CX Institutional Trims Holdings in Bloom Energy Corporation $BE

CX Institutional reduced its stake in Bloom Energy Corporation (NYSE:BE) by 35.8% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 9,627 shares of the company’s stock after selling 5,373 shares during the quarter. CX Institutional’s holdings in Bloom Energy were worth $2,914,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Geode Capital Management LLC increased its position in Bloom Energy by 5.4% during the fourth quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock worth $461,272,000 after purchasing an additional 269,662 shares during the last quarter. Brooklands Fund Management Ltd acquired a new stake in shares of Bloom Energy during the 4th quarter worth approximately $347,560,000. Amundi raised its position in shares of Bloom Energy by 390.7% during the 4th quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after buying an additional 2,511,426 shares during the period. Norges Bank acquired a new position in Bloom Energy in the fourth quarter valued at approximately $239,683,000. Finally, Jennison Associates LLC grew its position in Bloom Energy by 20,074.4% in the first quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock worth $364,066,000 after acquiring an additional 2,673,710 shares during the period. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Insider Buying and Selling at Bloom Energy

In related news, insider Aman Joshi sold 8,343 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $300.37, for a total value of $2,505,986.91. Following the completion of the transaction, the insider directly owned 163,807 shares of the company’s stock, valued at $49,202,708.59. This represents a 4.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Maciej Kurzymski sold 6,229 shares of the stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $293.36, for a total transaction of $1,827,339.44. Following the completion of the transaction, the chief accounting officer owned 81,945 shares in the company, valued at $24,039,385.20. This represents a 7.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 133,617 shares of company stock worth $37,322,609. Corporate insiders own 3.00% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently issued reports on the company. BMO Capital Markets cut their price objective on Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a research report on Wednesday, July 29th. Susquehanna increased 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. Evercore reissued an “outperform” rating and issued a $350.00 price target on shares of Bloom Energy in a research note on Wednesday, July 1st. Sanford C. Bernstein increased their price objective on shares of Bloom Energy from $276.00 to $282.00 and gave the stock a “market perform” rating in a research report on Wednesday, July 29th. Finally, Truist Financial cut their target price on Bloom Energy from $250.00 to $218.00 and set a “hold” rating on the stock in a research report on Wednesday, July 29th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $246.18.

Bloom Energy Stock Up 4.5%

Shares of Bloom Energy stock opened at $228.22 on Wednesday. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. Bloom Energy Corporation has a 52-week low of $35.85 and a 52-week high of $351.28. The company has a market capitalization of $64.91 billion, a P/E ratio of 304.29 and a beta of 3.79. The company has a 50 day moving average of $257.85 and a 200 day moving average of $210.88.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. The business had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The company’s revenue was up 165.5% on a year-over-year basis. During the same period last year, the business earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, research analysts forecast that Bloom Energy Corporation will post 1.93 EPS for the current fiscal year.

Bloom Energy News Summary

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

• Positive Sentiment: Strong earnings continue to support the stock. Bloom Energy reported quarterly revenue of $1.07 billion, up 165.5% year over year and well above the $826.1 million consensus estimate. Earnings per share of $0.78 also exceeded expectations of $0.39. Analysts have identified BE as one of the notable winners of the current second-quarter earnings season. Zacks Q2 earnings winners
• Positive Sentiment: Investor-interest articles are highlighting Bloom’s growth opportunity. Zacks and other financial publications have featured Bloom among value and investment ideas, citing its operating leverage, AI-related power demand opportunity and post-earnings momentum. These articles may help support sentiment, although they do not represent new company guidance or analyst upgrades. Bloom Energy operating leverage analysis
• Neutral Sentiment: Director John T. Chambers sold 15,000 shares on August 3 at an average price of $205.58, generating approximately $3.08 million. He still directly owns 223,333 shares, but the transaction reduced his position by 6.29%. The sale may attract attention, though one insider transaction does not establish a broader change in management’s outlook. SEC insider transaction filing
• Negative Sentiment: Multiple law firms are publicizing a securities class action against Bloom Energy. The lawsuit covers investors who purchased BE securities from February 27, 2025, through July 8, 2026, and alleges that the company misled investors about the source of its materials. The repeated investor-alert announcements increase headline and reputational risk, although the allegations have not been proven. Investors have until September 28, 2026, to seek lead-plaintiff status. Bloom Energy class action announcement

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.