CloudAlpha Capital Management Limited Hong Kong Buys 24,700 Shares of Bloom Energy Corporation $BE

CloudAlpha Capital Management Limited Hong Kong grew its stake in shares of Bloom Energy Corporation (NYSE:BE) by 27.9% in the fourth quarter, Holdings Channel reports. The institutional investor owned 113,100 shares of the company’s stock after purchasing an additional 24,700 shares during the period. Bloom Energy accounts for approximately 0.5% of CloudAlpha Capital Management Limited Hong Kong’s holdings, making the stock its 25th biggest position. CloudAlpha Capital Management Limited Hong Kong’s holdings in Bloom Energy were worth $9,827,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new position in Bloom Energy in the 4th quarter valued at approximately $13,042,000. TimesSquare Capital Management LLC grew its holdings in shares of Bloom Energy by 92.4% during the 4th quarter. TimesSquare Capital Management LLC now owns 336,800 shares of the company’s stock worth $29,265,000 after purchasing an additional 161,732 shares in the last quarter. Resona Asset Management Co. Ltd. grew its holdings in shares of Bloom Energy by 1,248.8% during the 4th quarter. Resona Asset Management Co. Ltd. now owns 64,755 shares of the company’s stock worth $5,640,000 after purchasing an additional 59,954 shares in the last quarter. Capstone Capital Management Ltd bought a new stake in shares of Bloom Energy during the fourth quarter valued at approximately $1,152,000. Finally, ProShare Advisors LLC increased its position in shares of Bloom Energy by 7.1% during the fourth quarter. ProShare Advisors LLC now owns 41,548 shares of the company’s stock valued at $3,610,000 after purchasing an additional 2,750 shares during the period. Institutional investors own 77.04% of the company’s stock.

Bloom Energy News Roundup

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

• Positive Sentiment: Recent commentary continues to frame Bloom Energy as a major beneficiary of AI-driven power demand, with analysts arguing that grid constraints make its onsite power solutions more valuable. Missed Nvidia? Why Tech Analyst Beth Kindig Calls Bloom Energy Tech’s ‘Biggest Outperformer’ After 217% Rally In 2026
• Positive Sentiment: Bloom Energy’s strong first-quarter earnings beat and raised 2026 guidance still support the bullish long-term thesis, especially around AI infrastructure demand. Bloom Energy (BE) Crushes Q1 Estimates, Raises 2026 Guidance
• Neutral Sentiment: The stock was also highlighted in lists of top clean-energy names, reinforcing that BE remains a widely watched growth story. Bloom Energy (BE) – Among the 10 Best Clean Energy Stocks to Buy Right Now
• Neutral Sentiment: Bloom Energy was mentioned in a broader market selloff involving AI and energy-related names, suggesting some of the weakness is coming from sector rotation rather than only company-specific news. Dow Jones Futures: Stocks Mixed As Trump Postpones Iran Attack; Sandisk, Bloom Energy, AI Leaders Sell Off
• Negative Sentiment: Several insider sales disclosed over the past day are likely weighing on sentiment, even though the company said the transactions were mainly tied to tax withholding on vested equity awards. Bloom Energy (NYSE:BE) Insider Satish Chitoori Sells 2,111 Shares
• Negative Sentiment: Traders also appear to be taking profits after Bloom Energy’s sharp post-earnings run, with reports noting the market is reassessing whether the rally moved too far too fast. Bloom Energy Stock Is Slumping Monday: What’s Driving The Action?

Insider Buying and Selling at Bloom Energy

In other Bloom Energy news, CAO Maciej Kurzymski sold 6,229 shares of the company’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $293.36, for a total transaction of $1,827,339.44. Following the sale, the chief accounting officer directly owned 81,945 shares of the company’s stock, valued at approximately $24,039,385.20. This represents a 7.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Satish Chitoori sold 2,111 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $288.24, for a total transaction of $608,474.64. Following the sale, the insider directly owned 210,254 shares of the company’s stock, valued at approximately $60,603,612.96. The trade was a 0.99% 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. Insiders have sold a total of 525,271 shares of company stock worth $99,167,479 over the last ninety days. Company insiders own 3.00% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently commented on the company. Royal Bank Of Canada raised their target price on Bloom Energy to $335.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 29th. TD Cowen increased their price objective on shares of Bloom Energy to $235.00 and gave the company a “hold” rating in a research note on Wednesday, April 29th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a report on Friday, April 24th. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Finally, Evercore reissued an “outperform” rating and issued a $179.00 target price on shares of Bloom Energy in a research note on Friday, February 6th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $217.48.

Bloom Energy Price Performance

Shares of BE stock opened at $261.57 on Wednesday. The stock’s fifty day simple moving average is $198.40 and its 200 day simple moving average is $151.36. Bloom Energy Corporation has a one year low of $17.01 and a one year high of $310.00. The firm has a market cap of $74.40 billion, a price-to-earnings ratio of -5,230.41 and a beta of 3.82. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.12 by $0.32. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The firm had revenue of $751.05 million during the quarter, compared to analyst estimates of $539.94 million. During the same period in the prior year, the company 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. On average, analysts expect that Bloom Energy Corporation will post 1.31 earnings per share for the current fiscal year.

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.