GF Fund Management CO. LTD. Decreases Stock Holdings in Bloom Energy Corporation $BE

GF Fund Management CO. LTD. lessened its stake in shares of Bloom Energy Corporation (NYSE:BE) by 77.9% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 143,664 shares of the company’s stock after selling 505,192 shares during the quarter. GF Fund Management CO. LTD.’s holdings in Bloom Energy were worth $12,483,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of BE. Graticule Asia Macro Advisors LLC purchased a new stake in Bloom Energy during the 3rd quarter valued at $402,494,000. Trivest Advisors Ltd raised its holdings in Bloom Energy by 1,461.6% during the 3rd quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after buying an additional 3,201,000 shares during the period. Westfield Capital Management Co. LP purchased a new stake in Bloom Energy during the 3rd quarter valued at $141,679,000. Man Group plc raised its holdings in Bloom Energy by 177.4% during the 2nd quarter. Man Group plc now owns 2,392,915 shares of the company’s stock valued at $57,239,000 after buying an additional 1,530,167 shares during the period. Finally, Vanguard Group Inc. raised its holdings in Bloom Energy by 6.3% during the 3rd quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock valued at $1,759,726,000 after buying an additional 1,240,819 shares during the period. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Analyst Ratings Changes

Several research firms recently weighed in on BE. BTIG Research increased their price target on Bloom Energy to $165.00 and gave the company a “buy” rating in a report on Friday, February 6th. Zacks Research upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 7th. Roth Mkm restated a “neutral” rating on shares of Bloom Energy in a report on Tuesday. Jefferies Financial Group upgraded Bloom Energy from an “underperform” rating to a “hold” rating and set a $187.00 price target on the stock in a report on Tuesday. Finally, TD Cowen increased their price target on Bloom Energy to $160.00 and gave the company a “hold” rating in a report on Friday, February 6th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, Bloom Energy has an average rating of “Hold” and a consensus price target of $144.27.

Insider Activity at Bloom Energy

In related news, insider Satish Chitoori sold 20,000 shares of the firm’s stock in a transaction dated Tuesday, April 14th. The shares were sold at an average price of $204.23, for a total value of $4,084,600.00. Following the transaction, the insider owned 212,365 shares of the company’s stock, valued at $43,371,303.95. This trade represents a 8.61% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Kr Sridhar sold 200,000 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total transaction 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 $372,277,730. This represents a 8.37% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 455,092 shares of company stock worth $78,564,475. 3.60% of the stock is currently owned by corporate insiders.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Oracle hyperscaler deal expansion lifts revenue visibility and underpins multi-year deployment potential for Bloom’s fuel-cell systems. Bloom Energy Is Soaring. Here’s Why.
• Positive Sentiment: Technical breakout and AI data-center demand: BE has moved above its 50- and 200-day SMAs after a large run, attracting momentum traders and quant flows tied to expectations for clean, resilient power for AI infrastructure. Bloom Energy Surges Past 50 & 200-Day SMAs: How to Trade the Stock?
• Positive Sentiment: Wall Street support: JPMorgan raised its price target to $231, citing stronger contract visibility with hyperscalers — analyst upgrades/target increases are helping sustain buying interest. JPMorgan Chase & Co. Raises Bloom Energy (NYSE:BE) Price Target to $231.00
• Positive Sentiment: Bullish coverage and thematic pieces highlight Bloom as a core play in the AI power story and a renewable-energy beneficiary, reinforcing investor conviction. Stocks Break Out to New Highs: 3 AI Leaders to Buy Now (BE, NBIS, NVDA)
• Neutral Sentiment: High-profile retail/individual trade stories and headlines (viral gains) are amplifying attention and volatility but don’t change fundamentals. 24-Year-Old Turns $875 Million Into $2.2 Billion Via Bloom Energy Stock
• Negative Sentiment: Insider selling: filings show Satish Chitoori and Shawn Soderberg sold sizable blocks (multiple transactions at ~$204–$225 per share), which can prompt investor caution and add supply into the market. Bloom Energy (NYSE:BE) Insider Satish Chitoori Sells 20,000 Shares
• Negative Sentiment: Analyst caution and profit-taking: some firms flagged execution/margin risks and traders have taken profits after the Oracle headline — broader macro catalysts (e.g., ceasefire/market rotation) have also pressured cyclical energy names. Johnson Controls, ESAB, Illinois Tool Works, Bloom Energy, and Kennametal Stocks Trade Down, What You Need To Know

Bloom Energy Stock Down 1.4%

Shares of BE opened at $207.18 on Friday. The firm has a fifty day moving average price of $155.63 and a 200-day moving average price of $128.43. 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 has a market capitalization of $58.12 billion, a P/E ratio of -545.21, a P/E/G ratio of 8.44 and a beta of 3.18. Bloom Energy Corporation has a 12-month low of $16.01 and a 12-month high of $229.55.

Bloom Energy (NYSE:BE) last posted its quarterly 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. The company had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The firm’s revenue was up 35.9% compared to the same quarter last year. During the same quarter last year, the firm posted $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Equities research analysts expect that Bloom Energy Corporation will post -0.23 earnings per share for the current year.

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.