Triglav Investments D.O.O. Takes Position in Bloom Energy Corporation $BE

Triglav Investments D.O.O. acquired a new stake in Bloom Energy Corporation (NYSE:BE) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 1,900 shares of the company’s stock, valued at approximately $165,000.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Vanguard Group Inc. boosted its holdings in shares of Bloom Energy by 6.3% in the third quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock valued at $1,759,726,000 after acquiring an additional 1,240,819 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Bloom Energy by 5.4% in the fourth 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. Graticule Asia Macro Advisors LLC bought a new position in shares of Bloom Energy in the third quarter valued at approximately $402,494,000. Trivest Advisors Ltd boosted its holdings in shares of Bloom Energy by 1,461.6% in the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after acquiring an additional 3,201,000 shares in the last quarter. Finally, Goldman Sachs Group Inc. lifted its stake in Bloom Energy by 50.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after purchasing an additional 836,810 shares during the last quarter. 77.04% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms recently commented on BE. Robert W. Baird increased 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. Wells Fargo & Company increased their target price on shares of Bloom Energy to $217.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 29th. Evercore reissued an “outperform” rating and set a $179.00 target price on shares of Bloom Energy in a research note on Friday, February 6th. UBS Group increased their target price on shares of Bloom Energy to $251.00 and gave the company a “buy” rating in a research note on Tuesday, April 21st. Finally, BTIG Research increased their target price on shares of Bloom Energy to $295.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Bloom Energy presently has a consensus rating of “Moderate Buy” and an average price target of $217.48.

Bloom Energy Stock Down 1.9%

Shares of NYSE:BE opened at $284.48 on Friday. 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 company has a market cap of $80.92 billion, a PE ratio of -5,688.50 and a beta of 3.82. Bloom Energy Corporation has a 52 week low of $18.12 and a 52 week high of $322.83. The firm has a 50 day simple moving average of $220.81 and a 200 day simple moving average of $160.23.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, beating the consensus estimate 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 net margin of 0.25% and a return on equity of 21.05%. The firm’s quarterly revenue was up 130.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. As a group, research analysts expect that Bloom Energy Corporation will post 1.31 earnings per share for the current year.

More Bloom Energy News

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

• Positive Sentiment: Bloom Energy continues to get bullish attention from analysts and media, including a recent Daiwa upgrade to Outperform with a $324 price target, citing an inflection in orders, capacity, and margins. Here’s Why Bloom Energy (BE) Is Among the Best Future Stocks to Buy Right Now
• Positive Sentiment: Recent commentary also highlights Bloom Energy’s strong growth outlook, with articles pointing to rising interest in its fuel-cell technology and improving earnings potential. Bloom Energy: Spare Capacity May Lead To Surging EPS Growth
• Neutral Sentiment: Several comparison pieces versus FuelCell Energy kept Bloom in the spotlight, with analysts favoring BE’s estimate upgrades and return on invested capital over FCEL’s lower leverage. Bloom Energy vs. FuelCell Energy: Which Clean Energy Stock Leads?
• Negative Sentiment: The main driver of weakness appears to be profit-taking after a steep recent move, as traders unwind positions tied to the AI data-center power-demand theme. Bloom Energy Stock Is Sliding: What’s Driving The Move?
• Negative Sentiment: Another note from Thursday said BE was already slipping as investors reassessed how much upside was left after the recent surge. What’s Going On With Bloom Energy Stock Today?

Insiders Place Their Bets

In other Bloom Energy news, CAO Maciej Kurzymski sold 6,229 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $293.36, for a total value of $1,827,339.44. Following the transaction, the chief accounting officer owned 81,945 shares in the company, valued at approximately $24,039,385.20. This represents a 7.06% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Satish Chitoori sold 2,111 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $288.24, for a total transaction of $608,474.64. Following the completion of the transaction, the insider owned 210,254 shares in the company, valued at approximately $60,603,612.96. This represents a 0.99% 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 have sold 268,777 shares of company stock worth $55,112,564 in the last quarter. Corporate 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.