Bloom Energy Corporation $BE Holdings Lowered by Hartline Investment Corp

Hartline Investment Corp trimmed its stake in shares of Bloom Energy Corporation (NYSE:BE) by 40.4% in the 4th quarter, HoldingsChannel reports. The firm owned 4,261 shares of the company’s stock after selling 2,884 shares during the quarter. Hartline Investment Corp’s holdings in Bloom Energy were worth $370,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of BE. WPG Advisers LLC raised its position in Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after buying an additional 67 shares during the period. Fifth Third Bancorp acquired a new position in Bloom Energy during the third quarter valued at $32,000. Parkside Financial Bank & Trust raised its position in 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 buying an additional 281 shares during the period. Lodestone Wealth Management LLC acquired a new position in Bloom Energy during the fourth quarter valued at $43,000. Finally, TFC Financial Management Inc. raised its position in Bloom Energy by 56,600.0% during the fourth quarter. TFC Financial Management Inc. now owns 567 shares of the company’s stock valued at $49,000 after buying an additional 566 shares during the period. 77.04% of the stock is owned by hedge funds and other institutional investors.

Bloom Energy Stock Performance

Shares of BE stock opened at $302.26 on Friday. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10. Bloom Energy Corporation has a fifty-two week low of $17.85 and a fifty-two week high of $322.83. The stock’s 50-day moving average is $206.97 and its two-hundred day moving average is $154.72. The firm has a market cap of $85.97 billion, a P/E ratio of -6,043.97 and a beta of 3.82.

Bloom Energy (NYSE:BE) last issued its earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, topping the consensus estimate of $0.12 by $0.32. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The company had revenue of $751.05 million for the quarter, compared to analyst estimates of $539.94 million. During the same period in the prior year, the firm posted $0.03 EPS. The business’s revenue was up 130.4% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Analysts predict that Bloom Energy Corporation will post 1.31 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research analysts recently weighed in on the company. Jefferies Financial Group raised Bloom Energy from an “underperform” rating to a “hold” rating and set a $187.00 price target on the stock in a research report on Tuesday, April 14th. Zacks Research raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 7th. JPMorgan Chase & Co. upped their price target on Bloom Energy to $267.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Evercore reissued an “outperform” rating and set a $179.00 price target on shares of Bloom Energy in a research report on Friday, February 6th. Finally, UBS Group upped their target price on Bloom Energy to $251.00 and gave the stock a “buy” rating in a research report on Tuesday, April 21st. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Bloom Energy presently has a consensus rating of “Moderate Buy” and an average price target of $217.48.

Bloom Energy News Roundup

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

• Positive Sentiment: Bloom Energy announced a $2.6 billion strategic partnership with Nebius Group to power U.S. data centers with fuel cells, boosting expectations for long-term revenue from AI infrastructure demand. Bloom Energy rises 2% after partnering with European AI infrastructure upstart in $2.6 billion deal
• Positive Sentiment: Multiple outlets highlighted Bloom Energy as a beneficiary of the AI buildout, with commentary that the stock remains attractive for long-term investors despite the recent run-up. 2 Energy Stocks That Are the Smartest Long-Term Buys During the Energy Boom
• Positive Sentiment: Bloom Energy has been included in reports on stocks hitting 52-week highs, showing strong momentum as investors rotate into AI infrastructure and power-related names. APLD, BE, GFS Stocks Hit 52-Week Highs: What’s Driving The Surge?
• Neutral Sentiment: One article noted unusually large put-option activity in BE, suggesting some traders may be hedging or betting on volatility after the sharp rally.
• Neutral Sentiment: Several pieces discussed whether the stock’s surge has gone too far, but these were valuation-focused opinions rather than new company developments. Bloom Energy’s Rally May Have Pushed the Stock Too Far
• Negative Sentiment: Some analysts warned the rally may be ahead of fundamentals, which could pressure the stock if investors start questioning how quickly the AI momentum can translate into profits. Bloom Energy: Pause Warranted

Insider Buying and Selling

In other news, CEO Kr Sridhar sold 200,000 shares of the stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total transaction of $34,000,000.00. Following the transaction, the chief executive officer owned 2,189,869 shares of the company’s stock, valued at approximately $372,277,730. This represents a 8.37% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Shawn Marie Soderberg sold 35,000 shares of the stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $279.00, for a total value of $9,765,000.00. Following the transaction, the insider directly owned 341,731 shares in the company, valued at approximately $95,342,949. This represents a 9.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 525,271 shares of company stock worth $99,167,479. Insiders own 3.00% of the company’s stock.

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.