Cvfg LLC Makes New Investment in Bloom Energy Corporation $BE

Cvfg LLC purchased a new stake in shares of Bloom Energy Corporation (NYSE:BE) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 74,645 shares of the company’s stock, valued at approximately $10,114,000. Bloom Energy accounts for approximately 1.3% of Cvfg LLC’s portfolio, making the stock its 18th largest holding.

Other institutional investors have also made changes to their positions in the company. Brooklands Fund Management Ltd acquired a new position in shares of Bloom Energy during the 4th quarter worth about $347,560,000. Norges Bank bought a new position in Bloom Energy in the 4th quarter worth approximately $239,683,000. Amundi lifted its holdings in shares of Bloom Energy by 390.7% during the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock worth $274,068,000 after buying an additional 2,511,426 shares during the last quarter. Man Group plc boosted its position in shares of Bloom Energy by 177.4% in the second quarter. Man Group plc now owns 2,392,915 shares of the company’s stock valued at $57,239,000 after acquiring an additional 1,530,167 shares during the period. Finally, Wellington Management Group LLP bought a new stake in shares of Bloom Energy in the third quarter valued at approximately $98,444,000. 77.04% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts recently issued reports on the stock. JPMorgan Chase & Co. boosted their target price on shares of Bloom Energy to $267.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 29th. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Barclays boosted their price objective on shares of Bloom Energy from $254.00 to $276.00 and gave the stock an “equal weight” rating in a report on Tuesday, June 23rd. Morgan Stanley reissued an “overweight” rating and set a $310.00 target price on shares of Bloom Energy in a research report on Wednesday, April 29th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a research note on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Bloom Energy presently has a consensus rating of “Hold” and a consensus price target of $238.82.

Bloom Energy Stock Performance

NYSE:BE opened at $269.32 on Wednesday. The firm has a market capitalization of $76.60 billion, a PE ratio of -5,385.28 and a beta of 3.73. 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 12-month low of $23.94 and a 12-month high of $351.28. The firm has a 50-day moving average price of $283.22 and a 200 day moving average price of $194.93.

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. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The company had revenue of $751.05 million for the quarter, compared to analyst estimates of $539.94 million. During the same period in the prior year, the company posted $0.03 EPS. The company’s revenue was up 130.4% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Research analysts anticipate that Bloom Energy Corporation will post 1.34 earnings per share for the current fiscal year.

Insider Transactions at Bloom Energy

In other Bloom Energy news, insider Shawn Marie Soderberg sold 2,842 shares of the company’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $288.63, for a total value of $820,286.46. Following the sale, the insider directly owned 132,265 shares in the company, valued at $38,175,646.95. This represents a 2.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,837 shares of Bloom Energy stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $289.11, for a total value of $820,205.07. Following the transaction, the insider directly owned 207,417 shares of the company’s stock, valued at approximately $59,966,328.87. The trade was a 1.35% 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. Over the last ninety days, insiders sold 228,617 shares of company stock valued at $59,843,659. 3.00% of the stock is owned by insiders.

Bloom Energy News Summary

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

• Positive Sentiment: Bloom Energy and Brookfield expanded their strategic alliance to support up to $25 billion of AI power infrastructure projects, boosting the company’s growth outlook and highlighting strong demand for its fuel cell technology. Brookfield, Bloom Energy Expand AI Infrastructure Partnership to $25 Billion
• Positive Sentiment: Market commentary says the Brookfield financing expansion could make BE look undervalued, with some analysts arguing the pullback may be an entry point if AI power demand keeps scaling. Bloom Energy Won a $25 Billion AI Power Deal. Then the Stock Fell 8%. That’s Your Entry Point.
• Neutral Sentiment: Bloom Energy also announced it will report second-quarter 2026 results on July 28, which could become the next catalyst for the stock. Bloom Energy to Announce Second Quarter 2026 Financial Results on July 28, 2026
• Negative Sentiment: Some trading reports say the stock’s recent surge in fuel-cell and hydrogen names is triggering profit-taking, which helps explain why shares have been under pressure despite the positive Brookfield news. FuelCell Energy Drops 10%, Bloom Energy Slides 8%, Plug Power Falls 5% Despite Positive News as Profit-Taking Hits Fuel Cell Stocks

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.