REX Advisers LLC Purchases New Position in Bloom Energy Corporation $BE

REX Advisers LLC acquired a new stake in shares of Bloom Energy Corporation (NYSE:BE) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 3,400 shares of the company’s stock, valued at approximately $990,000. Bloom Energy makes up about 4.4% of REX Advisers LLC’s portfolio, making the stock its 3rd biggest position.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Continuum Advisory LLC acquired a new position in shares of Bloom Energy during the 2nd quarter worth $25,000. MJT & Associates Financial Advisory Group Inc. lifted its stake in shares of Bloom Energy by 49.3% in the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after purchasing an additional 37 shares during the last quarter. Markowski Investments bought a new stake in Bloom Energy in the second quarter worth $37,000. Bogart Wealth LLC boosted its holdings in Bloom Energy by 725.0% in the second quarter. Bogart Wealth LLC now owns 132 shares of the company’s stock worth $40,000 after purchasing an additional 116 shares in the last quarter. Finally, Carolina Wealth Advisors LLC increased its position in Bloom Energy by 51.7% during the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock worth $41,000 after buying an additional 46 shares during the last quarter. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: AI power demand remains the key bullish catalyst. Bloom’s fuel-cell systems can provide electricity directly at data centers, helping operators bypass constrained utility grids. Morgan Stanley has identified Bloom as a potential beneficiary of an estimated 77-gigawatt data-center power shortfall. Morgan Stanley sees Bloom Energy as a winner amid 77 GW shortfall for data centers
• Positive Sentiment: Bloom is expanding production capacity. The company’s purchase of a 158,000-square-foot facility in Fremont suggests management is preparing for substantially higher demand, reinforcing the view that AI infrastructure orders could continue to grow. Bloom Energy Is Building Like Demand Is About to Explode
• Positive Sentiment: Investor and analyst attention remains favorable. Jim Cramer called Bloom a leading AI power play, while UBS reportedly raised its price target to $350. Recent earnings also showed strong operating momentum, with revenue up sharply year over year and EPS ahead of consensus estimates.
• Neutral Sentiment: Bernstein maintained a Market Perform rating with a $282 price target. The firm said Bloom is already positioned for the broader power buildout, but its target offers limited upside after the stock’s substantial advance. BE Stock Falls Premarket
• Negative Sentiment: Valuation and profit-taking are weighing on the shares. Bloom has returned roughly 235% over the past year and trades at a very high earnings multiple, increasing sensitivity to disappointing news or broader market selling. Analysts have also highlighted the company’s debt burden.
• Negative Sentiment: The weakness is spreading across the sector. FuelCell Energy and Plug Power also declined, indicating broader pressure on fuel-cell and hydrogen stocks rather than a company-specific deterioration at Bloom. The raised UBS target was not enough to offset the selling. Bloom Energy Tumbles Even as UBS Lifts Its Price Target

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on BE shares. Roth Capital raised their target price on Bloom Energy from $225.00 to $285.00 and gave the company a “neutral” rating in a report on Wednesday, July 1st. Robert W. Baird reissued an “outperform” rating and set a $310.00 price objective on shares of Bloom Energy in a report on Thursday, July 9th. Evercore restated an “outperform” rating on shares of Bloom Energy in a report on Friday, August 7th. Truist Financial decreased their target price on Bloom Energy from $250.00 to $218.00 and set a “hold” rating for the company in a research report on Wednesday, July 29th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, July 21st. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $258.32.

Bloom Energy Stock Performance

Shares of NYSE:BE traded down $18.39 during midday trading on Thursday, hitting $272.90. The company’s stock had a trading volume of 15,693,553 shares, compared to its average volume of 12,990,432. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. The stock’s 50 day simple moving average is $244.66 and its 200 day simple moving average is $241.34. The stock has a market capitalization of $80.38 billion, a price-to-earnings ratio of 363.86, a PEG ratio of 3.78 and a beta of 3.77. Bloom Energy Corporation has a fifty-two week low of $75.70 and a fifty-two week high of $351.28.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, topping 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 analysts’ expectations of $826.13 million. During the same quarter in the previous year, the firm earned $0.10 EPS. The firm’s 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. As a group, research analysts anticipate that Bloom Energy Corporation will post 2.06 earnings per share for the current year.

Insider Activity at Bloom Energy

In other news, insider Shawn Soderberg sold 2,895 shares of the stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $233.60, for a total value of $676,272.00. Following the completion of the sale, the insider directly owned 129,370 shares of the company’s stock, valued at approximately $30,220,832. This represents a 2.19% decrease in their ownership of the stock. The transaction was disclosed in a legal 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, Director Jeffrey Immelt sold 30,000 shares of the firm’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $238.91, for a total transaction of $7,167,300.00. Following the completion of the sale, the director owned 201,243 shares in the company, valued at approximately $48,078,965.13. The trade was a 12.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 89,698 shares of company stock valued at $21,780,758. 3.00% of the stock is owned by corporate insiders.

Bloom Energy Profile

Bloom Energy Corporation (NYSE: BE) develops and manufactures energy-generation and hydrogen technologies. Its primary product is the Bloom Energy Server, a solid-oxide fuel cell system designed to produce electricity onsite from fuels such as natural gas, biogas and hydrogen. The company’s distributed-generation systems are intended to provide reliable, low-emission power for commercial and industrial facilities, data centers, utilities and other large energy users.

Bloom Energy also produces electrolyzers that use electricity to separate water into hydrogen and oxygen.