Tribune Investment Group LP Has $6.69 Million Stock Holdings in Bloom Energy Corporation $BE

Tribune Investment Group LP cut its position in shares of Bloom Energy Corporation (NYSE:BE) by 25.9% during the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 22,090 shares of the company’s stock after selling 7,720 shares during the quarter. Bloom Energy accounts for 2.7% of Tribune Investment Group LP’s portfolio, making the stock its 6th largest position. Tribune Investment Group LP’s holdings in Bloom Energy were worth $6,687,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of BE. Blue Trust Inc. raised its stake in shares of Bloom Energy by 37.2% in the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after buying an additional 51 shares in the last quarter. Continuum Advisory LLC bought a new position in Bloom Energy during the second quarter valued at about $25,000. Anchor Investment Management LLC bought a new position in Bloom Energy during the first quarter valued at about $27,000. Hantz Financial Services Inc. grew its holdings in Bloom Energy by 45.5% during the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after acquiring an additional 100 shares during the period. Finally, Godsey & Gibb Inc. grew its holdings in Bloom Energy by 2,000.0% during the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock worth $28,000 after acquiring an additional 200 shares during the period. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages have commented on BE. Truist Financial dropped their price target on shares of Bloom Energy from $250.00 to $218.00 and set a “hold” rating on the stock in a research report on Wednesday, July 29th. Morgan Stanley restated an “overweight” rating and set a $310.00 price objective on shares of Bloom Energy in a research report on Wednesday, April 29th. Susquehanna lifted 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. JPMorgan Chase & Co. dropped their target price on shares of Bloom Energy from $346.00 to $314.00 and set an “overweight” rating on the stock in a report on Wednesday, July 29th. Finally, Zacks Research raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, July 28th. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Bloom Energy presently has an average rating of “Moderate Buy” and a consensus price target of $248.05.

Bloom Energy Price Performance

BE opened at $200.78 on Monday. The stock has a fifty day moving average of $244.12 and a 200-day moving average of $217.28. The firm has a market capitalization of $59.14 billion, a P/E ratio of 267.71, a PEG ratio of 2.76 and a beta of 3.79. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. Bloom Energy Corporation has a 12-month low of $44.64 and a 12-month high of $351.28.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. The firm had revenue of $1.07 billion during the quarter, compared to analyst estimates of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The business’s quarterly revenue was up 165.5% compared to the same quarter last year. During the same period last year, the company posted $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Equities analysts forecast that Bloom Energy Corporation will post 1.92 EPS for the current fiscal year.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Strong AI data-center demand remains the bullish case. Analysts point to Bloom’s roughly $20 billion backlog, contracts or financing relationships involving Nebius, Oracle, Equinix and Brookfield, and the need for rapidly deployable power as data-center electricity constraints intensify. Bloom’s latest reported quarter also showed revenue growth of 165.5% year over year, with earnings and revenue exceeding consensus estimates. Bloom Energy growth and profitability article
• Positive Sentiment: Power Connect could improve execution. Bloom says its factory-integrated system can reduce onsite power installation time by more than 40%, potentially strengthening its competitive position in time-sensitive AI infrastructure projects. Bloom Energy Power Connect article
• Neutral Sentiment: Sector trading was mixed. FuelCell Energy and Plug Power advanced while Bloom declined, indicating that Friday’s move was not simply a broad reversal in hydrogen stocks and that company-specific concerns remained important. Hydrogen trade splits article
• Negative Sentiment: Valuation and momentum are pressuring the stock. Bloom has fallen from its year-to-date high near $350 after seven consecutive declining sessions. Commentators argue that much of the expected growth is already reflected in the valuation, leaving limited room for execution disappointments. Bloom Energy momentum article
• Negative Sentiment: Shareholder litigation is an additional overhang. Multiple law firms publicized a securities-fraud class action covering investors who bought BE securities between February 27, 2025 and July 8, 2026, with a September 28, 2026 lead-plaintiff deadline. The allegations reportedly involve disclosures about Bloom’s exposure to China’s supply chain; the claims have not been proven. Kaplan Fox Bloom Energy lawsuit notice
• Negative Sentiment: Insider selling may have added pressure by signaling that some company insiders were taking advantage of the stock’s earlier advance. Bloom Energy insider selling article

Insider Buying and Selling at Bloom Energy

In related news, insider Satish Chitoori sold 2,053 shares of Bloom Energy stock in a transaction on Friday, August 14th. The stock was sold at an average price of $241.64, for a total transaction of $496,086.92. Following the completion of the sale, the insider owned 205,364 shares of the company’s stock, valued at approximately $49,624,156.96. This trade represents a 0.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shawn Marie Soderberg sold 2,895 shares of Bloom Energy stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $233.60, for a total value of $676,272.00. Following the sale, the insider owned 129,370 shares of the company’s stock, valued at approximately $30,220,832. This represents a 2.19% decrease in their ownership of the stock. 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 144,464 shares of company stock valued at $38,504,205 in the last quarter. Corporate insiders own 3.00% of the company’s stock.

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.