Fortem Financial Group LLC bought a new position in shares of Bloom Energy Corporation (NYSE:BE – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor bought 4,250 shares of the company’s stock, valued at approximately $369,000.
A number of other large investors also recently modified their holdings of the company. Vanguard Group Inc. increased its position in shares of Bloom Energy by 6.3% in the 3rd quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock valued at $1,759,726,000 after purchasing an additional 1,240,819 shares during the last quarter. Graticule Asia Macro Advisors LLC purchased a new stake in shares of Bloom Energy in the 3rd quarter valued at approximately $402,494,000. Trivest Advisors Ltd increased its position in shares of Bloom Energy by 1,461.6% in the 3rd quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after purchasing an additional 3,201,000 shares during the last quarter. Goldman Sachs Group Inc. boosted its holdings in shares of Bloom Energy by 50.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after buying an additional 836,810 shares in the last quarter. Finally, Man Group plc boosted its holdings in shares of Bloom Energy by 177.4% in the 2nd quarter. Man Group plc now owns 2,392,915 shares of the company’s stock valued at $57,239,000 after buying an additional 1,530,167 shares in the last quarter. 77.04% of the stock is owned by hedge funds and other institutional investors.
Insider Buying and Selling at Bloom Energy
In related news, insider Shawn Marie Soderberg sold 35,000 shares of the stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $279.00, for a total transaction of $9,765,000.00. Following the completion of the sale, the insider owned 341,731 shares in the company, valued at $95,342,949. This represents a 9.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Satish Chitoori sold 20,000 shares of the stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $204.23, for a total transaction of $4,084,600.00. Following the sale, the insider owned 212,365 shares of the company’s stock, valued at approximately $43,371,303.95. This represents a 8.61% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 515,092 shares of company stock worth $95,003,475 in the last quarter. 3.00% of the stock is currently owned by company insiders.
Analyst Ratings Changes
Read Our Latest Analysis on Bloom Energy
Bloom Energy Stock Up 0.2%
Shares of NYSE:BE opened at $261.47 on Monday. The stock has a market cap of $74.37 billion, a P/E ratio of -5,228.31 and a beta of 3.82. The firm has a fifty day moving average price of $179.59 and a 200 day moving average price of $141.89. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10. Bloom Energy Corporation has a 1-year low of $17.01 and a 1-year high of $302.99.
Bloom Energy (NYSE:BE – Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, topping analysts’ consensus estimates of $0.12 by $0.32. The firm had revenue of $751.05 million during the quarter, compared to analysts’ expectations of $539.94 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. Bloom Energy’s quarterly revenue was up 130.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Sell-side analysts predict that Bloom Energy Corporation will post 1.31 EPS for the current year.
More Bloom Energy News
Here are the key news stories impacting Bloom Energy this week:
- Positive Sentiment: Bloom Energy is being highlighted as an AI-energy winner after reporting record Q1 2026 revenue of $751.1 million, beating expectations and prompting a major price-target increase from analysts who cited stronger-than-expected demand and an expanded Oracle partnership.
- Positive Sentiment: Jim Cramer called Bloom Energy a “rocket ship,” adding to bullish sentiment around the stock as investors rotate into AI-related infrastructure and non-combustible power generation plays. Jim Cramer on Bloom Energy: “Stock Is a Rocket Ship”
- Positive Sentiment: Several recent articles argue Bloom is among the market’s strongest growth stories, with commentary pointing to its rapid April share-price surge and its potential to keep benefiting from AI capex buildout. Why Bloom Energy Stock Skyrocketed 109% in April
- Positive Sentiment: Industry coverage also notes that Bloom’s recent earnings beat and outlook raise are helping lift the broader fuel-cell and alternative-energy group, reinforcing confidence in the company’s growth trajectory.
- Neutral Sentiment: Some Street coverage remains cautious despite higher price targets, with at least one major firm reiterating a Neutral rating even after sharply lifting its target, suggesting valuation may be getting stretched. Here’s What the Street is Saying About Bloom Energy Corporation (BE)
- Negative Sentiment: Broader alternative-energy commentary warns that tariffs and expiring tax credits could pressure renewable and clean-energy projects, which may create some headwinds for the sector over time.
About Bloom Energy
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.
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