SBI Securities Co. Ltd. Sells 20,828 Shares of Bloom Energy Corporation $BE

SBI Securities Co. Ltd. lowered its position in shares of Bloom Energy Corporation (NYSE:BE) by 64.2% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 11,590 shares of the company’s stock after selling 20,828 shares during the quarter. SBI Securities Co. Ltd.’s holdings in Bloom Energy were worth $3,210,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in BE. Montanova Capital LLC bought a new stake in shares of Bloom Energy in the second quarter worth about $10,231,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in Bloom Energy by 78.3% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock valued at $401,849,000 after purchasing an additional 583,135 shares during the period. Militia Capital Management LLC bought a new position in Bloom Energy during the 1st quarter valued at approximately $813,000. Assenagon Asset Management S.A. raised its position in Bloom Energy by 3,398.3% during the 2nd quarter. Assenagon Asset Management S.A. now owns 239,877 shares of the company’s stock valued at $72,611,000 after purchasing an additional 233,020 shares during the last quarter. Finally, Zweig DiMenna Associates LLC bought a new position in Bloom Energy during the 1st quarter valued at approximately $8,468,000. Institutional investors own 77.04% of the company’s stock.

Insider Buying and Selling at Bloom Energy

In other news, insider Satish Chitoori sold 2,870 shares of the firm’s stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $270.06, for a total value of $775,072.20. Following the completion of the transaction, the insider owned 202,494 shares in the company, valued at $54,685,529.64. This trade represents a 1.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shawn Soderberg sold 2,870 shares of Bloom Energy stock in a transaction that occurred on Wednesday, September 16th. The shares were sold at an average price of $270.07, for a total value of $775,100.90. Following the sale, the insider owned 126,500 shares in the company, valued at $34,163,855. This represents a 2.22% decrease in their ownership of the stock. 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. In the last 90 days, insiders sold 89,698 shares of company stock worth $21,780,758. Insiders own 3.00% of the company’s stock.

Analyst Upgrades and Downgrades

BE has been the subject of several research analyst reports. UBS Group increased their price objective on Bloom Energy from $325.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, October 7th. Barclays boosted their target price on Bloom Energy from $276.00 to $308.00 and gave the company an “equal weight” rating in a research note on Thursday, October 1st. Citigroup reissued a “buy” rating on shares of Bloom Energy in a research note on Friday. Evercore restated an “outperform” rating on shares of Bloom Energy in a report on Friday, August 7th. Finally, Jefferies Financial Group reaffirmed a “hold” rating and issued a $242.00 price target on shares of Bloom Energy in a research note on Friday. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Bloom Energy has an average rating of “Moderate Buy” and an average target price of $258.36.

Bloom Energy Trading Down 11.6%

Shares of BE opened at $192.52 on Friday. Bloom Energy Corporation has a 1-year low of $75.70 and a 1-year high of $351.28. 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 firm’s 50-day moving average price is $248.71 and its 200-day moving average price is $249.16. The firm has a market capitalization of $56.70 billion, a price-to-earnings ratio of 118.11, a PEG ratio of 2.81 and a beta of 3.77.

Bloom Energy (NYSE:BE) last released its quarterly earnings results on Thursday, October 22nd. The company reported $0.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.69 by $0.25. Bloom Energy had a net margin of 13.53% and a return on equity of 53.69%. The company had revenue of $1.24 billion during the quarter, compared to the consensus estimate of $1.07 billion. During the same period in the prior year, the firm earned $0.15 earnings per share. Bloom Energy’s revenue was up 138.1% on a year-over-year basis. Sell-side analysts anticipate that Bloom Energy Corporation will post 2.04 EPS for the current year.

Bloom Energy News Roundup

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

• Positive Sentiment: Bloom Energy reported record third-quarter revenue of $1.24 billion, up 138.1% year over year, while adjusted EPS of $0.94 exceeded the approximately $0.69–$0.71 analyst consensus. Net income reached $250.3 million, compared with a loss in the prior-year quarter. Bloom Energy Reports Record Third Quarter 2026 Financial Results and Raises Full Year 2026 Guidance
• Positive Sentiment: The company raised its full-year 2026 outlook for the third time, projecting revenue of $4.4 billion to $4.6 billion and adjusted EPS of $3.10 to $3.40—both above consensus expectations. Management cited strong product sales, rising backlog and demand from data centers and other customers requiring reliable, on-site power. BE Q3 Earnings Beat Estimates on Strong Product Sales, View Up
• Positive Sentiment: Analyst sentiment remained generally constructive: JPMorgan maintained an “overweight” rating despite lowering its price target to $292, while RBC reaffirmed “outperform” with a $335 target and Bernstein raised its target to $306. JPMorgan Bloom Energy Ratings
• Neutral Sentiment: Broader selling in AI-related and data-center power stocks is adding pressure, as investors reassess whether projected capital spending will translate into near-term returns. Bloom’s CEO said the company’s opportunity extends beyond artificial intelligence, including broader distributed-power demand. The AI Rout: Sorting CAPEX Fact From Fiction
• Negative Sentiment: Operating and net cash flow were negative by roughly $180 million in the quarter. Investors are concerned that aggressive manufacturing expansion and other growth investments could require substantial cash before the higher revenue and backlog convert into sustainable free cash flow. Bloom Energy Slides as Q3 Beat and Raise Clouded by Cash Outflows
• Negative Sentiment: At a very high earnings multiple, Bloom Energy had already priced in substantial growth. Consequently, the cash-flow shortfall and expansion spending outweighed the earnings beat and guidance increase for short-term investors.

Bloom Energy Company Profile

Bloom Energy Corporation develops and manufactures energy systems designed to generate electricity on-site. Its primary product is the Bloom Energy Server, a solid oxide fuel cell platform that converts fuel into electricity through an electrochemical process rather than combustion. The systems are used by businesses, utilities, data centers and other organizations seeking reliable, distributed power.

The company also develops electrolyzers based on its solid oxide technology. These systems are designed to produce hydrogen from electricity and water and support applications related to industrial operations, energy storage and the emerging hydrogen economy.