Bloom Energy Corporation $BE Shares Sold by Mission Wealth Management LP

Mission Wealth Management LP decreased its stake in Bloom Energy Corporation (NYSE:BE) by 94.9% during the second quarter, Holdings Channel reports. The institutional investor owned 901 shares of the company’s stock after selling 16,809 shares during the quarter. Mission Wealth Management LP’s holdings in Bloom Energy were worth $273,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Myriad Asset Management Advisors LLC purchased a new position in Bloom Energy during the second quarter valued at approximately $1,592,000. Sowell Financial Services LLC purchased a new stake in Bloom Energy in the 2nd quarter worth approximately $285,000. Tema ETFs LLC grew its stake in shares of Bloom Energy by 60.8% during the 2nd quarter. Tema ETFs LLC now owns 113,313 shares of the company’s stock worth $34,300,000 after purchasing an additional 42,828 shares during the period. E. Ohman J or Asset Management AB grew its stake in shares of Bloom Energy by 21.2% during the 2nd quarter. E. Ohman J or Asset Management AB now owns 9,214 shares of the company’s stock worth $2,789,000 after purchasing an additional 1,610 shares during the period. Finally, Carolina Wealth Advisors LLC increased its holdings in shares of Bloom Energy by 51.7% during the 2nd quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock valued at $41,000 after purchasing an additional 46 shares in the last quarter. 77.04% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Nebius selected Bloom Energy as the behind-the-meter power partner for a flagship AI data center. The deal reinforces Bloom’s positioning in fast-growing onsite power and fuel-cell markets, where data-center operators need reliable electricity without waiting for broader grid connections. Bloom Energy Jumps as Nebius Picks Its Fuel Cells for AI Data Center
• Positive Sentiment: The announcement helped make Bloom one of the leading AI-infrastructure gainers, alongside Nebius and CoreWeave, as investors renewed the trade around GPU computing and the power required to support it. Nebius, CoreWeave, and Bloom Energy Lead AI Stock Gainers
• Positive Sentiment: Recent business developments also support the growth narrative: Bloom is expanding its relationship with MiTAC Computing Technology to deploy fuel-cell microgrids at an AI server-manufacturing campus in Fremont. Analysts and commentators cited AI-driven electricity demand, Bloom’s faster “time-to-power” advantage, and rising earnings estimates as reasons for optimism. Bloom Energy Deepens AI Power Footprint in Fremont
• Neutral Sentiment: Although the growth outlook is attracting buyers, valuation remains a risk. Commentary noted that Bloom’s stock has risen sharply this year, while its premium valuation leaves less room for execution setbacks or disappointing growth.
• Negative Sentiment: Several law firms publicized a securities class action against Bloom and certain executives, with a September 28, 2026 lead-plaintiff deadline. The lawsuit alleges that the company made misleading statements about its supply chain, including claims concerning Chinese-sourced scandium and components. The allegations have not been proven, but the litigation creates reputational, legal-cost, and investor-confidence risks. Levi and Korsinsky Securities Class Action Notice

Bloom Energy Stock Up 12.7%

Shares of NYSE BE opened at $238.00 on Thursday. The company’s 50-day simple moving average is $250.09 and its 200-day simple moving average is $214.11. Bloom Energy Corporation has a 52-week low of $40.56 and a 52-week high of $351.28. The firm has a market cap of $70.10 billion, a price-to-earnings ratio of 317.33, a price-to-earnings-growth ratio of 2.88 and a beta of 3.79. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59.

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

Wall Street Analyst Weigh In

BE has been the subject of several analyst reports. TD Cowen reiterated a “hold” rating and issued a $235.00 target price on shares of Bloom Energy in a research note on Monday, July 20th. Mizuho raised shares of Bloom Energy from a “neutral” rating to an “outperform” rating and cut their price objective for the company from $285.00 to $242.00 in a report on Thursday, July 30th. UBS Group decreased their price objective on shares of Bloom Energy from $350.00 to $300.00 and set a “buy” rating for the company in a research report on Wednesday, July 29th. Royal Bank Of Canada restated an “outperform” rating and set a $335.00 target price on shares of Bloom Energy in a research report on Wednesday, June 10th. Finally, Clear Str upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 29th. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $246.18.

Insider Transactions at Bloom Energy

In other Bloom Energy news, CAO Maciej Kurzymski sold 2,259 shares of the firm’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $288.62, for a total value of $651,992.58. Following the transaction, the chief accounting officer owned 79,686 shares in the company, valued at approximately $22,998,973.32. This trade represents a 2.76% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 8,343 shares of the firm’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $300.37, for a total value of $2,505,986.91. Following the completion of the transaction, the insider owned 163,807 shares in the company, valued at $49,202,708.59. The trade was a 4.85% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 92,585 shares of company stock valued at $25,996,248. Insiders own 3.00% of the company’s stock.

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.