Jag Capital Management LLC Makes New $266,000 Investment in Bloom Energy Corporation $BE

Jag Capital Management LLC acquired a new position in shares of Bloom Energy Corporation (NYSE:BE) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 3,062 shares of the company’s stock, valued at approximately $266,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. 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 worth $1,759,726,000 after purchasing an additional 1,240,819 shares during the last quarter. Graticule Asia Macro Advisors LLC bought a new stake in Bloom Energy during the 3rd quarter worth about $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 worth $289,229,000 after purchasing an additional 3,201,000 shares during the last quarter. Goldman Sachs Group Inc. raised its holdings in Bloom Energy by 50.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after purchasing an additional 836,810 shares during the last quarter. Finally, 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 worth $57,239,000 after purchasing an additional 1,530,167 shares during the last quarter. 77.04% of the stock is owned by institutional investors.

Bloom Energy Trading Up 1.1%

NYSE:BE opened at $261.57 on Wednesday. Bloom Energy Corporation has a twelve month low of $17.01 and a twelve month high of $310.00. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90. The business has a 50 day moving average price of $198.40 and a two-hundred day moving average price of $151.36. The company has a market cap of $74.40 billion, a P/E ratio of -5,230.41 and a beta of 3.82.

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

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Recent commentary continues to frame Bloom Energy as a major beneficiary of AI-driven power demand, with analysts arguing that grid constraints make its onsite power solutions more valuable. Missed Nvidia? Why Tech Analyst Beth Kindig Calls Bloom Energy Tech’s ‘Biggest Outperformer’ After 217% Rally In 2026
• Positive Sentiment: Bloom Energy’s strong first-quarter earnings beat and raised 2026 guidance still support the bullish long-term thesis, especially around AI infrastructure demand. Bloom Energy (BE) Crushes Q1 Estimates, Raises 2026 Guidance
• Neutral Sentiment: The stock was also highlighted in lists of top clean-energy names, reinforcing that BE remains a widely watched growth story. Bloom Energy (BE) – Among the 10 Best Clean Energy Stocks to Buy Right Now
• Neutral Sentiment: Bloom Energy was mentioned in a broader market selloff involving AI and energy-related names, suggesting some of the weakness is coming from sector rotation rather than only company-specific news. Dow Jones Futures: Stocks Mixed As Trump Postpones Iran Attack; Sandisk, Bloom Energy, AI Leaders Sell Off
• Negative Sentiment: Several insider sales disclosed over the past day are likely weighing on sentiment, even though the company said the transactions were mainly tied to tax withholding on vested equity awards. Bloom Energy (NYSE:BE) Insider Satish Chitoori Sells 2,111 Shares
• Negative Sentiment: Traders also appear to be taking profits after Bloom Energy’s sharp post-earnings run, with reports noting the market is reassessing whether the rally moved too far too fast. Bloom Energy Stock Is Slumping Monday: What’s Driving The Action?

Insider Activity

In other news, insider Aman Joshi sold 19,944 shares of the stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $154.85, for a total value of $3,088,328.40. Following the completion of the sale, the insider owned 190,521 shares of the company’s stock, valued at approximately $29,502,176.85. This represents a 9.48% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Kr Sridhar sold 200,000 shares of the firm’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $170.00, for a total value of $34,000,000.00. Following the sale, 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 SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 525,271 shares of company stock worth $99,167,479. 3.00% of the stock is currently owned by insiders.

Analyst Ratings Changes

BE has been the subject of several recent research reports. Morgan Stanley reissued an “overweight” rating and set a $310.00 price objective on shares of Bloom Energy in a report on Wednesday, April 29th. Wall Street Zen raised Bloom Energy from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Robert W. Baird upped their price target on Bloom Energy to $242.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Jefferies Financial Group raised Bloom Energy from an “underperform” rating to a “hold” rating and set a $187.00 price target for the company in a research note on Tuesday, April 14th. Finally, Mizuho set a $285.00 price target on Bloom Energy in a research note on Friday, May 1st. 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 given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $217.48.

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.