Nykredit A S Takes $31.62 Million Position in Bloom Energy Corporation $BE

Nykredit A S bought a new position in shares of Bloom Energy Corporation (NYSE:BE) in the 2nd quarter, Holdings Channel.com reports. The institutional investor bought 104,471 shares of the company’s stock, valued at approximately $31,623,000.

A number of other institutional investors have also made changes to their positions in BE. Blue Trust Inc. raised its stake in Bloom Energy by 37.2% in the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after acquiring an additional 51 shares during the period. Anchor Investment Management LLC bought a new position in Bloom Energy during the first quarter worth $27,000. Hantz Financial Services Inc. boosted its position 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 purchasing an additional 100 shares during the period. Godsey & Gibb Inc. increased its holdings in shares of Bloom Energy by 2,000.0% in the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock valued at $28,000 after purchasing an additional 200 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd acquired a new position in shares of Bloom Energy in the fourth quarter valued at $28,000. 77.04% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on BE. Clear Str upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 29th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $335.00 price target on shares of Bloom Energy in a research note on Wednesday, June 10th. Evercore reissued an “outperform” rating on shares of Bloom Energy in a report on Friday, August 7th. TD Cowen restated a “hold” rating and set a $235.00 price objective on shares of Bloom Energy in a research report on Monday, July 20th. Finally, Mizuho upgraded Bloom Energy from a “neutral” rating to an “outperform” rating and reduced their price objective for the stock from $285.00 to $242.00 in a report on Thursday, July 30th. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $248.05.

Bloom Energy Stock Up 8.5%

BE opened at $235.79 on Friday. Bloom Energy Corporation has a fifty-two week low of $52.00 and a fifty-two week high of $351.28. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. The company has a market capitalization of $69.45 billion, a P/E ratio of 314.39, a P/E/G ratio of 2.98 and a beta of 3.80. The stock has a fifty day moving average of $226.99 and a 200-day moving average of $221.56.

Bloom Energy (NYSE:BE) last announced its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The company had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $826.13 million. During the same quarter in the previous year, the business posted $0.10 earnings per share. Bloom Energy’s quarterly revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, equities analysts expect that Bloom Energy Corporation will post 1.92 EPS for the current year.

Key Bloom Energy News

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

• Positive Sentiment: AI data-center demand remains the main catalyst. Commentary from The Motley Fool and Zacks argues that grid bottlenecks and urgent power needs are driving data-center operators toward behind-the-meter and off-grid generation, where Bloom is viewed as relatively well positioned to deliver electricity quickly. I’m Calling It: Bloom Energy’s Revenue Guidance Will Keep Surprising Wall Street Through Year-End Bloom Energy: Unlocking Massive Growth Behind the Meter
• Positive Sentiment: Bloom’s AI infrastructure opportunity received additional attention. A previously announced framework with Brookfield Asset Management was expanded from $5 billion to as much as $25 billion, potentially creating a larger financing and deployment channel for Bloom fuel-cell systems serving data centers. Brookfield Quintupled Its AI Power Framework to $25 Billion
• Positive Sentiment: Index-inclusion speculation may support demand. Bloom Energy was listed among companies that could be added to the S&P 500 during the September rebalance. Actual inclusion could generate buying from index-tracking funds, although no change has been confirmed. Bloom Energy and 7 More Stocks That Could Join the S&P 500 This Month
• Neutral Sentiment: The broader risk-on market favored high-beta fuel-cell stocks, helping Bloom outperform some peers. However, the company’s elevated valuation and beta indicate that the shares may remain particularly sensitive to changes in sentiment and interest rates. Bloom Energy Spikes as Risk-On Tape Lifts High-Beta Names
• Negative Sentiment: Multiple law firms publicized a securities class action against Bloom. The complaints allege that Bloom misrepresented exposure to Chinese export controls, U.S. tariffs and the origin of critical materials, with investors claiming losses after a July 8 report concerning alleged Chinese scandium sourcing. The September 28 lead-plaintiff deadline increases near-term legal and reputational risk, though the allegations have not been proven. BE Investor Alert

Insider Transactions at Bloom Energy

In other Bloom Energy news, insider Shawn Soderberg sold 2,895 shares of the stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $233.60, for a total transaction of $676,272.00. Following the transaction, the insider owned 129,370 shares in the company, valued at $30,220,832. This represents a 2.19% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director John Chambers sold 15,000 shares of the firm’s stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the transaction, the director directly owned 208,333 shares in the company, valued at $52,083,250. This represents a 6.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 89,464 shares of company stock worth $22,131,255. Company 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.