revenue was up 130.4% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Analysts expect that Bloom Energy Corporation will post 1.31 earnings per share for the current year.

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.