Swedbank AB Buys Shares of 48,032 Bloom Energy Corporation $BE

Swedbank AB bought a new stake in shares of Bloom Energy Corporation (NYSE:BE) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 48,032 shares of the company’s stock, valued at approximately $4,174,000.

A number of other institutional investors also recently modified their holdings of the stock. WPG Advisers LLC boosted its stake in shares of Bloom Energy by 26.4% during the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after buying an additional 67 shares during the period. Ritholtz Wealth Management boosted its stake in shares of Bloom Energy by 1.5% during the 4th quarter. Ritholtz Wealth Management now owns 5,765 shares of the company’s stock valued at $501,000 after buying an additional 87 shares during the period. CoreCap Advisors LLC boosted its stake in shares of Bloom Energy by 7.3% during the 4th quarter. CoreCap Advisors LLC now owns 1,295 shares of the company’s stock valued at $113,000 after buying an additional 88 shares during the period. Reliant Investment Management LLC boosted its stake in shares of Bloom Energy by 3.6% during the 4th quarter. Reliant Investment Management LLC now owns 2,556 shares of the company’s stock valued at $222,000 after buying an additional 90 shares during the period. Finally, Prime Capital Investment Advisors LLC boosted its stake in shares of Bloom Energy by 3.5% during the 4th quarter. Prime Capital Investment Advisors LLC now owns 2,928 shares of the company’s stock valued at $254,000 after buying an additional 98 shares during the period. Institutional investors and hedge funds own 77.04% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on BE shares. Susquehanna lifted their target price on shares of Bloom Energy to $293.00 and gave the company a “positive” rating in a research note on Wednesday, April 29th. BMO Capital Markets lifted their target price on shares of Bloom Energy to $149.00 and gave the company a “market perform” rating in a research note on Friday, February 6th. Robert W. Baird lifted their target price on shares of Bloom Energy to $242.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Royal Bank Of Canada lifted their target price on shares of Bloom Energy to $335.00 and gave the company an “outperform” rating in a research note on Wednesday, April 29th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Bloom Energy in a research note on Friday, April 24th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Bloom Energy presently has a consensus rating of “Moderate Buy” and a consensus price target of $213.81.

Insider Transactions at Bloom Energy

In related news, insider Aman Joshi sold 19,944 shares of Bloom Energy stock in a transaction on Monday, March 16th. The shares were sold at an average price of $154.85, for a total value of $3,088,328.40. Following the transaction, the insider owned 190,521 shares in the company, valued at $29,502,176.85. This trade represents a 9.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Kr Sridhar sold 200,000 shares of Bloom Energy stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total transaction of $34,000,000.00. Following the completion of the transaction, the chief executive officer owned 2,189,869 shares in the company, valued at $372,277,730. This trade represents a 8.37% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 515,092 shares of company stock worth $95,003,475. Corporate insiders own 3.00% of the company’s stock.

Bloom Energy Stock Up 1.1%

BE stock opened at $261.47 on Friday. The company has a current ratio of 5.03, a quick ratio of 4.10 and a debt-to-equity ratio of 2.90. Bloom Energy Corporation has a 1 year low of $17.01 and a 1 year high of $302.99. The company has a fifty day simple moving average of $179.59 and a 200 day simple moving average of $141.89. The firm has a market cap of $73.35 billion, a PE ratio of -5,228.31 and a beta of 3.82.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.12 by $0.32. The business had revenue of $751.05 million during the quarter, compared to analyst estimates of $539.94 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. Bloom Energy’s quarterly revenue was up 130.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Sell-side analysts anticipate that Bloom Energy Corporation will post 1.31 EPS for the current fiscal year.

Bloom Energy News Summary

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

• Positive Sentiment: Bloom Energy is being highlighted as an AI-energy winner after reporting record Q1 2026 revenue of $751.1 million, beating expectations and prompting a major price-target increase from analysts who cited stronger-than-expected demand and an expanded Oracle partnership.
• Positive Sentiment: Jim Cramer called Bloom Energy a “rocket ship,” adding to bullish sentiment around the stock as investors rotate into AI-related infrastructure and non-combustible power generation plays. Jim Cramer on Bloom Energy: “Stock Is a Rocket Ship”
• Positive Sentiment: Several recent articles argue Bloom is among the market’s strongest growth stories, with commentary pointing to its rapid April share-price surge and its potential to keep benefiting from AI capex buildout. Why Bloom Energy Stock Skyrocketed 109% in April
• Positive Sentiment: Industry coverage also notes that Bloom’s recent earnings beat and outlook raise are helping lift the broader fuel-cell and alternative-energy group, reinforcing confidence in the company’s growth trajectory.
• Neutral Sentiment: Some Street coverage remains cautious despite higher price targets, with at least one major firm reiterating a Neutral rating even after sharply lifting its target, suggesting valuation may be getting stretched. Here’s What the Street is Saying About Bloom Energy Corporation (BE)
• Negative Sentiment: Broader alternative-energy commentary warns that tariffs and expiring tax credits could pressure renewable and clean-energy projects, which may create some headwinds for the sector over time.

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.