Enclave Advisors LLC Makes New $886,000 Investment in Bloom Energy Corporation $BE

Enclave Advisors LLC bought a new stake in shares of Bloom Energy Corporation (NYSE:BE) during the third quarter, Holdings Channel reports. The fund bought 3,198 shares of the company’s stock, valued at approximately $886,000.

Other large investors have also modified their holdings of the company. Brooklands Fund Management Ltd bought a new position in Bloom Energy in the fourth quarter worth approximately $347,560,000. Jennison Associates LLC boosted its position in Bloom Energy by 20,074.4% during the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock valued at $364,066,000 after acquiring an additional 2,673,710 shares in the last quarter. Bank of America Corp DE boosted its position in Bloom Energy by 6.1% during the 1st quarter. Bank of America Corp DE now owns 2,211,880 shares of the company’s stock valued at $299,688,000 after acquiring an additional 126,649 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in shares of Bloom Energy by 78.3% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock valued at $401,849,000 after acquiring an additional 583,135 shares during the period. Finally, Bank of New York Mellon Corp purchased a new position in shares of Bloom Energy in the 2nd quarter valued at $296,413,000. Institutional investors own 77.04% of the company’s stock.

Bloom Energy Trading Up 0.4%

Shares of NYSE:BE opened at $263.38 on Wednesday. The business’s 50-day moving average is $249.02 and its 200 day moving average is $244.80. Bloom Energy Corporation has a 1 year low of $75.70 and a 1 year high of $351.28. The firm has a market capitalization of $77.57 billion, a P/E ratio of 230.07, a P/E/G ratio of 3.38 and a beta of 3.77. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41.

Bloom Energy (NYSE:BE) last posted its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping 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 business had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $826.13 million. During the same quarter last year, the company posted $0.10 earnings per share. The business’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, research analysts predict that Bloom Energy Corporation will post 2.04 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the company. Wall Street Zen upgraded Bloom Energy from a “hold” rating to a “buy” rating in a research note on Sunday, September 6th. Wells Fargo & Company cut their target price on Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating on the stock in a research note on Thursday, July 30th. Jefferies Financial Group boosted their target price on shares of Bloom Energy from $229.00 to $264.00 and gave the stock a “hold” rating in a report on Tuesday, September 29th. Roth Capital reissued a “neutral” rating and set a $260.00 price target on shares of Bloom Energy in a research report on Tuesday. Finally, Zacks Research cut shares of Bloom Energy from a “strong-buy” rating to a “hold” rating in a report on Friday, October 2nd. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Bloom Energy presently has an average rating of “Moderate Buy” and a consensus target price of $257.18.

More Bloom Energy News

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

• Positive Sentiment: Bloom’s recent profitability, sharply higher revenue, and repeated guidance increases are supporting the bullish case. Investors are watching for another earnings beat and raised outlook, particularly as demand for onsite power from data centers and industrial customers expands. I’m Not Selling Bloom Energy Before Earnings
• Positive Sentiment: Some analysts and commentators argue that Bloom’s fuel-cell systems could benefit substantially from rising electricity needs tied to artificial intelligence infrastructure. One bullish scenario suggests the stock could continue advancing if Bloom scales production and maintains strong margins. The Bloom Energy Bull Case Just Got a Lot More Interesting
• Neutral Sentiment: Bloom Energy will report third-quarter 2026 results after the market closes on October 22, followed by a management conference call. The announcement gives investors a near-term catalyst, with expectations focused on revenue growth, margins, cash flow, and updated full-year guidance. Bloom Energy to Announce Third Quarter 2026 Financial Results
• Neutral Sentiment: Recent comparisons with NextEra Energy and Vertiv frame BE as a higher-growth but higher-risk AI infrastructure investment, rather than a stable utility or established infrastructure company. Analysts’ average price target is approximately $258, close to the current trading range, suggesting limited consensus upside. Bloom Energy Average Target Price
• Negative Sentiment: Valuation remains the main pressure on the stock. Commentary notes that even a substantial increase in output may not justify the current premium, while the high price-to-earnings multiple leaves BE vulnerable to profit-taking if growth or margins disappoint. Bloom Energy Even Doubling Output Leaves the Stock Overvalued
• Negative Sentiment: The shares have experienced large pullbacks despite strong revenue growth, highlighting elevated volatility. The latest weakness appears tied to investors reassessing the stock’s rich valuation ahead of earnings, rather than a newly reported deterioration in Bloom’s business. Bloom Energy Stock Is Falling Tuesday

Insider Transactions at Bloom Energy

In related news, insider Shawn Soderberg sold 2,895 shares of the firm’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $233.60, for a total value of $676,272.00. Following the completion of the transaction, the insider owned 129,370 shares in the company, valued at $30,220,832. This trade represents a 2.19% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director John T. Chambers sold 15,000 shares of Bloom Energy stock in a transaction dated Thursday, August 13th. The stock was sold at an average price of $250.00, for a total value of $3,750,000.00. Following the sale, the director directly owned 208,333 shares of the company’s stock, valued at $52,083,250. This trade represents a 6.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 89,698 shares of company stock worth $21,780,758 over the last 90 days. Insiders own 3.00% of the company’s stock.

Bloom Energy Profile

Bloom Energy Corporation (NYSE: BE) develops and manufactures energy-generation and hydrogen technologies. Its primary product is the Bloom Energy Server, a solid-oxide fuel cell system designed to produce electricity onsite from fuels such as natural gas, biogas and hydrogen. The company’s distributed-generation systems are intended to provide reliable, low-emission power for commercial and industrial facilities, data centers, utilities and other large energy users.

Bloom Energy also produces electrolyzers that use electricity to separate water into hydrogen and oxygen.