Bloom Energy Corporation $BE Position Trimmed by Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P. decreased its holdings in Bloom Energy Corporation (NYSE:BE) by 24.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 161,063 shares of the company’s stock after selling 52,706 shares during the quarter. Rockefeller Capital Management L.P.’s holdings in Bloom Energy were worth $13,995,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Creekmur Asset Management LLC purchased a new stake in shares of Bloom Energy in the 3rd quarter valued at approximately $1,825,000. Strs Ohio raised its stake in Bloom Energy by 24.8% during the 4th quarter. Strs Ohio now owns 41,200 shares of the company’s stock valued at $3,580,000 after purchasing an additional 8,200 shares during the period. Fortem Financial Group LLC purchased a new stake in shares of Bloom Energy in the fourth quarter valued at $369,000. Teachers Retirement System of The State of Kentucky acquired a new stake in shares of Bloom Energy in the third quarter worth $1,985,000. Finally, SPX Gestao de Recursos Ltda purchased a new position in shares of Bloom Energy during the third quarter valued at $1,691,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy News Roundup

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

• Positive Sentiment: Bloom Energy is still being highlighted as a major beneficiary of the AI data-center power buildout, with multiple articles pointing to strong demand for on-site power solutions and positioning the company as a key “AI power crisis” winner. 5 Stocks Solving the AI Power Crisis (BE)
• Positive Sentiment: Coverage also noted Bloom Energy holding near record levels, reflecting continued momentum behind the fuel-cell trade as investors chase companies tied to power needs from AI infrastructure. Bloom Energy Holds Near a Record as AI Power Demand Drives the Fuel-Cell Trade
• Positive Sentiment: Bloom Energy was also included in investment-ideas and alternative-energy roundups, which can reinforce bullish sentiment around the stock’s growth story. Zacks Investment Ideas feature highlights: Bloom, Oracle, Brookfield Asset Management, Crescent and Diversified Energy
• Neutral Sentiment: Bernstein initiated coverage with a Market Perform rating, signaling a wait-and-see stance rather than a strong bullish call. Bernstein Initiates Coverage of Bloom Energy (BE) with Market Perform. Here is Why
• Neutral Sentiment: Several commentary pieces asked whether Bloom Energy has become a “dangerous value trap” or is caught up in an AI-energy bubble, adding skepticism after the stock’s big run. Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?
• Negative Sentiment: Recent articles focused on the stock declining more than the broader market and questioned whether the “AI energy darling” narrative is fading, which may have pressured shares today. Bloom Energy (BE) Declines More Than Market: Some Information for Investors

Bloom Energy Stock Down 7.4%

BE opened at $320.40 on Wednesday. The company has a market capitalization of $91.13 billion, a PE ratio of -6,406.72 and a beta of 3.73. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10. Bloom Energy Corporation has a fifty-two week low of $21.50 and a fifty-two week high of $349.99. The business has a 50-day moving average of $269.21 and a 200-day moving average of $181.93.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, beating the consensus estimate 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 analysts’ expectations of $539.94 million. During the same quarter in the previous year, the business posted $0.03 EPS. The firm’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. Equities research analysts forecast that Bloom Energy Corporation will post 1.31 EPS for the current fiscal year.

Insider Activity

In other news, insider Shawn Marie Soderberg sold 35,000 shares of the firm’s stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $279.00, for a total transaction of $9,765,000.00. Following the transaction, the insider owned 341,731 shares in the company, valued at approximately $95,342,949. This trade 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, Director Mary K. Bush sold 25,000 shares of Bloom Energy stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the completion of the sale, the director directly owned 108,524 shares of the company’s stock, valued at approximately $28,971,567.04. The trade was a 18.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 230,274 shares of company stock valued at $58,696,472. 3.00% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

BE has been the topic of several recent analyst reports. Robert W. Baird upped their price target on Bloom Energy to $242.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. BTIG Research upped their target price on Bloom Energy to $295.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Citigroup restated a “neutral” rating on shares of Bloom Energy in a report on Thursday, May 28th. UBS Group set a $322.00 price objective on shares of Bloom Energy in a research note on Monday. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of Bloom Energy in a research report on Tuesday, June 9th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $224.36.

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.