Capstone Capital Management Ltd Acquires Shares of 13,262 Bloom Energy Corporation $BE

Capstone Capital Management Ltd acquired a new stake in shares of Bloom Energy Corporation (NYSE:BE) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 13,262 shares of the company’s stock, valued at approximately $1,152,000. Bloom Energy makes up 1.1% of Capstone Capital Management Ltd’s investment portfolio, making the stock its 16th largest position.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. ProShare Advisors LLC grew its stake in shares of Bloom Energy by 7.1% during the fourth quarter. ProShare Advisors LLC now owns 41,548 shares of the company’s stock worth $3,610,000 after buying an additional 2,750 shares during the last quarter. HighTower Advisors LLC grew its stake in shares of Bloom Energy by 301.8% in the fourth quarter. HighTower Advisors LLC now owns 57,276 shares of the company’s stock worth $4,977,000 after purchasing an additional 43,020 shares during the last quarter. Stephens Investment Management Group LLC grew its stake in shares of Bloom Energy by 1.1% in the fourth quarter. Stephens Investment Management Group LLC now owns 499,823 shares of the company’s stock worth $43,430,000 after purchasing an additional 5,396 shares during the last quarter. DNB Asset Management AS grew its stake in shares of Bloom Energy by 435.7% in the fourth quarter. DNB Asset Management AS now owns 62,655 shares of the company’s stock worth $5,444,000 after purchasing an additional 50,959 shares during the last quarter. Finally, Wakefield Asset Management LLLP bought a new stake in shares of Bloom Energy in the fourth quarter worth $348,000. Institutional investors own 77.04% of the company’s stock.

Bloom Energy News Roundup

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

• Positive Sentiment: Several recent pieces continue to highlight Bloom Energy as a beneficiary of AI-related power demand, with analysts calling it a key infrastructure play as grid constraints make onsite power more important. Missed Nvidia? Why Tech Analyst Beth Kindig Calls Bloom Energy Tech’s ‘Biggest Outperformer’ After 217% Rally In 2026
• Positive Sentiment: Bloom Energy is also being featured in lists of top clean energy stocks, reinforcing bullish sentiment around its growth prospects and long-term demand outlook. Bloom Energy (BE) – Among the 10 Best Clean Energy Stocks to Buy Right Now
• Positive Sentiment: Investors are also reacting to Bloom Energy’s strong first-quarter results and raised 2026 guidance, which support the company’s fundamental momentum. Bloom Energy (BE) Crushes Q1 Estimates, Raises 2026 Guidance
• Neutral Sentiment: Bloom Energy was mentioned in a broader market roundup as AI and clean-energy names sold off, suggesting the stock is also being pulled down by sector-wide volatility rather than company-specific news alone. Dow Jones Futures: Stocks Mixed As Trump Postpones Iran Attack; Sandisk, Bloom Energy, AI Leaders Sell Off
• Negative Sentiment: Short-term traders are selling BE after its big post-earnings surge, with one report saying the market is now focused on whether the prior rally got ahead of itself. Bloom Energy Stock Is Slumping Monday: What’s Driving The Action?

Bloom Energy Trading Down 6.2%

NYSE:BE opened at $258.93 on Tuesday. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03. The firm has a market cap of $73.65 billion, a price-to-earnings ratio of -5,177.58 and a beta of 3.82. Bloom Energy Corporation has a 52 week low of $17.01 and a 52 week high of $310.00. The firm has a 50-day moving average price of $195.89 and a two-hundred day moving average price of $150.45.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, beating the consensus estimate of $0.12 by $0.32. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The firm had revenue of $751.05 million during the quarter, compared to analyst estimates of $539.94 million. During the same quarter last year, the business posted $0.03 EPS. The company’s revenue for the quarter was up 130.4% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, equities analysts expect that Bloom Energy Corporation will post 1.31 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities analysts recently issued reports on the stock. Susquehanna boosted their target price on shares of Bloom Energy to $293.00 and gave the company a “positive” rating in a report on Wednesday, April 29th. TD Cowen boosted their target price on shares of Bloom Energy to $235.00 and gave the company a “hold” rating in a report on Wednesday, April 29th. China Renaissance assumed coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They issued a “buy” rating and a $207.00 target price on the stock. BTIG Research boosted their target price on shares of Bloom Energy to $295.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Finally, Zacks Research upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 7th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $217.48.

Insider Activity

In other news, CEO Kr Sridhar sold 200,000 shares of the stock in a transaction that occurred on Tuesday, February 24th. The shares were 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 of the company’s stock, valued at $372,277,730. This represents a 8.37% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Mary K. Bush sold 25,000 shares of the stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the transaction, the director directly owned 108,524 shares of the company’s stock, valued at $28,971,567.04. This represents a 18.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 525,271 shares of company stock worth $99,167,479. 3.00% of the stock is owned by insiders.

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.