Bloom Energy Corporation $BE Shares Sold by California State Teachers Retirement System

California State Teachers Retirement System trimmed its holdings in Bloom Energy Corporation (NYSE:BE) by 2.4% during the first quarter, HoldingsChannel.com reports. The firm owned 310,859 shares of the company’s stock after selling 7,528 shares during the period. California State Teachers Retirement System’s holdings in Bloom Energy were worth $42,118,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in BE. Bayforest Capital Ltd bought a new position in shares of Bloom Energy during the first quarter valued at approximately $2,055,000. AQR Capital Management LLC acquired a new stake in shares of Bloom Energy during the 1st quarter worth approximately $1,820,000. NewEdge Advisors LLC lifted its holdings in shares of Bloom Energy by 674.7% in 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. Goldman Sachs Group Inc. lifted its holdings in shares of Bloom Energy by 50.3% in 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, Focus Partners Wealth boosted its position in Bloom Energy by 30.7% during the 1st quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock valued at $394,000 after purchasing an additional 4,716 shares during the period. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Bloom Energy Stock Down 0.5%

Shares of NYSE:BE opened at $206.06 on Friday. The company has a debt-to-equity ratio of 1.59, a quick ratio of 4.10 and a current ratio of 4.09. The company has a market cap of $58.61 billion, a PE ratio of 274.75 and a beta of 3.73. Bloom Energy Corporation has a 52 week low of $32.52 and a 52 week high of $351.28. The firm has a 50 day simple moving average of $261.00 and a 200 day simple moving average of $209.14.

Bloom Energy (NYSE:BE) last released its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. The company had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The company’s revenue was up 165.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, research analysts expect that Bloom Energy Corporation will post 1.43 earnings per share for the current year.

Analysts Set New Price Targets

A number of research firms recently weighed in on BE. JPMorgan Chase & Co. dropped their price objective on shares of Bloom Energy from $346.00 to $314.00 and set an “overweight” rating on the stock in a report on Wednesday. Jefferies Financial Group set a $188.00 target price on shares of Bloom Energy in a research note on Wednesday. TD Cowen restated a “hold” rating and issued a $235.00 target price on shares of Bloom Energy in a research report on Monday, July 20th. BMO Capital Markets dropped their price target on shares of Bloom Energy from $279.00 to $227.00 and set a “market perform” rating on the stock in a research note on Wednesday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, July 21st. Three equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Bloom Energy has an average rating of “Moderate Buy” and an average price target of $246.18.

Key Bloom Energy News

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

• Positive Sentiment: Analyst support and AI demand: Mizuho upgraded Bloom Energy to “Outperform” and set a $242 price target, citing the potential for fuel cells to provide rapidly deployable power for data centers. Other coverage also highlights Bloom’s commercial scale and a reported multiyear backlog tied to artificial-intelligence power demand. Mizuho upgrades Bloom Energy
• Positive Sentiment: Strong quarterly results continue to support the bull case: Bloom reported quarterly revenue of $1.07 billion, up 165.5% year over year, and EPS of $0.78 versus the $0.39 consensus estimate. The company also issued fiscal 2026 EPS guidance of $2.55 to $2.85, reinforcing optimism about accelerating demand and operating leverage. Bloom Energy shares gap up after strong earnings
• Neutral Sentiment: Valuation and technical volatility are limiting conviction: Despite the earnings beat, Bloom trades at a very high earnings multiple and has fallen substantially from its 52-week high. The sharp swings indicate that traders are rapidly repricing both the company’s AI opportunity and execution risks.
• Negative Sentiment: Hunterbrook challenges fuel-cell performance claims: Hunterbrook Capital alleged that Bloom’s fuel cells may not deliver the efficiency, output, or lifespan previously claimed. The report directly attacks the company’s technology and could pressure investor confidence if its assertions gain wider attention. Hunterbrook report challenges fuel-cell performance
• Negative Sentiment: Multiple securities-fraud class-action announcements add legal overhang: Several law firms publicized a lawsuit covering investors who purchased Bloom securities from February 27, 2025, through July 8, 2026, alleging investor harm from purportedly misleading disclosures. The September 28, 2026 lead-plaintiff deadline is likely to keep the issue in focus, although the repeated notices largely concern the same case. Bloom Energy class action investor alert
• Negative Sentiment: Conflicting analyst views weigh on sentiment: Wells Fargo lowered its price target to $176 and maintained an “Equal Weight” rating, while BMO issued a pessimistic forecast. Those targets contrast sharply with Mizuho’s bullish outlook and highlight uncertainty over whether Bloom’s growth expectations justify its valuation. Bloom Energy analyst coverage

Insider Activity

In other Bloom Energy news, insider Satish Chitoori sold 2,837 shares of the firm’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $289.11, for a total value of $820,205.07. Following the sale, the insider directly owned 207,417 shares in the company, valued at $59,966,328.87. This trade represents a 1.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 8,343 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $300.37, for a total value of $2,505,986.91. Following the sale, the insider owned 163,807 shares in the company, valued at approximately $49,202,708.59. This represents a 4.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 118,617 shares of company stock worth $34,238,909 over the last 90 days. Company insiders own 3.00% of the company’s stock.

Bloom Energy Company 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.