Eschler Asset Management LLP Trims Position in Bloom Energy Corporation $BE

Eschler Asset Management LLP decreased its position in shares of Bloom Energy Corporation (NYSE:BE) by 99.5% during the third quarter, Holdings Channel reports. The institutional investor owned 3,000 shares of the company’s stock after selling 652,000 shares during the period. Eschler Asset Management LLP’s holdings in Bloom Energy were worth $254,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the company. Fifth Third Bancorp purchased a new stake in Bloom Energy in the 3rd quarter worth $32,000. N.E.W. Advisory Services LLC bought a new position in shares of Bloom Energy in the third quarter worth about $32,000. Parkside Financial Bank & Trust grew its position in shares of Bloom Energy by 250.9% during the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after purchasing an additional 281 shares in the last quarter. Cranbrook Wealth Management LLC purchased a new stake in shares of Bloom Energy during the third quarter worth about $39,000. Finally, E Fund Management Hong Kong Co. Ltd. bought a new stake in Bloom Energy during the 3rd quarter valued at approximately $42,000. Institutional investors own 77.04% of the company’s stock.

Insiders Place Their Bets

In related news, Director Gary S. Pinkus sold 1,250 shares of the firm’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $165.80, for a total value of $207,250.00. Following the completion of the sale, the director directly owned 4,149 shares in the company, valued at $687,904.20. This trade represents a 23.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Kr Sridhar sold 200,000 shares of Bloom Energy stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total transaction of $34,000,000.00. Following the transaction, the chief executive officer directly owned 2,189,869 shares of the company’s stock, valued at $372,277,730. The trade was a 8.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 268,788 shares of company stock worth $45,575,889. 3.60% of the stock is currently owned by company insiders.

Bloom Energy Stock Down 1.5%

Shares of NYSE BE opened at $156.74 on Friday. The firm’s 50-day moving average price is $146.69 and its 200-day moving average price is $111.72. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. The stock has a market capitalization of $43.97 billion, a price-to-earnings ratio of -412.48, a P/E/G ratio of 6.50 and a beta of 3.11. Bloom Energy Corporation has a 12-month low of $15.15 and a 12-month high of $180.90.

Bloom Energy (NYSE:BE) last released its quarterly earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, topping the consensus estimate of $0.25 by $0.20. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The company had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. During the same quarter last year, the business posted $0.43 earnings per share. The firm’s revenue was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, equities research analysts anticipate that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

More Bloom Energy News

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

• Positive Sentiment: AI demand + Brookfield financing — Reports say Bloom is seeing rising orders from AI data centers and industrial customers, and a multi‑year US$5 billion Brookfield financing aims to expand capacity (1 GW → 2 GW) and support a reported ~US$20 billion backlog, reinforcing a durable revenue pipeline. AI-Fueled Power Demand and Brookfield Backing Might Change The Case For Investing In Bloom Energy (BE)
• Positive Sentiment: Retail/bullish coverage — Recent bullish writeups (OppCost/Substack summarized on Yahoo and InsiderMonkey) argue Bloom is becoming core infrastructure for on‑site power and highlight strong demand trends, which can attract retail interest and momentum buyers. Is Bloom Energy Corporation (BE) A Good Stock To Buy Now?
• Positive Sentiment: Management/technology narrative — Profiles of founder/CEO KR Sridhar emphasize Bloom’s SOFC tech and leadership vision, supporting the long‑term credibility of the growth story. KR Sridhar: Clean Energy Visionary, Bloom Energy Founder and CEO, and Pioneer in Solid Oxide Fuel Cell Technology
• Neutral Sentiment: Outlook vs. profitability — Motley Fool coverage notes record revenue growth and data‑center traction but flags thin profitability; upside exists but depends on margin improvement. Is Bloom Energy Stock Going to $200?
• Neutral Sentiment: Market backdrop — Broad market indicators suggesting a bullish shift may help cyclical/tech‑exposed names like Bloom, but sector moves are not guaranteed to lift single stocks. Spring Forward: 5 Indicators Illustrate a Bullish Shift
• Neutral Sentiment: Peer comparison note — A head‑to‑head survey piece comparing NextNRG and Bloom provides context on competitive positioning but contains no immediate catalyst. Head-To-Head Survey: NextNRG (NASDAQ:NXXT) and Bloom Energy (NYSE:BE)
• Negative Sentiment: Zacks downgrade — Zacks cut Bloom from “strong‑buy” to “hold,” an analyst action that can prompt selling and weighs on short‑term sentiment. Zacks Research Downgrade

Analyst Upgrades and Downgrades

A number of research analysts recently commented on BE shares. Wells Fargo & Company boosted their price target on Bloom Energy to $130.00 and gave the stock an “equal weight” rating in a report on Friday, February 6th. Barclays assumed coverage on shares of Bloom Energy in a research report on Wednesday, January 28th. They set an “equal weight” rating and a $153.00 price objective on the stock. Evercore reissued an “outperform” rating and issued a $179.00 target price on shares of Bloom Energy in a report on Friday, February 6th. Citigroup assumed coverage on shares of Bloom Energy in a research report on Tuesday, February 24th. They set a “neutral” rating and a $162.00 target price for the company. Finally, Bank of America set a $39.00 target price on shares of Bloom Energy in a research note on Tuesday, November 25th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $131.87.

About Bloom Energy

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.