Inceptionr LLC Acquires New Position in Bloom Energy Corporation $BE

Inceptionr LLC bought a new position in shares of Bloom Energy Corporation (NYSE:BE) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 4,538 shares of the company’s stock, valued at approximately $615,000.

A number of other institutional investors have also added to or reduced their stakes in the stock. Bayforest Capital Ltd bought a new stake in Bloom Energy during the 1st quarter worth approximately $2,055,000. AQR Capital Management LLC bought a new stake in shares of Bloom Energy during the 1st quarter valued at about $1,820,000. NewEdge Advisors LLC grew its holdings in shares of Bloom Energy by 674.7% during the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after purchasing an additional 1,626 shares in the last quarter. Goldman Sachs Group Inc. increased its position in shares of Bloom Energy by 50.3% in the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after purchasing an additional 836,810 shares during the last quarter. Finally, Focus Partners Wealth raised its stake in Bloom Energy by 30.7% in the first quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock valued at $394,000 after purchasing an additional 4,716 shares in the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Insider Activity

In related news, CAO Maciej Kurzymski sold 2,259 shares of the business’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $288.62, for a total transaction of $651,992.58. Following the transaction, the chief accounting officer owned 79,686 shares in the company, valued at $22,998,973.32. The trade was a 2.76% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,837 shares of Bloom Energy stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $289.11, for a total value of $820,205.07. Following the sale, the insider directly owned 207,417 shares in the company, valued at approximately $59,966,328.87. The trade was a 1.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders have sold 153,617 shares of company stock worth $44,003,909. 3.00% of the stock is owned by company insiders.

Bloom Energy Price Performance

Shares of Bloom Energy stock opened at $185.80 on Friday. The company’s fifty day simple moving average is $270.58 and its two-hundred day simple moving average is $206.60. Bloom Energy Corporation has a 12-month low of $32.52 and a 12-month high of $351.28. The firm has a market cap of $52.85 billion, a PE ratio of -3,715.24 and a beta of 3.73. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90.

Bloom Energy (NYSE:BE) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, beating analysts’ consensus estimates of $0.12 by $0.32. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The business had revenue of $751.05 million during the quarter, compared to analyst estimates of $539.94 million. During the same quarter in the prior year, the company posted $0.03 EPS. Bloom Energy’s quarterly 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. As a group, equities analysts expect that Bloom Energy Corporation will post 1.43 EPS for the current year.

Bloom Energy News Roundup

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

• Positive Sentiment: Recent commentary remains constructive on Bloom Energy’s long-term AI power demand story, with analysts and bullish articles highlighting its role in supplying on-site power for data centers and other large energy users. Bloom Energy: AI’s Power Crunch Creates Rare Buying Opportunity
• Positive Sentiment: Bloom Energy is entering its upcoming Q2 report with elevated expectations, supported by AI-driven demand and the recently highlighted Oracle fuel-cell deal, which could keep sentiment favorable if results and guidance confirm the growth narrative. Bloom Energy Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?
• Neutral Sentiment: Wall Street preview pieces are focusing on Q2 metrics and expectations rather than a new negative catalyst, suggesting investors are waiting for the earnings release for confirmation on revenue growth, margins, and cash flow. Unlocking Q2 Potential of Bloom Energy (BE): Exploring Wall Street Estimates for Key Metrics
• Neutral Sentiment: Unusual options activity showed a sharp increase in put buying, indicating traders are hedging or betting on further near-term downside, but this is more of a sentiment signal than a fundamental development.
• Negative Sentiment: BE is being hit by a broad selloff across the fuel-cell and hydrogen space, which is weighing on the stock despite its longer-term growth story. Bloom Energy Tumbles 13%, FuelCell Energy Drops 9%, Plug Power Slips 4% in Fuel-Cell Selloff

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on BE shares. Royal Bank Of Canada reissued an “outperform” rating and issued a $335.00 price target on shares of Bloom Energy in a report on Wednesday, June 10th. Wall Street Zen raised Bloom Energy from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Robert W. Baird restated an “outperform” rating and set a $310.00 price target on shares of Bloom Energy in a research report on Thursday, July 9th. Sanford C. Bernstein initiated coverage on Bloom Energy in a research note on Tuesday, June 16th. They set a “market perform” rating and a $276.00 price target for the company. Finally, Truist Financial began coverage on Bloom Energy in a report on Monday, July 13th. They issued a “hold” rating and a $250.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $254.00.

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.