Bloom Energy Corporation $BE Stock: Sigma Planning Corp Decreases Holdings

Sigma Planning Corp lowered its stake in shares of Bloom Energy Corporation (NYSE:BE) by 67.0% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 4,702 shares of the company’s stock after selling 9,565 shares during the period. Sigma Planning Corp’s holdings in Bloom Energy were worth $1,302,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the stock. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in Bloom Energy by 78.3% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock valued at $401,849,000 after acquiring an additional 583,135 shares during the period. Jennison Associates LLC lifted its position in Bloom Energy by 20,074.4% during the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock worth $364,066,000 after acquiring an additional 2,673,710 shares during the period. Bank of America Corp DE lifted its position in Bloom Energy by 6.1% during the 1st quarter. Bank of America Corp DE now owns 2,211,880 shares of the company’s stock worth $299,688,000 after acquiring an additional 126,649 shares during the period. Bank of New York Mellon Corp purchased a new position in shares of Bloom Energy in the 2nd quarter valued at approximately $296,413,000. Finally, Elemental Capital Partners LLC grew its stake in shares of Bloom Energy by 2.5% in the 3rd quarter. Elemental Capital Partners LLC now owns 1,039,031 shares of the company’s stock valued at $287,791,000 after purchasing an additional 25,625 shares during the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Key Bloom Energy News

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

• Positive Sentiment: Higher outlook supports the stock: Bloom raised its 2026 revenue guidance to approximately $4.4 billion-$4.6 billion, citing surging electricity demand. Management also outlined plans to expand manufacturing capacity and pursue utility partnerships and carbon-capture opportunities. Bloom Energy Q3 Earnings Call Highlights Guidance Hike & Capacity Plan
• Positive Sentiment: Strong quarterly results: Third-quarter revenue reached $1.236 billion, a 138% year-over-year increase, while earnings exceeded analyst expectations. The results reinforce the view that Bloom is benefiting from demand for reliable, on-site power for data centers and other high-load customers. Bloom Energy: One Year Later, I’m Still Long
• Positive Sentiment: Analyst and technical momentum: A Wells Fargo-related analyst upgrade and bullish price expectations helped fuel buying interest. The stock also moved above its 200-day moving average, while the broader fuel-cell group recovered from its post-earnings selloff. Bloom Energy Share Price Crosses Above 200-Day Moving Average
• Neutral Sentiment: AI opportunity remains significant but unproven: New data-center contracts and rising global electricity demand strengthen Bloom’s growth narrative, but investors still need evidence that these opportunities will translate into durable cash flow and profitable utility-scale partnerships.
• Negative Sentiment: Cash-flow and valuation concerns remain: Contract assets doubled to $858.6 million, receivables rose to $634.7 million, and $306.5 million in Oracle-related customer consideration remains outstanding. These developments raise questions about collections, working-capital needs and Bloom’s bargaining power with hyperscale customers. Is Bloom Energy Stock Cheap After AI Demand and Cash Flow Concerns?
• Negative Sentiment: Valuation and analyst caution: Despite rapid growth, Bloom trades at an elevated earnings valuation, and one analyst downgraded the stock. Recent volatility reflects concern that future cash generation may not justify the substantial long-term share-price gains.

Bloom Energy Price Performance

Shares of BE opened at $227.87 on Thursday. Bloom Energy Corporation has a twelve month low of $75.70 and a twelve month high of $351.28. The stock’s 50 day moving average is $247.84 and its two-hundred day moving average is $219.02. The firm has a market capitalization of $67.12 billion, a PE ratio of 139.80, a P/E/G ratio of 2.50 and a beta of 3.77. The company has a current ratio of 3.74, a quick ratio of 3.08 and a debt-to-equity ratio of 1.33.

Bloom Energy (NYSE:BE) last released its earnings results on Thursday, October 22nd. The company reported $0.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.69 by $0.25. The company had revenue of $1.24 billion for the quarter, compared to analysts’ expectations of $1.07 billion. Bloom Energy had a return on equity of 45.29% and a net margin of 13.53%. The firm’s quarterly revenue was up 138.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.15 EPS. Research analysts anticipate that Bloom Energy Corporation will post 2.04 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the company. Clear Str raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Wednesday, July 29th. BTIG Research decreased their price target on Bloom Energy from $295.00 to $250.00 and set a “buy” rating for the company in a report on Friday, October 23rd. Barclays lifted their price objective on shares of Bloom Energy from $308.00 to $316.00 and gave the company an “equal weight” rating in a research report on Monday. Weiss Ratings reissued a “hold (c)” rating on shares of Bloom Energy in a research note on Monday, October 19th. Finally, Wall Street Zen downgraded shares of Bloom Energy from a “buy” rating to a “hold” rating in a research report on Saturday, October 24th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $264.19.

Insider Transactions at Bloom Energy

In other Bloom Energy news, CAO Maciej Kurzymski sold 2,295 shares of the stock in a transaction on Wednesday, September 16th. The stock was sold at an average price of $268.42, for a total value of $616,023.90. Following the completion of the transaction, the chief accounting officer owned 77,391 shares in the company, valued at approximately $20,773,292.22. This represents a 2.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,870 shares of the firm’s stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $270.06, for a total value of $775,072.20. Following the completion of the sale, the insider directly owned 202,494 shares of the company’s stock, valued at approximately $54,685,529.64. This trade represents a 1.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders sold 89,698 shares of company stock valued at $21,780,758. 3.00% of the stock is owned by company insiders.

Bloom Energy Company Profile

Bloom Energy Corporation develops and manufactures energy systems designed to generate electricity on-site. Its primary product is the Bloom Energy Server, a solid oxide fuel cell platform that converts fuel into electricity through an electrochemical process rather than combustion. The systems are used by businesses, utilities, data centers and other organizations seeking reliable, distributed power.

The company also develops electrolyzers based on its solid oxide technology. These systems are designed to produce hydrogen from electricity and water and support applications related to industrial operations, energy storage and the emerging hydrogen economy.