Daiwa Securities Group Inc. Acquires New Stake in Bloom Energy Corporation $BE

Daiwa Securities Group Inc. acquired a new stake in shares of Bloom Energy Corporation (NYSE:BE) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 19,400 shares of the company’s stock, valued at approximately $1,686,000.

A number of other large investors have also made changes to their positions in BE. Bayforest Capital Ltd acquired a new stake in shares of Bloom Energy during the first quarter valued at $2,055,000. AQR Capital Management LLC acquired a new stake in shares of Bloom Energy during the first quarter valued at $1,820,000. NewEdge Advisors LLC boosted its stake in 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 during the last quarter. Goldman Sachs Group Inc. boosted its stake in 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 during the last quarter. Finally, Focus Partners Wealth boosted its stake in 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 during the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

More Bloom Energy News

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

• Positive Sentiment: Bloom Energy founder and CEO K.R. Sridhar argued that large AI data centers should generate electricity on-site instead of depending on public grids, reinforcing demand for Bloom’s fuel-cell and distributed power solutions. KR Sridhar on the Growing Energy Demands of AI Data Centers
• Positive Sentiment: Another interview with Sridhar highlighted the grid’s inability to keep up with AI-driven electricity demand, which keeps Bloom Energy positioned as a potential beneficiary of the need for reliable localized power. Can the Power Grid Keep Up With AI?
• Positive Sentiment: Bloom Energy was mentioned as a possible future S&P 500 addition, which can boost investor interest and credibility if the company continues to scale. Bloom Energy, Astera Labs, Alnylam, Reddit Could Be Among Next Adds to S&P 500
• Neutral Sentiment: Bloom Energy received an average analyst rating of “Moderate Buy,” suggesting Wall Street remains constructive, but the note did not introduce a new catalyst. Bloom Energy Corporation (NYSE:BE) Receives Average Rating of “Moderate Buy” from Analysts
• Negative Sentiment: Competitive commentary from Hyliion suggested its KARNO system could be cheaper and lower-maintenance than Bloom’s fuel-cell approach, adding to competitive pressure in the data-center power market. EXCLUSIVE: Hyliion CEO Reveals Why He Thinks KARNO Is A Better ‘Mousetrap’ Than Bloom Energy’s Fuel Cells

Wall Street Analyst Weigh In

A number of brokerages have issued reports on BE. Wall Street Zen raised Bloom Energy from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. JPMorgan Chase & Co. raised their price target on Bloom Energy to $267.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Zacks Research raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, April 7th. Royal Bank Of Canada reissued an “outperform” rating and issued a $335.00 price target on shares of Bloom Energy in a research note on Wednesday. Finally, TD Cowen raised their price target on Bloom Energy to $235.00 and gave the stock a “hold” rating in a research note on Wednesday, April 29th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Bloom Energy currently has an average rating of “Moderate Buy” and an average target price of $217.48.

Bloom Energy Stock Performance

Bloom Energy stock opened at $234.90 on Thursday. The stock’s 50-day moving average is $241.36 and its 200-day moving average is $169.44. The company has a market cap of $66.81 billion, a price-to-earnings ratio of -4,697.02 and a beta of 3.73. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10. Bloom Energy Corporation has a 12 month low of $20.93 and a 12 month high of $322.83.

Bloom Energy (NYSE:BE) last released its quarterly earnings data 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 the consensus estimate of $539.94 million. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The company’s quarterly revenue was up 130.4% compared to the same quarter last year. During the same period last year, the business posted $0.03 EPS. 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.

Insider Buying and Selling

In other news, insider Satish Chitoori sold 20,000 shares of the firm’s stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $204.23, for a total value of $4,084,600.00. Following the transaction, the insider directly owned 212,365 shares in the company, valued at $43,371,303.95. This trade represents a 8.61% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Aman Joshi sold 19,944 shares of the firm’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $154.85, for a total value of $3,088,328.40. Following the completion of the transaction, the insider owned 190,521 shares in the company, valued at approximately $29,502,176.85. This trade represents a 9.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 323,777 shares of company stock worth $71,485,514. Corporate insiders own 3.00% of the company’s stock.

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.