Andra AP fonden Sells 19,800 Shares of Bloom Energy Corporation $BE

Andra AP fonden reduced its stake in shares of Bloom Energy Corporation (NYSE:BE) by 21.6% during the 2nd quarter, Holdings Channel.com reports. The firm owned 71,882 shares of the company’s stock after selling 19,800 shares during the quarter. Andra AP fonden’s holdings in Bloom Energy were worth $21,759,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Silicon Valley Capital Partners boosted its position in Bloom Energy by 107.0% in the 2nd quarter. Silicon Valley Capital Partners now owns 2,070 shares of the company’s stock valued at $627,000 after buying an additional 1,070 shares during the last quarter. IKE Capital LLC acquired a new stake in Bloom Energy in the second quarter worth about $2,952,000. Sequoia Financial Advisors LLC increased its position in Bloom Energy by 4.6% in the second quarter. Sequoia Financial Advisors LLC now owns 6,150 shares of the company’s stock worth $1,862,000 after purchasing an additional 268 shares during the period. MCF Advisors LLC raised its holdings in Bloom Energy by 479.2% during the 2nd quarter. MCF Advisors LLC now owns 278 shares of the company’s stock worth $84,000 after purchasing an additional 230 shares during the last quarter. Finally, WINTON GROUP Ltd acquired a new position in Bloom Energy during the 2nd quarter valued at about $9,444,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on BE. BTIG Research reaffirmed a “buy” rating and issued a $295.00 target price on shares of Bloom Energy in a research note on Wednesday, July 29th. Oppenheimer restated a “market perform” rating on shares of Bloom Energy in a report on Wednesday, July 29th. Barclays raised their price objective on shares of Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a research note on Tuesday, June 23rd. Clear Str upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, July 29th. Finally, Susquehanna raised their price target on Bloom Energy from $293.00 to $298.00 and gave the stock a “positive” rating in a research report on Friday, July 10th. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $254.14.

Key Bloom Energy News

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

• Positive Sentiment: Investor enthusiasm is being driven by Bloom Energy’s fuel-cell technology and growing acceptance among major hyperscalers. The company recently introduced an 800V DC-native power architecture designed for AI data centers, potentially reducing conversion losses and accelerating deployment where grid connections are constrained. Bloom Energy Unveils a New Power Play for the AI Boom
• Positive Sentiment: Bloom’s backlog, hyperscaler approvals and a financing arrangement with Brookfield are reinforcing the view that the company can benefit from surging data-center electricity demand. Analysts have reportedly raised price targets as expectations for long-term growth increase. Can Bloom Energy Pop the Top Off AI’s Massive Energy Bottleneck?
• Positive Sentiment: A conditional U.S. Army award to an Indelible-Bloom coalition to develop and operate power generation at Army installations adds potential government-related demand and visibility. Anticipation of S&P 500 inclusion may also support buying from index-tracking funds. BE Stock Jumps Premarket Ahead of S&P 500 Inclusion
• Neutral Sentiment: The bullish narrative is already reflected in a more than tripling of the stock over the past year. With a market capitalization above $80 billion and a very high earnings multiple, continued gains depend on Bloom converting AI-related interest into substantial revenue and profits.
• Negative Sentiment: Several law firms are publicizing a securities-fraud class action against Bloom Energy involving investors who purchased shares from February 27, 2025, through July 8, 2026. The September 28 deadline to seek lead-plaintiff status increases near-term legal and reputational risk, although the allegations have not been proven. Bloom Energy Shareholder Alert
• Negative Sentiment: Multiple insiders reportedly sold sizable amounts of Bloom Energy stock, which can weigh on sentiment—particularly after the sharp rally—though insider sales do not necessarily indicate deteriorating business fundamentals.

Bloom Energy Stock Up 1.5%

Shares of NYSE BE traded up $3.96 during mid-day trading on Tuesday, reaching $276.85. 6,736,076 shares of the company’s stock were exchanged, compared to its average volume of 12,895,146. Bloom Energy Corporation has a twelve month low of $61.37 and a twelve month 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. The firm has a market capitalization of $81.54 billion, a price-to-earnings ratio of 368.91, a PEG ratio of 3.40 and a beta of 3.80. The business has a fifty day simple moving average of $226.43 and a 200 day simple moving average of $230.72.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. The business had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.Bloom Energy’s revenue for the quarter was up 165.5% compared to the same quarter last year. During the same period in the prior year, the business earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, equities analysts expect that Bloom Energy Corporation will post 2.06 EPS for the current fiscal year.

Insider Activity at Bloom Energy

In related news, insider Shawn Soderberg sold 2,870 shares of the firm’s stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $270.07, for a total transaction of $775,100.90. Following the sale, the insider directly owned 126,500 shares in the company, valued at $34,163,855. This trade represents a 2.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,870 shares of the business’s stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $270.06, for a total transaction of $775,072.20. Following the completion of the sale, the insider directly owned 202,494 shares in the company, valued at $54,685,529.64. This represents a 1.40% 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. Insiders have sold 89,604 shares of company stock valued at $21,948,262 over the last three months. Insiders own 3.00% of the company’s stock.

Bloom Energy Company Profile

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.