Integrated Financial Solutions Inc. Buys 4,355 Shares of Bloom Energy Corporation $BE

Integrated Financial Solutions Inc. lifted its stake in Bloom Energy Corporation (NYSE:BE) by 125.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,822 shares of the company’s stock after buying an additional 4,355 shares during the period. Bloom Energy comprises approximately 1.1% of Integrated Financial Solutions Inc.’s holdings, making the stock its 16th largest holding. Integrated Financial Solutions Inc.’s holdings in Bloom Energy were worth $2,167,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Oak Grove Capital LLC grew its position in Bloom Energy by 85.0% in the third quarter. Oak Grove Capital LLC now owns 7,400 shares of the company’s stock valued at $2,050,000 after acquiring an additional 3,400 shares during the period. Castle Rock Wealth Management LLC raised its stake in Bloom Energy by 75.6% during the third quarter. Castle Rock Wealth Management LLC now owns 2,290 shares of the company’s stock worth $677,000 after acquiring an additional 986 shares in the last quarter. Wedmont Private Capital bought a new position in shares of Bloom Energy during the third quarter valued at $772,000. Cadent Capital Advisors LLC lifted its holdings in shares of Bloom Energy by 18.7% during the third quarter. Cadent Capital Advisors LLC now owns 8,691 shares of the company’s stock valued at $2,407,000 after acquiring an additional 1,371 shares during the period. Finally, Dakota Community Bank & Trust NA boosted its stake in shares of Bloom Energy by 172.1% in the 3rd quarter. Dakota Community Bank & Trust NA now owns 721 shares of the company’s stock valued at $200,000 after purchasing an additional 456 shares in the last quarter. 77.04% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Bloom Energy’s fuel-cell systems are benefiting from growing demand among AI data centers seeking on-site power generation. Management had discussed this opportunity before the stock’s major rally, which has reflected expectations for a broader power-infrastructure buildout. What Did Bloom Energy Stock Investors Miss Before The Run?
• Positive Sentiment: The company’s second-quarter results showed a sharp improvement, with approximately $196 million in profit versus a loss of about $43 million a year earlier. Bloom also reported strong revenue growth and earnings above consensus in the latest results. Can Bloom Energy Stay Profitable as It Doubles in Size?
• Positive Sentiment: UBS raised its price target for Bloom Energy to $350, signaling that at least one major analyst sees additional upside despite recent selling across fuel-cell and hydrogen stocks. Bloom Energy Tumbles 8% Even as UBS Lifts Its Price Target to $350
• Neutral Sentiment: Executives are scheduled to discuss opportunities created by the AI-infrastructure boom at TechCrunch Disrupt, keeping investor attention focused on potential data-center deployments and power demand. Bloom Energy Executives Discuss AI Infrastructure Opportunities
• Negative Sentiment: Bernstein reiterated a “Market Perform” rating with a $282 price target, indicating limited upside or potential downside from recent levels. The cautious stance follows a sharp prior decline and broader weakness in fuel-cell and hydrogen names. Bernstein Rating on Bloom Energy
• Negative Sentiment: Investors are questioning whether Bloom can remain profitable as it rapidly expands. A $37.4 million tariff refund boosted second-quarter gross margin, making the quality and repeatability of recent earnings a key concern. Can Bloom Energy Stay Profitable as It Doubles in Size?

Bloom Energy Stock Up 2.7%

NYSE BE opened at $280.16 on Friday. The stock has a fifty day moving average of $247.46 and a 200-day moving average of $242.47. The stock has a market capitalization of $82.52 billion, a P/E ratio of 373.55, a price-to-earnings-growth ratio of 3.51 and a beta of 3.77. Bloom Energy Corporation has a 52 week low of $75.70 and a 52 week high of $351.28. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results 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. The business had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%. The firm’s revenue for the quarter was up 165.5% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, equities research analysts forecast that Bloom Energy Corporation will post 2.04 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on BE shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, July 21st. Wall Street Zen raised shares of Bloom Energy from a “hold” rating to a “buy” rating in a report on Sunday, September 6th. Robert W. Baird restated an “outperform” rating and issued a $310.00 price target on shares of Bloom Energy in a research report on Thursday, July 9th. BMO Capital Markets reduced their price target on shares of Bloom Energy from $279.00 to $227.00 and set a “market perform” rating on the stock in a research report on Wednesday, July 29th. Finally, Citigroup reaffirmed a “hold” rating on shares of Bloom Energy in a research note on Thursday, July 16th. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Bloom Energy presently has a consensus rating of “Moderate Buy” and an average target price of $258.32.

Insider Activity

In other news, insider Aman Joshi sold 8,437 shares of the firm’s stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $277.17, for a total value of $2,338,483.29. Following the transaction, the insider owned 147,092 shares of the company’s stock, valued at approximately $40,769,489.64. This trade represents a 5.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Jeffrey R. Immelt sold 30,000 shares of the business’s stock in a transaction that occurred 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 sale, the director directly owned 201,243 shares of the company’s stock, valued at approximately $48,078,965.13. This trade represents a 12.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 89,698 shares of company stock worth $21,780,758. Corporate insiders own 3.00% of the company’s stock.

About Bloom Energy

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.