Westfield Capital Management Co. LP Takes $141.68 Million Position in Bloom Energy Corporation $BE

Westfield Capital Management Co. LP bought a new position in Bloom Energy Corporation (NYSE:BE) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,675,282 shares of the company’s stock, valued at approximately $141,679,000. Westfield Capital Management Co. LP owned about 0.71% of Bloom Energy at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the business. US Bancorp DE raised its holdings in shares of Bloom Energy by 125.5% during the third quarter. US Bancorp DE now owns 7,221 shares of the company’s stock valued at $611,000 after acquiring an additional 4,019 shares in the last quarter. Fox Run Management L.L.C. bought a new position in Bloom Energy in the 3rd quarter worth $332,000. MAI Capital Management lifted its position in shares of Bloom Energy by 433.0% in the 3rd quarter. MAI Capital Management now owns 5,644 shares of the company’s stock worth $477,000 after purchasing an additional 4,585 shares during the period. Optiver Holding B.V. bought a new stake in shares of Bloom Energy during the 3rd quarter valued at about $169,000. Finally, Counterpoint Mutual Funds LLC purchased a new position in shares of Bloom Energy during the third quarter valued at about $568,000. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Analyst Upgrades and Downgrades

BE has been the subject of several research analyst reports. JPMorgan Chase & Co. raised their price objective on shares of Bloom Energy to $166.00 and gave the stock an “overweight” rating in a report on Friday, February 6th. Morgan Stanley increased their target price on Bloom Energy to $184.00 and gave the stock an “overweight” rating in a research report on Friday, February 6th. UBS Group restated a “buy” rating and issued a $170.00 target price on shares of Bloom Energy in a research note on Friday, February 6th. Roth Mkm upped their price target on Bloom Energy to $133.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 3rd. Finally, Zacks Research upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Friday, February 6th. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $131.87.

Insider Transactions at Bloom Energy

In other news, insider Maciej Kurzymski sold 3,264 shares of the company’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $86.48, for a total transaction of $282,270.72. Following the completion of the sale, the insider owned 90,005 shares of the company’s stock, valued at $7,783,632.40. This represents a 3.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Shawn Marie Soderberg sold 3,332 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $139.56, for a total transaction of $465,013.92. Following the sale, 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 12,294 shares of company stock worth $1,520,974 in the last three months. 3.60% of the stock is owned by insiders.

More Bloom Energy News

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

• Positive Sentiment: Brookfield partnership — Brookfield plans up to $5 billion to deploy Bloom’s fuel cells for AI-focused data centers, materially increasing revenue visibility and backlog and signaling large-scale commercial demand for Bloom’s product in a high-growth end market. Bloom Energy (BE) Is Up 14.4% After Major Brookfield AI Data Center Deal And Backlog Surge
• Positive Sentiment: Solid quarterly results and backlog growth — Recent earnings beat and materially higher backlog give better near-term revenue visibility and support management’s FY guidance, reinforcing the growth narrative. Bloom Energy Corporation (BE) Gained From a $5B Partnership with Brookfield and Solid Results
• Positive Sentiment: Momentum & technical breakout — Several market and research notes highlight a technical breakout amid rising demand for always-on power for AI and data centers, attracting momentum traders and growth-oriented flows. AI Power Play Bloom Energy Stock Breaking Out Now
• Positive Sentiment: Market reaction — Coverage notes the stock reaching new/all-time highs following the Brookfield news and results, which can reinforce momentum and push flows from index/ETF rebalancing or momentum funds. Bloom Energy jumps to all-time high but Citi rates just neutral after run-up
• Neutral Sentiment: Longer-term economics debate — Analysts and deep-dive pieces assess the unit economics of broad fuel-cell adoption and 800V DC architectures; these are important for long-term margins but less likely to change near-term momentum. Bloom Energy: Betting The Bloom Box Goes Mainstream Has Subtle Economics
• Negative Sentiment: Citi initiation with a neutral rating and $162 target — Citi started coverage at “neutral” and set a $162 price target, which is below the recent trading level and could cap upside or prompt some profit-taking. BE Bloom Energy initiated with neutral view at Citi
• Negative Sentiment: Valuation concerns — Several analysts and commentaries warn the stock may be “priced for perfection” after a large rally; if growth or margin execution disappoints, multiples could compress quickly. Bloom Energy: 800V DC Architecture Meets A Priced-For-Perfection Valuation

Bloom Energy Stock Up 5.0%

BE stock opened at $174.49 on Thursday. The business has a 50 day moving average of $131.70 and a 200 day moving average of $103.53. The firm has a market cap of $48.95 billion, a PE ratio of -459.18, a price-to-earnings-growth ratio of 6.78 and a beta of 3.07. Bloom Energy Corporation has a twelve month low of $15.15 and a twelve month high of $180.90. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54.

Bloom Energy (NYSE:BE) last issued its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, topping the consensus estimate 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 for the quarter, compared to the consensus estimate of $647.59 million. During the same quarter in the prior year, the firm posted $0.43 earnings per share. The business’s revenue was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, research analysts forecast that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

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.