Wellington Shields Capital Management LLC Takes Position in Bloom Energy Corporation $BE

Wellington Shields Capital Management LLC acquired a new position in shares of Bloom Energy Corporation (NYSE:BE) in the third quarter, HoldingsChannel.com reports. The firm acquired 181,175 shares of the company’s stock, valued at approximately $15,322,000. Bloom Energy accounts for 2.3% of Wellington Shields Capital Management LLC’s investment portfolio, making the stock its 9th biggest holding.

A number of other large investors also recently made changes to their positions in BE. Resona Asset Management Co. Ltd. bought a new stake in shares of Bloom Energy during the 2nd quarter worth $108,000. Meridian Wealth Management LLC acquired a new position in Bloom Energy during the third quarter worth about $553,000. Mizuho Markets Americas LLC lifted its holdings in shares of Bloom Energy by 29.9% in the second quarter. Mizuho Markets Americas LLC now owns 395,490 shares of the company’s stock worth $9,460,000 after acquiring an additional 90,980 shares during the last quarter. Udine Wealth Management Inc. boosted its stake in shares of Bloom Energy by 27.8% in the 3rd quarter. Udine Wealth Management Inc. now owns 62,967 shares of the company’s stock valued at $5,325,000 after purchasing an additional 13,684 shares in the last quarter. Finally, Straight Path Wealth Management bought a new stake in shares of Bloom Energy during the 3rd quarter valued at approximately $1,099,000. Institutional investors own 77.04% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the stock. Barclays assumed coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They set an “equal weight” rating and a $153.00 price target for the company. TD Cowen raised their price target on shares of Bloom Energy to $160.00 and gave the stock a “hold” rating in a report on Friday. BMO Capital Markets raised their target price on Bloom Energy to $149.00 and gave the stock a “market perform” rating in a research note on Friday. Roth Mkm lifted their price objective on shares of Bloom Energy to $133.00 and gave the company a “neutral” rating in a report on Tuesday. Finally, HSBC raised Bloom Energy from a “hold” rating to a “buy” rating and set a $150.00 target price on the stock in a research report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $127.42.

Insiders Place Their Bets

In other news, insider Aman Joshi sold 4,543 shares of the business’s stock in a transaction dated Friday, November 14th. The stock was sold at an average price of $109.13, for a total transaction of $495,777.59. Following the completion of the transaction, the insider owned 219,818 shares of the company’s stock, valued at approximately $23,988,738.34. The trade was a 2.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Satish Chitoori sold 431 shares of the stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $88.12, for a total transaction of $37,979.72. Following the completion of the transaction, the insider directly owned 229,449 shares in the company, valued at $20,219,045.88. The trade was a 0.19% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 14,639 shares of company stock worth $1,496,660. Insiders own 3.60% of the company’s stock.

Bloom Energy Stock Performance

NYSE BE opened at $143.48 on Friday. The firm has a market cap of $33.93 billion, a P/E ratio of -377.58, a price-to-earnings-growth ratio of 11.04 and a beta of 3.07. The company’s 50 day moving average is $118.48 and its 200-day moving average is $92.40. Bloom Energy Corporation has a 12-month low of $15.15 and a 12-month high of $176.49. The company has a quick ratio of 2.88, a current ratio of 4.40 and a debt-to-equity ratio of 1.98.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.20. The company had revenue of $777.68 million during the quarter, compared to analysts’ expectations of $647.59 million. Bloom Energy had a positive return on equity of 8.38% and a negative net margin of 4.37%.The firm’s quarterly revenue was up 35.9% compared to the same quarter last year. During the same period in the previous year, the business earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Sell-side analysts predict that Bloom Energy Corporation will post -0.23 earnings per share for the current year.

Bloom Energy News Summary

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

• Positive Sentiment: Q4 beat: Bloom posted EPS of $0.45 and revenue of $777.7M, both comfortably above estimates — a clear catalyst for upside as the company delivered profitable quarterly results and revenue growth. Read More.
• Positive Sentiment: Very bullish FY2026 guidance: management set revenue guidance of $3.1B–$3.3B and EPS of $1.33–$1.48, well above Street expectations — this raises forward growth expectations and supports re-rating. Read More.
• Positive Sentiment: AI/data-center demand tailwind: management and coverage point to a pronounced AI-driven pickup in on-site power demand and a large backlog (140–150% increase), giving revenue visibility and supporting scale-up plans. Read More.
• Neutral Sentiment: Analyst re-ratings: a mix of upgrades/price-target raises (BTIG to $165 buy; TD Cowen to $160 hold) show growing analyst optimism but also differing conviction on valuation — supports momentum but leaves dispersion in expectations. Read More.
• Neutral Sentiment: Earnings materials available: full press release, slide deck and call transcript provide detail on margins, backlog and unit economics — useful for modeling and verifying management’s assumptions. Read More.
• Negative Sentiment: Margin pressure and execution risk: management noted gross-margin contraction (expected) and service/product mix shifts; margins must improve as the installed base scales for guidance to fully materialize. Read More.
• Negative Sentiment: Short interest and valuation risks: short interest spiked earlier (~10%), and the shares now trade at a very rich forward multiple — both can amplify volatility and create downside if growth or margin execution slips. (See company filings and market data for current short/valuation metrics.)

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.