Inceptionr LLC Acquires New Stake in Bloom Energy Corporation $BE

Inceptionr LLC bought a new position in Bloom Energy Corporation (NYSE:BE) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 4,538 shares of the company’s stock, valued at approximately $615,000.

Several other large investors have also recently modified their holdings of the stock. Geode Capital Management LLC grew its holdings in shares of Bloom Energy by 5.4% during the fourth quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock valued at $461,272,000 after buying an additional 269,662 shares during the last quarter. Brooklands Fund Management Ltd purchased a new position in Bloom Energy in the 4th quarter worth approximately $347,560,000. Amundi raised its holdings in Bloom Energy by 390.7% in the 4th quarter. Amundi now owns 3,154,197 shares of the company’s stock worth $274,068,000 after acquiring an additional 2,511,426 shares during the last quarter. Norges Bank bought a new position in Bloom Energy in the 4th quarter valued at approximately $239,683,000. Finally, Jennison Associates LLC boosted its stake 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 last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Recent commentary remains constructive on Bloom Energy’s long-term AI power demand story, with analysts and bullish articles highlighting its role in supplying on-site power for data centers and other large energy users. Bloom Energy: AI’s Power Crunch Creates Rare Buying Opportunity
• Positive Sentiment: Bloom Energy is entering its upcoming Q2 report with elevated expectations, supported by AI-driven demand and the recently highlighted Oracle fuel-cell deal, which could keep sentiment favorable if results and guidance confirm the growth narrative. Bloom Energy Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?
• Neutral Sentiment: Wall Street preview pieces are focusing on Q2 metrics and expectations rather than a new negative catalyst, suggesting investors are waiting for the earnings release for confirmation on revenue growth, margins, and cash flow. Unlocking Q2 Potential of Bloom Energy (BE): Exploring Wall Street Estimates for Key Metrics
• Neutral Sentiment: Unusual options activity showed a sharp increase in put buying, indicating traders are hedging or betting on further near-term downside, but this is more of a sentiment signal than a fundamental development.
• Negative Sentiment: BE is being hit by a broad selloff across the fuel-cell and hydrogen space, which is weighing on the stock despite its longer-term growth story. Bloom Energy Tumbles 13%, FuelCell Energy Drops 9%, Plug Power Slips 4% in Fuel-Cell Selloff

Insider Activity

In other news, insider Satish Chitoori sold 2,837 shares of the business’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $289.11, for a total value of $820,205.07. Following the transaction, the insider owned 207,417 shares of the company’s stock, valued at approximately $59,966,328.87. The trade was a 1.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shawn Marie Soderberg sold 2,842 shares of the company’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $288.63, for a total transaction of $820,286.46. Following the transaction, the insider owned 132,265 shares of the company’s stock, valued at approximately $38,175,646.95. This represents a 2.10% decrease in their position. 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 have sold a total of 153,617 shares of company stock valued at $44,003,909 in the last three months. 3.00% of the stock is currently owned by insiders.

Bloom Energy Stock Performance

Shares of BE opened at $185.80 on Friday. The business has a 50-day simple moving average of $270.58 and a two-hundred day simple moving average of $206.60. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90. Bloom Energy Corporation has a 52 week low of $32.52 and a 52 week high of $351.28. The stock has a market cap of $52.85 billion, a price-to-earnings ratio of -3,715.24 and a beta of 3.73.

Bloom Energy (NYSE:BE) last posted its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, topping analysts’ consensus estimates of $0.12 by $0.32. The business had revenue of $751.05 million during the quarter, compared to analyst estimates of $539.94 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The company’s revenue was up 130.4% on a year-over-year basis. During the same period in the prior year, the business posted $0.03 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, analysts expect that Bloom Energy Corporation will post 1.43 EPS for the current year.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the company. Royal Bank Of Canada restated an “outperform” rating and issued a $335.00 price target on shares of Bloom Energy in a research note on Wednesday, June 10th. Evercore reaffirmed an “outperform” rating and set a $350.00 price objective on shares of Bloom Energy in a research report on Wednesday, July 1st. Truist Financial began coverage on Bloom Energy in a research report on Monday, July 13th. They issued a “hold” rating and a $250.00 target price for the company. Wells Fargo & Company raised their price target on shares of Bloom Energy to $217.00 and gave the company an “equal weight” rating in a report on Wednesday, April 29th. Finally, Citigroup reaffirmed a “hold” rating on shares of Bloom Energy in a research report on Thursday, July 16th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $254.00.

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.