Jupiter Asset Management Ltd. Purchases New Shares in Bloom Energy Corporation $BE

Jupiter Asset Management Ltd. bought a new position in Bloom Energy Corporation (NYSE:BE) during the 3rd quarter, HoldingsChannel.com reports. The fund bought 82,356 shares of the company’s stock, valued at approximately $6,965,000.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Bayforest Capital Ltd acquired a new position in Bloom Energy in the 1st quarter valued at approximately $2,055,000. AQR Capital Management LLC bought a new position in shares of Bloom Energy in the first quarter valued at approximately $1,820,000. NewEdge Advisors LLC raised its holdings in Bloom Energy by 674.7% in the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after acquiring an additional 1,626 shares during the period. Goldman Sachs Group Inc. lifted its position in shares of Bloom Energy by 50.3% during the 1st 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. Finally, Focus Partners Wealth lifted its holdings in shares of Bloom Energy by 30.7% during the first quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock worth $394,000 after buying an additional 4,716 shares during the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on BE. UBS Group reaffirmed a “buy” rating and set a $170.00 price objective on shares of Bloom Energy in a research report on Friday, February 6th. Roth Mkm upped their price objective on Bloom Energy to $133.00 and gave the company a “neutral” rating in a research note on Tuesday, February 3rd. Evercore restated an “outperform” rating and set a $179.00 target price on shares of Bloom Energy in a research report on Friday, February 6th. BTIG Research boosted their price target on Bloom Energy to $165.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Finally, Royal Bank Of Canada set a $143.00 price objective on Bloom Energy in a research note on Tuesday, January 20th. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $130.50.

Insider Activity at Bloom Energy

In other Bloom Energy news, insider Shawn Marie Soderberg sold 3,332 shares of the business’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $139.56, for a total value of $465,013.92. Following the completion of the transaction, the insider directly owned 219,871 shares of the company’s stock, valued at approximately $30,685,196.76. The trade was a 1.49% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Aman Joshi sold 3,746 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $139.81, for a total transaction of $523,728.26. Following the transaction, the insider owned 201,072 shares in the company, valued at $28,111,876.32. The trade was a 1.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 12,294 shares of company stock worth $1,520,974. 3.60% of the stock is owned by insiders.

Bloom Energy Trading Down 7.1%

Shares of BE opened at $147.74 on Friday. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. The company has a market cap of $41.45 billion, a price-to-earnings ratio of -388.78, a PEG ratio of 6.10 and a beta of 3.07. The stock has a fifty day moving average price of $126.79 and a two-hundred day moving average price of $100.82. Bloom Energy Corporation has a 52-week low of $15.15 and a 52-week high of $176.49.

Bloom Energy (NYSE:BE) last announced its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The company 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 posted $0.43 earnings per share. The firm’s quarterly revenue 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. Analysts predict that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Key Bloom Energy News

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

• Positive Sentiment: Q4 beat and raised guidance — Bloom topped EPS and revenue estimates for Q4 and set FY‑2026 EPS guidance (1.33–1.48), supporting the company’s growth narrative and giving bulls a near‑term fundamental argument. Read More.
• Neutral Sentiment: Analyst support and valuation checks — Several firms have increased targets (e.g., Morgan Stanley, UBS) while independent pieces are questioning whether recent momentum already prices in growth; this creates mixed signals for investors weighing upside vs valuation risk. Read More.
• Neutral Sentiment: Institutional positioning and sector flows — Large institutional ownership (~77%) and rotation into AI/energy themes can both stabilize and amplify moves; flows into thematic funds can help longer‑term but also make the stock sensitive to short‑term rotations. Read More.
• Negative Sentiment: Insider selling this week — Multiple insiders (Aman Joshi, Shawn Soderberg, Satish Chitoori) sold blocks of shares on Feb. 17 at roughly $139–$140, representing small percentage reductions but signaling near‑term take‑profit/liquidity action that can trigger selling pressure. Read More.
• Negative Sentiment: Media caution may amplify retail selling — Coverage highlighting investor preconceptions (Robinhood/Bloom example) can feed retail skepticism and short‑term volatility in a richly valued name. Read More.

About Bloom Energy

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.