Hsbc Holdings PLC Increases Stock Position in Bloom Energy Corporation $BE

Hsbc Holdings PLC raised its stake in shares of Bloom Energy Corporation (NYSE:BE) by 31.6% in the fourth quarter, Holdings Channel.com reports. The fund owned 342,223 shares of the company’s stock after purchasing an additional 82,089 shares during the period. Hsbc Holdings PLC’s holdings in Bloom Energy were worth $29,697,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Geode Capital Management LLC lifted its holdings in shares of Bloom Energy by 5.4% in the 4th quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock worth $461,272,000 after acquiring an additional 269,662 shares during the last quarter. Brooklands Fund Management Ltd acquired a new stake in Bloom Energy in the 4th quarter valued at approximately $347,560,000. Amundi increased its holdings in Bloom Energy by 390.7% in the 4th quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after purchasing an additional 2,511,426 shares during the last quarter. Norges Bank purchased a new stake in Bloom Energy in the fourth quarter valued at approximately $239,683,000. Finally, Goldman Sachs Group Inc. raised its position in Bloom Energy by 50.3% in the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after purchasing an additional 836,810 shares during the period. 77.04% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Bloom Energy

In other news, insider Aman Joshi sold 10,000 shares of Bloom Energy stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $135.88, for a total value of $1,358,800.00. Following the completion of the transaction, the insider owned 180,521 shares in the company, valued at approximately $24,529,193.48. This trade represents a 5.25% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Satish Chitoori sold 20,000 shares of Bloom Energy 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 completion of the transaction, the insider owned 212,365 shares of the company’s stock, valued at $43,371,303.95. The trade was a 8.61% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 230,274 shares of company stock valued at $58,696,472 in the last 90 days. Insiders own 3.00% of the company’s stock.

Key Bloom Energy News

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

• Positive Sentiment: Bloom Energy is being highlighted as a hot AI infrastructure and data-center power play, with articles noting that rising power demand from AI builds is driving investor enthusiasm. This AI Infrastructure Stock Is Up 14X in the Last Year (Hint: It’s Not Micron)
• Positive Sentiment: Bloom Energy has been included in market commentary as one of the stocks powering the AI boom, reinforcing the idea that demand for its products is tied to a strong secular growth theme. CAT stock hits $1,000 on AI demand: Here are two other stocks powering the boom
• Neutral Sentiment: Several recent articles focus on whether Bloom Energy is now too expensive after its massive rally, suggesting valuation is becoming a bigger issue for investors even as the AI story remains intact. Is It Too Late to Buy Bloom Energy Stock After Its 1,410% Gain?
• Neutral Sentiment: Bloom Energy was also featured in roundup and investment-ideas articles, which mainly reflect ongoing market attention rather than a new business update. Zacks Investment Ideas feature highlights: Bloom, Oracle, Brookfield Asset Management, Crescent and Diversified Energy
• Negative Sentiment: Recent coverage also points to a sharp pullback after the stock’s run-up, with one report noting Bloom Energy declined more than the market, underscoring that investors may be taking profits amid the huge advance. Why Bloom Energy Stock Tumbled Today
• Negative Sentiment: Some commentary warns the stock may be priced for perfection and vulnerable to an AI-energy bubble narrative, which could weigh on sentiment if investors grow more cautious about the valuation. Famous Short-Seller Says We’re In an AI Energy Bubble. Will Bloom Energy Prove Him Wrong?

Bloom Energy Price Performance

Bloom Energy stock opened at $323.89 on Thursday. 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 52-week low of $21.50 and a 52-week high of $349.99. The firm has a market cap of $92.13 billion, a PE ratio of -6,476.42 and a beta of 3.73. The company’s 50 day moving average is $272.16 and its two-hundred day moving average is $183.38.

Bloom Energy (NYSE:BE) last posted its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, topping 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 business had revenue of $751.05 million during the quarter, compared to the consensus estimate of $539.94 million. During the same quarter in the previous year, the firm posted $0.03 earnings per share. The company’s quarterly revenue was up 130.4% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, research analysts expect that Bloom Energy Corporation will post 1.31 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on BE shares. Susquehanna raised their price target on Bloom Energy to $293.00 and gave the stock a “positive” rating in a research report on Wednesday, April 29th. BTIG Research boosted their price objective on Bloom Energy to $295.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Morgan Stanley reiterated an “overweight” rating and issued a $310.00 price objective on shares of Bloom Energy in a report on Wednesday, April 29th. UBS Group set a $322.00 target price on Bloom Energy in a research note on Monday. Finally, Wall Street Zen upgraded Bloom Energy from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $224.36.

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.