Integrated Financial Solutions Inc. increased its stake in shares of Bloom Energy Corporation (NYSE:BE – Free Report) by 125.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 7,822 shares of the company’s stock after purchasing an additional 4,355 shares during the quarter. Bloom Energy makes up approximately 1.1% of Integrated Financial Solutions Inc.’s portfolio, making the stock its 16th largest position. Integrated Financial Solutions Inc.’s holdings in Bloom Energy were worth $2,167,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Blue Trust Inc. lifted its position in Bloom Energy by 37.2% in the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after buying an additional 51 shares in the last quarter. Continuum Advisory LLC acquired a new position in shares of Bloom Energy in the second quarter worth $25,000. Anchor Investment Management LLC purchased a new stake in shares of Bloom Energy during the first quarter worth $27,000. Godsey & Gibb Inc. grew its stake in Bloom Energy by 2,000.0% in the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock valued at $28,000 after purchasing an additional 200 shares in the last quarter. Finally, MJT & Associates Financial Advisory Group Inc. increased its position in Bloom Energy by 49.3% in the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock worth $34,000 after purchasing an additional 37 shares during the last quarter. 77.04% of the stock is owned by hedge funds and other institutional investors.
Insiders Place Their Bets
In other Bloom Energy news, Director John T. Chambers sold 15,000 shares of the business’s stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $250.00, for a total value of $3,750,000.00. Following the sale, the director owned 208,333 shares of the company’s stock, valued at $52,083,250. The trade was a 6.72% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Aman Joshi sold 8,437 shares of the stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $277.17, for a total transaction of $2,338,483.29. Following the completion of the transaction, the insider owned 147,092 shares of the company’s stock, valued at approximately $40,769,489.64. This represents a 5.42% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 89,698 shares of company stock valued at $21,780,758 in the last ninety days. 3.00% of the stock is currently owned by insiders.
Bloom Energy Stock Up 2.7%
Bloom Energy (NYSE:BE – Get Free Report) last posted its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating the consensus estimate of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%. The firm had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $826.13 million. During the same quarter in the prior year, the firm posted $0.10 EPS. The company’s revenue for the quarter was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, research analysts anticipate that Bloom Energy Corporation will post 2.04 earnings per share for the current year.
Analyst Upgrades and Downgrades
A number of research analysts have recently weighed in on the stock. Robert W. Baird restated an “outperform” rating and set a $310.00 price target on shares of Bloom Energy in a report on Thursday, July 9th. TD Cowen raised Bloom Energy to a “hold” rating in a report on Monday, October 5th. Truist Financial dropped their price target 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. BMO Capital Markets reduced 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. Finally, Evercore restated an “outperform” rating on shares of Bloom Energy in a research note on Friday, August 7th. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Bloom Energy currently has a consensus rating of “Moderate Buy” and an average target price of $258.32.
View Our Latest Stock Report on Bloom Energy
Trending Headlines about Bloom Energy
Here are the key news stories impacting Bloom Energy this week:
- Positive Sentiment: Bloom Energy’s fuel-cell systems are benefiting from growing demand among AI data centers seeking on-site power generation. Management had discussed this opportunity before the stock’s major rally, which has reflected expectations for a broader power-infrastructure buildout. What Did Bloom Energy Stock Investors Miss Before The Run?
- Positive Sentiment: The company’s second-quarter results showed a sharp improvement, with approximately $196 million in profit versus a loss of about $43 million a year earlier. Bloom also reported strong revenue growth and earnings above consensus in the latest results. Can Bloom Energy Stay Profitable as It Doubles in Size?
- Positive Sentiment: UBS raised its price target for Bloom Energy to $350, signaling that at least one major analyst sees additional upside despite recent selling across fuel-cell and hydrogen stocks. Bloom Energy Tumbles 8% Even as UBS Lifts Its Price Target to $350
- Neutral Sentiment: Executives are scheduled to discuss opportunities created by the AI-infrastructure boom at TechCrunch Disrupt, keeping investor attention focused on potential data-center deployments and power demand. Bloom Energy Executives Discuss AI Infrastructure Opportunities
- Negative Sentiment: Bernstein reiterated a “Market Perform” rating with a $282 price target, indicating limited upside or potential downside from recent levels. The cautious stance follows a sharp prior decline and broader weakness in fuel-cell and hydrogen names. Bernstein Rating on Bloom Energy
- Negative Sentiment: Investors are questioning whether Bloom can remain profitable as it rapidly expands. A $37.4 million tariff refund boosted second-quarter gross margin, making the quality and repeatability of recent earnings a key concern. Can Bloom Energy Stay Profitable as It Doubles in Size?
Bloom Energy Company Profile
Bloom Energy Corporation (NYSE: BE) develops and manufactures energy-generation and hydrogen technologies. Its primary product is the Bloom Energy Server, a solid-oxide fuel cell system designed to produce electricity onsite from fuels such as natural gas, biogas and hydrogen. The company’s distributed-generation systems are intended to provide reliable, low-emission power for commercial and industrial facilities, data centers, utilities and other large energy users.
Bloom Energy also produces electrolyzers that use electricity to separate water into hydrogen and oxygen.
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