Myriad Asset Management Advisors LLC bought a new position in shares of Bloom Energy Corporation (NYSE:BE – Free Report) during the second quarter, HoldingsChannel reports. The firm bought 5,258 shares of the company’s stock, valued at approximately $1,592,000.
A number of other large investors have also recently bought and sold shares of BE. MJT & Associates Financial Advisory Group Inc. boosted its holdings in shares of Bloom Energy by 49.3% during the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after acquiring an additional 37 shares during the period. Compound Planning Inc. raised its holdings in Bloom Energy by 1.1% during the first quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock worth $467,000 after purchasing an additional 38 shares in the last quarter. Carolina Wealth Advisors LLC raised its stake in shares of Bloom Energy by 51.7% in the 2nd quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock worth $41,000 after buying an additional 46 shares in the last quarter. Blue Trust Inc. lifted its holdings in Bloom Energy by 37.2% in the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after acquiring an additional 51 shares during the last quarter. Finally, HB Wealth Management LLC lifted its stake in Bloom Energy by 1.6% during the first quarter. HB Wealth Management LLC now owns 3,442 shares of the company’s stock valued at $466,000 after purchasing an additional 54 shares during the last quarter. Institutional investors own 77.04% of the company’s stock.
Trending Headlines about Bloom Energy
Here are the key news stories impacting Bloom Energy this week:
- Positive Sentiment: Nebius selected Bloom Energy as the behind-the-meter power partner for a flagship AI data center. The deal reinforces Bloom’s positioning in fast-growing onsite power and fuel-cell markets, where data-center operators need reliable electricity without waiting for broader grid connections. Bloom Energy Jumps as Nebius Picks Its Fuel Cells for AI Data Center
- Positive Sentiment: The announcement helped make Bloom one of the leading AI-infrastructure gainers, alongside Nebius and CoreWeave, as investors renewed the trade around GPU computing and the power required to support it. Nebius, CoreWeave, and Bloom Energy Lead AI Stock Gainers
- Positive Sentiment: Recent business developments also support the growth narrative: Bloom is expanding its relationship with MiTAC Computing Technology to deploy fuel-cell microgrids at an AI server-manufacturing campus in Fremont. Analysts and commentators cited AI-driven electricity demand, Bloom’s faster “time-to-power” advantage, and rising earnings estimates as reasons for optimism. Bloom Energy Deepens AI Power Footprint in Fremont
- Neutral Sentiment: Although the growth outlook is attracting buyers, valuation remains a risk. Commentary noted that Bloom’s stock has risen sharply this year, while its premium valuation leaves less room for execution setbacks or disappointing growth.
- Negative Sentiment: Several law firms publicized a securities class action against Bloom and certain executives, with a September 28, 2026 lead-plaintiff deadline. The lawsuit alleges that the company made misleading statements about its supply chain, including claims concerning Chinese-sourced scandium and components. The allegations have not been proven, but the litigation creates reputational, legal-cost, and investor-confidence risks. Levi and Korsinsky Securities Class Action Notice
Wall Street Analyst Weigh In
Check Out Our Latest Research Report on Bloom Energy
Bloom Energy Price Performance
Shares of BE opened at $238.00 on Thursday. The stock has a market cap of $70.10 billion, a P/E ratio of 317.33, a price-to-earnings-growth ratio of 2.88 and a beta of 3.79. The stock’s 50-day moving average price is $250.09 and its two-hundred day moving average price is $214.11. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59. Bloom Energy Corporation has a 1 year low of $40.56 and a 1 year high of $351.28.
Bloom Energy (NYSE:BE – Get Free Report) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.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 previous year, the firm earned $0.10 EPS. Bloom Energy’s quarterly revenue was up 165.5% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, equities analysts predict that Bloom Energy Corporation will post 1.93 earnings per share for the current year.
Insider Transactions at Bloom Energy
In other news, insider Shawn Marie Soderberg sold 2,842 shares of Bloom Energy stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $288.63, for a total value of $820,286.46. Following the completion of the transaction, the insider owned 132,265 shares of the company’s stock, valued at $38,175,646.95. This trade represents a 2.10% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 8,343 shares of the business’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $300.37, for a total transaction of $2,505,986.91. Following the transaction, the insider owned 163,807 shares in the company, valued at $49,202,708.59. This represents a 4.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 92,585 shares of company stock valued at $25,996,248. 3.00% of the stock is owned by insiders.
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.
Recommended Stories
- Five stocks we like better than Bloom Energy
- GE Vernova’s AI Power Boom Faces a Profit Test
- Cardinal Health Earnings: Can Perfection Get Priced In Twice?
- Nebius’ Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand
- Legacy Jet Builders Stall While Embraer Accelerates to New Highs
Want to see what other hedge funds are holding BE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Bloom Energy Corporation (NYSE:BE – Free Report).
Receive News & Ratings for Bloom Energy Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Bloom Energy and related companies with MarketBeat.com's FREE daily email newsletter.
