Polianta Ltd Sells 6,500 Shares of Bloom Energy Corporation $BE

Polianta Ltd reduced its position in shares of Bloom Energy Corporation (NYSE:BE) by 40.1% during the 1st quarter, HoldingsChannel reports. The firm owned 9,700 shares of the company’s stock after selling 6,500 shares during the period. Polianta Ltd’s holdings in Bloom Energy were worth $1,314,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. WPG Advisers LLC increased its stake in shares of Bloom Energy by 26.4% during the fourth 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 holdings in Bloom Energy by 45.5% during 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. Caitong International Asset Management Co. Ltd bought a new position in Bloom Energy during the 4th quarter worth about $28,000. Fifth Third Bancorp bought a new position in Bloom Energy during the 3rd quarter worth about $32,000. Finally, McMillan Office Inc. purchased a new position in Bloom Energy during the 4th quarter valued at about $37,000. 77.04% of the stock is owned by institutional investors.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Sanford C. Bernstein upgraded Bloom Energy to “hold”, which may support sentiment by signaling a more constructive view from the analyst community. Street Insider
• Positive Sentiment: Recent commentary said Bloom Energy could benefit from the AI and data-center buildout because its onsite power systems help customers bypass grid constraints and secure reliable electricity. Bull of the Day: Bloom Energy (BE)
• Positive Sentiment: Bloom Energy was highlighted in a Yahoo Finance article about Trump’s latest portfolio, adding to investor visibility and speculative interest in the stock. Is Bloom Energy (BE) The Best Energy Stock in Trump’s Latest Portfolio?
• Neutral Sentiment: Multiple insiders sold shares recently, but the company said the transactions were tied to tax withholding on equity vesting rather than a change in business outlook, so the signal is not strongly negative.
• Neutral Sentiment: Other recent coverage focused on Bloom Energy’s onsite power-generation model and broader stock momentum, reinforcing the existing narrative rather than introducing new fundamental news. Can Bloom Energy Continue to Benefit From Onsite Power Generation?
• Negative Sentiment: The insider selling by Shawn Marie Soderberg, Satish Chitoori, Maciej Kurzymski, and Aman Joshi may pressure sentiment in the near term, even if the sales were for tax-related reasons.

Bloom Energy Stock Down 0.2%

NYSE:BE opened at $328.38 on Friday. Bloom Energy Corporation has a fifty-two week low of $21.41 and a fifty-two week high of $329.51. The stock has a market capitalization of $93.40 billion, a P/E ratio of -6,566.29 and a beta of 3.73. 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’s 50-day simple moving average is $262.42 and its 200-day simple moving average is $178.15.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, topping the consensus estimate of $0.12 by $0.32. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The firm had revenue of $751.05 million during the quarter, compared to analyst estimates of $539.94 million. During the same quarter in the previous year, the business posted $0.03 EPS. Bloom Energy’s revenue was up 130.4% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, equities analysts anticipate that Bloom Energy Corporation will post 1.31 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, insider Aman Joshi sold 10,000 shares of the stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $135.88, for a total transaction of $1,358,800.00. Following the completion of the sale, the insider owned 180,521 shares in the company, valued at approximately $24,529,193.48. This represents a 5.25% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mary K. Bush sold 25,000 shares of the firm’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $266.96, for a total value of $6,674,000.00. Following the completion of the sale, the director directly owned 108,524 shares of the company’s stock, valued at $28,971,567.04. The trade was a 18.72% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 230,274 shares of company stock valued at $58,696,472. 3.00% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several equities research analysts have recently commented on BE shares. Mizuho set a $285.00 price target on shares of Bloom Energy in a report on Friday, May 1st. BMO Capital Markets reiterated an “outperform” rating on shares of Bloom Energy in a research note on Tuesday, June 9th. Zacks Research raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 7th. BTIG Research boosted their price objective on shares of Bloom Energy to $295.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Finally, Jefferies Financial Group raised shares of Bloom Energy from an “underperform” rating to a “hold” rating and set a $187.00 price objective for the company in a research note on Tuesday, April 14th. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $220.14.

Bloom Energy Company 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.