GeoSphere Capital Management LLC Acquires Shares of 46,000 Bloom Energy Corporation $BE

GeoSphere Capital Management LLC acquired a new stake in Bloom Energy Corporation (NYSE:BE) during the fourth quarter, HoldingsChannel reports. The firm acquired 46,000 shares of the company’s stock, valued at approximately $3,997,000. Bloom Energy accounts for 1.3% of GeoSphere Capital Management LLC’s holdings, making the stock its 11th largest position.

Other institutional investors also recently bought and sold shares of the company. Creekmur Asset Management LLC acquired a new position in Bloom Energy in the third quarter valued at $1,825,000. Meridian Wealth Management LLC acquired a new position in Bloom Energy in the third quarter valued at $553,000. Straight Path Wealth Management acquired a new position in Bloom Energy in the third quarter valued at $1,099,000. Strs Ohio increased its stake in Bloom Energy by 24.8% in the fourth quarter. Strs Ohio now owns 41,200 shares of the company’s stock valued at $3,580,000 after purchasing an additional 8,200 shares during the period. Finally, Teachers Retirement System of The State of Kentucky acquired a new position in Bloom Energy in the third quarter valued at $1,985,000. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

BE has been the topic of a number of recent research reports. Robert W. Baird lifted their price objective on shares of Bloom Energy to $242.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Citigroup lifted their target price on shares of Bloom Energy to $281.00 and gave the company a “neutral” rating in a report on Wednesday, April 29th. TD Cowen lifted their target price on shares of Bloom Energy to $235.00 and gave the company a “hold” rating in a report on Wednesday, April 29th. Susquehanna lifted their target price on shares of Bloom Energy to $293.00 and gave the company a “positive” rating in a report on Wednesday, April 29th. Finally, Zacks Research raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 7th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Bloom Energy currently has an average rating of “Moderate Buy” and an average target price of $217.48.

Insider Activity

In related news, insider Shawn Marie Soderberg sold 2,746 shares of the business’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $259.42, for a total transaction of $712,367.32. Following the sale, the insider owned 135,107 shares of the company’s stock, valued at approximately $35,049,457.94. The trade was a 1.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Mary K. Bush sold 25,000 shares of the business’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the sale, the director directly owned 108,524 shares in the company, valued at approximately $28,971,567.04. This represents a 18.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 525,271 shares of company stock valued at $99,167,479 in the last quarter. Insiders own 3.00% of the company’s stock.

Bloom Energy News Summary

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

• Positive Sentiment: Bloom Energy announced a $2.6 billion strategic partnership with Nebius Group to power U.S. data centers with fuel cells, boosting expectations for long-term revenue from AI infrastructure demand. Bloom Energy rises 2% after partnering with European AI infrastructure upstart in $2.6 billion deal
• Positive Sentiment: Multiple outlets highlighted Bloom Energy as a beneficiary of the AI buildout, with commentary that the stock remains attractive for long-term investors despite the recent run-up. 2 Energy Stocks That Are the Smartest Long-Term Buys During the Energy Boom
• Positive Sentiment: Bloom Energy has been included in reports on stocks hitting 52-week highs, showing strong momentum as investors rotate into AI infrastructure and power-related names. APLD, BE, GFS Stocks Hit 52-Week Highs: What’s Driving The Surge?
• Neutral Sentiment: One article noted unusually large put-option activity in BE, suggesting some traders may be hedging or betting on volatility after the sharp rally.
• Neutral Sentiment: Several pieces discussed whether the stock’s surge has gone too far, but these were valuation-focused opinions rather than new company developments. Bloom Energy’s Rally May Have Pushed the Stock Too Far
• Negative Sentiment: Some analysts warned the rally may be ahead of fundamentals, which could pressure the stock if investors start questioning how quickly the AI momentum can translate into profits. Bloom Energy: Pause Warranted

Bloom Energy Stock Down 0.1%

Shares of NYSE:BE opened at $302.26 on Monday. The company has a market cap of $85.97 billion, a price-to-earnings ratio of -6,043.97 and a beta of 3.82. Bloom Energy Corporation has a fifty-two week low of $17.85 and a fifty-two week high of $322.83. The firm’s 50-day simple moving average is $206.97 and its 200-day simple moving average is $154.80. 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 data on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, topping analysts’ consensus estimates of $0.12 by $0.32. The firm had revenue of $751.05 million for the quarter, compared to the consensus estimate of $539.94 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The firm’s revenue was up 130.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.03 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. As a group, equities research analysts predict that Bloom Energy Corporation will post 1.31 earnings per share for the current year.

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.