Bloom Energy Corporation $BE Shares Sold by IFP Advisors Inc

IFP Advisors Inc reduced its holdings in Bloom Energy Corporation (NYSE:BE) by 23.7% during the 2nd quarter, Holdings Channel reports. The fund owned 7,315 shares of the company’s stock after selling 2,268 shares during the period. IFP Advisors Inc’s holdings in Bloom Energy were worth $2,214,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in the company. Bayforest Capital Ltd acquired a new stake in shares of Bloom Energy in the first quarter valued at about $2,055,000. AQR Capital Management LLC purchased a new stake in Bloom Energy in the first quarter valued at $1,820,000. NewEdge Advisors LLC boosted its stake in Bloom Energy by 674.7% during the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after buying an additional 1,626 shares during the period. 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. Finally, Focus Partners Wealth boosted its holdings 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 acquiring an additional 4,716 shares during the period. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Bloom Energy Trading Up 6.6%

Shares of BE opened at $275.50 on Friday. The company has a market capitalization of $81.14 billion, a P/E ratio of 367.33, a P/E/G ratio of 3.54 and a beta of 3.80. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. Bloom Energy Corporation has a one year low of $61.37 and a one year high of $351.28. The stock has a 50-day moving average price of $225.34 and a 200 day moving average price of $225.85.

Bloom Energy (NYSE:BE) last announced 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. The firm had revenue of $1.07 billion during the quarter, compared to analyst estimates of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. Bloom Energy’s revenue was up 165.5% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Sell-side analysts forecast that Bloom Energy Corporation will post 1.92 EPS for the current fiscal year.

Bloom Energy News Roundup

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

• Positive Sentiment: S&P 500 inclusion is the main catalyst. S&P Dow Jones Indices confirmed Bloom Energy’s addition to the index, which is expected to generate demand from index-tracking funds and increase the company’s visibility among institutional investors. Bloom Energy Climbs as S&P 500 Addition Spreads Fuel Cell Bid
• Positive Sentiment: AI-related power demand continues to support the growth story. Coverage points to rising electricity needs from hyperscalers, neocloud companies and AI laboratories, with Bloom’s fuel-cell systems offering an alternative where grid capacity is constrained. Recent commentary also highlights a sizable order backlog, customer prepayments and improving gross margins. Bloom Energy Has More Room to Run Amid the AI Supercycle
• Positive Sentiment: Product improvements may accelerate deployments. Bloom’s Power Connect system is reported to have the potential to reduce installation time by more than 40%, which could help the company convert its backlog into revenue more quickly. Bloom Energy’s New Power Connect System
• Neutral Sentiment: Bloom announced a season-long ESPN College Football Campus Tour focused on energy reliability, community engagement and emergency-response support. The initiative may improve brand awareness but is unlikely to materially affect near-term financial results. Bloom Energy ESPN College Football Campus Tour
• Neutral Sentiment: Heavy options activity and reports that Situational Awareness bought BE options are adding attention and potentially short-term trading momentum, but do not establish a change in the company’s fundamentals.
• Negative Sentiment: Multiple law firms are promoting a securities-fraud class action. The lawsuit covers investors who purchased Bloom securities from February 27, 2025, through July 8, 2026, with a September 28 lead-plaintiff deadline. Reports cite alleged disclosures involving scandium sourcing and “no China supply chain” representations. The allegations could create legal costs, reputational risk and investor uncertainty, although the claims have not been adjudicated. Kaplan Fox Bloom Energy Class Action Reminder

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the stock. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a research note on Sunday, September 6th. Jefferies Financial Group raised their price objective on Bloom Energy from $188.00 to $229.00 and gave the stock a “hold” rating in a report on Friday, August 14th. Oppenheimer reiterated a “market perform” rating on shares of Bloom Energy in a research report on Wednesday, July 29th. Sanford C. Bernstein reissued a “market perform” rating and issued a $282.00 target price on shares of Bloom Energy in a research report on Thursday, August 27th. Finally, Barclays raised their price target on Bloom Energy from $254.00 to $276.00 and gave the stock an “equal weight” rating in a research note on Tuesday, June 23rd. Three equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $249.18.

Insider Buying and Selling

In other Bloom Energy news, insider Shawn Soderberg sold 2,895 shares of Bloom Energy stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $233.60, for a total value of $676,272.00. Following the transaction, the insider directly owned 129,370 shares of the company’s stock, valued at $30,220,832. The trade was a 2.19% decrease in their position. The sale was disclosed in a filing 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, Director Jeffrey Immelt sold 30,000 shares of Bloom Energy stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $238.91, for a total value of $7,167,300.00. Following the sale, the director directly owned 201,243 shares in the company, valued at $48,078,965.13. The trade was a 12.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 89,464 shares of company stock valued at $22,131,255. 3.00% of the stock is owned by corporate insiders.

Bloom Energy Company Profile

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.