Bloom Energy Corporation $BE Shares Acquired by SBI Securities Co. Ltd.

SBI Securities Co. Ltd. increased its position in shares of Bloom Energy Corporation (NYSE:BE) by 35.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,256 shares of the company’s stock after purchasing an additional 2,682 shares during the period. SBI Securities Co. Ltd.’s holdings in Bloom Energy were worth $891,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in BE. Bayforest Capital Ltd bought a new position in Bloom Energy during the 1st quarter valued at $2,055,000. AQR Capital Management LLC bought a new stake in shares of Bloom Energy in the 1st quarter worth $1,820,000. NewEdge Advisors LLC raised its stake in shares of Bloom Energy by 674.7% in the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after buying an additional 1,626 shares in the last quarter. Goldman Sachs Group Inc. raised its stake in shares of Bloom Energy by 50.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after buying an additional 836,810 shares in the last quarter. Finally, Focus Partners Wealth raised its stake in shares of Bloom Energy by 30.7% in the 1st quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock worth $394,000 after buying an additional 4,716 shares in the last quarter. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research firms have recently commented on BE. TD Cowen boosted their price objective on Bloom Energy to $235.00 and gave the stock a “hold” rating in a research note on Wednesday, April 29th. Royal Bank Of Canada boosted their price objective on Bloom Energy to $335.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. Weiss Ratings reissued a “hold (c)” rating on shares of Bloom Energy in a research note on Friday, April 24th. Morgan Stanley reissued an “overweight” rating and issued a $310.00 price objective on shares of Bloom Energy in a research note on Wednesday, April 29th. Finally, Jefferies Financial Group raised Bloom Energy from an “underperform” rating to a “hold” rating and set a $187.00 price objective on the stock in a research note on Tuesday, April 14th. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Bloom Energy presently has an average rating of “Moderate Buy” and an average price target of $213.81.

Insider Buying and Selling

In related news, insider Aman Joshi sold 10,000 shares of the company’s stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $135.88, for a total transaction of $1,358,800.00. Following the transaction, the insider directly owned 180,521 shares of the company’s stock, valued at approximately $24,529,193.48. The trade was a 5.25% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Maciej Kurzymski sold 7,800 shares of the company’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $151.85, for a total value of $1,184,430.00. Following the transaction, the insider directly owned 84,294 shares in the company, valued at $12,800,043.90. The trade was a 8.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 490,092 shares of company stock valued at $88,329,475 over the last ninety days. 3.00% of the stock is currently owned by company insiders.

Bloom Energy Stock Down 9.2%

Shares of Bloom Energy stock opened at $259.10 on Friday. The stock’s fifty day moving average is $179.59 and its 200-day moving average is $141.89. The firm has a market capitalization of $72.69 billion, a PE ratio of -5,180.98 and a beta of 3.82. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90. Bloom Energy Corporation has a 12-month low of $16.47 and a 12-month high of $302.99.

Bloom Energy (NYSE:BE) last announced its earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share (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 analyst estimates of $539.94 million. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.Bloom Energy’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 firm earned $0.03 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Equities analysts anticipate that Bloom Energy Corporation will post 1.31 earnings per share for the current year.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Record Q1 beat, raised guidance and expanded Oracle AI data‑center partnership underpin upside — the company topped revenue and EPS expectations, lifted full‑year guidance and expanded Project Jupiter with Oracle, which investors view as recurring, high‑margin opportunity. Bloom Energy (BE) Valuation Check
• Positive Sentiment: Analysts have reacted with big price‑target bumps (BTIG to $295; Mizuho to $285) and renewed coverage, amplifying momentum and driving short‑term buying interest. Those upgrades help explain elevated volumes and continued attention from growth/momentum investors. Here’s What the Street is Saying About Bloom Energy
• Positive Sentiment: Sectorwide fuel‑cell optimism — highlighted by a massive rally in Ceres Power after peers (including Bloom) raised outlooks — has drawn cyclical flows into fuel‑cell names and magnified BE’s run. Peer rallies can lift sentiment and multiple expansion for Bloom. Ceres Power Rally Nears 1,000%
• Neutral Sentiment: Multiple media/analysis pieces are labeling BE a top growth/momentum pick for the next 1–2 years based on recent results and partnerships — useful for attracting retail and momentum traders but not new fundamental news. Is Bloom Energy One of the Best Growth Stocks
• Negative Sentiment: Industry headwinds: analysts warn that tariffs and expiring tax credits could pressure project economics and slow renewables deployments, which would dampen longer‑term demand for on‑site generation and fuel‑cell projects. That risk is keeping some investors cautious despite the beat. 3 Alternative Energy Stocks Poised to Benefit From Wind and EV Growth
• Negative Sentiment: Valuation and momentum risk: after an outsized April rally (BE was a top large‑cap performer), the stock prices in high expectations — leaving downside vulnerability if execution or macro factors disappoint. Short‑term pullbacks can follow rapid multiple expansion. Bloom Energy Best Performing Large‑Cap in April

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.