MH & Associates Securities Management Corp ADV Takes $1.25 Million Position in Bloom Energy Corporation $BE

MH & Associates Securities Management Corp ADV bought a new stake in shares of Bloom Energy Corporation (NYSE:BE) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 14,336 shares of the company’s stock, valued at approximately $1,246,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in BE. Graticule Asia Macro Advisors LLC bought a new stake in Bloom Energy during the 3rd quarter valued at approximately $402,494,000. Trivest Advisors Ltd raised its stake in Bloom Energy by 1,461.6% during the 3rd quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after purchasing an additional 3,201,000 shares during the period. Westfield Capital Management Co. LP bought a new stake in Bloom Energy during the 3rd quarter valued at approximately $141,679,000. Man Group plc raised its stake in Bloom Energy by 177.4% during the 2nd quarter. Man Group plc now owns 2,392,915 shares of the company’s stock valued at $57,239,000 after purchasing an additional 1,530,167 shares during the period. Finally, Vanguard Group Inc. raised its stake in Bloom Energy by 6.3% during the 3rd quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock valued at $1,759,726,000 after purchasing an additional 1,240,819 shares during the period. Institutional investors own 77.04% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have issued reports on BE shares. Morgan Stanley lifted their price target on shares of Bloom Energy to $184.00 and gave the company an “overweight” rating in a report on Friday, February 6th. Robert W. Baird set a $172.00 price target on shares of Bloom Energy in a report on Tuesday, January 27th. Jefferies Financial Group reduced their price target on shares of Bloom Energy to $97.00 and set an “underperform” rating on the stock in a report on Friday, March 27th. TD Cowen lifted their price target on shares of Bloom Energy to $160.00 and gave the company a “hold” rating in a report on Friday, February 6th. Finally, Evercore reiterated an “outperform” rating and issued a $179.00 price target on shares of Bloom Energy in a report on Friday, February 6th. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $137.18.

Bloom Energy News Roundup

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

• Positive Sentiment: AI-driven demand thesis: The Fool highlights soaring energy needs from AI training and inference and calls Bloom a top play for investors who want exposure to infrastructure that can deliver reliable, cost-efficient power to data centers. 1 Brilliant Energy Stock to Buy Now and Hold for the Long Term
• Positive Sentiment: Positioning as an AI data-center supplier: Another Fool piece profiles Bloom as an under-the-radar growth name powering data centers, noting the company’s central role in the current energy crunch and recent strong returns — reinforcing the narrative that demand from hyperscalers could sustain revenue growth. Got $1,000? This Under-the-Radar Growth Stock Powers Every AI Data Center On the Planet
• Positive Sentiment: Analyst upgrade / buy-list inclusion: Zacks added BE to its Rank #1 (Strong Buy) list, a signal that quant/analyst models expect continued outperformance and that the stock may attract renewed buy-side interest. New Strong Buy Stocks for April 8th
• Positive Sentiment: Q4 results and guidance context: Coverage of post-quarter analysis notes Bloom’s recent beat and the company’s FY2026 guidance, which together underpin investor confidence that revenue growth from deployments and service contracts can continue. Bloom Energy (BE): Buy, Sell, or Hold Post Q4 Earnings?
• Neutral Sentiment: Valuation and momentum scrutiny: Analysts and media note a large YTD gain and recent choppy trading — investors are weighing growth prospects against stretched multiples, which could increase short-term volatility. A Look At Bloom Energy (BE) Valuation After Strong Recent Share Price Gains
• Neutral Sentiment: Reputation / trust recognition: Bloom was named to Newsweek’s 2026 list of America’s Most Trustworthy Companies, a reputational plus that may help longer-term contract wins but is less likely to cause immediate price moves. Bloom Energy Trust Recognition And What It May Mean For Investors
• Neutral Sentiment: General company coverage: Aggregated profiles (CNN / market pages) provide updates and stock summary data for investors monitoring fundamentals and momentum. Bloom Energy Corporation Class A

Bloom Energy Stock Performance

Shares of Bloom Energy stock opened at $146.52 on Thursday. The stock’s fifty day moving average is $149.79 and its two-hundred day moving average is $123.00. The company has a market capitalization of $41.11 billion, a PE ratio of -385.59, a price-to-earnings-growth ratio of 5.54 and a beta of 3.18. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. Bloom Energy Corporation has a 52 week low of $15.15 and a 52 week high of $180.90.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Thursday, February 5th. The company reported $0.45 EPS for the quarter, beating the consensus estimate of $0.25 by $0.20. The company had revenue of $777.68 million for the quarter, compared to the consensus estimate 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 prior year, the company posted $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, analysts expect that Bloom Energy Corporation will post -0.23 earnings per share for the current year.

Insider Activity at Bloom Energy

In other Bloom Energy news, insider Shawn Marie Soderberg sold 29,807 shares of the company’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $153.78, for a total value of $4,583,720.46. Following the transaction, the insider directly owned 224,216 shares in the company, valued at $34,479,936.48. This represents a 11.73% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Satish Chitoori sold 18,964 shares of the company’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $154.45, for a total transaction of $2,928,989.80. Following the completion of the transaction, the insider owned 232,365 shares in the company, valued at $35,888,774.25. This represents a 7.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 380,092 shares of company stock valued at $62,724,725 over the last 90 days. 3.60% of the stock is currently owned by insiders.

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.