Nykredit A S Purchases Shares of 104,471 Bloom Energy Corporation $BE

Nykredit A S purchased a new stake in Bloom Energy Corporation (NYSE:BE) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 104,471 shares of the company’s stock, valued at approximately $31,623,000.

Several other institutional investors and hedge funds also recently modified their holdings of the company. MJT & Associates Financial Advisory Group Inc. grew its holdings in shares of Bloom Energy by 49.3% during the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock worth $34,000 after buying an additional 37 shares in the last quarter. Compound Planning Inc. lifted its stake in Bloom Energy by 1.1% in the 1st quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock valued at $467,000 after acquiring an additional 38 shares in the last quarter. Carolina Wealth Advisors LLC lifted its stake in Bloom Energy by 51.7% in the 2nd quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock valued at $41,000 after acquiring an additional 46 shares in the last quarter. Blue Trust Inc. boosted its position in Bloom Energy by 37.2% during the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after acquiring an additional 51 shares during the last quarter. Finally, HB Wealth Management LLC boosted its position in Bloom Energy by 1.6% during the 1st quarter. HB Wealth Management LLC now owns 3,442 shares of the company’s stock worth $466,000 after acquiring an additional 54 shares during the last quarter. 77.04% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Bloom Energy

In other Bloom Energy news, Director Jeffrey Immelt sold 30,000 shares of the company’s stock in a transaction on 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 approximately $48,078,965.13. This represents a 12.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Aman Joshi sold 8,343 shares of the stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $300.37, for a total transaction of $2,505,986.91. Following the completion of the sale, the insider owned 163,807 shares of the company’s stock, valued at approximately $49,202,708.59. This represents a 4.85% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 89,464 shares of company stock valued at $22,131,255 in the last 90 days. Company insiders own 3.00% of the company’s stock.

Bloom Energy Stock Up 8.5%

NYSE:BE opened at $235.79 on Friday. The firm has a market capitalization of $69.45 billion, a price-to-earnings ratio of 314.39, a price-to-earnings-growth ratio of 2.98 and a beta of 3.80. Bloom Energy Corporation has a twelve month low of $52.00 and a twelve month high of $351.28. The stock’s 50 day moving average price is $226.99 and its two-hundred day moving average price is $221.56. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data 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 for the quarter, compared to analysts’ expectations of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The business’s revenue was up 165.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Equities research analysts expect that Bloom Energy Corporation will post 1.92 earnings per share for the current fiscal year.

Analyst Ratings Changes

BE has been the topic of a number of recent research reports. Robert W. Baird reiterated an “outperform” rating and issued a $310.00 price objective on shares of Bloom Energy in a report on Thursday, July 9th. Wall Street Zen cut shares of Bloom Energy from a “buy” rating to a “hold” rating in a report on Saturday, August 29th. TD Cowen reaffirmed a “hold” rating and issued a $235.00 target price on shares of Bloom Energy in a research report on Monday, July 20th. Wells Fargo & Company lowered their price target on shares of Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating on the stock in a research note on Thursday, July 30th. Finally, Jefferies Financial Group boosted their price target on shares of Bloom Energy from $188.00 to $229.00 and gave the stock a “hold” rating in a research report on Friday, August 14th. Three research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Bloom Energy has a consensus rating of “Moderate Buy” and a consensus price target of $248.05.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: AI data-center demand remains the main catalyst. Commentary from The Motley Fool and Zacks argues that grid bottlenecks and urgent power needs are driving data-center operators toward behind-the-meter and off-grid generation, where Bloom is viewed as relatively well positioned to deliver electricity quickly. I’m Calling It: Bloom Energy’s Revenue Guidance Will Keep Surprising Wall Street Through Year-End Bloom Energy: Unlocking Massive Growth Behind the Meter
• Positive Sentiment: Bloom’s AI infrastructure opportunity received additional attention. A previously announced framework with Brookfield Asset Management was expanded from $5 billion to as much as $25 billion, potentially creating a larger financing and deployment channel for Bloom fuel-cell systems serving data centers. Brookfield Quintupled Its AI Power Framework to $25 Billion
• Positive Sentiment: Index-inclusion speculation may support demand. Bloom Energy was listed among companies that could be added to the S&P 500 during the September rebalance. Actual inclusion could generate buying from index-tracking funds, although no change has been confirmed. Bloom Energy and 7 More Stocks That Could Join the S&P 500 This Month
• Neutral Sentiment: The broader risk-on market favored high-beta fuel-cell stocks, helping Bloom outperform some peers. However, the company’s elevated valuation and beta indicate that the shares may remain particularly sensitive to changes in sentiment and interest rates. Bloom Energy Spikes as Risk-On Tape Lifts High-Beta Names
• Negative Sentiment: Multiple law firms publicized a securities class action against Bloom. The complaints allege that Bloom misrepresented exposure to Chinese export controls, U.S. tariffs and the origin of critical materials, with investors claiming losses after a July 8 report concerning alleged Chinese scandium sourcing. The September 28 lead-plaintiff deadline increases near-term legal and reputational risk, though the allegations have not been proven. BE Investor Alert

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.