Bloom Energy Corporation $BE Shares Sold by Family CFO Inc

Family CFO Inc decreased its position in shares of Bloom Energy Corporation (NYSE:BE) by 12.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 68,000 shares of the company’s stock after selling 9,353 shares during the quarter. Bloom Energy comprises 7.9% of Family CFO Inc’s holdings, making the stock its 4th largest holding. Family CFO Inc’s holdings in Bloom Energy were worth $20,584,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Brooklands Fund Management Ltd acquired a new stake in Bloom Energy in the 4th quarter valued at $347,560,000. Norges Bank acquired a new position in Bloom Energy during the fourth quarter worth $239,683,000. Jennison Associates LLC raised its holdings in Bloom Energy by 20,074.4% during the first quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock worth $364,066,000 after buying an additional 2,673,710 shares during the last quarter. Amundi lifted its stake in shares of Bloom Energy by 390.7% in the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after buying an additional 2,511,426 shares in the last quarter. Finally, Man Group plc lifted its stake 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 valued at $57,239,000 after buying an additional 1,530,167 shares in the last quarter. 77.04% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts have recently commented on BE shares. Mizuho raised shares of Bloom Energy from a “neutral” rating to an “outperform” rating and decreased their target price for the stock from $285.00 to $242.00 in a research report on Thursday, July 30th. Clear Str raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, July 29th. Robert W. Baird reiterated an “outperform” rating and set a $310.00 price target on shares of Bloom Energy in a research note on Thursday, July 9th. BTIG Research reissued a “buy” rating and set a $295.00 price objective on shares of Bloom Energy in a report on Wednesday, July 29th. Finally, Wall Street Zen raised Bloom Energy from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Three research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $246.18.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Nebius selected Bloom Energy as the behind-the-meter power partner for a flagship AI data center. The deal reinforces Bloom’s positioning in fast-growing onsite power and fuel-cell markets, where data-center operators need reliable electricity without waiting for broader grid connections. Bloom Energy Jumps as Nebius Picks Its Fuel Cells for AI Data Center
• Positive Sentiment: The announcement helped make Bloom one of the leading AI-infrastructure gainers, alongside Nebius and CoreWeave, as investors renewed the trade around GPU computing and the power required to support it. Nebius, CoreWeave, and Bloom Energy Lead AI Stock Gainers
• Positive Sentiment: Recent business developments also support the growth narrative: Bloom is expanding its relationship with MiTAC Computing Technology to deploy fuel-cell microgrids at an AI server-manufacturing campus in Fremont. Analysts and commentators cited AI-driven electricity demand, Bloom’s faster “time-to-power” advantage, and rising earnings estimates as reasons for optimism. Bloom Energy Deepens AI Power Footprint in Fremont
• Neutral Sentiment: Although the growth outlook is attracting buyers, valuation remains a risk. Commentary noted that Bloom’s stock has risen sharply this year, while its premium valuation leaves less room for execution setbacks or disappointing growth.
• Negative Sentiment: Several law firms publicized a securities class action against Bloom and certain executives, with a September 28, 2026 lead-plaintiff deadline. The lawsuit alleges that the company made misleading statements about its supply chain, including claims concerning Chinese-sourced scandium and components. The allegations have not been proven, but the litigation creates reputational, legal-cost, and investor-confidence risks. Levi and Korsinsky Securities Class Action Notice

Bloom Energy Trading Up 12.7%

Shares of BE stock opened at $238.00 on Thursday. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. The company has a market capitalization of $70.10 billion, a price-to-earnings ratio of 317.33, a PEG ratio of 2.88 and a beta of 3.79. Bloom Energy Corporation has a 52-week low of $40.56 and a 52-week high of $351.28. The company has a 50-day simple moving average of $250.09 and a two-hundred day simple moving average of $214.11.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping the consensus estimate of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The firm had revenue of $1.07 billion for the quarter, compared to analysts’ expectations of $826.13 million. During the same quarter last year, the firm earned $0.10 EPS. The company’s quarterly revenue was up 165.5% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Research analysts anticipate that Bloom Energy Corporation will post 1.93 EPS for the current fiscal year.

Insider Activity at Bloom Energy

In related news, insider Aman Joshi sold 8,343 shares of Bloom Energy stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $300.37, for a total transaction of $2,505,986.91. Following the sale, the insider directly owned 163,807 shares in the company, valued at approximately $49,202,708.59. This trade represents a 4.85% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Satish Chitoori sold 2,837 shares of the business’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $289.11, for a total value of $820,205.07. Following the completion of the transaction, the insider directly owned 207,417 shares in the company, valued at approximately $59,966,328.87. This represents a 1.35% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 92,585 shares of company stock valued at $25,996,248 in the last ninety days. 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.