Bloom Energy Corporation $BE Shares Bought by Allianz Asset Management GmbH

Allianz Asset Management GmbH grew its holdings in Bloom Energy Corporation (NYSE:BE) by 5.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 298,384 shares of the company’s stock after acquiring an additional 15,920 shares during the quarter. Allianz Asset Management GmbH owned 0.13% of Bloom Energy worth $25,234,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. Norges Bank purchased a new stake in Bloom Energy during the 2nd quarter worth approximately $57,821,000. Man Group plc raised its holdings in shares of Bloom Energy by 177.4% in the second quarter. Man Group plc now owns 2,392,915 shares of the company’s stock worth $57,239,000 after buying an additional 1,530,167 shares during the last quarter. Elemental Capital Partners LLC acquired a new stake in shares of Bloom Energy during the third quarter worth $101,720,000. Goldman Sachs Group Inc. grew its holdings in shares of Bloom Energy by 50.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after buying an additional 836,810 shares during the last quarter. Finally, Qube Research & Technologies Ltd purchased a new position in Bloom Energy in the 2nd quarter worth $18,808,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

Insiders Place Their Bets

In other news, insider Maciej Kurzymski sold 3,264 shares of the company’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $86.48, for a total value of $282,270.72. Following the transaction, the insider owned 90,005 shares of the company’s stock, valued at $7,783,632.40. This represents a 3.50% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Satish Chitoori sold 431 shares of the stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $88.12, for a total value of $37,979.72. Following the transaction, the insider owned 229,449 shares of the company’s stock, valued at approximately $20,219,045.88. This represents a 0.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 14,639 shares of company stock worth $1,496,660 over the last ninety days. Company insiders own 3.60% of the company’s stock.

Bloom Energy Price Performance

Shares of BE stock opened at $143.48 on Friday. The company has a debt-to-equity ratio of 1.98, a current ratio of 4.40 and a quick ratio of 2.88. The company has a market capitalization of $33.93 billion, a PE ratio of -377.58, a price-to-earnings-growth ratio of 11.04 and a beta of 3.07. The firm’s 50-day moving average is $118.48 and its two-hundred day moving average is $92.40. Bloom Energy Corporation has a 12 month low of $15.15 and a 12 month high of $176.49.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. The business had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 8.38%. The business’s revenue was up 35.9% compared to the same quarter last year. During the same quarter last year, the firm earned $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Analysts predict that Bloom Energy Corporation will post -0.23 earnings per share for the current year.

Bloom Energy News Roundup

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

• Positive Sentiment: Q4 beat: Bloom posted EPS of $0.45 and revenue of $777.7M, both comfortably above estimates — a clear catalyst for upside as the company delivered profitable quarterly results and revenue growth. Read More.
• Positive Sentiment: Very bullish FY2026 guidance: management set revenue guidance of $3.1B–$3.3B and EPS of $1.33–$1.48, well above Street expectations — this raises forward growth expectations and supports re-rating. Read More.
• Positive Sentiment: AI/data-center demand tailwind: management and coverage point to a pronounced AI-driven pickup in on-site power demand and a large backlog (140–150% increase), giving revenue visibility and supporting scale-up plans. Read More.
• Neutral Sentiment: Analyst re-ratings: a mix of upgrades/price-target raises (BTIG to $165 buy; TD Cowen to $160 hold) show growing analyst optimism but also differing conviction on valuation — supports momentum but leaves dispersion in expectations. Read More.
• Neutral Sentiment: Earnings materials available: full press release, slide deck and call transcript provide detail on margins, backlog and unit economics — useful for modeling and verifying management’s assumptions. Read More.
• Negative Sentiment: Margin pressure and execution risk: management noted gross-margin contraction (expected) and service/product mix shifts; margins must improve as the installed base scales for guidance to fully materialize. Read More.
• Negative Sentiment: Short interest and valuation risks: short interest spiked earlier (~10%), and the shares now trade at a very rich forward multiple — both can amplify volatility and create downside if growth or margin execution slips. (See company filings and market data for current short/valuation metrics.)

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on BE. Mizuho set a $89.00 price objective on Bloom Energy in a research note on Wednesday, October 29th. Daiwa Securities Group set a $98.00 target price on shares of Bloom Energy in a report on Tuesday, December 2nd. Jefferies Financial Group reaffirmed an “underperform” rating and issued a $92.00 price target on shares of Bloom Energy in a report on Monday, January 26th. Wells Fargo & Company increased their price objective on shares of Bloom Energy to $130.00 and gave the company an “equal weight” rating in a report on Friday. Finally, Oppenheimer reissued a “market perform” rating on shares of Bloom Energy in a report on Wednesday, October 29th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eleven have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, Bloom Energy presently has an average rating of “Hold” and an average target price of $127.42.

About Bloom Energy

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.