Caxton Associates LLP Acquires Shares of 15,056 Bloom Energy Corporation $BE

Caxton Associates LLP bought a new position in Bloom Energy Corporation (NYSE:BE) in the first quarter, HoldingsChannel.com reports. The fund bought 15,056 shares of the company’s stock, valued at approximately $2,040,000.

A number of other large investors also recently modified their holdings of BE. Strs Ohio lifted its holdings in Bloom Energy by 24.8% during the 4th quarter. Strs Ohio now owns 41,200 shares of the company’s stock worth $3,580,000 after buying an additional 8,200 shares in the last quarter. Fortem Financial Group LLC acquired a new stake in shares of Bloom Energy in the 4th quarter valued at $369,000. Norges Bank bought a new stake in shares of Bloom Energy during the fourth quarter worth $239,683,000. Cidel Asset Management Inc. acquired a new position in shares of Bloom Energy during the first quarter valued at $445,000. Finally, Zweig DiMenna Associates LLC acquired a new position in shares of Bloom Energy during the first quarter valued at $8,468,000. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Bloom Energy Stock Down 14.5%

Shares of BE stock opened at $185.80 on Friday. Bloom Energy Corporation has a 12-month low of $32.52 and a 12-month high of $351.28. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90. The firm has a fifty day moving average of $270.58 and a 200-day moving average of $206.60. The company has a market capitalization of $52.85 billion, a price-to-earnings ratio of -3,715.24 and a beta of 3.73.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, beating the consensus estimate of $0.12 by $0.32. The business had revenue of $751.05 million for the quarter, compared to analysts’ expectations of $539.94 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The firm’s revenue was up 130.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. As a group, equities research analysts predict that Bloom Energy Corporation will post 1.43 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, insider Shawn Marie Soderberg sold 2,842 shares of the company’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $288.63, for a total transaction of $820,286.46. Following the completion of the transaction, the insider directly owned 132,265 shares of the company’s stock, valued at $38,175,646.95. This represents a 2.10% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO Maciej Kurzymski sold 2,259 shares of the stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $288.62, for a total value of $651,992.58. Following the transaction, the chief accounting officer owned 79,686 shares of the company’s stock, valued at approximately $22,998,973.32. The trade was a 2.76% 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. Over the last quarter, insiders sold 153,617 shares of company stock valued at $44,003,909. Corporate insiders own 3.00% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on BE. Citigroup reiterated a “hold” rating on shares of Bloom Energy in a research report on Thursday, July 16th. BTIG Research upped their target price on shares of Bloom Energy to $295.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Wells Fargo & Company raised their target price on shares of Bloom Energy to $217.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 29th. Roth Capital lifted their price target on shares of Bloom Energy from $225.00 to $285.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 1st. Finally, Jefferies Financial Group boosted their price target on shares of Bloom Energy from $207.00 to $246.00 and gave the stock a “hold” rating in a research note on Monday, July 6th. One analyst has rated the stock with a Strong Buy rating, ten have given 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, Bloom Energy presently has a consensus rating of “Hold” and a consensus target price of $254.00.

Trending Headlines about Bloom Energy

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

About Bloom Energy

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.