Pier Capital LLC Reduces Stock Position in Bloom Energy Corporation $BE

Pier Capital LLC cut its stake in Bloom Energy Corporation (NYSE:BE) by 68.5% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 66,158 shares of the company’s stock after selling 143,714 shares during the quarter. Pier Capital LLC’s holdings in Bloom Energy were worth $5,595,000 as of its most recent filing with the Securities & Exchange Commission.

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

Key Bloom Energy News

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

• Positive Sentiment: AI demand + Brookfield financing — Reports say Bloom is seeing rising orders from AI data centers and industrial customers, and a multi‑year US$5 billion Brookfield financing aims to expand capacity (1 GW → 2 GW) and support a reported ~US$20 billion backlog, reinforcing a durable revenue pipeline. AI-Fueled Power Demand and Brookfield Backing Might Change The Case For Investing In Bloom Energy (BE)
• Positive Sentiment: Retail/bullish coverage — Recent bullish writeups (OppCost/Substack summarized on Yahoo and InsiderMonkey) argue Bloom is becoming core infrastructure for on‑site power and highlight strong demand trends, which can attract retail interest and momentum buyers. Is Bloom Energy Corporation (BE) A Good Stock To Buy Now?
• Positive Sentiment: Management/technology narrative — Profiles of founder/CEO KR Sridhar emphasize Bloom’s SOFC tech and leadership vision, supporting the long‑term credibility of the growth story. KR Sridhar: Clean Energy Visionary, Bloom Energy Founder and CEO, and Pioneer in Solid Oxide Fuel Cell Technology
• Neutral Sentiment: Outlook vs. profitability — Motley Fool coverage notes record revenue growth and data‑center traction but flags thin profitability; upside exists but depends on margin improvement. Is Bloom Energy Stock Going to $200?
• Neutral Sentiment: Market backdrop — Broad market indicators suggesting a bullish shift may help cyclical/tech‑exposed names like Bloom, but sector moves are not guaranteed to lift single stocks. Spring Forward: 5 Indicators Illustrate a Bullish Shift
• Neutral Sentiment: Peer comparison note — A head‑to‑head survey piece comparing NextNRG and Bloom provides context on competitive positioning but contains no immediate catalyst. Head-To-Head Survey: NextNRG (NASDAQ:NXXT) and Bloom Energy (NYSE:BE)
• Negative Sentiment: Zacks downgrade — Zacks cut Bloom from “strong‑buy” to “hold,” an analyst action that can prompt selling and weighs on short‑term sentiment. Zacks Research Downgrade

Bloom Energy Trading Down 1.5%

Shares of BE stock opened at $156.74 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 company has a market cap of $43.97 billion, a price-to-earnings ratio of -412.48, a PEG ratio of 6.50 and a beta of 3.11. Bloom Energy Corporation has a 1 year low of $15.15 and a 1 year high of $180.90. The firm has a fifty day moving average price of $146.69 and a 200-day moving average price of $111.72.

Bloom Energy (NYSE:BE) last announced its earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The company had revenue of $777.68 million for the quarter, compared to analysts’ expectations of $647.59 million. During the same period last year, the firm earned $0.43 EPS. Bloom Energy’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. As a group, equities analysts predict that Bloom Energy Corporation will post -0.23 earnings per share for the current year.

Wall Street Analysts Forecast Growth

BE has been the topic of a number of research reports. Mizuho raised their price target on Bloom Energy to $110.00 and gave the stock a “neutral” rating in a research note on Monday, February 9th. Jefferies Financial Group set a $102.00 price objective on Bloom Energy in a research report on Tuesday, February 10th. Zacks Research downgraded Bloom Energy from a “strong-buy” rating to a “hold” rating in a report on Monday. Barclays assumed coverage on Bloom Energy in a research report on Wednesday, January 28th. They issued an “equal weight” rating and a $153.00 target price on the stock. Finally, Royal Bank Of Canada set a $143.00 price target on Bloom Energy in a research note on Tuesday, January 20th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $131.87.

Insider Transactions at Bloom Energy

In other news, insider Maciej Kurzymski sold 3,264 shares of Bloom Energy stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $86.48, for a total transaction of $282,270.72. Following the transaction, the insider directly owned 90,005 shares of the company’s stock, valued at $7,783,632.40. The trade was a 3.50% decrease in their position. 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 business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were 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. This trade represents a 0.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 268,788 shares of company stock valued at $45,575,889. Company insiders own 3.60% of the company’s stock.

Bloom Energy 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.