Newbridge Financial Services Group Inc. Takes $1.16 Million Position in Bloom Energy Corporation $BE

Newbridge Financial Services Group Inc. bought a new position in shares of Bloom Energy Corporation (NYSE:BE) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 13,759 shares of the company’s stock, valued at approximately $1,164,000.

Several other hedge funds have also bought and sold shares of BE. N.E.W. Advisory Services LLC bought a new stake in Bloom Energy during the 3rd quarter valued at $32,000. Fifth Third Bancorp bought a new position in shares of Bloom Energy in the third quarter valued at $32,000. Parkside Financial Bank & Trust grew its holdings in shares of Bloom Energy by 250.9% during the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock valued at $33,000 after buying an additional 281 shares during the last quarter. Elevation Point Wealth Partners LLC acquired a new position in shares of Bloom Energy during the second quarter valued at about $36,000. Finally, NewEdge Advisors LLC increased its position in shares of Bloom Energy by 674.7% during the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after acquiring an additional 1,626 shares in the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on BE. Bank of America set a $39.00 target price on shares of Bloom Energy in a report on Tuesday, November 25th. Royal Bank Of Canada set a $143.00 price objective on Bloom Energy in a report on Tuesday, January 20th. Weiss Ratings reissued a “hold (c)” rating on shares of Bloom Energy in a research note on Tuesday, January 27th. UBS Group restated a “buy” rating and issued a $170.00 target price on shares of Bloom Energy in a report on Friday, February 6th. Finally, China Renaissance assumed coverage on Bloom Energy in a research report on Wednesday, January 28th. They set a “buy” rating and a $207.00 target price on the stock. One 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 issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $131.87.

Bloom Energy News Summary

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

• Positive Sentiment: Surging AI data-center demand + Brookfield backing: Reports say Bloom has a multi-year $5B financing deal with Brookfield to expand manufacturing from ~1GW to 2GW and is sitting on a large AI-driven backlog (~$20B reported), which supports revenue visibility and capacity expansion. AI-Fueled Power Demand and Brookfield Backing Might Change The Case For Investing In Bloom Energy (BE)
• Positive Sentiment: Macro tailwind from data-center power constraints: Coverage of the “gigawatt bottleneck” for AI data centers highlights on-site and high-density power needs that play to Bloom’s solid-oxide fuel cell on-site generation pitch. That dynamic supports long-term demand. The Gigawatt Bottleneck: Power Constraints Define AI Data Center Growth
• Positive Sentiment: Bullish investor writeups: Multiple bullish pieces and Substack analyses (OppCost, InsiderMonkey summaries) are circulating, reinforcing a growth narrative that some investors are buying into. Is Bloom Energy Corporation (BE) A Good Stock To Buy Now?
• Neutral Sentiment: Zacks / investment-ideas mention: Bloom is included in a Zacks investment-ideas roundup alongside other tech names — visibility but not a direct catalyst. Zacks Investment Ideas feature highlights SanDisk, Micron, Bloom Energy, Vertiv and Lumentum
• Neutral Sentiment: Headline: stock move recap — short-term price snapshot and volume context reported without new company-specific news. Bloom Energy (BE) Stock Moves -1.28%: What You Should Know
• Neutral Sentiment: Profile / background pieces (founder KR Sridhar, sector comparisons) increase investor familiarity but are not immediate catalysts. KR Sridhar: Clean Energy Visionary, Bloom Energy Founder and CEO
• Negative Sentiment: Valuation and profit-taking concerns: Commentary questions whether BE’s recent rally has priced in too much optimism given thin profitability and a high forward multiple, which can pressure the stock after big gains. Is Bloom Energy (BE) Pricing In Too Much Optimism After Huge Year To Date Rally?
• Negative Sentiment: Competitive threat: FuelCell Energy and other fuel-cell players are targeting AI data centers with alternate DC fuel-cell solutions and carbon-capture combos — increased competition could pressure margins or bid dynamics. FCEL Targets AI Data Centers With DC Power and Carbon Capture

Bloom Energy Stock Down 1.8%

Bloom Energy stock opened at $154.28 on Friday. Bloom Energy Corporation has a fifty-two week low of $15.15 and a fifty-two week high of $180.90. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. The firm’s 50-day simple moving average is $147.81 and its 200 day simple moving average is $112.45. The stock has a market cap of $43.28 billion, a PE ratio of -406.01, a price-to-earnings-growth ratio of 6.42 and a beta of 3.11.

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

Insider Activity at Bloom Energy

In related news, insider Shawn Marie Soderberg sold 20,000 shares of Bloom Energy stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $180.00, for a total transaction of $3,600,000.00. Following the sale, the insider directly owned 376,731 shares in the company, valued at approximately $67,811,580. This trade represents a 5.04% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Kr Sridhar sold 200,000 shares of the business’s stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total value of $34,000,000.00. Following the completion of the transaction, the chief executive officer directly owned 2,189,869 shares in the company, valued at approximately $372,277,730. This represents a 8.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 268,788 shares of company stock valued at $45,575,889 in the last ninety days. Insiders own 3.60% of the company’s stock.

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.