BROOKFIELD Corp ON Trims Position in Bloom Energy Corporation $BE

Posted by James Quigley on Jul 27th, 2026

BROOKFIELD Corp ON cut its holdings in shares of Bloom Energy Corporation (NYSE:BE – Free Report) by 95.3% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 747 shares of the company’s stock after selling 15,223 shares during the quarter. BROOKFIELD Corp ON’s holdings in Bloom Energy were worth $101,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Fortem Financial Group LLC purchased a new stake in Bloom Energy in the fourth quarter valued at $369,000. Strs Ohio raised its stake in shares of Bloom Energy by 24.8% during the 4th quarter. Strs Ohio now owns 41,200 shares of the company’s stock valued at $3,580,000 after buying an additional 8,200 shares during the last quarter. Norges Bank purchased a new position in shares of Bloom Energy during the 4th quarter valued at about $239,683,000. Cidel Asset Management Inc. acquired a new position in shares of Bloom Energy in the 1st quarter valued at about $445,000. Finally, Zweig DiMenna Associates LLC acquired a new position in shares of Bloom Energy in the 1st quarter valued at about $8,468,000. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Bloom Energy Price Performance

NYSE:BE opened at $185.80 on Monday. Bloom Energy Corporation has a 52 week low of $32.52 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 stock has a market capitalization of $52.85 billion, a PE ratio of -3,715.24 and a beta of 3.73. The stock’s 50-day moving average price is $270.58 and its 200-day moving average price is $207.33.

Bloom Energy (NYSE:BE – Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, beating the consensus estimate of $0.12 by $0.32. The firm 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 for the quarter was up 130.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. As a group, equities analysts expect that Bloom Energy Corporation will post 1.43 EPS for the current fiscal year.

Key Stories Impacting Bloom Energy

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

Positive Sentiment: Recent commentary remains constructive on Bloom Energy’s long-term AI power demand story, with analysts and bullish articles highlighting its role in supplying on-site power for data centers and other large energy users. Bloom Energy: AI’s Power Crunch Creates Rare Buying Opportunity
Positive Sentiment: Bloom Energy is entering its upcoming Q2 report with elevated expectations, supported by AI-driven demand and the recently highlighted Oracle fuel-cell deal, which could keep sentiment favorable if results and guidance confirm the growth narrative. Bloom Energy Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?
Neutral Sentiment: Wall Street preview pieces are focusing on Q2 metrics and expectations rather than a new negative catalyst, suggesting investors are waiting for the earnings release for confirmation on revenue growth, margins, and cash flow. Unlocking Q2 Potential of Bloom Energy (BE): Exploring Wall Street Estimates for Key Metrics
Neutral Sentiment: Unusual options activity showed a sharp increase in put buying, indicating traders are hedging or betting on further near-term downside, but this is more of a sentiment signal than a fundamental development.
Negative Sentiment: BE is being hit by a broad selloff across the fuel-cell and hydrogen space, which is weighing on the stock despite its longer-term growth story. Bloom Energy Tumbles 13%, FuelCell Energy Drops 9%, Plug Power Slips 4% in Fuel-Cell Selloff

Wall Street Analyst Weigh In

Several analysts recently commented on BE shares. BTIG Research raised their target price on Bloom Energy to $295.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Evercore reissued an “outperform” rating and issued a $350.00 price target on shares of Bloom Energy in a report on Wednesday, July 1st. BMO Capital Markets restated an “outperform” rating on shares of Bloom Energy in a research report on Tuesday, June 9th. Sanford C. Bernstein started coverage on Bloom Energy in a research report on Tuesday, June 16th. They issued a “market perform” rating and a $276.00 price objective on the stock. Finally, Susquehanna raised their price objective on shares of Bloom Energy from $293.00 to $298.00 and gave the stock a “positive” rating in a research note on Friday, July 10th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $254.00.

View Our Latest Stock Report on BE

Insider Buying and Selling

In other news, insider Satish Chitoori sold 2,837 shares of the business’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $289.11, for a total value of $820,205.07. Following the completion of the sale, the insider directly owned 207,417 shares in the company, valued at $59,966,328.87. The trade was a 1.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 8,343 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $300.37, for a total value of $2,505,986.91. Following the transaction, the insider directly owned 163,807 shares of the company’s stock, valued at approximately $49,202,708.59. The trade was a 4.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 153,617 shares of company stock valued at $44,003,909 in the last 90 days. Corporate insiders own 3.00% of the company’s stock.

About Bloom Energy

(Free Report)

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.