3,400 Shares of Bloom Energy Corporation $BE Purchased by REX Advisers LLC

REX Advisers LLC purchased a new stake in Bloom Energy Corporation (NYSE:BE) in the 3rd quarter, HoldingsChannel.com reports. The fund purchased 3,400 shares of the company’s stock, valued at approximately $990,000. Bloom Energy comprises approximately 4.4% of REX Advisers LLC’s investment portfolio, making the stock its 3rd largest holding.

Other hedge funds also recently modified their holdings of the company. MJT & Associates Financial Advisory Group Inc. grew its holdings in shares of Bloom Energy by 49.3% during the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock worth $34,000 after purchasing an additional 37 shares in the last quarter. Compound Planning Inc. lifted its position in Bloom Energy by 1.1% in the first quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock worth $467,000 after purchasing an additional 38 shares during the period. MassMutual Private Wealth & Trust FSB lifted its position in Bloom Energy by 13.8% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 355 shares of the company’s stock worth $98,000 after purchasing an additional 43 shares during the period. Carolina Wealth Advisors LLC boosted its stake in Bloom Energy by 51.7% during the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock worth $41,000 after buying an additional 46 shares in the last quarter. Finally, Blue Trust Inc. increased its holdings in Bloom Energy by 37.2% in the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after buying an additional 51 shares during the period. Institutional investors own 77.04% of the company’s stock.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: AI power demand remains the key bullish catalyst. Bloom’s fuel-cell systems can provide electricity directly at data centers, helping operators bypass constrained utility grids. Morgan Stanley has identified Bloom as a potential beneficiary of an estimated 77-gigawatt data-center power shortfall. Morgan Stanley sees Bloom Energy as a winner amid 77 GW shortfall for data centers
• Positive Sentiment: Bloom is expanding production capacity. The company’s purchase of a 158,000-square-foot facility in Fremont suggests management is preparing for substantially higher demand, reinforcing the view that AI infrastructure orders could continue to grow. Bloom Energy Is Building Like Demand Is About to Explode
• Positive Sentiment: Investor and analyst attention remains favorable. Jim Cramer called Bloom a leading AI power play, while UBS reportedly raised its price target to $350. Recent earnings also showed strong operating momentum, with revenue up sharply year over year and EPS ahead of consensus estimates.
• Neutral Sentiment: Bernstein maintained a Market Perform rating with a $282 price target. The firm said Bloom is already positioned for the broader power buildout, but its target offers limited upside after the stock’s substantial advance. BE Stock Falls Premarket
• Negative Sentiment: Valuation and profit-taking are weighing on the shares. Bloom has returned roughly 235% over the past year and trades at a very high earnings multiple, increasing sensitivity to disappointing news or broader market selling. Analysts have also highlighted the company’s debt burden.
• Negative Sentiment: The weakness is spreading across the sector. FuelCell Energy and Plug Power also declined, indicating broader pressure on fuel-cell and hydrogen stocks rather than a company-specific deterioration at Bloom. The raised UBS target was not enough to offset the selling. Bloom Energy Tumbles Even as UBS Lifts Its Price Target

Bloom Energy Price Performance

Shares of NYSE:BE traded down $18.39 on Thursday, hitting $272.90. The stock had a trading volume of 15,693,553 shares, compared to its average volume of 12,990,432. The firm’s 50 day moving average price is $244.66 and its 200-day moving average price is $241.34. 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 twelve month low of $75.70 and a twelve month high of $351.28. The company has a market capitalization of $80.38 billion, a price-to-earnings ratio of 363.86, a price-to-earnings-growth ratio of 3.78 and a beta of 3.77.

Bloom Energy (NYSE:BE) last announced its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The business had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $826.13 million. During the same quarter last year, the company posted $0.10 EPS. The firm’s revenue for the quarter was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, equities research analysts predict that Bloom Energy Corporation will post 2.06 earnings per share for the current year.

Insider Activity at Bloom Energy

In other Bloom Energy news, insider Shawn Soderberg sold 2,870 shares of Bloom Energy stock in a transaction on Wednesday, September 16th. The stock was sold at an average price of $270.07, for a total value of $775,100.90. Following the completion of the transaction, the insider owned 126,500 shares in the company, valued at approximately $34,163,855. The trade was a 2.22% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO Maciej Kurzymski sold 2,295 shares of the business’s stock in a transaction on Wednesday, September 16th. The stock was sold at an average price of $268.42, for a total value of $616,023.90. Following the completion of the transaction, the chief accounting officer directly owned 77,391 shares in the company, valued at approximately $20,773,292.22. This represents a 2.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 89,698 shares of company stock valued at $21,780,758. Insiders own 3.00% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on BE. JPMorgan Chase & Co. dropped their price objective on shares of Bloom Energy from $346.00 to $314.00 and set an “overweight” rating for the company in a research note on Wednesday, July 29th. Jefferies Financial Group upped their target price on shares of Bloom Energy from $229.00 to $264.00 and gave the company a “hold” rating in a research note on Tuesday, September 29th. TD Cowen raised shares of Bloom Energy to a “hold” rating in a research report on Monday. Zacks Research cut shares of Bloom Energy from a “strong-buy” rating to a “hold” rating in a research note on Friday, October 2nd. Finally, Roth Capital lifted their price objective on Bloom Energy from $225.00 to $285.00 and gave the company a “neutral” rating in a report on Wednesday, July 1st. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Bloom Energy presently has an average rating of “Moderate Buy” and an average price target of $258.32.

Bloom Energy Company Profile

Bloom Energy Corporation (NYSE: BE) develops and manufactures energy-generation and hydrogen technologies. Its primary product is the Bloom Energy Server, a solid-oxide fuel cell system designed to produce electricity onsite from fuels such as natural gas, biogas and hydrogen. The company’s distributed-generation systems are intended to provide reliable, low-emission power for commercial and industrial facilities, data centers, utilities and other large energy users.

Bloom Energy also produces electrolyzers that use electricity to separate water into hydrogen and oxygen.