Bloom Energy Corporation $BE Holdings Increased by Vima LLC

Vima LLC raised its stake in shares of Bloom Energy Corporation (NYSE:BE) by 521.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,860 shares of the company’s stock after acquiring an additional 4,078 shares during the quarter. Bloom Energy makes up 1.4% of Vima LLC’s portfolio, making the stock its 22nd largest holding. Vima LLC’s holdings in Bloom Energy were worth $1,346,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in BE. Jennison Associates LLC increased 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 worth $364,066,000 after purchasing an additional 2,673,710 shares in the last quarter. Bank of New York Mellon Corp bought a new position in Bloom Energy during the 2nd quarter valued at about $296,413,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in Bloom Energy by 78.3% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock valued at $401,849,000 after purchasing an additional 583,135 shares during the last quarter. Bessemer Group Inc. boosted its position in Bloom Energy by 228.0% in the first quarter. Bessemer Group Inc. now owns 587,947 shares of the company’s stock valued at $79,660,000 after buying an additional 408,687 shares in the last quarter. Finally, Renaissance Technologies LLC boosted its position in Bloom Energy by 106.0% in the first quarter. Renaissance Technologies LLC now owns 535,900 shares of the company’s stock valued at $72,609,000 after buying an additional 275,700 shares in the last quarter. 77.04% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several analysts have weighed in on the stock. Wells Fargo & Company decreased their price objective on shares of Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating on the stock in a research note on Thursday, July 30th. Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a research note on Monday, October 19th. Mizuho lifted their target price on shares of Bloom Energy from $242.00 to $351.00 and gave the company an “outperform” rating in a research note on Monday, September 14th. Oppenheimer reissued a “market perform” rating on shares of Bloom Energy in a report on Friday. Finally, Susquehanna increased their price target on Bloom Energy from $293.00 to $298.00 and gave the stock a “positive” rating in a research report on Friday, July 10th. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $258.36.

Insider Buying and Selling at Bloom Energy

In other news, Director Jeffrey Immelt sold 30,000 shares of the stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $238.91, for a total transaction of $7,167,300.00. Following the sale, the director directly owned 201,243 shares of the company’s stock, valued at $48,078,965.13. This represents a 12.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Aman Joshi sold 8,437 shares of the firm’s stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $277.17, for a total transaction of $2,338,483.29. Following the completion of the sale, the insider directly owned 147,092 shares of the company’s stock, valued at approximately $40,769,489.64. This represents a 5.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 89,698 shares of company stock valued at $21,780,758 over the last three months. Insiders own 3.00% of the company’s stock.

Bloom Energy Stock Performance

Bloom Energy stock opened at $192.52 on Friday. The stock has a 50-day simple moving average of $248.71 and a 200 day simple moving average of $249.16. 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 Corporation has a 12-month low of $75.70 and a 12-month high of $351.28. The stock has a market capitalization of $56.70 billion, a price-to-earnings ratio of 118.11, a P/E/G ratio of 2.50 and a beta of 3.77.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Thursday, October 22nd. The company reported $0.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.69 by $0.25. Bloom Energy had a net margin of 13.53% and a return on equity of 53.69%. The business had revenue of $1.24 billion for the quarter, compared to the consensus estimate of $1.07 billion. During the same quarter in the prior year, the company earned $0.15 EPS. The firm’s quarterly revenue was up 138.1% on a year-over-year basis. On average, research analysts anticipate that Bloom Energy Corporation will post 2.04 earnings per share for the current fiscal year.

Key Bloom Energy News

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

• Positive Sentiment: Bloom Energy reported record third-quarter revenue of $1.24 billion, up 138.1% year over year, while adjusted EPS of $0.94 exceeded the approximately $0.69–$0.71 analyst consensus. Net income reached $250.3 million, compared with a loss in the prior-year quarter. Bloom Energy Reports Record Third Quarter 2026 Financial Results and Raises Full Year 2026 Guidance
• Positive Sentiment: The company raised its full-year 2026 outlook for the third time, projecting revenue of $4.4 billion to $4.6 billion and adjusted EPS of $3.10 to $3.40—both above consensus expectations. Management cited strong product sales, rising backlog and demand from data centers and other customers requiring reliable, on-site power. BE Q3 Earnings Beat Estimates on Strong Product Sales, View Up
• Positive Sentiment: Analyst sentiment remained generally constructive: JPMorgan maintained an “overweight” rating despite lowering its price target to $292, while RBC reaffirmed “outperform” with a $335 target and Bernstein raised its target to $306. JPMorgan Bloom Energy Ratings
• Neutral Sentiment: Broader selling in AI-related and data-center power stocks is adding pressure, as investors reassess whether projected capital spending will translate into near-term returns. Bloom’s CEO said the company’s opportunity extends beyond artificial intelligence, including broader distributed-power demand. The AI Rout: Sorting CAPEX Fact From Fiction
• Negative Sentiment: Operating and net cash flow were negative by roughly $180 million in the quarter. Investors are concerned that aggressive manufacturing expansion and other growth investments could require substantial cash before the higher revenue and backlog convert into sustainable free cash flow. Bloom Energy Slides as Q3 Beat and Raise Clouded by Cash Outflows
• Negative Sentiment: At a very high earnings multiple, Bloom Energy had already priced in substantial growth. Consequently, the cash-flow shortfall and expansion spending outweighed the earnings beat and guidance increase for short-term investors.

Bloom Energy Profile

Bloom Energy Corporation develops and manufactures energy systems designed to generate electricity on-site. Its primary product is the Bloom Energy Server, a solid oxide fuel cell platform that converts fuel into electricity through an electrochemical process rather than combustion. The systems are used by businesses, utilities, data centers and other organizations seeking reliable, distributed power.

The company also develops electrolyzers based on its solid oxide technology. These systems are designed to produce hydrogen from electricity and water and support applications related to industrial operations, energy storage and the emerging hydrogen economy.