Eschler Asset Management LLP Sells 652,000 Shares of Bloom Energy Corporation $BE

Eschler Asset Management LLP decreased its holdings in Bloom Energy Corporation (NYSE:BE) by 99.5% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,000 shares of the company’s stock after selling 652,000 shares during the quarter. Eschler Asset Management LLP’s holdings in Bloom Energy were worth $254,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of BE. N.E.W. Advisory Services LLC purchased a new stake in shares of Bloom Energy during the 3rd quarter valued at about $32,000. Fifth Third Bancorp purchased a new position in shares of Bloom Energy during the third quarter valued at approximately $32,000. Parkside Financial Bank & Trust raised its holdings in shares of Bloom Energy by 250.9% during the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock valued at $33,000 after purchasing an additional 281 shares during the last quarter. Elevation Point Wealth Partners LLC bought a new position in Bloom Energy during the second quarter valued at approximately $36,000. Finally, NewEdge Advisors LLC lifted its position in Bloom Energy by 674.7% during the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after purchasing an additional 1,626 shares during the period. Institutional investors own 77.04% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have commented on BE. Jefferies Financial Group set a $102.00 target price on shares of Bloom Energy in a research report on Tuesday, February 10th. TD Cowen increased their price target on Bloom Energy to $160.00 and gave the company a “hold” rating in a report on Friday, February 6th. BMO Capital Markets raised their price target on Bloom Energy to $149.00 and gave the stock a “market perform” rating in a research note on Friday, February 6th. Wall Street Zen cut Bloom Energy from a “buy” rating to a “hold” rating in a research report on Saturday, February 28th. Finally, Citigroup began coverage on Bloom Energy in a report on Tuesday, February 24th. They issued a “neutral” rating and a $162.00 target price on the stock. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $131.87.

Insider Buying and Selling at Bloom Energy

In other news, Director Gary S. Pinkus sold 1,250 shares of Bloom Energy stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $165.80, for a total transaction of $207,250.00. Following the transaction, the director directly owned 4,149 shares of the company’s stock, valued at $687,904.20. The trade was a 23.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Aman Joshi sold 10,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $175.60, for a total value of $1,756,000.00. Following the transaction, the insider owned 210,465 shares of the company’s stock, valued at approximately $36,957,654. This trade represents a 4.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 268,788 shares of company stock valued at $45,575,889 in the last ninety days. 3.60% of the stock is currently owned by company insiders.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: AI demand + Brookfield financing — Reports say Bloom is seeing rising orders from AI data centers and industrial customers, and a multi‑year US$5 billion Brookfield financing aims to expand capacity (1 GW → 2 GW) and support a reported ~US$20 billion backlog, reinforcing a durable revenue pipeline. AI-Fueled Power Demand and Brookfield Backing Might Change The Case For Investing In Bloom Energy (BE)
• Positive Sentiment: Retail/bullish coverage — Recent bullish writeups (OppCost/Substack summarized on Yahoo and InsiderMonkey) argue Bloom is becoming core infrastructure for on‑site power and highlight strong demand trends, which can attract retail interest and momentum buyers. Is Bloom Energy Corporation (BE) A Good Stock To Buy Now?
• Positive Sentiment: Management/technology narrative — Profiles of founder/CEO KR Sridhar emphasize Bloom’s SOFC tech and leadership vision, supporting the long‑term credibility of the growth story. KR Sridhar: Clean Energy Visionary, Bloom Energy Founder and CEO, and Pioneer in Solid Oxide Fuel Cell Technology
• Neutral Sentiment: Outlook vs. profitability — Motley Fool coverage notes record revenue growth and data‑center traction but flags thin profitability; upside exists but depends on margin improvement. Is Bloom Energy Stock Going to $200?
• Neutral Sentiment: Market backdrop — Broad market indicators suggesting a bullish shift may help cyclical/tech‑exposed names like Bloom, but sector moves are not guaranteed to lift single stocks. Spring Forward: 5 Indicators Illustrate a Bullish Shift
• Neutral Sentiment: Peer comparison note — A head‑to‑head survey piece comparing NextNRG and Bloom provides context on competitive positioning but contains no immediate catalyst. Head-To-Head Survey: NextNRG (NASDAQ:NXXT) and Bloom Energy (NYSE:BE)
• Negative Sentiment: Zacks downgrade — Zacks cut Bloom from “strong‑buy” to “hold,” an analyst action that can prompt selling and weighs on short‑term sentiment. Zacks Research Downgrade

Bloom Energy Trading Down 1.5%

Shares of Bloom Energy stock opened at $156.74 on Friday. The company’s fifty day simple moving average is $146.69 and its 200-day simple moving average is $111.72. The stock has a market capitalization of $43.97 billion, a PE ratio of -412.48, a P/E/G ratio of 6.50 and a beta of 3.11. Bloom Energy Corporation has a 1-year low of $15.15 and a 1-year high of $180.90. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95.

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

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.