Semanteon Capital Management LP Takes $594,000 Position in Bloom Energy Corporation $BE

Semanteon Capital Management LP bought a new position in shares of Bloom Energy Corporation (NYSE:BE) in the third quarter, according to the company in its most recent filing with the SEC. The firm bought 7,025 shares of the company’s stock, valued at approximately $594,000. Bloom Energy makes up approximately 0.7% of Semanteon Capital Management LP’s investment portfolio, making the stock its 2nd biggest position.

Several other institutional investors have also recently added to or reduced their stakes in BE. Resona Asset Management Co. Ltd. acquired a new stake in shares of Bloom Energy during the second quarter worth $108,000. Meridian Wealth Management LLC acquired a new stake in Bloom Energy in the third quarter worth $553,000. Mizuho Markets Americas LLC grew its holdings in shares of Bloom Energy by 29.9% in the 2nd quarter. Mizuho Markets Americas LLC now owns 395,490 shares of the company’s stock valued at $9,460,000 after buying an additional 90,980 shares during the period. Udine Wealth Management Inc. grew its stake in Bloom Energy by 27.8% in the third quarter. Udine Wealth Management Inc. now owns 62,967 shares of the company’s stock valued at $5,325,000 after acquiring an additional 13,684 shares during the period. Finally, Straight Path Wealth Management bought a new stake in shares of Bloom Energy in the third quarter worth about $1,099,000. 77.04% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

BE has been the subject of several research analyst reports. Bank of America set a $39.00 price objective on Bloom Energy in a research report on Tuesday, November 25th. Robert W. Baird set a $172.00 price objective on Bloom Energy in a report on Tuesday, January 27th. HSBC upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating and set a $150.00 price objective on the stock in a report on Wednesday, October 29th. JPMorgan Chase & Co. raised their target price on shares of Bloom Energy to $166.00 and gave the company an “overweight” rating in a research report on Friday, February 6th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a research note on Tuesday, January 27th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, Bloom Energy currently has an average rating of “Hold” and an average price target of $130.50.

Insider Transactions at Bloom Energy

In other Bloom Energy news, insider Shawn Marie Soderberg sold 3,332 shares of Bloom Energy stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $139.56, for a total value of $465,013.92. Following the completion of the sale, the insider owned 219,871 shares in the company, valued at $30,685,196.76. The trade was a 1.49% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Satish Chitoori sold 1,521 shares of the business’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $139.37, for a total transaction of $211,981.77. Following the completion of the sale, the insider directly owned 230,017 shares of the company’s stock, valued at $32,057,469.29. This represents a 0.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 12,294 shares of company stock valued at $1,520,974. Corporate insiders own 3.60% of the company’s stock.

Bloom Energy Stock Down 7.1%

BE stock opened at $147.74 on Friday. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. The firm has a market capitalization of $41.45 billion, a PE ratio of -388.78, a PEG ratio of 6.10 and a beta of 3.07. Bloom Energy Corporation has a 1-year low of $15.15 and a 1-year high of $176.49. The business’s 50 day simple moving average is $126.79 and its 200 day simple moving average is $100.82.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.25 by $0.20. The business had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The company’s quarterly revenue was up 35.9% on a year-over-year basis. During the same quarter last year, the firm posted $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, research analysts anticipate that Bloom Energy Corporation will post -0.23 EPS for the current year.

Key Bloom Energy News

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

• Positive Sentiment: Q4 beat and raised guidance — Bloom topped EPS and revenue estimates for Q4 and set FY‑2026 EPS guidance (1.33–1.48), supporting the company’s growth narrative and giving bulls a near‑term fundamental argument. Read More.
• Neutral Sentiment: Analyst support and valuation checks — Several firms have increased targets (e.g., Morgan Stanley, UBS) while independent pieces are questioning whether recent momentum already prices in growth; this creates mixed signals for investors weighing upside vs valuation risk. Read More.
• Neutral Sentiment: Institutional positioning and sector flows — Large institutional ownership (~77%) and rotation into AI/energy themes can both stabilize and amplify moves; flows into thematic funds can help longer‑term but also make the stock sensitive to short‑term rotations. Read More.
• Negative Sentiment: Insider selling this week — Multiple insiders (Aman Joshi, Shawn Soderberg, Satish Chitoori) sold blocks of shares on Feb. 17 at roughly $139–$140, representing small percentage reductions but signaling near‑term take‑profit/liquidity action that can trigger selling pressure. Read More.
• Negative Sentiment: Media caution may amplify retail selling — Coverage highlighting investor preconceptions (Robinhood/Bloom example) can feed retail skepticism and short‑term volatility in a richly valued name. Read More.

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.