Wellington Shields Capital Management LLC Takes Position in Bloom Energy Corporation $BE

Wellington Shields Capital Management LLC bought a new stake in Bloom Energy Corporation (NYSE:BE) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 181,175 shares of the company’s stock, valued at approximately $15,322,000. Bloom Energy makes up approximately 2.3% of Wellington Shields Capital Management LLC’s investment portfolio, making the stock its 9th largest holding. Wellington Shields Capital Management LLC owned about 0.08% of Bloom Energy as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Norges Bank bought a new position in shares of Bloom Energy in the second quarter worth about $57,821,000. Man Group plc raised its position in Bloom Energy by 177.4% in the 2nd quarter. Man Group plc now owns 2,392,915 shares of the company’s stock worth $57,239,000 after purchasing an additional 1,530,167 shares during the last quarter. Elemental Capital Partners LLC bought a new position in Bloom Energy in the 3rd quarter worth approximately $101,720,000. Goldman Sachs Group Inc. lifted its holdings in Bloom Energy by 50.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after buying an additional 836,810 shares in the last quarter. Finally, Qube Research & Technologies Ltd bought a new position in Bloom Energy in the 2nd quarter valued at $18,808,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy Price Performance

BE opened at $143.48 on Friday. The company has a fifty day simple moving average of $118.48 and a 200 day simple moving average of $92.40. The company has a quick ratio of 2.88, a current ratio of 4.40 and a debt-to-equity ratio of 1.98. The stock has a market cap of $33.93 billion, a P/E ratio of -377.58, a P/E/G ratio of 11.04 and a beta of 3.07. Bloom Energy Corporation has a 12 month low of $15.15 and a 12 month high of $176.49.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.20. Bloom Energy had a positive return on equity of 8.38% and a negative net margin of 4.37%.The business had revenue of $777.68 million for the quarter, compared to analysts’ expectations of $647.59 million. During the same quarter in the previous year, the business posted $0.43 EPS. Bloom Energy’s revenue for the quarter was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, research analysts expect that Bloom Energy Corporation will post -0.23 EPS for the current year.

More Bloom Energy News

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

• Positive Sentiment: Q4 beat: Bloom posted EPS of $0.45 and revenue of $777.7M, both comfortably above estimates — a clear catalyst for upside as the company delivered profitable quarterly results and revenue growth. Read More.
• Positive Sentiment: Very bullish FY2026 guidance: management set revenue guidance of $3.1B–$3.3B and EPS of $1.33–$1.48, well above Street expectations — this raises forward growth expectations and supports re-rating. Read More.
• Positive Sentiment: AI/data-center demand tailwind: management and coverage point to a pronounced AI-driven pickup in on-site power demand and a large backlog (140–150% increase), giving revenue visibility and supporting scale-up plans. Read More.
• Neutral Sentiment: Analyst re-ratings: a mix of upgrades/price-target raises (BTIG to $165 buy; TD Cowen to $160 hold) show growing analyst optimism but also differing conviction on valuation — supports momentum but leaves dispersion in expectations. Read More.
• Neutral Sentiment: Earnings materials available: full press release, slide deck and call transcript provide detail on margins, backlog and unit economics — useful for modeling and verifying management’s assumptions. Read More.
• Negative Sentiment: Margin pressure and execution risk: management noted gross-margin contraction (expected) and service/product mix shifts; margins must improve as the installed base scales for guidance to fully materialize. Read More.
• Negative Sentiment: Short interest and valuation risks: short interest spiked earlier (~10%), and the shares now trade at a very rich forward multiple — both can amplify volatility and create downside if growth or margin execution slips. (See company filings and market data for current short/valuation metrics.)

Wall Street Analysts Forecast Growth

BE has been the topic of several recent research reports. HSBC upgraded Bloom Energy from a “hold” rating to a “buy” rating and set a $150.00 price target on the stock in a report on Wednesday, October 29th. JPMorgan Chase & Co. lifted their price target on shares of Bloom Energy to $166.00 and gave the stock an “overweight” rating in a research report on Friday. Roth Mkm increased their price objective on shares of Bloom Energy to $133.00 and gave the company a “neutral” rating in a report on Tuesday. Daiwa Securities Group set a $98.00 target price on shares of Bloom Energy in a report on Tuesday, December 2nd. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eleven have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $127.42.

Insider Activity at Bloom Energy

In other Bloom Energy news, insider Aman Joshi sold 4,543 shares of the company’s stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $109.13, for a total transaction of $495,777.59. Following the completion of the transaction, the insider owned 219,818 shares of the company’s stock, valued at $23,988,738.34. This represents a 2.02% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Maciej Kurzymski sold 3,264 shares of the firm’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $86.48, for a total transaction of $282,270.72. Following the transaction, the insider directly owned 90,005 shares of the company’s stock, valued at $7,783,632.40. This represents a 3.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 14,639 shares of company stock worth $1,496,660. Corporate insiders own 3.60% of the company’s stock.

Bloom Energy Company 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.