Polianta Ltd Decreases Position in Bloom Energy Corporation $BE

Polianta Ltd lessened its stake in Bloom Energy Corporation (NYSE:BE) by 34.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 6,400 shares of the company’s stock after selling 3,300 shares during the quarter. Polianta Ltd’s holdings in Bloom Energy were worth $1,937,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of BE. Brooklands Fund Management Ltd purchased a new stake in Bloom Energy in the fourth quarter worth $347,560,000. Norges Bank purchased a new position in shares of Bloom Energy during the 4th quarter valued at $239,683,000. Jennison Associates LLC lifted its position in shares of Bloom Energy by 20,074.4% during the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock valued at $364,066,000 after buying an additional 2,673,710 shares during the last quarter. Amundi grew its stake in shares of Bloom Energy by 390.7% during the 4th quarter. Amundi now owns 3,154,197 shares of the company’s stock worth $274,068,000 after acquiring an additional 2,511,426 shares during the period. Finally, Man Group plc grew its stake in shares of Bloom Energy by 177.4% during the 2nd quarter. Man Group plc now owns 2,392,915 shares of the company’s stock worth $57,239,000 after acquiring an additional 1,530,167 shares during the period. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Bloom Energy Stock Performance

NYSE:BE opened at $220.18 on Friday. The business’s fifty day moving average is $254.14 and its 200 day moving average is $212.16. The firm has a market cap of $64.85 billion, a price-to-earnings ratio of 293.57, a PEG ratio of 3.00 and a beta of 3.79. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. Bloom Energy Corporation has a 52-week low of $36.47 and a 52-week high of $351.28.

Bloom Energy (NYSE:BE) last issued its earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping the consensus estimate of $0.39 by $0.39. The business had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The firm’s revenue was up 165.5% compared to the same quarter last year. During the same quarter last year, the company earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Research analysts predict that Bloom Energy Corporation will post 1.93 EPS for the current year.

Insider Transactions at Bloom Energy

In other Bloom Energy news, insider Satish Chitoori sold 2,837 shares of the stock in a transaction that occurred 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 sale, the insider directly owned 207,417 shares in the company, valued at $59,966,328.87. This represents a 1.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director John T. Chambers sold 15,000 shares of the firm’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $205.58, for a total transaction of $3,083,700.00. Following the completion of the transaction, the director directly owned 223,333 shares of the company’s stock, valued at approximately $45,912,798.14. The trade was a 6.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 108,617 shares of company stock valued at $30,648,609. Company insiders own 3.00% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on BE shares. Truist Financial lowered their price objective on Bloom Energy from $250.00 to $218.00 and set a “hold” rating on the stock in a research note on Wednesday, July 29th. TD Cowen reiterated a “hold” rating and set a $235.00 target price on shares of Bloom Energy in a research report on Monday, July 20th. BMO Capital Markets reduced their target price on shares of Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a research note on Wednesday, July 29th. Susquehanna boosted their price target on shares of Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a research report on Friday, July 10th. Finally, Robert W. Baird restated an “outperform” rating and set a $310.00 price target on shares of Bloom Energy in a research note on Thursday, July 9th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $246.18.

More Bloom Energy News

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

• Positive Sentiment: Bloom Energy expanded its partnership with MiTAC Computing Technology to deploy fuel-cell systems for an islanded microgrid supporting AI infrastructure. The agreement reinforces the company’s position in the growing market for onsite power for data centers, though financial terms were not disclosed. Bloom Energy and MiTAC expanded partnership
• Positive Sentiment: BE was added to Zacks’ Rank #1 “Strong Buy” growth-stock list, offering some support for the bullish AI power-demand thesis. Zacks growth stocks list
• Neutral Sentiment: Bloom Energy is reportedly considering a Fremont manufacturing expansion that could create hundreds of jobs, potentially increasing production capacity but also requiring additional investment. Bloom Energy Fremont expansion
• Negative Sentiment: Several law firms reminded investors of a securities class action covering purchases from February 27, 2025, through July 8, 2026. The lawsuit alleges Bloom misled investors by claiming it had no China supply chain while allegedly obtaining scandium through intermediaries connected to China. Investors have until September 28, 2026, to seek lead-plaintiff status. The allegations are unproven, but the litigation adds legal costs, reputational risk and uncertainty—likely the main reason shares have decreased recently. Bloom Energy securities class action allegations

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.