Creekmur Asset Management LLC Makes New $1.83 Million Investment in Bloom Energy Corporation $BE

Creekmur Asset Management LLC bought a new stake in Bloom Energy Corporation (NYSE:BE) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 21,582 shares of the company’s stock, valued at approximately $1,825,000.

A number of other institutional investors and hedge funds have also modified their holdings of BE. N.E.W. Advisory Services LLC acquired a new position in Bloom Energy in the third quarter valued at approximately $32,000. Fifth Third Bancorp bought a new stake in shares of Bloom Energy during the 3rd quarter valued at $32,000. Parkside Financial Bank & Trust lifted its stake in shares of Bloom Energy by 250.9% in the 3rd quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock valued at $33,000 after purchasing an additional 281 shares during the period. Elevation Point Wealth Partners LLC bought a new position in shares of Bloom Energy in the 2nd quarter worth $36,000. Finally, NewEdge Advisors LLC boosted its position in shares of Bloom Energy by 674.7% in the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after purchasing an additional 1,626 shares during the last quarter. 77.04% of the stock is owned by institutional investors.

Bloom Energy Trading Down 7.8%

NYSE:BE opened at $155.49 on Friday. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95. The business’s 50-day simple moving average is $134.81 and its 200-day simple moving average is $105.24. Bloom Energy Corporation has a fifty-two week low of $15.15 and a fifty-two week high of $180.90. The stock has a market capitalization of $43.62 billion, a PE ratio of -409.18, a price-to-earnings-growth ratio of 6.35 and a beta of 3.07.

Bloom Energy (NYSE:BE) last announced its earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, topping 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 firm had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. During the same period last year, the company posted $0.43 EPS. The business’s quarterly revenue was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Sell-side analysts expect that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, Director Gary S. Pinkus sold 1,250 shares of the company’s stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $165.80, for a total transaction of $207,250.00. Following the completion of the transaction, the director directly owned 4,149 shares of the company’s stock, valued at $687,904.20. This represents a 23.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Satish Chitoori sold 1,521 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $139.37, for a total value of $211,981.77. Following the transaction, the insider owned 230,017 shares of the company’s stock, valued at approximately $32,057,469.29. The trade was a 0.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 268,788 shares of company stock worth $45,575,889 in the last ninety days. 3.60% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on BE shares. TD Cowen increased their target price on Bloom Energy to $160.00 and gave the company a “hold” rating in a research note on Friday, February 6th. Bank of America set a $39.00 price target on Bloom Energy in a research note on Tuesday, November 25th. Wells Fargo & Company increased their price target on shares of Bloom Energy to $130.00 and gave the company an “equal weight” rating in a research report on Friday, February 6th. China Renaissance started coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They set a “buy” rating and a $207.00 price objective for the company. Finally, Wall Street Zen downgraded shares of Bloom Energy from a “buy” rating to a “hold” rating in a research note on Saturday. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $131.87.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Brookfield partnership: Bloom and Brookfield announced a program worth up to $5 billion to deploy Bloom’s fuel‑cell systems for AI data centers and factories — a material commercial validation that supports future revenue growth tied to high‑density AI power demand. Bloom-Brookfield Deal
• Positive Sentiment: Backlog and guidance: Management has reported a large backlog (product backlog and total backlog figures cited) and set aggressive FY‑2026 revenue and margin targets, supporting the growth narrative for enterprise and AI customers. Those operational metrics justify investor optimism over medium‑term earnings expansion. Backlog & Guidance
• Positive Sentiment: Momentum and performance: BE has outpaced peers YTD and is up substantially over the past year as investors rotate into clean‑power and AI infrastructure plays, attracting momentum flows. Zacks YTD Note
• Neutral Sentiment: High‑profile commentary: Jim Cramer reiterated the stock’s volatility but said he’d feel more comfortable recommending BE after a pullback — publicity that raises awareness but is not an immediate catalyst. Cramer Comment
• Neutral Sentiment: Citi initiation: Citi initiated coverage with a neutral rating and a $162 target, signaling that some sell‑side desks view the stock as fairly valued near current levels — which can cap near‑term upside after the run. Citi Initiation
• Neutral Sentiment: Peer comparison: Analysts note Bloom outperforms peers like FuelCell Energy on earnings growth and ROIC but trades at a steep premium — a mixed signal for investors weighing growth vs. price. BE vs FCEL
• Negative Sentiment: Insider selling: CEO Kr Sridhar sold 200,000 shares (~$34M) on Feb. 24, reducing his stake — a high‑profile sale that often triggers short‑term profit taking and can pressure the stock. SEC Filing
• Negative Sentiment: Valuation risk: Multiple analysis pieces warn the stock may be “priced for perfection” — expensive multiples and high execution expectations are prompting some investors to lock in gains after the rally. Valuation Note

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.