2,758 Shares of Bloom Energy Corporation $BE Acquired by Aire Advisors LLC

Aire Advisors LLC bought a new stake in Bloom Energy Corporation (NYSE:BE) during the third quarter, HoldingsChannel.com reports. The institutional investor bought 2,758 shares of the company’s stock, valued at approximately $764,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Trifecta Capital Advisors LLC bought a new position in shares of Bloom Energy during the third quarter worth $26,000. Crossmark Global Holdings Inc. boosted its holdings in shares of Bloom Energy by 480.6% in the 3rd quarter. Crossmark Global Holdings Inc. now owns 10,829 shares of the company’s stock worth $2,999,000 after purchasing an additional 8,964 shares during the period. Strengthening Families & Communities LLC increased its position in shares of Bloom Energy by 3.8% during the 3rd quarter. Strengthening Families & Communities LLC now owns 12,935 shares of the company’s stock valued at $3,583,000 after purchasing an additional 471 shares during the last quarter. LifeWealth Investments LLC bought a new position in Bloom Energy during the third quarter valued at $269,000. Finally, Quadrant Capital Group LLC boosted its stake in shares of Bloom Energy by 14.0% during the 3rd quarter. Quadrant Capital Group LLC now owns 1,813 shares of the company’s stock worth $478,000 after purchasing an additional 222 shares during the period. 77.04% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages have commented on BE. Truist Financial upped their price objective on Bloom Energy from $218.00 to $240.00 and gave the company a “hold” rating in a research report on Friday, October 16th. TD Cowen raised shares of Bloom Energy to a “hold” rating in a research report on Monday, October 5th. Wall Street Zen upgraded Bloom Energy from a “hold” rating to a “buy” rating in a research note on Sunday, September 6th. Jefferies Financial Group lifted their price objective on shares of Bloom Energy from $229.00 to $264.00 and gave the stock a “hold” rating in a research report on Tuesday, September 29th. Finally, Barclays increased their price objective on Bloom Energy from $276.00 to $308.00 and gave the company an “equal weight” rating in a report on Thursday, October 1st. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $261.55.

Bloom Energy Trading Up 7.2%

Bloom Energy stock opened at $238.77 on Thursday. Bloom Energy Corporation has a 12 month low of $75.70 and a 12 month high of $351.28. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59. The firm has a market cap of $70.32 billion, a PE ratio of 318.35, a P/E/G ratio of 2.88 and a beta of 3.77. The stock’s 50 day simple moving average is $249.85 and its two-hundred day simple moving average is $248.99.

Bloom Energy (NYSE:BE) last announced its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%. The firm had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. During the same quarter last year, the firm posted $0.10 EPS. The business’s revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Analysts anticipate that Bloom Energy Corporation will post 2.04 earnings per share for the current year.

Insider Buying and Selling at Bloom Energy

In related news, insider Aman Joshi sold 8,437 shares of the company’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 completion of the sale, the insider owned 147,092 shares of the company’s stock, valued at approximately $40,769,489.64. This represents a 5.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CAO Maciej Kurzymski sold 2,295 shares of the stock in a transaction that occurred on Wednesday, September 16th. The shares were sold at an average price of $268.42, for a total transaction of $616,023.90. Following the completion of the sale, the chief accounting officer directly owned 77,391 shares of the company’s stock, valued at approximately $20,773,292.22. This trade represents a 2.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 89,698 shares of company stock valued at $21,780,758. 3.00% of the stock is owned by company insiders.

Bloom Energy News Summary

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

• Positive Sentiment: SpaceX CEO Elon Musk said power generation, cooling and related infrastructure—not chips—are becoming the primary constraints on AI expansion. The comments reinforced Bloom Energy’s investment case for deploying solid-oxide fuel cells as on-site power for data centers. Bloom Energy Gains 8% as Elon Musk Says AI’s Real Limit Is “Power and Cooling,” Not Chips
• Positive Sentiment: Investor interest is increasingly concentrating on Bloom as one of the fuel-cell companies most directly exposed to AI and data-center electricity demand, supported by reported projects and relationships involving Oracle and Google. Bloom Energy Jumps 7% Ahead of Q3 Report
• Positive Sentiment: Management has raised its 2026 revenue outlook twice, most recently to $3.9 billion-$4.2 billion, while the company has moved into positive free cash flow and reported stronger returns on capital. An analyst upgrade also provided additional support. Bloom Energy Shares Climb After Analyst Upgrade
• Neutral Sentiment: Bloom Energy is scheduled to release third-quarter results after the market closes on October 22. Investors will likely focus on revenue, margins, cash flow, backlog and updates on AI data-center contracts. Bloom Energy Stock Rebounding Ahead of Earnings
• Negative Sentiment: The stock remains highly valued after its earlier rally, making execution on data-center projects and the earnings outlook especially important. Articles note that much of the expected growth may already be reflected in the share price. AI Data Center Deals Altering the Investment Case
• Negative Sentiment: BE had previously fallen substantially from its June peak, and earnings-related positioning could produce significant volatility if results or guidance fail to meet elevated expectations. Bloom Energy Is Down From Its June Record

Bloom Energy Company Profile

Bloom Energy Corporation develops and manufactures energy systems designed to generate electricity on-site. Its primary product is the Bloom Energy Server, a solid oxide fuel cell platform that converts fuel into electricity through an electrochemical process rather than combustion. The systems are used by businesses, utilities, data centers and other organizations seeking reliable, distributed power.

The company also develops electrolyzers based on its solid oxide technology. These systems are designed to produce hydrogen from electricity and water and support applications related to industrial operations, energy storage and the emerging hydrogen economy.