348,192 Shares in Bloom Energy Corporation $BE Purchased by William Blair Investment Management LLC

William Blair Investment Management LLC bought a new position in shares of Bloom Energy Corporation (NYSE:BE) during the 4th quarter, HoldingsChannel reports. The firm bought 348,192 shares of the company’s stock, valued at approximately $30,254,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. WPG Advisers LLC grew its holdings in Bloom Energy by 26.4% during the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after acquiring an additional 67 shares in the last quarter. Fifth Third Bancorp purchased a new stake in Bloom Energy during the 3rd quarter worth approximately $32,000. Parkside Financial Bank & Trust grew its position in Bloom Energy by 250.9% during 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 last quarter. NewEdge Advisors LLC grew its position in Bloom Energy by 674.7% during the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after purchasing an additional 1,626 shares during the last quarter. Finally, Lodestone Wealth Management LLC acquired a new stake in Bloom Energy during the 4th quarter valued at approximately $43,000. 77.04% of the stock is currently owned by institutional investors.

Bloom Energy Stock Down 0.1%

Shares of NYSE:BE opened at $302.26 on Monday. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90. Bloom Energy Corporation has a fifty-two week low of $17.85 and a fifty-two week high of $322.83. The firm’s 50 day moving average price is $206.97 and its 200 day moving average price is $154.80. The stock has a market cap of $85.97 billion, a price-to-earnings ratio of -6,043.97 and a beta of 3.82.

Bloom Energy (NYSE:BE) last released its quarterly earnings data 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 net margin of 0.25% and a return on equity of 21.05%. The company had revenue of $751.05 million for the quarter, compared to analysts’ expectations of $539.94 million. During the same quarter last year, the company earned $0.03 earnings per share. The firm’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. As a group, equities research analysts predict that Bloom Energy Corporation will post 1.31 earnings per share for the current fiscal year.

Bloom Energy News Roundup

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

• Positive Sentiment: Bloom Energy announced a $2.6 billion strategic partnership with Nebius Group to power U.S. data centers with fuel cells, boosting expectations for long-term revenue from AI infrastructure demand. Bloom Energy rises 2% after partnering with European AI infrastructure upstart in $2.6 billion deal
• Positive Sentiment: Multiple outlets highlighted Bloom Energy as a beneficiary of the AI buildout, with commentary that the stock remains attractive for long-term investors despite the recent run-up. 2 Energy Stocks That Are the Smartest Long-Term Buys During the Energy Boom
• Positive Sentiment: Bloom Energy has been included in reports on stocks hitting 52-week highs, showing strong momentum as investors rotate into AI infrastructure and power-related names. APLD, BE, GFS Stocks Hit 52-Week Highs: What’s Driving The Surge?
• Neutral Sentiment: One article noted unusually large put-option activity in BE, suggesting some traders may be hedging or betting on volatility after the sharp rally.
• Neutral Sentiment: Several pieces discussed whether the stock’s surge has gone too far, but these were valuation-focused opinions rather than new company developments. Bloom Energy’s Rally May Have Pushed the Stock Too Far
• Negative Sentiment: Some analysts warned the rally may be ahead of fundamentals, which could pressure the stock if investors start questioning how quickly the AI momentum can translate into profits. Bloom Energy: Pause Warranted

Wall Street Analyst Weigh In

Several brokerages have commented on BE. Susquehanna lifted their price objective on shares of Bloom Energy to $293.00 and gave the company a “positive” rating in a research note on Wednesday, April 29th. Wall Street Zen raised shares of Bloom Energy from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Barclays boosted their price target on shares of Bloom Energy to $254.00 and gave the stock an “equal weight” rating in a report on Monday, May 11th. Robert W. Baird upped their target price on shares of Bloom Energy to $242.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Finally, Jefferies Financial Group raised shares of Bloom Energy from an “underperform” rating to a “hold” rating and set a $187.00 target price for the company in a report on Tuesday, April 14th. Two research 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $217.48.

Insider Transactions at Bloom Energy

In other news, insider Aman Joshi sold 4,813 shares of the stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $288.20, for a total transaction of $1,387,106.60. Following the transaction, the insider directly owned 175,708 shares in the company, valued at $50,639,045.60. This represents a 2.67% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shawn Marie Soderberg sold 2,746 shares of the stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $259.42, for a total transaction of $712,367.32. Following the transaction, the insider owned 135,107 shares in the company, valued at approximately $35,049,457.94. The trade was a 1.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 525,271 shares of company stock worth $99,167,479 in the last 90 days. Insiders own 3.00% 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.