Arvin Capital Management LP Buys New Position in Bloom Energy Corporation $BE

Arvin Capital Management LP bought a new stake in Bloom Energy Corporation (NYSE:BE) during the fourth quarter, Holdings Channel.com reports. The fund bought 25,200 shares of the company’s stock, valued at approximately $2,190,000. Bloom Energy accounts for approximately 0.4% of Arvin Capital Management LP’s holdings, making the stock its 29th largest position.

A number of other institutional investors and hedge funds have also bought and sold shares of BE. Creekmur Asset Management LLC purchased a new position in shares of Bloom Energy during the third quarter worth approximately $1,825,000. Strs Ohio raised its stake in shares of Bloom Energy by 24.8% during the fourth quarter. Strs Ohio now owns 41,200 shares of the company’s stock worth $3,580,000 after acquiring an additional 8,200 shares in the last quarter. Teachers Retirement System of The State of Kentucky purchased a new position in shares of Bloom Energy during the third quarter worth approximately $1,985,000. Fortem Financial Group LLC purchased a new position in shares of Bloom Energy during the fourth quarter worth approximately $369,000. Finally, SPX Gestao de Recursos Ltda purchased a new position in shares of Bloom Energy during the third quarter worth approximately $1,691,000. 77.04% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms have commented on BE. UBS Group lifted their price target on shares of Bloom Energy to $251.00 and gave the stock a “buy” rating in a research note on Tuesday, April 21st. Susquehanna lifted their price target on shares of Bloom Energy to $293.00 and gave the stock a “positive” rating in a research note on Wednesday, April 29th. Roth Mkm set a $225.00 price target on shares of Bloom Energy in a research note on Wednesday, April 29th. Zacks Research raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, April 7th. Finally, BTIG Research lifted their price target on shares of Bloom Energy to $295.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Bloom Energy currently has an average rating of “Moderate Buy” and a consensus price target of $217.48.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy is being highlighted as a beneficiary of rising demand for reliable power to support AI data centers, with commentary pointing to its fuel-cell technology as a solution for grid-constrained projects and a reason traders are re-entering the name. Bloom Energy Stock Is Climbing Thursday: What’s Driving The Move?
• Positive Sentiment: Recent coverage says Bloom Energy continues to stand out in the renewable-energy group, with strong earnings performance helping support the bullish case and reinforcing its growth momentum versus peers. Renewable Energy Q1 Earnings: Bloom Energy (NYSE:BE) is the Best in the Biz
• Neutral Sentiment: Bloom Energy’s stock has already delivered an enormous multi-year gain, and one article questions whether there is still upside left after the rally, which may be encouraging some investors to reassess valuation rather than chase the stock. Bloom Energy (BE) Stock After 13x Three Year Surge Is There Still Upside Potential
• Neutral Sentiment: One bearish note downgraded Bloom Energy to hold, arguing that AI enthusiasm may be running ahead of fundamentals, which adds caution but does not point to a major business setback. Bloom Energy: AI Euphoria Meets Reality, Downgrading To Hold
• Negative Sentiment: Coverage also notes that Bloom Energy has pulled back from a recent peak, and that a paused data-center project tied to Crusoe raises a near-term reminder that some AI-power demand could be delayed even if the longer-term thesis remains intact. BE Stock Recovers After 10% Selloff: Morgan Stanley Says Crusoe Project Pause Does Not Break AI Power Thesis

Insider Buying and Selling

In related news, insider Shawn Marie Soderberg sold 35,000 shares of Bloom Energy stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $279.00, for a total value of $9,765,000.00. Following the transaction, the insider directly owned 341,731 shares of the company’s stock, valued at $95,342,949. The trade was a 9.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Satish Chitoori sold 20,000 shares of Bloom Energy 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 completion of the transaction, the insider directly owned 212,365 shares in the company, valued at approximately $43,371,303.95. The trade was a 8.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 323,777 shares of company stock valued at $71,485,514 over the last quarter. Company insiders own 3.00% of the company’s stock.

Bloom Energy Stock Up 4.6%

Shares of NYSE BE opened at $260.39 on Friday. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90. Bloom Energy Corporation has a 52 week low of $20.93 and a 52 week high of $322.83. The firm’s fifty day moving average is $246.21 and its 200 day moving average is $171.19. The company has a market cap of $74.07 billion, a price-to-earnings ratio of -5,206.80 and a beta of 3.73.

Bloom Energy (NYSE:BE) last issued its earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, topping the consensus estimate of $0.12 by $0.32. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The company had revenue of $751.05 million for the quarter, compared to the consensus estimate of $539.94 million. During the same period in the previous year, the firm earned $0.03 earnings per share. The firm’s revenue for the quarter was up 130.4% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, equities research analysts expect that Bloom Energy Corporation will post 1.31 earnings per share for the current year.

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.