SG Americas Securities LLC Trims Stock Position in Bloom Energy Corporation $BE

SG Americas Securities LLC cut its stake in Bloom Energy Corporation (NYSE:BE) by 14.1% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 182,226 shares of the company’s stock after selling 29,959 shares during the quarter. SG Americas Securities LLC’s holdings in Bloom Energy were worth $24,690,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brooklands Fund Management Ltd bought a new stake in shares of Bloom Energy during the 4th quarter valued at about $347,560,000. Norges Bank bought a new position in Bloom Energy in the fourth quarter worth about $239,683,000. Amundi lifted its holdings in Bloom Energy by 390.7% in the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock worth $274,068,000 after buying an additional 2,511,426 shares during the period. Westfield Capital Management Co. LP bought a new stake in Bloom Energy during the 3rd quarter valued at approximately $141,679,000. Finally, Man Group plc boosted its position in Bloom Energy by 177.4% during the 2nd quarter. Man Group plc now owns 2,392,915 shares of the company’s stock valued at $57,239,000 after acquiring an additional 1,530,167 shares in the last quarter. 77.04% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Bloom Energy

In other news, CAO Maciej Kurzymski sold 2,259 shares of the stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $288.62, for a total transaction of $651,992.58. Following the sale, the chief accounting officer owned 79,686 shares in the company, valued at $22,998,973.32. This represents a 2.76% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shawn Marie Soderberg sold 2,842 shares of the business’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $288.63, for a total transaction of $820,286.46. Following the completion of the transaction, the insider owned 132,265 shares of the company’s stock, valued at approximately $38,175,646.95. The trade was a 2.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 230,274 shares of company stock worth $58,696,472 in the last 90 days. Insiders own 3.00% of the company’s stock.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy is being highlighted as a hot AI infrastructure and data-center power play, with articles noting that rising power demand from AI builds is driving investor enthusiasm. This AI Infrastructure Stock Is Up 14X in the Last Year (Hint: It’s Not Micron)
• Positive Sentiment: Bloom Energy has been included in market commentary as one of the stocks powering the AI boom, reinforcing the idea that demand for its products is tied to a strong secular growth theme. CAT stock hits $1,000 on AI demand: Here are two other stocks powering the boom
• Neutral Sentiment: Several recent articles focus on whether Bloom Energy is now too expensive after its massive rally, suggesting valuation is becoming a bigger issue for investors even as the AI story remains intact. Is It Too Late to Buy Bloom Energy Stock After Its 1,410% Gain?
• Neutral Sentiment: Bloom Energy was also featured in roundup and investment-ideas articles, which mainly reflect ongoing market attention rather than a new business update. Zacks Investment Ideas feature highlights: Bloom, Oracle, Brookfield Asset Management, Crescent and Diversified Energy
• Negative Sentiment: Recent coverage also points to a sharp pullback after the stock’s run-up, with one report noting Bloom Energy declined more than the market, underscoring that investors may be taking profits amid the huge advance. Why Bloom Energy Stock Tumbled Today
• Negative Sentiment: Some commentary warns the stock may be priced for perfection and vulnerable to an AI-energy bubble narrative, which could weigh on sentiment if investors grow more cautious about the valuation. Famous Short-Seller Says We’re In an AI Energy Bubble. Will Bloom Energy Prove Him Wrong?

Bloom Energy Stock Up 0.6%

Shares of NYSE:BE opened at $323.89 on Thursday. The company has a current ratio of 5.03, a quick ratio of 4.10 and a debt-to-equity ratio of 2.90. The stock has a fifty day simple moving average of $272.16 and a two-hundred day simple moving average of $183.38. Bloom Energy Corporation has a 12-month low of $21.50 and a 12-month high of $349.99. The stock has a market capitalization of $92.13 billion, a price-to-earnings ratio of -6,476.42 and a beta of 3.73.

Bloom Energy (NYSE:BE) last released its earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, topping analysts’ consensus estimates of $0.12 by $0.32. The firm had revenue of $751.05 million for the quarter, compared to analysts’ expectations of $539.94 million. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The company’s quarterly revenue was up 130.4% on a year-over-year basis. During the same period in the prior year, the firm posted $0.03 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, research analysts anticipate that Bloom Energy Corporation will post 1.31 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several brokerages have recently issued reports on BE. Morgan Stanley reissued an “overweight” rating and issued a $310.00 target price on shares of Bloom Energy in a research report on Wednesday, April 29th. Sanford C. Bernstein started coverage on Bloom Energy in a research report on Tuesday, June 16th. They set a “market perform” rating and a $276.00 price target on the stock. Citigroup reaffirmed a “neutral” rating on shares of Bloom Energy in a research note on Thursday, May 28th. Wells Fargo & Company boosted their target price on shares of Bloom Energy to $217.00 and gave the company an “equal weight” rating in a report on Wednesday, April 29th. Finally, Wall Street Zen raised shares of Bloom Energy from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $224.36.

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.