Bloom Energy Corporation $BE Stock Holdings Increased by Robeco Schweiz AG

Robeco Schweiz AG lifted its stake in shares of Bloom Energy Corporation (NYSE:BE) by 17.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 371,725 shares of the company’s stock after purchasing an additional 55,088 shares during the quarter. Bloom Energy comprises 1.9% of Robeco Schweiz AG’s portfolio, making the stock its 16th largest position. Robeco Schweiz AG’s holdings in Bloom Energy were worth $102,960,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also made changes to their positions in BE. Jennison Associates LLC boosted its position in Bloom Energy by 20,074.4% during the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock valued at $364,066,000 after purchasing an additional 2,673,710 shares during the period. Bank of New York Mellon Corp acquired a new stake in Bloom Energy in the second quarter worth $296,413,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in 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 buying an additional 583,135 shares during the period. Bessemer Group Inc. lifted its stake in Bloom Energy by 228.0% in the first quarter. Bessemer Group Inc. now owns 587,947 shares of the company’s stock valued at $79,660,000 after buying an additional 408,687 shares during the last quarter. Finally, Renaissance Technologies LLC lifted its stake in Bloom Energy by 106.0% in the first quarter. Renaissance Technologies LLC now owns 535,900 shares of the company’s stock valued at $72,609,000 after buying an additional 275,700 shares during the last quarter. Institutional investors own 77.04% of the company’s stock.

Bloom Energy News Roundup

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

• Positive Sentiment: Bloom Energy reported record third-quarter revenue of $1.24 billion, up 138.1% year over year, while adjusted EPS of $0.94 exceeded the approximately $0.69–$0.71 analyst consensus. Net income reached $250.3 million, compared with a loss in the prior-year quarter. Bloom Energy Reports Record Third Quarter 2026 Financial Results and Raises Full Year 2026 Guidance
• Positive Sentiment: The company raised its full-year 2026 outlook for the third time, projecting revenue of $4.4 billion to $4.6 billion and adjusted EPS of $3.10 to $3.40—both above consensus expectations. Management cited strong product sales, rising backlog and demand from data centers and other customers requiring reliable, on-site power. BE Q3 Earnings Beat Estimates on Strong Product Sales, View Up
• Positive Sentiment: Analyst sentiment remained generally constructive: JPMorgan maintained an “overweight” rating despite lowering its price target to $292, while RBC reaffirmed “outperform” with a $335 target and Bernstein raised its target to $306. JPMorgan Bloom Energy Ratings
• Neutral Sentiment: Broader selling in AI-related and data-center power stocks is adding pressure, as investors reassess whether projected capital spending will translate into near-term returns. Bloom’s CEO said the company’s opportunity extends beyond artificial intelligence, including broader distributed-power demand. The AI Rout: Sorting CAPEX Fact From Fiction
• Negative Sentiment: Operating and net cash flow were negative by roughly $180 million in the quarter. Investors are concerned that aggressive manufacturing expansion and other growth investments could require substantial cash before the higher revenue and backlog convert into sustainable free cash flow. Bloom Energy Slides as Q3 Beat and Raise Clouded by Cash Outflows
• Negative Sentiment: At a very high earnings multiple, Bloom Energy had already priced in substantial growth. Consequently, the cash-flow shortfall and expansion spending outweighed the earnings beat and guidance increase for short-term investors.

Insider Transactions at Bloom Energy

In other Bloom Energy news, CAO Maciej Kurzymski sold 2,295 shares of the company’s stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $268.42, for a total value of $616,023.90. Following the completion of the sale, the chief accounting officer directly owned 77,391 shares in the company, valued at $20,773,292.22. This represents a 2.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,870 shares of the stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $270.06, for a total value of $775,072.20. Following the transaction, the insider directly owned 202,494 shares of the company’s stock, valued at approximately $54,685,529.64. The trade was a 1.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 89,698 shares of company stock valued at $21,780,758 over the last three months. 3.00% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on BE shares. Evercore reissued an “outperform” rating on shares of Bloom Energy in a report on Friday, August 7th. Jefferies Financial Group reaffirmed a “hold” rating and issued a $242.00 price objective on shares of Bloom Energy in a report on Friday. Morgan Stanley increased their price objective on shares of Bloom Energy from $310.00 to $335.00 and gave the stock an “overweight” rating in a report on Friday. Wall Street Zen downgraded shares of Bloom Energy from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, Wells Fargo & Company reduced their target price on shares of Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating for the company in a research note on Thursday, July 30th. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $258.36.

Bloom Energy Trading Down 11.6%

Shares of NYSE:BE opened at $192.52 on Friday. The company has a 50 day moving average of $248.71 and a 200-day moving average of $249.16. 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 firm has a market cap of $56.70 billion, a P/E ratio of 118.11, a P/E/G ratio of 2.50 and a beta of 3.77. Bloom Energy Corporation has a twelve month low of $75.70 and a twelve month high of $351.28.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Thursday, October 22nd. The company reported $0.94 EPS for the quarter, beating analysts’ consensus estimates of $0.69 by $0.25. Bloom Energy had a net margin of 13.53% and a return on equity of 53.69%. The business had revenue of $1.24 billion for the quarter, compared to analyst estimates of $1.07 billion. During the same quarter last year, the business earned $0.15 earnings per share. The business’s revenue for the quarter was up 138.1% on a year-over-year basis. As a group, analysts anticipate that Bloom Energy Corporation will post 2.04 earnings per share for the current fiscal year.

Bloom Energy Company Profile

Bloom Energy Corporation develops and manufactures energy systems designed to generate electricity on-site. Its primary product is the Bloom Energy Server, a solid oxide fuel cell platform that converts fuel into electricity through an electrochemical process rather than combustion. The systems are used by businesses, utilities, data centers and other organizations seeking reliable, distributed power.

The company also develops electrolyzers based on its solid oxide technology. These systems are designed to produce hydrogen from electricity and water and support applications related to industrial operations, energy storage and the emerging hydrogen economy.