Pier Capital LLC Sells 143,714 Shares of Bloom Energy Corporation $BE

Pier Capital LLC trimmed its position in Bloom Energy Corporation (NYSE:BE) by 68.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 66,158 shares of the company’s stock after selling 143,714 shares during the period. Pier Capital LLC’s holdings in Bloom Energy were worth $5,595,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Fifth Third Bancorp bought a new stake in shares of Bloom Energy during the 3rd quarter valued at $32,000. N.E.W. Advisory Services LLC purchased a new stake in shares of Bloom Energy in the 3rd quarter worth about $32,000. Parkside Financial Bank & Trust increased its stake in shares of Bloom Energy by 250.9% in the 3rd quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after acquiring an additional 281 shares in the last quarter. Cranbrook Wealth Management LLC bought a new position in shares of Bloom Energy in the 3rd quarter worth about $39,000. Finally, E Fund Management Hong Kong Co. Ltd. purchased a new position in Bloom Energy during the 3rd quarter valued at about $42,000. Institutional investors own 77.04% of the company’s stock.

Insiders Place Their Bets

In other Bloom Energy news, insider Shawn Marie Soderberg sold 25,244 shares of Bloom Energy stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $177.93, for a total value of $4,491,664.92. Following the completion of the sale, the insider owned 227,048 shares of the company’s stock, valued at approximately $40,398,650.64. This trade represents a 10.01% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Kr Sridhar sold 200,000 shares of the business’s stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total value of $34,000,000.00. Following the completion of the transaction, the chief executive officer owned 2,189,869 shares of the company’s stock, valued at $372,277,730. This represents a 8.37% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 268,788 shares of company stock worth $45,575,889 in the last three months. Corporate insiders own 3.60% of the company’s stock.

Key Bloom Energy News

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

• Positive Sentiment: AI demand + Brookfield financing — Reports say Bloom is seeing rising orders from AI data centers and industrial customers, and a multi‑year US$5 billion Brookfield financing aims to expand capacity (1 GW → 2 GW) and support a reported ~US$20 billion backlog, reinforcing a durable revenue pipeline. AI-Fueled Power Demand and Brookfield Backing Might Change The Case For Investing In Bloom Energy (BE)
• Positive Sentiment: Retail/bullish coverage — Recent bullish writeups (OppCost/Substack summarized on Yahoo and InsiderMonkey) argue Bloom is becoming core infrastructure for on‑site power and highlight strong demand trends, which can attract retail interest and momentum buyers. Is Bloom Energy Corporation (BE) A Good Stock To Buy Now?
• Positive Sentiment: Management/technology narrative — Profiles of founder/CEO KR Sridhar emphasize Bloom’s SOFC tech and leadership vision, supporting the long‑term credibility of the growth story. KR Sridhar: Clean Energy Visionary, Bloom Energy Founder and CEO, and Pioneer in Solid Oxide Fuel Cell Technology
• Neutral Sentiment: Outlook vs. profitability — Motley Fool coverage notes record revenue growth and data‑center traction but flags thin profitability; upside exists but depends on margin improvement. Is Bloom Energy Stock Going to $200?
• Neutral Sentiment: Market backdrop — Broad market indicators suggesting a bullish shift may help cyclical/tech‑exposed names like Bloom, but sector moves are not guaranteed to lift single stocks. Spring Forward: 5 Indicators Illustrate a Bullish Shift
• Neutral Sentiment: Peer comparison note — A head‑to‑head survey piece comparing NextNRG and Bloom provides context on competitive positioning but contains no immediate catalyst. Head-To-Head Survey: NextNRG (NASDAQ:NXXT) and Bloom Energy (NYSE:BE)
• Negative Sentiment: Zacks downgrade — Zacks cut Bloom from “strong‑buy” to “hold,” an analyst action that can prompt selling and weighs on short‑term sentiment. Zacks Research Downgrade

Bloom Energy Stock Down 1.5%

NYSE:BE opened at $156.74 on Friday. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. The firm has a market cap of $43.97 billion, a P/E ratio of -412.48, a P/E/G ratio of 6.50 and a beta of 3.11. Bloom Energy Corporation has a fifty-two week low of $15.15 and a fifty-two week high of $180.90. The firm has a 50-day simple moving average of $146.69 and a two-hundred day simple moving average of $111.72.

Bloom Energy (NYSE:BE) last issued its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.25 by $0.20. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The firm had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. During the same quarter in the prior year, the firm posted $0.43 earnings per share. The business’s revenue was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Analysts predict that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research firms recently commented on BE. Jefferies Financial Group set a $102.00 price objective on shares of Bloom Energy in a research note on Tuesday, February 10th. Barclays initiated coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They set an “equal weight” rating and a $153.00 target price for the company. Morgan Stanley boosted their price target on Bloom Energy to $184.00 and gave the stock an “overweight” rating in a research report on Friday, February 6th. Robert W. Baird set a $172.00 price target on Bloom Energy in a research note on Tuesday, January 27th. Finally, Mizuho raised their price objective on Bloom Energy to $110.00 and gave the company a “neutral” rating in a research report on Monday, February 9th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $131.87.

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.