Lombard Odier Asset Management Switzerland SA Buys Shares of 3,389 Bloom Energy Corporation $BE

Lombard Odier Asset Management Switzerland SA purchased a new position in shares of Bloom Energy Corporation (NYSE:BE) in the first quarter, Holdings Channel.com reports. The fund purchased 3,389 shares of the company’s stock, valued at approximately $459,000.

Several other institutional investors and hedge funds have also modified their holdings of BE. Fortem Financial Group LLC bought a new stake in shares of Bloom Energy during the fourth quarter worth about $369,000. Strs Ohio increased its stake in shares of Bloom Energy by 24.8% in the fourth quarter. Strs Ohio now owns 41,200 shares of the company’s stock valued at $3,580,000 after buying an additional 8,200 shares during the period. Norges Bank bought a new position in Bloom Energy in the 4th quarter valued at approximately $239,683,000. Cidel Asset Management Inc. bought a new position in Bloom Energy in the 1st quarter valued at approximately $445,000. Finally, Zweig DiMenna Associates LLC acquired a new stake in Bloom Energy during the 1st quarter worth approximately $8,468,000. 77.04% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Bloom Energy

In related news, insider Shawn Marie Soderberg sold 2,879 shares of Bloom Energy stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $288.10, for a total transaction of $829,439.90. Following the completion of the transaction, the insider owned 137,853 shares of the company’s stock, valued at $39,715,449.30. This trade represents a 2.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director John T. Chambers sold 55,000 shares of the business’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $297.69, for a total transaction of $16,372,950.00. Following the completion of the transaction, the director owned 238,333 shares in the company, valued at approximately $70,949,350.77. The trade was a 18.75% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 118,617 shares of company stock valued at $34,238,909 over the last three months. 3.00% of the stock is currently owned by corporate insiders.

Bloom Energy Stock Performance

NYSE:BE opened at $167.73 on Wednesday. The company has a market capitalization of $47.71 billion, a PE ratio of -3,353.85 and a beta of 3.73. The company has a 50 day simple moving average of $267.30 and a two-hundred day simple moving average of $208.35. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03. Bloom Energy Corporation has a fifty-two week low of $32.52 and a fifty-two week high of $351.28.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. The firm had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The company’s revenue for the quarter was up 165.5% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Research analysts anticipate that Bloom Energy Corporation will post 1.43 earnings per share for the current year.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Record quarterly results: Bloom Energy reported Q2 revenue of $1.065 billion, up 165.5% year over year and well above the roughly $826 million consensus estimate. Product revenue increased 215.4% to $935.4 million, while gross margin expanded to 33.4% from 26.7%. Adjusted earnings of $0.78 per share surpassed estimates near $0.39-$0.41 and compared with $0.10 a year earlier. Bloom Energy Reports Record Second Quarter 2026 Financial Results and Raises Full Year 2026 Guidance
• Positive Sentiment: Guidance raised above Wall Street expectations: Management now forecasts 2026 revenue of $3.9 billion to $4.2 billion, with a $4.05 billion midpoint about 8% above analyst estimates. Adjusted EPS guidance of $2.55 to $2.85 also exceeds the consensus estimate of $1.99, signaling confidence in demand and operating leverage. Bloom Energy Raises Outlook as Profit, Sales Climb
• Positive Sentiment: AI power demand remains a key catalyst: Investors continue to view Bloom’s onsite fuel-cell systems as a potential solution for power-constrained AI data centers. Attention will remain on the company’s expanded infrastructure partnership with Brookfield Asset Management and whether it can convert that opportunity into recurring orders. Bloom Energy Jumps On Blowout Earnings, Strong Guidance For AI Infrastructure Play
• Neutral Sentiment: The results follow significant pre-earnings volatility. Traders had been taking profits after Bloom’s large year-to-date rally, while broader weakness in AI-related stocks and uncertainty surrounding a recent short-seller report pressured sentiment before the release.
• Negative Sentiment: Despite the operating improvement, Bloom remains a richly valued, high-beta stock with substantial debt relative to equity. Investors may demand continued rapid growth and successful execution to justify the valuation, leaving shares vulnerable to profit-taking if future orders, margins or guidance fail to keep pace.

Wall Street Analyst Weigh In

BE has been the topic of a number of research reports. Truist Financial initiated coverage on shares of Bloom Energy in a report on Monday, July 13th. They set a “hold” rating and a $250.00 target price on the stock. Mizuho set a $285.00 price target on shares of Bloom Energy in a report on Friday, May 1st. Roth Capital boosted their price objective on shares of Bloom Energy from $225.00 to $285.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 1st. Citigroup restated a “hold” rating on shares of Bloom Energy in a report on Thursday, July 16th. Finally, Sanford C. Bernstein initiated coverage on Bloom Energy in a research report on Tuesday, June 16th. They set a “market perform” rating and a $276.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $254.00.

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.