Royal London Asset Management Ltd. Purchases 36,580 Shares of Bloom Energy Corporation $BE

Royal London Asset Management Ltd. lifted its position in shares of Bloom Energy Corporation (NYSE:BE) by 395.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 45,827 shares of the company’s stock after purchasing an additional 36,580 shares during the period. Royal London Asset Management Ltd.’s holdings in Bloom Energy were worth $13,872,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of BE. Blue Trust Inc. increased its position in 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 buying an additional 51 shares during the last quarter. Anchor Investment Management LLC bought a new position in shares of Bloom Energy during the 1st quarter worth approximately $27,000. Hantz Financial Services Inc. increased its holdings in shares of Bloom Energy by 45.5% during the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after acquiring an additional 100 shares during the last quarter. Godsey & Gibb Inc. increased its holdings in shares of Bloom Energy by 2,000.0% during the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock worth $28,000 after acquiring an additional 200 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd acquired a new position in shares of Bloom Energy during the 4th quarter worth approximately $28,000. 77.04% of the stock is owned by institutional investors.

Bloom Energy Stock Performance

NYSE:BE opened at $206.39 on Tuesday. The stock has a 50 day simple moving average of $232.72 and a 200 day simple moving average of $219.92. The stock has a market cap of $60.79 billion, a P/E ratio of 275.19, a PEG ratio of 2.89 and a beta of 3.79. Bloom Energy Corporation has a 1-year low of $48.87 and a 1-year high of $351.28. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59.

Bloom Energy (NYSE:BE) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. The firm had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The company’s revenue for the quarter was up 165.5% on a year-over-year basis. During the same period in the prior year, the firm posted $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Research analysts anticipate that Bloom Energy Corporation will post 1.92 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the company. Roth Capital raised their price target on Bloom Energy from $225.00 to $285.00 and gave the company a “neutral” rating in a report on Wednesday, July 1st. Barclays upped their price objective on shares of Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a report on Tuesday, June 23rd. Weiss Ratings reissued a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, July 21st. Susquehanna raised their target price on shares of Bloom Energy from $293.00 to $298.00 and gave the stock a “positive” rating in a research note on Friday, July 10th. Finally, Clear Str raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Wednesday, July 29th. Three research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $248.05.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy’s Power Connect system reportedly reduces onsite installation time by more than 40%. Faster deployment could help the company meet surging demand from AI data centers and supports its higher 2026 revenue and earnings outlook. Will Faster Installations Drive Bloom Energy’s AI Expansion?
• Neutral Sentiment: Bloom Energy’s shares have gained roughly 1,290% over three years, but valuation measures are mixed. A discounted-cash-flow analysis suggests the stock may be trading above intrinsic value, while market-based multiples imply stronger growth expectations; the result is a relatively low value rating despite continued momentum. Is Bloom Energy Priced For Perfection After AI Demand?
• Negative Sentiment: Multiple law firms are publicizing a securities class action against Bloom Energy concerning investors who purchased shares between February 27, 2025, and July 8, 2026. The firms allege violations of federal securities laws and are seeking lead plaintiffs by September 28, 2026. Repeated notices increase headline and litigation risk, although the allegations have not been proven. Rosen Law Firm Class Action Deadline Notice
• Negative Sentiment: One complaint reportedly alleges that Bloom Energy misrepresented its supply chain by stating it had no China supply-chain exposure while allegedly routing Chinese-sourced scandium and components through intermediaries in several Asian countries. If substantiated, such claims could create financial, regulatory, and reputational risks. Levi & Korsinsky Supply-Chain Allegation Notice

Insiders Place Their Bets

In other Bloom Energy news, insider Shawn Marie Soderberg sold 2,895 shares of Bloom Energy stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $233.60, for a total value of $676,272.00. Following the completion of the sale, the insider owned 129,370 shares in the company, valued at $30,220,832. The trade was a 2.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director John T. Chambers sold 15,000 shares of the business’s stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the completion of the sale, the director directly owned 208,333 shares of the company’s stock, valued at $52,083,250. This represents a 6.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 89,464 shares of company stock valued at $22,131,255 in the last three months. Insiders own 3.00% of the company’s stock.

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.