Mitsubishi UFJ Trust & Banking Corp Takes $7.80 Million Position in Bloom Energy Corporation $BE

Mitsubishi UFJ Trust & Banking Corp acquired a new position in shares of Bloom Energy Corporation (NYSE:BE) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 89,763 shares of the company’s stock, valued at approximately $7,800,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in BE. Creekmur Asset Management LLC bought a new stake in Bloom Energy during the 3rd quarter worth approximately $1,825,000. Meridian Wealth Management LLC bought a new position in shares of Bloom Energy in the third quarter valued at approximately $553,000. Udine Wealth Management Inc. lifted its holdings in shares of Bloom Energy by 27.8% in the third quarter. Udine Wealth Management Inc. now owns 62,967 shares of the company’s stock valued at $5,325,000 after purchasing an additional 13,684 shares in the last quarter. Straight Path Wealth Management purchased a new position in shares of Bloom Energy during the third quarter valued at approximately $1,099,000. Finally, Teachers Retirement System of The State of Kentucky bought a new stake in Bloom Energy during the third quarter worth $1,985,000. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Bloom Energy Stock Up 2.4%

BE stock opened at $290.07 on Friday. The stock has a market cap of $81.38 billion, a P/E ratio of -5,800.32, a P/E/G ratio of 11.74 and a beta of 3.82. The company has a current ratio of 5.03, a quick ratio of 4.95 and a debt-to-equity ratio of 2.90. The stock’s fifty day simple moving average is $172.25 and its two-hundred day simple moving average is $138.23. Bloom Energy Corporation has a 1-year low of $16.05 and a 1-year high of $296.50.

Bloom Energy (NYSE:BE) last released its earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, topping analysts’ consensus estimates of $0.12 by $0.32. The company had revenue of $751.05 million for the quarter, compared to analysts’ expectations of $539.94 million. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The business’s revenue for the quarter was up 130.4% compared to the same quarter last year. During the same period in the previous year, the business posted $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Analysts expect that Bloom Energy Corporation will post 1.31 EPS for the current year.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Blowout Q1 and upgraded guidance — Bloom reported a large revenue and EPS beat (Q1 revenue far above estimates, EPS swung to profit) and raised FY‑2026 EPS guidance to $1.85–$2.25, which is the primary fundamental driver behind the rally. Bloom Energy Corp (BE) Q1 2026 Earnings Call Highlights
• Positive Sentiment: AI/data-center demand ramp — Multiple reports highlight Bloom’s role as an on‑site power solution for data centers and AI clusters, with the company ramping fuel-cell production and deployments; investors are re‑rating BE as a data‑center power growth play. Bloom Energy May Be Solving AI’s Biggest Power Problem
• Positive Sentiment: Institutional interest and momentum — Reports that Stanley Druckenmiller has built a large position, plus coverage noting BE as one of April’s top industrial performers, are reinforcing momentum and retail/institutional attention. Druckenmiller Made 400% on SanDisk — Now He’s All In on Bloom Energy (BE)
• Positive Sentiment: Technical breakout / all-time highs — Traders are pushing the stock to new highs following the quarter and guidance lift, which attracts momentum buyers and breakout traders. Why Bloom Energy Stock Hit All-Time Highs Today
• Neutral Sentiment: Analyst moves — JPMorgan raised its rating to Overweight and lifted its target (note: the new $267 target is below intraday levels), signaling institutional analyst support but also reflecting mixed views on near‑term upside. JPMorgan price target update
• Negative Sentiment: Valuation and risk — Several analysts and outlets warn valuation is stretched after the surge; BE’s high beta and rapid run from its 52‑week low make it vulnerable to sharp pullbacks if execution or bookings slow. Bloom Energy Is Now a Data Center Stock. Buy Its Shares Now.
• Negative Sentiment: Meme/volatility concerns — Coverage noting a “meme‑stock” dynamic and heavy retail interest suggests sentiment‑driven swings; investors should expect elevated intraday and short‑term volatility. Bloom Energy shares rocket higher by 20%

Insider Activity at Bloom Energy

In other news, insider Aman Joshi sold 10,000 shares of the stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $135.88, for a total transaction of $1,358,800.00. Following the completion of the transaction, the insider directly owned 180,521 shares of the company’s stock, valued at $24,529,193.48. This represents a 5.25% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Shawn Marie Soderberg sold 35,000 shares of the firm’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $279.00, for a total transaction of $9,765,000.00. Following the sale, the insider owned 341,731 shares of the company’s stock, valued at approximately $95,342,949. The trade was a 9.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 490,092 shares of company stock worth $88,329,475. 3.00% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on BE shares. Royal Bank Of Canada increased their price target on Bloom Energy to $335.00 and gave the company an “outperform” rating in a research report on Wednesday. Wall Street Zen raised shares of Bloom Energy from a “hold” rating to a “buy” rating in a report on Saturday. Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a report on Friday, April 24th. China Renaissance started coverage on shares of Bloom Energy in a research report on Wednesday, January 28th. They set a “buy” rating and a $207.00 price target on the stock. Finally, JPMorgan Chase & Co. boosted their price target on shares of Bloom Energy to $267.00 and gave the stock an “overweight” rating in a report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $205.27.

Bloom Energy Company 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.