Bloom Energy Corporation $BE Shares Acquired by Empowered Funds LLC

Empowered Funds LLC increased its position in shares of Bloom Energy Corporation (NYSE:BE) by 139.2% during the first quarter, Holdings Channel reports. The fund owned 14,826 shares of the company’s stock after acquiring an additional 8,629 shares during the quarter. Empowered Funds LLC’s holdings in Bloom Energy were worth $2,009,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Blue Trust Inc. lifted its stake in shares of Bloom Energy by 37.2% during the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after purchasing an additional 51 shares during the period. Anchor Investment Management LLC purchased a new stake in shares of Bloom Energy in the first quarter valued at $27,000. WPG Advisers LLC increased its stake in Bloom Energy by 26.4% in the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after purchasing an additional 67 shares during the last quarter. Hantz Financial Services Inc. increased its stake in Bloom Energy by 45.5% in the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after purchasing an additional 100 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd purchased a new position in Bloom Energy during the fourth quarter worth about $28,000. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Bloom Energy Stock Performance

Shares of NYSE:BE opened at $228.50 on Friday. The business’s 50-day simple moving average is $255.43 and its 200 day simple moving average is $212.11. The company has a market cap of $65.00 billion, a P/E ratio of 304.67, a PEG ratio of 3.20 and a beta of 3.79. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. Bloom Energy Corporation has a one year low of $35.85 and a one year high of $351.28.

Bloom Energy (NYSE:BE) last released its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. The firm 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 quarterly revenue was up 165.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, sell-side analysts forecast that Bloom Energy Corporation will post 1.93 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Bloom Energy news, insider Aman Joshi sold 8,343 shares of the business’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $300.37, for a total value of $2,505,986.91. Following the transaction, the insider owned 163,807 shares in the company, valued at $49,202,708.59. The trade was a 4.85% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CAO Maciej Kurzymski sold 6,229 shares of the company’s stock in a transaction dated 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 directly owned 81,945 shares of the company’s stock, valued at approximately $24,039,385.20. The trade was a 7.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 108,617 shares of company stock valued at $30,648,609. Corporate insiders own 3.00% of the company’s stock.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Expanded MiTAC partnership reinforces Bloom’s AI data-center opportunity. Bloom will deploy fuel-cell systems for an islanded microgrid as part of its expanded relationship with MiTAC Computing Technology. The agreement supports the investment thesis that onsite, reliable power is becoming increasingly important for rapidly expanding AI infrastructure. Bloom Energy MiTAC partnership announcement
• Positive Sentiment: Manufacturing expansion could support future demand. Bloom is considering an expansion in Fremont that could add hundreds of manufacturing jobs, suggesting management is preparing for growth in fuel-cell systems and AI-related onsite-power demand. Bloom Energy Fremont expansion article
• Neutral Sentiment: Strong quarterly results remain a fundamental support. Bloom recently reported $1.07 billion in quarterly revenue, up 165.5% year over year and above the $826.1 million consensus estimate. EPS of $0.78 also exceeded the $0.39 estimate. However, the stock’s elevated valuation and recent volatility may be limiting the effect of those results. Bloom Energy stock and earnings information
• Negative Sentiment: Repeated law-firm announcements are increasing legal and reputational risk. Several firms are promoting a securities class action covering investors who purchased Bloom shares between February 27, 2025, and July 8, 2026. The complaint reportedly alleges Bloom misled investors about China-related supply-chain exposure and scandium sourcing. The allegations have not been proven, but the continuing publicity is weighing on sentiment; the lead-plaintiff deadline is September 28, 2026. Bloom Energy securities class action announcement
• Negative Sentiment: A director’s stock sale may add to selling pressure. Director John Chambers sold 15,000 shares for approximately $3.08 million, reducing his direct ownership by 6.29%. He retains a substantial position, so the transaction alone does not establish a change in the company’s outlook. SEC insider transaction filing
• Negative Sentiment: Recent momentum has weakened. Articles note that Bloom has fallen roughly 20% over the past month after an exceptionally strong year-to-date rally. Investors appear to be taking profits and reassessing whether AI-driven growth can justify the company’s high valuation while the lawsuit remains unresolved. Bloom Energy recent pullback analysis

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on BE shares. JPMorgan Chase & Co. decreased their price target on Bloom Energy from $346.00 to $314.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 29th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $335.00 price objective on shares of Bloom Energy in a research note on Wednesday, June 10th. Evercore reiterated an “outperform” rating and set a $350.00 price objective on shares of Bloom Energy in a report on Wednesday, July 1st. Barclays boosted their target price on shares of Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a report on Tuesday, June 23rd. Finally, Truist Financial dropped their price target on shares of Bloom Energy from $250.00 to $218.00 and set a “hold” rating for the company in a research report on Wednesday, July 29th. Three analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $246.18.

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.