TB Alternative Assets Ltd. Purchases 13,822 Shares of Bloom Energy Corporation $BE

TB Alternative Assets Ltd. purchased a new stake in Bloom Energy Corporation (NYSE:BE) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 13,822 shares of the company’s stock, valued at approximately $3,828,000. Bloom Energy accounts for about 0.8% of TB Alternative Assets Ltd.’s investment portfolio, making the stock its 20th largest holding.

A number of other hedge funds have also recently made changes to their positions in the company. Montanova Capital LLC bought a new position in Bloom Energy during the 2nd quarter worth approximately $10,231,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in shares of Bloom Energy by 78.3% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock worth $401,849,000 after purchasing an additional 583,135 shares during the last quarter. Militia Capital Management LLC bought a new position in shares of Bloom Energy in the first quarter worth approximately $813,000. Assenagon Asset Management S.A. increased its stake in shares of Bloom Energy by 3,398.3% in the second quarter. Assenagon Asset Management S.A. now owns 239,877 shares of the company’s stock worth $72,611,000 after buying an additional 233,020 shares during the period. Finally, Zweig DiMenna Associates LLC purchased a new position in shares of Bloom Energy in the first quarter worth $8,468,000. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

BE has been the subject of a number of recent analyst reports. Citigroup reiterated a “hold” rating on shares of Bloom Energy in a report on Thursday, July 16th. Evercore reissued an “outperform” rating on shares of Bloom Energy in a report on Friday, August 7th. Royal Bank Of Canada restated an “outperform” rating and issued a $335.00 price objective on shares of Bloom Energy in a research report on Monday, September 28th. Robert W. Baird upped their price objective on shares of Bloom Energy from $310.00 to $351.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, Zacks Research downgraded shares of Bloom Energy from a “strong-buy” rating to a “hold” rating in a research note on Friday, October 2nd. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $259.05.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Robert W. Baird raised its price target on Bloom Energy from $310 to $351 and reiterated an “outperform” rating, implying substantial upside from recent levels. Benzinga article
• Positive Sentiment: Oracle reportedly named Bloom Energy the primary power source for a large AI campus, reinforcing the company’s strategic importance to data-center electricity demand. Management also expects 2026 revenue of approximately $3.9 billion to $4.2 billion, roughly double its 2025 total. 247WallSt article
• Neutral Sentiment: Bloom Energy is scheduled to report earnings next week. Wall Street expects year-over-year earnings growth, but analysts noted that the company lacks key indicators typically associated with a likely earnings beat, potentially increasing volatility around the report. Yahoo Finance earnings preview
• Negative Sentiment: The AI power trade that drove a major rally in Bloom Energy is unwinding as concerns about debt, data-center spending and the sustainability of AI infrastructure investment spread across the sector. Bloom is viewed as a bellwether for that theme, making it vulnerable to further multiple compression. Barron’s article
• Negative Sentiment: Investors remain concerned about valuation: Bloom trades at a very high earnings multiple, leaving limited room for execution misses. Higher oil prices, inflation concerns and expectations for interest rates to remain elevated are also weighing on data-center infrastructure stocks. Benzinga macro update

Insider Buying and Selling

In other Bloom Energy news, Director Jeffrey R. Immelt sold 30,000 shares of the company’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $238.91, for a total transaction of $7,167,300.00. Following the transaction, the director owned 201,243 shares in the company, valued at approximately $48,078,965.13. This represents a 12.97% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Satish Chitoori sold 2,870 shares of the stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $270.06, for a total value of $775,072.20. Following the completion of the transaction, the insider directly owned 202,494 shares of the company’s stock, valued at $54,685,529.64. This represents a 1.40% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 89,698 shares of company stock valued at $21,780,758 over the last quarter. 3.00% of the stock is currently owned by insiders.

Bloom Energy Stock Down 1.1%

Shares of Bloom Energy stock opened at $236.74 on Friday. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59. The company’s fifty day simple moving average is $249.27 and its two-hundred day simple moving average is $246.27. The company has a market cap of $69.73 billion, a P/E ratio of 315.65, a PEG ratio of 3.08 and a beta of 3.77. Bloom Energy Corporation has a 12-month low of $75.70 and a 12-month high of $351.28.

Bloom Energy (NYSE:BE) last issued 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 net margin of 7.87% and a return on equity of 35.45%. The business had revenue of $1.07 billion during the quarter, compared to analyst estimates of $826.13 million. During the same period in the prior year, the business earned $0.10 EPS. The company’s revenue for the quarter was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Research analysts anticipate that Bloom Energy Corporation will post 2.04 EPS for the current year.

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.