IvyRock Asset Management HK Ltd Buys Shares of 9,900 Bloom Energy Corporation $BE

IvyRock Asset Management HK Ltd purchased a new position in Bloom Energy Corporation (NYSE:BE) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 9,900 shares of the company’s stock, valued at approximately $837,000. Bloom Energy accounts for 0.4% of IvyRock Asset Management HK Ltd’s portfolio, making the stock its 8th biggest position.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. N.E.W. Advisory Services LLC purchased a new stake in Bloom Energy in the third quarter worth approximately $32,000. Fifth Third Bancorp purchased a new stake in Bloom Energy during the 3rd quarter valued at $32,000. Parkside Financial Bank & Trust grew its holdings in shares of Bloom Energy by 250.9% in the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after acquiring an additional 281 shares during the period. Elevation Point Wealth Partners LLC bought a new stake in shares of Bloom Energy in the second quarter worth $36,000. Finally, NewEdge Advisors LLC increased its position in Bloom Energy by 674.7% during the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after acquiring an additional 1,626 shares during the last quarter. Institutional investors own 77.04% of the company’s stock.

Bloom Energy Price Performance

NYSE BE opened at $174.49 on Thursday. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. Bloom Energy Corporation has a 12 month low of $15.15 and a 12 month high of $180.90. The stock has a market cap of $48.95 billion, a price-to-earnings ratio of -459.18, a PEG ratio of 6.78 and a beta of 3.07. The company’s 50 day moving average is $131.70 and its two-hundred day moving average is $103.53.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The firm had revenue of $777.68 million during the quarter, compared to analysts’ expectations of $647.59 million. During the same period in the prior year, the company posted $0.43 earnings per share. The company’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. As a group, research analysts anticipate that Bloom Energy Corporation will post -0.23 earnings per share for the current year.

Insiders Place Their Bets

In related news, insider Maciej Kurzymski sold 3,264 shares of the business’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $86.48, for a total value of $282,270.72. Following the transaction, the insider directly owned 90,005 shares of the company’s stock, valued at approximately $7,783,632.40. The trade was a 3.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Satish Chitoori sold 1,521 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $139.37, for a total transaction of $211,981.77. Following the sale, the insider directly owned 230,017 shares of the company’s stock, valued at approximately $32,057,469.29. This trade represents a 0.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 12,294 shares of company stock valued at $1,520,974 over the last three months. Insiders own 3.60% of the company’s stock.

Key Bloom Energy News

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

• Positive Sentiment: Brookfield agreed to invest up to $5 billion to deploy Bloom’s fuel cells for AI-focused data centers worldwide — a large, strategic capital commitment that validates Bloom’s addressable market in data‑center on‑site power and should accelerate backlog conversion and project deployments. Bloom Energy Corporation (BE) Gained From a $5B Partnership with Brookfield and Solid Results
• Positive Sentiment: Latest quarterly results and backlog: Bloom beat revenue and EPS estimates, reported a sizable backlog surge, and set FY2026 EPS guidance (1.33–1.48), giving investors more confidence in near‑term growth and profitability trajectory. That combination is a primary driver of the rally. Bloom Energy (BE) Is Up 14.4% After Major Brookfield AI Data Center Deal And Backlog Surge – Has The Bull Case Changed?
• Positive Sentiment: AI/data‑center demand and technical momentum: Multiple analysts and market writeups highlight Bloom as a beneficiary of AI buildouts and note a bullish technical breakout that has attracted momentum flows into the stock. AI Power Play Bloom Energy Stock Breaking Out Now
• Neutral Sentiment: Market narrative/coverage is amplifying the move — several aggregator pieces explain that the stock’s jump is driven by the Brookfield deal, backlog news and record demand; this increases attention but also raises short‑term volatility risk. Bloom Energy Stock Gets A Boost Tuesday: What’s Fueling The Momentum?
• Negative Sentiment: Valuation concerns: Several analysts warn the stock may be priced for perfection after the rally — multiples are stretched relative to execution risk, so any slowdown in backlog conversion, margins or delayed unit deliveries could reverse gains. Bloom Energy: 800V DC Architecture Meets A Priced-For-Perfection Valuation
• Negative Sentiment: Execution and balance‑sheet risk: Bloom has elevated leverage and a history of negative net margins; investors should watch gross margins, cash flow, and how Brookfield capital is deployed (project financing vs. corporate support). These fundamentals determine whether current optimism converts into durable profits. Bloom Energy Suffers Electrification Success – Pricey After Outsized Rally

Analysts Set New Price Targets

Several brokerages have issued reports on BE. Wells Fargo & Company raised their target price on Bloom Energy to $130.00 and gave the stock an “equal weight” rating in a research report on Friday, February 6th. HSBC upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating and set a $150.00 price objective on the stock in a research note on Wednesday, October 29th. UBS Group restated a “buy” rating and set a $170.00 target price on shares of Bloom Energy in a research report on Friday, February 6th. Morgan Stanley upped their target price on shares of Bloom Energy to $184.00 and gave the company an “overweight” rating in a report on Friday, February 6th. Finally, Robert W. Baird set a $172.00 price target on shares of Bloom Energy in a research report on Tuesday, January 27th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $131.87.

Bloom Energy Company 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.