Bloom Energy Corporation $BE Shares Sold by Duff & Phelps Investment Management Co.

Duff & Phelps Investment Management Co. reduced its position in shares of Bloom Energy Corporation (NYSE:BE) by 47.4% during the third quarter, HoldingsChannel reports. The firm owned 34,390 shares of the company’s stock after selling 30,930 shares during the quarter. Duff & Phelps Investment Management Co.’s holdings in Bloom Energy were worth $2,908,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the company. N.E.W. Advisory Services LLC acquired a new stake in Bloom Energy during the 3rd quarter valued at $32,000. Fifth Third Bancorp purchased a new stake in Bloom Energy during the 3rd quarter worth $32,000. Parkside Financial Bank & Trust lifted its holdings in Bloom Energy by 250.9% in the 3rd quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after buying an additional 281 shares in the last quarter. Elevation Point Wealth Partners LLC purchased a new position in Bloom Energy in the 2nd quarter valued at about $36,000. Finally, NewEdge Advisors LLC boosted its position in Bloom Energy by 674.7% in the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after buying an additional 1,626 shares during the last quarter. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on BE. Bank of America set a $39.00 target price on Bloom Energy in a research report on Tuesday, November 25th. Daiwa Securities Group set a $98.00 price target on Bloom Energy in a report on Tuesday, December 2nd. BMO Capital Markets raised their price objective on Bloom Energy to $149.00 and gave the company a “market perform” rating in a research note on Friday, February 6th. JPMorgan Chase & Co. lifted their price objective on Bloom Energy to $166.00 and gave the stock an “overweight” rating in a report on Friday, February 6th. Finally, Wells Fargo & Company upped their target price on Bloom Energy to $130.00 and gave the company an “equal weight” rating in a research report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $131.87.

Insider Buying and Selling

In related news, insider Satish Chitoori sold 1,521 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $139.37, for a total transaction of $211,981.77. Following the transaction, the insider directly owned 230,017 shares in the company, valued at $32,057,469.29. This trade represents a 0.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Maciej Kurzymski sold 3,264 shares of Bloom Energy stock in a transaction 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 completion of the transaction, the insider directly owned 90,005 shares of the company’s stock, valued at approximately $7,783,632.40. This represents a 3.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 268,788 shares of company stock worth $45,575,889. 3.60% of the stock is currently owned by insiders.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Major partnership: Bloom agreed a reported $5 billion partnership with Brookfield to deploy its solid‑oxide fuel cells for AI data centers — a direct boost to its project pipeline, backlog and exposure to fast‑growing AI infrastructure demand. Read More.
• Positive Sentiment: Revenue momentum: Coverage notes Bloom generated roughly $2B in revenue in 2025 and expects about $1B of additional revenue this year — supporting the view that the company is scaling and justifying premium growth multiples if demand persists. Read More.
• Positive Sentiment: Market recognition: The stock was flagged as joining a select group with a 95+ composite rating, which can attract momentum/quant flows and validates recent performance metrics. Read More.
• Neutral Sentiment: AI thematic positioning: Analysts and commentators are increasingly citing Bloom as part of the energy stack for AI buildout (memory, power, space), which raises long‑term optionality but also ties expectations to AI capex cycles. Read More.
• Neutral Sentiment: Heavy media/analyst coverage: Multiple buy/sell assessments (Fool, Forbes, Yahoo/finance pieces) are driving attention and volatility — helpful for liquidity but increasing headline sensitivity. Read More.
• Negative Sentiment: Analyst downgrade: Zacks cut Bloom from “strong‑buy” to “hold,” which can temper momentum investors and act as a near‑term headwind to sentiment. Read More.

Bloom Energy Stock Performance

Shares of Bloom Energy stock opened at $158.96 on Thursday. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. Bloom Energy Corporation has a 1 year low of $15.15 and a 1 year high of $180.90. The firm’s 50-day simple moving average is $145.29 and its 200-day simple moving average is $111.41. The firm has a market cap of $44.60 billion, a PE ratio of -418.32, a price-to-earnings-growth ratio of 6.29 and a beta of 3.11.

Bloom Energy (NYSE:BE) last posted its quarterly earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, topping analysts’ consensus estimates 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 revenue for the quarter was up 35.9% compared to the same quarter last year. During the same period last year, the firm earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Equities analysts forecast that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

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.