Susquehanna Fundamental Investments LLC Acquires New Stake in Bloom Energy Corporation $BE

Susquehanna Fundamental Investments LLC acquired a new stake in Bloom Energy Corporation (NYSE:BE) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 25,371 shares of the company’s stock, valued at approximately $7,680,000.

Several other hedge funds also recently made changes to their positions in the company. Fortem Financial Group LLC acquired a new position in Bloom Energy during the fourth quarter worth $369,000. Strs Ohio lifted its holdings in Bloom Energy by 24.8% in the fourth quarter. Strs Ohio now owns 41,200 shares of the company’s stock valued at $3,580,000 after acquiring an additional 8,200 shares during the period. Militia Capital Management LLC purchased a new stake in shares of Bloom Energy during the 1st quarter worth $813,000. Norges Bank acquired a new position in shares of Bloom Energy during the 4th quarter worth $239,683,000. Finally, Assenagon Asset Management S.A. increased its holdings in shares of Bloom Energy by 3,398.3% in the 2nd quarter. Assenagon Asset Management S.A. now owns 239,877 shares of the company’s stock valued at $72,611,000 after purchasing an additional 233,020 shares in the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on BE. Mizuho raised shares of Bloom Energy from a “neutral” rating to an “outperform” rating and decreased their price objective for the stock from $285.00 to $242.00 in a report on Thursday, July 30th. Royal Bank Of Canada reiterated an “outperform” rating and set a $335.00 price target on shares of Bloom Energy in a research report on Wednesday, June 10th. Robert W. Baird reissued an “outperform” rating and set a $310.00 price target on shares of Bloom Energy in a research note on Thursday, July 9th. Citigroup restated a “hold” rating on shares of Bloom Energy in a report on Thursday, July 16th. Finally, Susquehanna lifted their price objective on Bloom Energy from $293.00 to $298.00 and gave the stock a “positive” rating in a report on Friday, July 10th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $248.05.

Bloom Energy Trading Down 2.1%

Shares of BE opened at $206.39 on Tuesday. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. Bloom Energy Corporation has a 1-year low of $48.87 and a 1-year high of $351.28. The stock has a market cap of $60.79 billion, a price-to-earnings ratio of 275.19, a price-to-earnings-growth ratio of 2.89 and a beta of 3.79. The firm has a 50 day simple moving average of $232.72 and a 200-day simple moving average of $219.92.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The firm had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. During the same quarter in the prior year, the company earned $0.10 EPS. Bloom Energy’s revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Equities analysts forecast that Bloom Energy Corporation will post 1.92 EPS for the current fiscal year.

Insider Transactions at Bloom Energy

In other Bloom Energy news, Director Jeffrey R. Immelt sold 30,000 shares of the firm’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $238.91, for a total transaction of $7,167,300.00. Following the sale, the director directly owned 201,243 shares of the company’s stock, valued at $48,078,965.13. This trade represents a 12.97% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Aman Joshi sold 8,343 shares of Bloom Energy 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 owned 163,807 shares of the company’s stock, valued at approximately $49,202,708.59. This trade represents a 4.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 89,464 shares of company stock worth $22,131,255 in the last ninety days. Company 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’s Power Connect system reportedly reduces onsite installation time by more than 40%. Faster deployment could help the company meet surging demand from AI data centers and supports its higher 2026 revenue and earnings outlook. Will Faster Installations Drive Bloom Energy’s AI Expansion?
• Neutral Sentiment: Bloom Energy’s shares have gained roughly 1,290% over three years, but valuation measures are mixed. A discounted-cash-flow analysis suggests the stock may be trading above intrinsic value, while market-based multiples imply stronger growth expectations; the result is a relatively low value rating despite continued momentum. Is Bloom Energy Priced For Perfection After AI Demand?
• Negative Sentiment: Multiple law firms are publicizing a securities class action against Bloom Energy concerning investors who purchased shares between February 27, 2025, and July 8, 2026. The firms allege violations of federal securities laws and are seeking lead plaintiffs by September 28, 2026. Repeated notices increase headline and litigation risk, although the allegations have not been proven. Rosen Law Firm Class Action Deadline Notice
• Negative Sentiment: One complaint reportedly alleges that Bloom Energy misrepresented its supply chain by stating it had no China supply-chain exposure while allegedly routing Chinese-sourced scandium and components through intermediaries in several Asian countries. If substantiated, such claims could create financial, regulatory, and reputational risks. Levi & Korsinsky Supply-Chain Allegation Notice

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.