Bloom Energy Corporation $BE Shares Bought by Marietta Investment Partners LLC

Marietta Investment Partners LLC increased its position in shares of Bloom Energy Corporation (NYSE:BE) by 2.3% in the 4th quarter, HoldingsChannel.com reports. The firm owned 104,756 shares of the company’s stock after acquiring an additional 2,317 shares during the period. Bloom Energy accounts for 1.8% of Marietta Investment Partners LLC’s holdings, making the stock its 13th biggest position. Marietta Investment Partners LLC’s holdings in Bloom Energy were worth $9,102,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. raised its holdings in Bloom Energy by 6.3% during the third quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock worth $1,759,726,000 after purchasing an additional 1,240,819 shares during the last quarter. Geode Capital Management LLC raised its holdings in Bloom Energy by 5.4% during the fourth quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock worth $461,272,000 after purchasing an additional 269,662 shares during the last quarter. Graticule Asia Macro Advisors LLC acquired a new position in Bloom Energy during the third quarter worth $402,494,000. Trivest Advisors Ltd raised its holdings in Bloom Energy by 1,461.6% during the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock worth $289,229,000 after purchasing an additional 3,201,000 shares during the last quarter. Finally, Norges Bank acquired a new position in Bloom Energy during the fourth quarter worth $239,683,000. 77.04% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages recently issued reports on BE. Barclays lifted their price objective on Bloom Energy to $254.00 and gave the stock an “equal weight” rating in a report on Monday, May 11th. Susquehanna lifted their price objective on Bloom Energy to $293.00 and gave the stock a “positive” rating in a report on Wednesday, April 29th. Royal Bank Of Canada lifted their price objective on Bloom Energy to $335.00 and gave the stock an “outperform” rating in a report on Wednesday, April 29th. Wells Fargo & Company lifted their price objective on Bloom Energy to $217.00 and gave the stock an “equal weight” rating in a report on Wednesday, April 29th. Finally, Mizuho set a $285.00 price objective on Bloom Energy in a report on Friday, May 1st. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $217.48.

Bloom Energy Stock Performance

NYSE BE opened at $287.38 on Thursday. Bloom Energy Corporation has a fifty-two week low of $19.97 and a fifty-two week high of $322.83. The stock has a market cap of $81.74 billion, a price-to-earnings ratio of -5,746.53 and a beta of 3.73. The business has a fifty day moving average of $228.90 and a 200-day moving average of $163.94. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90.

Bloom Energy (NYSE:BE) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $539.94 million. During the same period in the previous year, the firm posted $0.03 earnings per share. The business’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. As a group, analysts predict that Bloom Energy Corporation will post 1.31 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, insider Satish Chitoori sold 20,000 shares of the business’s stock in a transaction on 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 completion of the transaction, the insider directly owned 212,365 shares of the company’s stock, valued at $43,371,303.95. The trade was a 8.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director John T. Chambers sold 55,000 shares of the business’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $297.69, for a total value of $16,372,950.00. Following the completion of the transaction, the director directly owned 238,333 shares of the company’s stock, valued at approximately $70,949,350.77. This trade represents a 18.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 323,777 shares of company stock valued at $71,485,514. Company insiders own 3.00% of the company’s stock.

Bloom Energy News Roundup

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

• Positive Sentiment: Bloom Energy is benefiting from a broader rally after President Trump cut U.S. tariffs on key industrial metals, a move that could lower costs for power-generation and industrial hardware companies. Bloom Energy Stock Rises As Trump Cuts U.S. Tariffs
• Positive Sentiment: Oracle said it will partner with Bloom Energy on gigawatt-scale clean fuel-cell power for AI data centers, reinforcing Bloom’s role as a key supplier of on-site power for fast-growing AI infrastructure. Oracle Reshapes AI Data Centers With Clean Power And Arm Shift
• Positive Sentiment: Additional articles highlighted Bloom Energy’s expanding AI power pipeline, including a reported $5 billion Brookfield partnership and other large-scale fuel-cell agreements, which suggest strong demand and could support revenue growth. Bloom Energy’s AI Power Deals Test Valuation And Execution Expectations
• Positive Sentiment: The CEO said Bloom Energy does not need to raise capital despite the AI boom, which may reassure investors about dilution risk and the company’s funding position. Bloom Energy CEO sees no need to raise capital despite AI boom
• Neutral Sentiment: Bloom Energy was also mentioned in commentary about data-center opposition and NIMBY pushback, with the CEO arguing that resistance to new data centers could actually create more demand for Bloom’s distributed power solutions. NIMBY pushback to data centers a boon for San Jose-based Bloom Energy, CEO Says
• Negative Sentiment: The stock also slipped alongside a broader selloff in fuel-cell names, suggesting some traders were taking profits after a strong run in the sector. FuelCell Energy Plunges 10%, Plug Power Falls 6% in Fuel Cell Rout as Bloom Energy Slips

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.