Jag Capital Management LLC Makes New Investment in Bloom Energy Corporation $BE

Jag Capital Management LLC acquired a new position in shares of Bloom Energy Corporation (NYSE:BE) in the fourth quarter, HoldingsChannel.com reports. The firm acquired 3,062 shares of the company’s stock, valued at approximately $266,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Graticule Asia Macro Advisors LLC acquired a new stake in shares of Bloom Energy during the third quarter worth $402,494,000. Trivest Advisors Ltd lifted its holdings in shares of Bloom Energy by 1,461.6% during the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock worth $289,229,000 after buying an additional 3,201,000 shares in the last quarter. Westfield Capital Management Co. LP acquired a new stake in shares of Bloom Energy during the third quarter worth $141,679,000. Man Group plc lifted its holdings in shares of Bloom Energy by 177.4% during the second quarter. Man Group plc now owns 2,392,915 shares of the company’s stock worth $57,239,000 after buying an additional 1,530,167 shares in the last quarter. Finally, Vanguard Group Inc. lifted its holdings in shares of Bloom Energy by 6.3% during the third quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock worth $1,759,726,000 after buying an additional 1,240,819 shares in the last quarter. 77.04% of the stock is owned by institutional investors.

Key Bloom Energy News

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

• Positive Sentiment: Recent commentary continues to frame Bloom Energy as a major beneficiary of AI-driven power demand, with analysts arguing that grid constraints make its onsite power solutions more valuable. Missed Nvidia? Why Tech Analyst Beth Kindig Calls Bloom Energy Tech’s ‘Biggest Outperformer’ After 217% Rally In 2026
• Positive Sentiment: Bloom Energy’s strong first-quarter earnings beat and raised 2026 guidance still support the bullish long-term thesis, especially around AI infrastructure demand. Bloom Energy (BE) Crushes Q1 Estimates, Raises 2026 Guidance
• Neutral Sentiment: The stock was also highlighted in lists of top clean-energy names, reinforcing that BE remains a widely watched growth story. Bloom Energy (BE) – Among the 10 Best Clean Energy Stocks to Buy Right Now
• Neutral Sentiment: Bloom Energy was mentioned in a broader market selloff involving AI and energy-related names, suggesting some of the weakness is coming from sector rotation rather than only company-specific news. Dow Jones Futures: Stocks Mixed As Trump Postpones Iran Attack; Sandisk, Bloom Energy, AI Leaders Sell Off
• Negative Sentiment: Several insider sales disclosed over the past day are likely weighing on sentiment, even though the company said the transactions were mainly tied to tax withholding on vested equity awards. Bloom Energy (NYSE:BE) Insider Satish Chitoori Sells 2,111 Shares
• Negative Sentiment: Traders also appear to be taking profits after Bloom Energy’s sharp post-earnings run, with reports noting the market is reassessing whether the rally moved too far too fast. Bloom Energy Stock Is Slumping Monday: What’s Driving The Action?

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. Mizuho set a $285.00 target price on Bloom Energy in a report on Friday, May 1st. BTIG Research raised their price target on Bloom Energy to $295.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Robert W. Baird raised their price target on Bloom Energy to $242.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. Evercore restated an “outperform” rating and issued a $179.00 price target on shares of Bloom Energy in a research report on Friday, February 6th. Finally, Royal Bank Of Canada raised their price target on Bloom Energy to $335.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 29th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Bloom Energy currently has a consensus rating of “Moderate Buy” and a consensus target price of $217.48.

Insider Buying and Selling

In related news, insider Shawn Marie Soderberg sold 2,746 shares of the company’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $259.42, for a total transaction of $712,367.32. Following the completion of the transaction, the insider directly owned 135,107 shares in the company, valued at $35,049,457.94. This represents a 1.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 4,813 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $288.20, for a total transaction of $1,387,106.60. Following the transaction, the insider owned 175,708 shares of the company’s stock, valued at approximately $50,639,045.60. This represents a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 525,271 shares of company stock worth $99,167,479 in the last quarter. Corporate insiders own 3.00% of the company’s stock.

Bloom Energy Stock Up 1.1%

Shares of NYSE BE opened at $261.57 on Wednesday. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03. Bloom Energy Corporation has a 52 week low of $17.01 and a 52 week high of $310.00. The stock has a market capitalization of $74.40 billion, a P/E ratio of -5,230.41 and a beta of 3.82. The stock’s fifty day moving average is $198.40 and its 200 day moving average is $151.36.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, beating the consensus estimate of $0.12 by $0.32. The business had revenue of $751.05 million for the quarter, compared to analyst estimates of $539.94 million. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.Bloom Energy’s revenue was up 130.4% compared to the same quarter last year. During the same period last year, the firm posted $0.03 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Sell-side analysts forecast that Bloom Energy Corporation will post 1.31 earnings per share for the current fiscal year.

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.