Enclave Advisors LLC Makes New $886,000 Investment in Bloom Energy Corporation $BE

Enclave Advisors LLC acquired a new stake in shares of Bloom Energy Corporation (NYSE:BE) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,198 shares of the company’s stock, valued at approximately $886,000.

Several other hedge funds and other institutional investors also recently modified their holdings of BE. Signal Advisors Wealth LLC bought a new stake in Bloom Energy during the third quarter valued at $209,000. Accel Wealth Management bought a new position in shares of Bloom Energy during the 3rd quarter valued at $319,000. McGlone Suttner Wealth Management Inc. bought a new position in shares of Bloom Energy during the third quarter valued at about $216,000. Fermata Advisors LLC purchased a new position in Bloom Energy in the 3rd quarter worth approximately $216,000. Finally, Integrated Financial Solutions Inc. raised its holdings in Bloom Energy by 125.6% during the 3rd quarter. Integrated Financial Solutions Inc. now owns 7,822 shares of the company’s stock valued at $2,167,000 after buying an additional 4,355 shares during the last quarter. Institutional investors own 77.04% of the company’s stock.

Bloom Energy News Summary

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

• Positive Sentiment: Bloom’s recent profitability, sharply higher revenue, and repeated guidance increases are supporting the bullish case. Investors are watching for another earnings beat and raised outlook, particularly as demand for onsite power from data centers and industrial customers expands. I’m Not Selling Bloom Energy Before Earnings
• Positive Sentiment: Some analysts and commentators argue that Bloom’s fuel-cell systems could benefit substantially from rising electricity needs tied to artificial intelligence infrastructure. One bullish scenario suggests the stock could continue advancing if Bloom scales production and maintains strong margins. The Bloom Energy Bull Case Just Got a Lot More Interesting
• Neutral Sentiment: Bloom Energy will report third-quarter 2026 results after the market closes on October 22, followed by a management conference call. The announcement gives investors a near-term catalyst, with expectations focused on revenue growth, margins, cash flow, and updated full-year guidance. Bloom Energy to Announce Third Quarter 2026 Financial Results
• Neutral Sentiment: Recent comparisons with NextEra Energy and Vertiv frame BE as a higher-growth but higher-risk AI infrastructure investment, rather than a stable utility or established infrastructure company. Analysts’ average price target is approximately $258, close to the current trading range, suggesting limited consensus upside. Bloom Energy Average Target Price
• Negative Sentiment: Valuation remains the main pressure on the stock. Commentary notes that even a substantial increase in output may not justify the current premium, while the high price-to-earnings multiple leaves BE vulnerable to profit-taking if growth or margins disappoint. Bloom Energy Even Doubling Output Leaves the Stock Overvalued
• Negative Sentiment: The shares have experienced large pullbacks despite strong revenue growth, highlighting elevated volatility. The latest weakness appears tied to investors reassessing the stock’s rich valuation ahead of earnings, rather than a newly reported deterioration in Bloom’s business. Bloom Energy Stock Is Falling Tuesday

Bloom Energy Trading Up 0.4%

Shares of Bloom Energy stock opened at $263.38 on Wednesday. Bloom Energy Corporation has a 1-year low of $75.70 and a 1-year high of $351.28. The company’s fifty day simple moving average is $249.02 and its 200-day simple moving average is $244.80. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. The stock has a market capitalization of $77.57 billion, a PE ratio of 230.07, a P/E/G ratio of 3.38 and a beta of 3.77.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to analyst estimates of $826.13 million. Bloom Energy’s revenue was up 165.5% on a year-over-year basis. During the same period in the prior year, the business posted $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, equities analysts anticipate that Bloom Energy Corporation will post 2.04 earnings per share for the current year.

Wall Street Analyst Weigh In

BE has been the topic of several recent analyst reports. BTIG Research reiterated a “buy” rating and issued a $295.00 price target on shares of Bloom Energy in a report on Wednesday, July 29th. JPMorgan Chase & Co. cut their target price on Bloom Energy from $346.00 to $314.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 29th. Oppenheimer reissued a “market perform” rating on shares of Bloom Energy in a research report on Wednesday, July 29th. Barclays upped their target price on shares of Bloom Energy from $276.00 to $308.00 and gave the company an “equal weight” rating in a research note on Thursday, October 1st. Finally, Wells Fargo & Company dropped their price target on 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. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Bloom Energy presently has a consensus rating of “Moderate Buy” and a consensus target price of $257.18.

Insider Buying and Selling

In other Bloom Energy news, insider Satish Chitoori sold 2,870 shares of the stock in a transaction that occurred on Wednesday, September 16th. The shares were sold at an average price of $270.06, for a total transaction of $775,072.20. Following the completion of the sale, the insider directly owned 202,494 shares of the company’s stock, valued at $54,685,529.64. This trade represents a 1.40% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 8,437 shares of Bloom Energy stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $277.17, for a total value of $2,338,483.29. Following the completion of the sale, the insider directly owned 147,092 shares in the company, valued at $40,769,489.64. This trade represents a 5.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 89,698 shares of company stock worth $21,780,758 in the last quarter. 3.00% of the stock is owned by insiders.

Bloom Energy Profile

Bloom Energy Corporation (NYSE: BE) develops and manufactures energy-generation and hydrogen technologies. Its primary product is the Bloom Energy Server, a solid-oxide fuel cell system designed to produce electricity onsite from fuels such as natural gas, biogas and hydrogen. The company’s distributed-generation systems are intended to provide reliable, low-emission power for commercial and industrial facilities, data centers, utilities and other large energy users.

Bloom Energy also produces electrolyzers that use electricity to separate water into hydrogen and oxygen.