Bloom Energy Corporation $BE Holdings Lifted by IFP Advisors Inc

IFP Advisors Inc increased its holdings in shares of Bloom Energy Corporation (NYSE:BE) by 464.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,490 shares of the company’s stock after buying an additional 9,454 shares during the quarter. IFP Advisors Inc’s holdings in Bloom Energy were worth $998,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Creekmur Asset Management LLC purchased a new position in Bloom Energy in the third quarter valued at about $1,825,000. Meridian Wealth Management LLC purchased a new position in Bloom Energy in the third quarter valued at about $553,000. Straight Path Wealth Management purchased a new position in Bloom Energy in the third quarter valued at about $1,099,000. Strs Ohio grew its stake in Bloom Energy by 24.8% in the fourth quarter. Strs Ohio now owns 41,200 shares of the company’s stock valued at $3,580,000 after purchasing an additional 8,200 shares in the last quarter. Finally, Teachers Retirement System of The State of Kentucky purchased a new position in Bloom Energy in the third quarter valued at about $1,985,000. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Insider Activity

In related news, insider Shawn Marie Soderberg sold 35,000 shares of the business’s stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $279.00, for a total transaction of $9,765,000.00. Following the transaction, the insider directly owned 341,731 shares in the company, valued at $95,342,949. The trade was a 9.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Kr Sridhar sold 200,000 shares of the business’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $170.00, for a total value of $34,000,000.00. Following the transaction, the chief executive officer owned 2,189,869 shares in the company, valued at $372,277,730. This represents a 8.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 525,271 shares of company stock valued at $99,167,479. Corporate insiders own 3.00% of the company’s stock.

Bloom Energy Trading Down 0.1%

Shares of BE opened at $302.26 on Monday. Bloom Energy Corporation has a 12-month low of $17.85 and a 12-month high of $322.83. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90. The firm has a market capitalization of $85.97 billion, a price-to-earnings ratio of -6,043.97 and a beta of 3.82. The stock’s 50-day moving average price is $206.97 and its 200 day moving average price is $154.80.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results 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. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The firm had revenue of $751.05 million for the quarter, compared to analyst estimates of $539.94 million. During the same period in the previous year, the company posted $0.03 earnings per share. The company’s quarterly revenue was up 130.4% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. As a group, research analysts predict that Bloom Energy Corporation will post 1.31 earnings per share for the current year.

Analyst Ratings Changes

A number of brokerages have commented on BE. China Renaissance began coverage on Bloom Energy in a research note on Wednesday, January 28th. They issued a “buy” rating and a $207.00 target price on the stock. Zacks Research upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, April 7th. Royal Bank Of Canada boosted their target price on Bloom Energy to $335.00 and gave the company an “outperform” rating in a research note on Wednesday, April 29th. Mizuho set a $285.00 target price on Bloom Energy in a research note on Friday, May 1st. Finally, UBS Group boosted their target price on Bloom Energy to $251.00 and gave the company a “buy” rating in a research note on Tuesday, April 21st. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $217.48.

More Bloom Energy News

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

• Positive Sentiment: Bloom Energy announced a $2.6 billion strategic partnership with Nebius Group to power U.S. data centers with fuel cells, boosting expectations for long-term revenue from AI infrastructure demand. Bloom Energy rises 2% after partnering with European AI infrastructure upstart in $2.6 billion deal
• Positive Sentiment: Multiple outlets highlighted Bloom Energy as a beneficiary of the AI buildout, with commentary that the stock remains attractive for long-term investors despite the recent run-up. 2 Energy Stocks That Are the Smartest Long-Term Buys During the Energy Boom
• Positive Sentiment: Bloom Energy has been included in reports on stocks hitting 52-week highs, showing strong momentum as investors rotate into AI infrastructure and power-related names. APLD, BE, GFS Stocks Hit 52-Week Highs: What’s Driving The Surge?
• Neutral Sentiment: One article noted unusually large put-option activity in BE, suggesting some traders may be hedging or betting on volatility after the sharp rally.
• Neutral Sentiment: Several pieces discussed whether the stock’s surge has gone too far, but these were valuation-focused opinions rather than new company developments. Bloom Energy’s Rally May Have Pushed the Stock Too Far
• Negative Sentiment: Some analysts warned the rally may be ahead of fundamentals, which could pressure the stock if investors start questioning how quickly the AI momentum can translate into profits. Bloom Energy: Pause Warranted

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.