IQ EQ FUND MANAGEMENT IRELAND Ltd Invests $369,000 in Bloom Energy Corporation $BE

IQ EQ FUND MANAGEMENT IRELAND Ltd purchased a new stake in Bloom Energy Corporation (NYSE:BE) in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 4,366 shares of the company’s stock, valued at approximately $369,000.

Other large investors have also recently bought and sold shares of the company. Geode Capital Management LLC lifted its holdings in shares of Bloom Energy by 2.1% during the 2nd quarter. Geode Capital Management LLC now owns 4,756,516 shares of the company’s stock worth $113,790,000 after acquiring an additional 95,990 shares during the period. Goldman Sachs Group Inc. lifted its stake in Bloom Energy by 50.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after purchasing an additional 836,810 shares during the last quarter. Norges Bank acquired a new stake in shares of Bloom Energy in the 2nd quarter valued at $57,821,000. Man Group plc increased its stake in shares of Bloom Energy by 177.4% in the 2nd quarter. Man Group plc now owns 2,392,915 shares of the company’s stock valued at $57,239,000 after purchasing an additional 1,530,167 shares during the last quarter. Finally, Elemental Capital Partners LLC acquired a new position in shares of Bloom Energy during the 3rd quarter worth $101,720,000. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Bloom Energy

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.)

Insider Activity

In related news, insider Shawn Marie Soderberg sold 1,583 shares of Bloom Energy stock in a transaction on Monday, November 17th. The shares were sold at an average price of $105.97, for a total transaction of $167,750.51. Following the completion of the transaction, the insider owned 221,633 shares of the company’s stock, valued at $23,486,449.01. This trade represents a 0.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Aman Joshi sold 4,543 shares of the company’s stock in a transaction on Friday, November 14th. The shares were sold at an average price of $109.13, for a total transaction of $495,777.59. Following the sale, the insider directly owned 219,818 shares in the company, valued at $23,988,738.34. This trade represents a 2.02% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 14,639 shares of company stock worth $1,496,660. 3.60% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of research analysts have issued reports on BE shares. Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, January 27th. Mizuho set a $89.00 price target on shares of Bloom Energy in a report on Wednesday, October 29th. Zacks Research downgraded shares of Bloom Energy from a “strong-buy” rating to a “hold” rating in a research note on Monday, November 3rd. Royal Bank Of Canada set a $143.00 target price on shares of Bloom Energy in a research report on Tuesday, January 20th. Finally, Susquehanna upped their price target on shares of Bloom Energy to $157.00 and gave the stock a “positive” rating in a report on Wednesday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $127.42.

Bloom Energy Price Performance

Shares of NYSE:BE opened at $143.48 on Friday. The company has a debt-to-equity ratio of 1.98, a quick ratio of 2.88 and a current ratio of 4.40. Bloom Energy Corporation has a 52 week low of $15.15 and a 52 week high of $176.49. The firm has a market cap of $33.93 billion, a PE ratio of -377.58, a price-to-earnings-growth ratio of 11.56 and a beta of 3.07. The firm’s fifty day moving average is $118.48 and its 200-day moving average is $92.87.

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