Bloom Energy Corporation $BE Position Increased by New York State Common Retirement Fund

New York State Common Retirement Fund lifted its position in Bloom Energy Corporation (NYSE:BE) by 55.8% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 99,465 shares of the company’s stock after acquiring an additional 35,640 shares during the quarter. New York State Common Retirement Fund’s holdings in Bloom Energy were worth $8,412,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in BE. Norges Bank acquired a new stake in shares of Bloom Energy in the second quarter worth $57,821,000. Man Group plc boosted its position in Bloom Energy by 177.4% during the 2nd quarter. Man Group plc now owns 2,392,915 shares of the company’s stock worth $57,239,000 after acquiring an additional 1,530,167 shares during the period. Elemental Capital Partners LLC purchased a new position in Bloom Energy during the 3rd quarter valued at about $101,720,000. Goldman Sachs Group Inc. increased its holdings in shares of Bloom Energy by 50.3% in the 1st 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, Qube Research & Technologies Ltd purchased a new stake in shares of Bloom Energy in the second quarter worth approximately $18,808,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy Price Performance

Shares of BE opened at $146.58 on Thursday. The company has a 50 day moving average of $117.11 and a 200-day moving average of $91.27. The company has a quick ratio of 2.88, a current ratio of 4.40 and a debt-to-equity ratio of 1.98. The stock has a market capitalization of $34.67 billion, a P/E ratio of 938.28, a P/E/G ratio of 13.65 and a beta of 3.07. Bloom Energy Corporation has a twelve month low of $15.15 and a twelve month high of $176.49.

More Bloom Energy News

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

• Positive Sentiment: Analysts and sector reporters say fuel cells, including Bloom, are benefiting from surging demand to power AI data centers — a durable growth theme that could support large, long-term contracts. Fuel cell groups ride AI wave as data centres strain the power grid
• Positive Sentiment: Coverage highlights that upcoming earnings could confirm whether recent large deals and partnerships can translate into meaningful 2026 revenue growth — positive confirmation would likely boost sentiment. Bloom Energy’s Pivotal Earnings Report: Can Major Deals Fuel 2026 Growth?
• Neutral Sentiment: Zacks compiles Wall Street estimates showing revenue is expected to be up (~13% y/y) while EPS is forecast to drop sharply — useful context for interpreting reported results. Ahead of Bloom Energy (BE) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Pre-earnings primers summarize what to watch on the call (bookings, margins, guidance and deal timing) — they won’t move the stock until the actual numbers and guidance arrive. Bloom Energy (BE) reports Q4: Everything you need to know ahead of earnings
• Neutral Sentiment: Brokerage consensus is a “Hold,” reflecting mixed analyst views and signaling limited near-term upside without clearer proof of margin improvement or durable bookings. Bloom Energy Corporation (NYSE:BE) Given Consensus Recommendation of “Hold” by Brokerages
• Negative Sentiment: Several reports note heavy selling and a sharp pullback ahead of earnings as investors take profits after an all‑time high and move to the sidelines before the results. Bloom Energy Stock Tumbles 18% Ahead Of Thursday Earnings Report
• Negative Sentiment: Headline coverage frames the stock’s pullback as a “cratering” prior to earnings, amplifying downside momentum and investor caution. This clean energy choice for AI data centers craters prior to earnings

Insider Buying and Selling at Bloom Energy

In other news, insider Shawn Marie Soderberg sold 1,583 shares of the firm’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $105.97, for a total value of $167,750.51. Following the completion of the transaction, the insider owned 221,633 shares in the company, valued at $23,486,449.01. This trade represents a 0.71% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Satish Chitoori sold 431 shares of the firm’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $88.12, for a total value of $37,979.72. Following the completion of the transaction, the insider owned 229,449 shares of the company’s stock, valued at approximately $20,219,045.88. This represents a 0.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 14,639 shares of company stock valued at $1,496,660. Corporate insiders own 3.60% of the company’s stock.

Analyst Ratings Changes

BE has been the topic of several research reports. Robert W. Baird set a $172.00 price objective on shares of Bloom Energy in a research note on Tuesday, January 27th. HSBC upgraded Bloom Energy from a “hold” rating to a “buy” rating and set a $150.00 price objective for the company in a report on Wednesday, October 29th. Bank of America lifted their price objective on Bloom Energy from $26.00 to $39.00 and gave the company an “underperform” rating in a research report on Tuesday, November 25th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, January 27th. Finally, Wedbush set a $39.00 price target on Bloom Energy in a research note on Tuesday, November 25th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eleven have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $111.13.

Bloom Energy Company 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.