Fjarde AP Fonden Fourth Swedish National Pension Fund Acquires 34,100 Shares of Bloom Energy Corporation $BE

Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its holdings in shares of Bloom Energy Corporation (NYSE:BE) by 95.8% in the first quarter, Holdings Channel.com reports. The fund owned 69,700 shares of the company’s stock after buying an additional 34,100 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Bloom Energy were worth $9,444,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in BE. Blue Trust Inc. grew its stake in shares of Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after purchasing an additional 51 shares during the period. WPG Advisers LLC lifted its stake in Bloom Energy by 26.4% in 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. Orion Capital Management LLC lifted its stake in Bloom Energy by 0.7% in the fourth quarter. Orion Capital Management LLC now owns 12,083 shares of the company’s stock valued at $1,050,000 after buying an additional 83 shares during the period. Ritholtz Wealth Management boosted its holdings in Bloom Energy by 1.5% during the fourth quarter. Ritholtz Wealth Management now owns 5,765 shares of the company’s stock worth $501,000 after buying an additional 87 shares during the last quarter. Finally, CoreCap Advisors LLC boosted its holdings in Bloom Energy by 7.3% during the fourth quarter. CoreCap Advisors LLC now owns 1,295 shares of the company’s stock worth $113,000 after buying an additional 88 shares during the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Insiders Place Their Bets

In related news, insider Shawn Marie Soderberg sold 35,000 shares of the stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $279.00, for a total transaction of $9,765,000.00. Following the completion of the sale, the insider directly owned 341,731 shares of the company’s stock, valued at approximately $95,342,949. This represents a 9.29% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Aman Joshi sold 8,343 shares of the stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $300.37, for a total value of $2,505,986.91. Following the sale, the insider directly owned 163,807 shares of the company’s stock, valued at approximately $49,202,708.59. The trade was a 4.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 228,617 shares of company stock worth $59,843,659 in the last three months. 3.00% of the stock is owned by corporate insiders.

Bloom Energy Stock Up 0.1%

NYSE:BE opened at $271.13 on Friday. Bloom Energy Corporation has a 1 year low of $22.81 and a 1 year high of $351.28. The company has a current ratio of 5.03, a quick ratio of 4.10 and a debt-to-equity ratio of 2.90. The stock has a market cap of $77.12 billion, a price-to-earnings ratio of -5,421.48 and a beta of 3.73. The stock has a 50-day moving average price of $281.32 and a two-hundred day moving average price of $191.39.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.12 by $0.32. The company had revenue of $751.05 million during the quarter, compared to the consensus estimate of $539.94 million. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The company’s revenue for the quarter was up 130.4% compared to the same quarter last year. During the same period in the prior year, the company earned $0.03 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. As a group, equities analysts expect that Bloom Energy Corporation will post 1.34 earnings per share for the current year.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Brookfield expanded its AI power-financing partnership with Bloom Energy to $25 billion, strengthening Bloom’s growth story and potential fuel-cell deployments for data centers. Shorting the Grid: Bloom Energy’s $25B AI Power Play
• Positive Sentiment: Multiple reports highlighted Bloom Energy as a leading beneficiary of AI-related power demand, reinforcing investor confidence in the company’s long-term opportunity. Bloom Energy’s $25B partnership targets AI’s next bottleneck
• Neutral Sentiment: Insider Aman Joshi sold 8,343 shares, which may add modest caution but does not by itself signal a change in Bloom Energy’s fundamentals. Bloom Energy Insider Aman Joshi Sells 8,343 Shares
• Negative Sentiment: Bloom Energy saw a recent pullback after a strong rally, reflecting some profit-taking and valuation concerns among investors. Bloom Energy Stock Moves -6.43%: What You Should Know
• Negative Sentiment: Some analysts and commentators warned the stock may already be priced for near-perfect execution, which could limit upside if growth slows or deals take longer to convert into revenue.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on BE shares. Sanford C. Bernstein began coverage on Bloom Energy in a research report on Tuesday, June 16th. They set a “market perform” rating and a $276.00 target price for the company. Citigroup reiterated a “neutral” rating on shares of Bloom Energy in a research report on Thursday, May 28th. UBS Group lifted their price objective on shares of Bloom Energy from $322.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday. Morgan Stanley restated an “overweight” rating and set a $310.00 price objective on shares of Bloom Energy in a report on Wednesday, April 29th. Finally, Susquehanna upped their target price on shares of Bloom Energy to $293.00 and gave the company a “positive” rating in a research note on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Bloom Energy currently has a consensus rating of “Hold” and a consensus target price of $236.14.

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.