TB Alternative Assets Ltd. Makes New $3.83 Million Investment in Bloom Energy Corporation $BE

TB Alternative Assets Ltd. acquired a new position in shares of Bloom Energy Corporation (NYSE:BE) during the 3rd quarter, Holdings Channel.com reports. The fund acquired 13,822 shares of the company’s stock, valued at approximately $3,828,000. Bloom Energy comprises approximately 0.8% of TB Alternative Assets Ltd.’s holdings, making the stock its 20th largest holding.

Other hedge funds have also bought and sold shares of the company. Montanova Capital LLC purchased a new position in shares of Bloom Energy during the second quarter valued at approximately $10,231,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position 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 worth $401,849,000 after purchasing an additional 583,135 shares in the last quarter. Militia Capital Management LLC bought a new stake in shares of Bloom Energy in the 1st quarter worth approximately $813,000. Assenagon Asset Management S.A. boosted its position in shares of Bloom Energy by 3,398.3% in the 2nd quarter. Assenagon Asset Management S.A. now owns 239,877 shares of the company’s stock worth $72,611,000 after purchasing an additional 233,020 shares in the last quarter. Finally, Zweig DiMenna Associates LLC purchased a new stake in shares of Bloom Energy in the 1st quarter worth approximately $8,468,000. Institutional investors own 77.04% of the company’s stock.

Bloom Energy News Roundup

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

• Positive Sentiment: Robert W. Baird raised its price target on Bloom Energy from $310 to $351 and reiterated an “outperform” rating, implying substantial upside from recent levels. Benzinga article
• Positive Sentiment: Oracle reportedly named Bloom Energy the primary power source for a large AI campus, reinforcing the company’s strategic importance to data-center electricity demand. Management also expects 2026 revenue of approximately $3.9 billion to $4.2 billion, roughly double its 2025 total. 247WallSt article
• Neutral Sentiment: Bloom Energy is scheduled to report earnings next week. Wall Street expects year-over-year earnings growth, but analysts noted that the company lacks key indicators typically associated with a likely earnings beat, potentially increasing volatility around the report. Yahoo Finance earnings preview
• Negative Sentiment: The AI power trade that drove a major rally in Bloom Energy is unwinding as concerns about debt, data-center spending and the sustainability of AI infrastructure investment spread across the sector. Bloom is viewed as a bellwether for that theme, making it vulnerable to further multiple compression. Barron’s article
• Negative Sentiment: Investors remain concerned about valuation: Bloom trades at a very high earnings multiple, leaving limited room for execution misses. Higher oil prices, inflation concerns and expectations for interest rates to remain elevated are also weighing on data-center infrastructure stocks. Benzinga macro update

Bloom Energy Trading Down 1.1%

Shares of NYSE:BE opened at $236.74 on Friday. 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 Corporation has a 1 year low of $75.70 and a 1 year high of $351.28. The company has a market cap of $69.73 billion, a P/E ratio of 315.65, a PEG ratio of 3.08 and a beta of 3.77. The stock’s fifty day moving average price is $249.27 and its 200-day moving average price is $246.27.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping the consensus estimate of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%. The company had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. During the same period last year, the company earned $0.10 EPS. Bloom Energy’s revenue for the quarter was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Sell-side analysts expect that Bloom Energy Corporation will post 2.04 earnings per share for the current year.

Insider Activity

In related news, insider Aman Joshi sold 8,437 shares of the firm’s stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $277.17, for a total value of $2,338,483.29. Following the sale, the insider owned 147,092 shares in the company, valued at approximately $40,769,489.64. This trade represents a 5.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director John T. Chambers sold 15,000 shares of Bloom Energy 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 completion of the sale, the director directly owned 208,333 shares of the company’s stock, valued at approximately $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 valued at $21,780,758 over the last three months. Corporate insiders own 3.00% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on BE shares. Clear Str upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 29th. Sanford C. Bernstein reiterated a “market perform” rating and set a $282.00 price objective on shares of Bloom Energy in a research note on Wednesday, October 7th. Truist Financial lowered their price objective on Bloom Energy from $250.00 to $218.00 and set a “hold” rating for the company in a research note on Wednesday, July 29th. Barclays boosted their target price on Bloom Energy from $276.00 to $308.00 and gave the stock an “equal weight” rating in a report on Thursday, October 1st. Finally, 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. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Bloom Energy currently has an average rating of “Moderate Buy” and an average target price of $259.05.

About Bloom Energy

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.