Los Angeles Capital Management LLC Boosts Stock Position in Bloom Energy Corporation $BE

Los Angeles Capital Management LLC grew its position in shares of Bloom Energy Corporation (NYSE:BE) by 25.1% during the 4th quarter, HoldingsChannel.com reports. The firm owned 30,179 shares of the company’s stock after buying an additional 6,061 shares during the quarter. Los Angeles Capital Management LLC’s holdings in Bloom Energy were worth $2,622,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in shares of Bloom Energy by 6.3% in 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 last quarter. Geode Capital Management LLC lifted its holdings in shares of Bloom Energy by 5.4% in the 4th quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock valued at $461,272,000 after purchasing an additional 269,662 shares during the last quarter. Graticule Asia Macro Advisors LLC purchased a new stake in shares of Bloom Energy in the 3rd quarter valued at about $402,494,000. Trivest Advisors Ltd lifted its holdings in shares of Bloom Energy by 1,461.6% in 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 last quarter. Finally, Norges Bank purchased a new stake in shares of Bloom Energy in the 4th quarter valued at about $239,683,000. 77.04% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy was highlighted as a possible next addition to the S&P 500, which can lift sentiment because index inclusion would likely bring forced buying from index funds and signal growing company scale. Bloom Energy, Astera Labs, Alnylam, Reddit Could Be Among Next Adds to S&P 500
• Positive Sentiment: Bloom Energy also got a fresh “Moderate Buy” average analyst rating, reinforcing bullish sentiment around the company’s outlook. Bloom Energy Corporation (NYSE:BE) Receives Average Rating of “Moderate Buy” from Analysts
• Positive Sentiment: Tuesday’s move was helped by traders leaning into the tariff-reset story and a firmer risk tone, which has supported clean-energy and alternative power names like Bloom Energy. What’s Going On With Bloom Energy Stock Monday?
• Neutral Sentiment: Bloom Energy’s strong latest quarterly results remain a key backdrop: EPS and revenue both beat expectations, and the company raised FY2026 guidance, which continues to support the stock’s valuation.
• Neutral Sentiment: A MarketWatch/Fool-style item said the latest jump in Bloom Energy shares had little to do with the company’s underlying growth story, suggesting some of the volatility may be driven more by trading flows than new fundamentals. Why Bloom Energy Stock Jumped 10% Tuesday Morning But Then Dropped Quickly
• Negative Sentiment: Competition is getting louder: Hyliion’s CEO said its KARNO system could be cheaper and lower-maintenance than Bloom’s fuel-cell technology, which could pressure investor confidence in Bloom’s long-term moat. EXCLUSIVE: Hyliion CEO Reveals Why He Thinks KARNO Is A Better ‘Mousetrap’ Than Bloom Energy’s Fuel Cells

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the company. BMO Capital Markets reissued an “outperform” rating on shares of Bloom Energy in a report on Tuesday. TD Cowen boosted their target price on Bloom Energy to $235.00 and gave the company a “hold” rating in a report on Wednesday, April 29th. Zacks Research raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 7th. Citigroup restated a “neutral” rating on shares of Bloom Energy in a research report on Thursday, May 28th. Finally, Royal Bank Of Canada boosted their price target on Bloom Energy to $335.00 and gave the company an “outperform” rating in a research report on Wednesday, April 29th. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Bloom Energy presently has an average rating of “Moderate Buy” and an average target price of $217.48.

Bloom Energy Price Performance

Shares of BE opened at $259.64 on Wednesday. Bloom Energy Corporation has a twelve month low of $20.93 and a twelve month high of $322.83. The stock’s 50 day moving average is $239.05 and its two-hundred day moving average is $168.44. The firm has a market capitalization of $73.85 billion, a PE ratio of -5,191.70 and a beta of 3.73. The company has a current ratio of 5.03, a quick ratio of 4.10 and a debt-to-equity ratio of 2.90.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, beating analysts’ consensus estimates of $0.12 by $0.32. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The company had revenue of $751.05 million for the quarter, compared to analyst estimates of $539.94 million. During the same quarter in the previous year, the company earned $0.03 EPS. The firm’s revenue for the quarter was up 130.4% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Research analysts anticipate that Bloom Energy Corporation will post 1.31 earnings per share for the current year.

Insider Buying and Selling at Bloom Energy

In other news, insider Shawn Marie Soderberg sold 2,746 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $259.42, for a total transaction of $712,367.32. Following the sale, the insider owned 135,107 shares of the company’s stock, valued at $35,049,457.94. The trade was a 1.99% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,111 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $288.24, for a total value of $608,474.64. Following the sale, the insider directly owned 210,254 shares in the company, valued at $60,603,612.96. This trade represents a 0.99% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 323,777 shares of company stock worth $71,485,514. Corporate insiders own 3.00% of the company’s stock.

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.