Swiss Life Asset Management Ltd Buys New Position in Bloom Energy Corporation $BE

Swiss Life Asset Management Ltd acquired a new position in Bloom Energy Corporation (NYSE:BE) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 9,999 shares of the company’s stock, valued at approximately $846,000.

A number of other large investors have also recently modified their holdings of the stock. Fifth Third Bancorp bought a new position in Bloom Energy during the 3rd quarter valued at approximately $32,000. N.E.W. Advisory Services LLC bought a new stake in Bloom Energy in the 3rd quarter worth about $32,000. Parkside Financial Bank & Trust grew its stake in shares of Bloom Energy by 250.9% in the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after acquiring an additional 281 shares during the period. Cranbrook Wealth Management LLC purchased a new stake in Bloom Energy during the 3rd quarter valued at $39,000. Finally, E Fund Management Hong Kong Co. Ltd. purchased a new stake in Bloom Energy during the third quarter valued at $42,000. Institutional investors own 77.04% of the company’s stock.

Key Bloom Energy News

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

• Positive Sentiment: Strong BYOP demand and product positioning: A Seeking Alpha piece highlights Bloom’s role in the growing “Bring Your Own Power” market, noting 140% backlog growth in 2025 and that Bloom’s modular fuel-cell systems (native 800V DC) are well‑positioned for AI data centers and commercial/industrial customers — a clear demand catalyst. BYOP (Bring Your Own Power) Is Getting Bigger: Bloom Energy Makes That Happen, Quickly
• Neutral Sentiment: Macro headwinds could cap gains: Morning market coverage notes cooler US growth signals and rising 10‑year yields, which can pressure high‑beta, growth‑oriented names like BE. This is a broad-market headwind rather than company-specific. US Stock Market Today S&P 500 Futures Ease As Growth Signals Cool And Yields Rise
• Neutral Sentiment: Valuation/rotation context after big run: Analysts and market writeups note a recent pullback after a sharp multi‑month rally, flagging mixed short‑term momentum even as longer‑term gains remain. That frames both opportunity and risk. A Look At Bloom Energy’s Valuation After Its Recent Share Price Pullback
• Negative Sentiment: Recent session weakness: Coverage reported a sharp prior-day decline (around -5.9%), underlining short-term volatility and profit‑taking after the recent run. Bloom Energy (BE) Stock Dips While Market Gains: Key Facts
• Negative Sentiment: Technical/price structure concerns: Market commentary says Bloom briefly bounced but then lost a key support line, signaling continued short‑term technical fragility for traders. AI Enabler Blossoms, Wilts Then Retreats In Thorny Market. What’s An Investor To Do?
• Negative Sentiment: Insider selling: A report shows insider sales of roughly $2.32M, a headline that can increase near‑term selling pressure or raise governance/ownership questions for some investors. Insider Selling: Bloom Energy (NYSE:BE) Insider Sells $2,318,742.70 in Stock

Bloom Energy Trading Up 3.2%

BE stock opened at $145.79 on Wednesday. The company has a market capitalization of $40.90 billion, a PE ratio of -383.66, a P/E/G ratio of 5.77 and a beta of 3.11. The firm’s 50-day moving average is $152.35 and its 200 day moving average is $118.24. Bloom Energy Corporation has a 12 month low of $15.15 and a 12 month high of $180.90. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. The firm had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.Bloom Energy’s quarterly revenue was up 35.9% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, research analysts anticipate that Bloom Energy Corporation will post -0.23 EPS for the current year.

Insiders Place Their Bets

In other news, insider Satish Chitoori sold 18,964 shares of the company’s stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $154.45, for a total value of $2,928,989.80. Following the completion of the sale, the insider owned 232,365 shares of the company’s stock, valued at approximately $35,888,774.25. This represents a 7.55% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Shawn Marie Soderberg sold 15,410 shares of the business’s stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $150.47, for a total transaction of $2,318,742.70. Following the completion of the transaction, the insider directly owned 195,732 shares of the company’s stock, valued at $29,451,794.04. This trade represents a 7.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 370,092 shares of company stock worth $61,365,925. 3.50% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on BE. Daiwa Securities Group set a $98.00 target price on shares of Bloom Energy in a report on Tuesday, December 2nd. Barclays assumed coverage on Bloom Energy in a research note on Wednesday, January 28th. They set an “equal weight” rating and a $153.00 target price on the stock. Morgan Stanley boosted their price target on shares of Bloom Energy to $184.00 and gave the stock an “overweight” rating in a research note on Friday, February 6th. Truist Financial set a $68.00 target price on Bloom Energy in a research report on Friday, January 9th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $131.87.

Bloom Energy 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.