Semanteon Capital Management LP Takes $594,000 Position in Bloom Energy Corporation $BE

Semanteon Capital Management LP purchased a new position in shares of Bloom Energy Corporation (NYSE:BE) during the 3rd quarter, Holdings Channel.com reports. The firm purchased 7,025 shares of the company’s stock, valued at approximately $594,000. Bloom Energy comprises approximately 0.7% of Semanteon Capital Management LP’s investment portfolio, making the stock its 2nd largest position.

Other hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in shares of Bloom Energy by 6.3% during the 3rd quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock worth $1,759,726,000 after buying an additional 1,240,819 shares during the last quarter. Graticule Asia Macro Advisors LLC acquired a new position in Bloom Energy during the third quarter worth about $402,494,000. Geode Capital Management LLC lifted its holdings in shares of Bloom Energy by 2.1% in the second quarter. Geode Capital Management LLC now owns 4,756,516 shares of the company’s stock worth $113,790,000 after acquiring an additional 95,990 shares during the last quarter. Trivest Advisors Ltd lifted its holdings in shares of Bloom Energy by 1,461.6% in the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock worth $289,229,000 after acquiring an additional 3,201,000 shares during the last quarter. Finally, Goldman Sachs Group Inc. boosted its stake in shares of Bloom Energy by 50.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after purchasing an additional 836,810 shares in the last quarter. 77.04% of the stock is owned by institutional investors.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Q4 beat and raised guidance — Bloom topped EPS and revenue estimates for Q4 and set FY‑2026 EPS guidance (1.33–1.48), supporting the company’s growth narrative and giving bulls a near‑term fundamental argument. Read More.
• Neutral Sentiment: Analyst support and valuation checks — Several firms have increased targets (e.g., Morgan Stanley, UBS) while independent pieces are questioning whether recent momentum already prices in growth; this creates mixed signals for investors weighing upside vs valuation risk. Read More.
• Neutral Sentiment: Institutional positioning and sector flows — Large institutional ownership (~77%) and rotation into AI/energy themes can both stabilize and amplify moves; flows into thematic funds can help longer‑term but also make the stock sensitive to short‑term rotations. Read More.
• Negative Sentiment: Insider selling this week — Multiple insiders (Aman Joshi, Shawn Soderberg, Satish Chitoori) sold blocks of shares on Feb. 17 at roughly $139–$140, representing small percentage reductions but signaling near‑term take‑profit/liquidity action that can trigger selling pressure. Read More.
• Negative Sentiment: Media caution may amplify retail selling — Coverage highlighting investor preconceptions (Robinhood/Bloom example) can feed retail skepticism and short‑term volatility in a richly valued name. Read More.

Bloom Energy Stock Down 7.1%

Bloom Energy stock opened at $147.74 on Friday. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. The firm’s fifty day moving average price is $126.79 and its two-hundred day moving average price is $100.82. The firm has a market capitalization of $41.45 billion, a price-to-earnings ratio of -388.78, a price-to-earnings-growth ratio of 6.10 and a beta of 3.07. Bloom Energy Corporation has a 1-year low of $15.15 and a 1-year high of $176.49.

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. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The business had revenue of $777.68 million for the quarter, compared to analysts’ expectations of $647.59 million. During the same quarter last year, the firm earned $0.43 EPS. The firm’s revenue for the quarter was up 35.9% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, equities research analysts predict that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Insider Activity

In other Bloom Energy news, insider Maciej Kurzymski sold 3,264 shares of the company’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $86.48, for a total value of $282,270.72. Following the completion of the sale, the insider directly owned 90,005 shares of the company’s stock, valued at approximately $7,783,632.40. This represents a 3.50% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Shawn Marie Soderberg sold 3,332 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $139.56, for a total transaction of $465,013.92. Following the completion of the sale, the insider owned 219,871 shares of the company’s stock, valued at approximately $30,685,196.76. This trade represents a 1.49% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 12,294 shares of company stock valued at $1,520,974 over the last quarter. 3.60% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on BE shares. Oppenheimer reaffirmed a “market perform” rating on shares of Bloom Energy in a research note on Wednesday, October 29th. Royal Bank Of Canada set a $143.00 price objective on Bloom Energy in a report on Tuesday, January 20th. Morgan Stanley upped their target price on Bloom Energy to $184.00 and gave the company an “overweight” rating in a report on Friday, February 6th. Barclays assumed coverage on shares of Bloom Energy in a research report on Wednesday, January 28th. They set an “equal weight” rating and a $153.00 price objective for the company. Finally, JPMorgan Chase & Co. raised their target price on Bloom Energy to $166.00 and gave the stock an “overweight” rating in a research note on Friday, February 6th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, ten have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $130.50.

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.