MASTERINVEST Kapitalanlage GmbH Makes New $491,000 Investment in Bloom Energy Corporation $BE

MASTERINVEST Kapitalanlage GmbH bought a new stake in shares of Bloom Energy Corporation (NYSE:BE) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 3,625 shares of the company’s stock, valued at approximately $491,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Blue Trust Inc. raised its position in shares of Bloom Energy by 37.2% in the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after acquiring an additional 51 shares in the last quarter. HB Wealth Management LLC boosted its position in Bloom Energy by 1.6% during the first quarter. HB Wealth Management LLC now owns 3,442 shares of the company’s stock valued at $466,000 after purchasing an additional 54 shares in the last quarter. WPG Advisers LLC boosted its position in Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after purchasing an additional 67 shares in the last quarter. Cedar Mountain Advisors LLC grew its stake in Bloom Energy by 29.0% in the first quarter. Cedar Mountain Advisors LLC now owns 334 shares of the company’s stock valued at $45,000 after purchasing an additional 75 shares during the last quarter. Finally, Orion Capital Management LLC grew its stake in Bloom Energy by 0.7% in the fourth quarter. Orion Capital Management LLC now owns 12,083 shares of the company’s stock valued at $1,050,000 after purchasing an additional 83 shares during the last quarter. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Bloom Energy News Summary

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

• Positive Sentiment: Bloom Energy is being highlighted as a key beneficiary of the AI data center boom, with multiple articles pointing to rising electricity demand, grid constraints, and the need for alternative power solutions. Buy 3 High-Flying Alternative Energy Stocks to Tap AI Data Center Boom
• Positive Sentiment: Clear Street raised its price target on BE to $290 from $250, which can help support investor confidence even though the firm kept a Hold rating. Is Bloom Energy Corporation among the 8 Best Stocks to Buy Following Federal Reserve Pivot Expectations?
• Neutral Sentiment: The stock was also mentioned in a broader “best stocks” screen tied to potential Fed easing, with 91 hedge funds reported as holders, which may keep it on investors’ radar without changing the near-term thesis. Is Bloom Energy Corporation among the 8 Best Stocks to Buy Following Federal Reserve Pivot Expectations?
• Negative Sentiment: A Zacks note said BE fell despite the broader market moving higher, signaling some profit-taking after a strong run. Bloom Energy (BE) Stock Drops Despite Market Gains: Important Facts to Note
• Negative Sentiment: Bloom Energy was also hit by a short-seller report from Hunterbrook attacking its supply-chain claims, adding skepticism and pressure on the shares. Short seller Hunterbrook attacked Bloom Energy’s supply-chain claims. BE stock is bruised, but not broken.
• Negative Sentiment: Valuation concerns remain a headwind, with one recent piece arguing the stock may be trading above fair value after a large multi-year rally, which can make investors cautious. Bloom Energy (BE) Stock Could Be Below Fair Value After A 12x Run

Insiders Place Their Bets

In related news, insider Aman Joshi sold 8,343 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $300.37, for a total transaction of $2,505,986.91. Following the sale, the insider directly owned 163,807 shares of the company’s stock, valued at $49,202,708.59. This trade represents a 4.85% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Mary K. Bush sold 25,000 shares of Bloom Energy stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $266.96, for a total value of $6,674,000.00. Following the transaction, the director owned 108,524 shares of the company’s stock, valued at approximately $28,971,567.04. This represents a 18.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 153,617 shares of company stock worth $44,003,909. 3.00% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

BE has been the subject of several analyst reports. Royal Bank Of Canada reissued an “outperform” rating and set a $335.00 price target on shares of Bloom Energy in a research report on Wednesday, June 10th. BTIG Research lifted their price objective on shares of Bloom Energy to $295.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Evercore reiterated an “outperform” rating and set a $350.00 price objective on shares of Bloom Energy in a research note on Wednesday, July 1st. Citigroup reiterated a “neutral” rating on shares of Bloom Energy in a research note on Thursday, May 28th. Finally, Jefferies Financial Group increased their target price on shares of Bloom Energy from $207.00 to $246.00 and gave the company a “hold” rating in a research report on Monday, July 6th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Bloom Energy currently has a consensus rating of “Hold” and a consensus price target of $250.41.

Bloom Energy Trading Down 1.9%

Shares of Bloom Energy stock opened at $238.72 on Thursday. The stock has a market cap of $67.90 billion, a PE ratio of -4,773.43 and a beta of 3.73. The firm has a fifty day moving average price of $280.39 and a 200 day moving average price of $201.51. Bloom Energy Corporation has a 1 year low of $24.04 and a 1 year high of $351.28. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10.

Bloom Energy (NYSE:BE) last posted its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, beating the consensus estimate of $0.12 by $0.32. The company had revenue of $751.05 million for the quarter, compared to analyst estimates of $539.94 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The firm’s revenue was up 130.4% on a year-over-year basis. During the same period in the prior year, the company earned $0.03 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Equities research analysts predict that Bloom Energy Corporation will post 1.4 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.