Montanova Capital LLC Acquires New Position in Bloom Energy Corporation $BE

Montanova Capital LLC purchased a new stake in Bloom Energy Corporation (NYSE:BE) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor purchased 33,800 shares of the company’s stock, valued at approximately $10,231,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of BE. JNBA Financial Advisors purchased a new stake in shares of Bloom Energy in the 2nd quarter valued at approximately $649,000. Headlands Technologies LLC acquired a new position in Bloom Energy in the 2nd quarter valued at about $9,879,000. Susquehanna Fundamental Investments LLC purchased a new position in shares of Bloom Energy in the second quarter valued at approximately $7,680,000. Moore Capital Management LP grew its holdings in shares of Bloom Energy by 161.3% in the second quarter. Moore Capital Management LP now owns 218,175 shares of the company’s stock valued at $66,042,000 after purchasing an additional 134,675 shares in the last quarter. Finally, Two Sigma Securities LLC grew its holdings in shares of Bloom Energy by 62.3% in the second quarter. Two Sigma Securities LLC now owns 2,985 shares of the company’s stock valued at $904,000 after purchasing an additional 1,146 shares in the last quarter. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

BE has been the subject of several recent research reports. Citigroup reissued a “hold” rating on shares of Bloom Energy in a research report on Thursday, July 16th. Oppenheimer reiterated a “market perform” rating on shares of Bloom Energy in a research note on Wednesday, July 29th. Barclays lifted their target price on Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a report on Tuesday, June 23rd. BTIG Research reissued a “buy” rating and set a $295.00 target price on shares of Bloom Energy in a research note on Wednesday, July 29th. Finally, Wall Street Zen downgraded Bloom Energy from a “buy” rating to a “hold” rating in a report on Saturday. Three research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $248.05.

Insider Buying and Selling

In other news, Director Jeffrey R. Immelt sold 30,000 shares of the company’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $238.91, for a total transaction of $7,167,300.00. Following the completion of the transaction, the director directly owned 201,243 shares of the company’s stock, valued at approximately $48,078,965.13. This represents a 12.97% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Aman Joshi sold 4,677 shares of the stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $241.75, for a total value of $1,130,664.75. Following the completion of the transaction, the insider owned 159,130 shares in the company, valued at approximately $38,469,677.50. The trade was a 2.86% 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 sold 89,464 shares of company stock valued at $22,131,255 over the last 90 days. 3.00% of the stock is currently owned by corporate insiders.

Bloom Energy Trading Down 2.1%

Shares of NYSE:BE opened at $206.39 on Tuesday. Bloom Energy Corporation has a 52 week low of $48.87 and a 52 week high of $351.28. The company’s 50 day moving average is $232.72 and its two-hundred day moving average is $219.92. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59. The company has a market cap of $60.79 billion, a PE ratio of 275.19, a P/E/G ratio of 2.89 and a beta of 3.79.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.39 by $0.39. The business had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The company’s revenue for the quarter was up 165.5% on a year-over-year basis. During the same period in the previous year, the company earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Equities analysts predict that Bloom Energy Corporation will post 1.92 earnings per share for the current fiscal year.

Key Bloom Energy News

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

• Positive Sentiment: Bloom Energy’s Power Connect system reportedly reduces onsite installation time by more than 40%. Faster deployment could help the company meet surging demand from AI data centers and supports its higher 2026 revenue and earnings outlook. Will Faster Installations Drive Bloom Energy’s AI Expansion?
• Neutral Sentiment: Bloom Energy’s shares have gained roughly 1,290% over three years, but valuation measures are mixed. A discounted-cash-flow analysis suggests the stock may be trading above intrinsic value, while market-based multiples imply stronger growth expectations; the result is a relatively low value rating despite continued momentum. Is Bloom Energy Priced For Perfection After AI Demand?
• Negative Sentiment: Multiple law firms are publicizing a securities class action against Bloom Energy concerning investors who purchased shares between February 27, 2025, and July 8, 2026. The firms allege violations of federal securities laws and are seeking lead plaintiffs by September 28, 2026. Repeated notices increase headline and litigation risk, although the allegations have not been proven. Rosen Law Firm Class Action Deadline Notice
• Negative Sentiment: One complaint reportedly alleges that Bloom Energy misrepresented its supply chain by stating it had no China supply-chain exposure while allegedly routing Chinese-sourced scandium and components through intermediaries in several Asian countries. If substantiated, such claims could create financial, regulatory, and reputational risks. Levi & Korsinsky Supply-Chain Allegation Notice

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.