Montchanin Asset Management LLC Makes New $360,000 Investment in Bloom Energy Corporation $BE

Montchanin Asset Management LLC acquired a new stake in shares of Bloom Energy Corporation (NYSE:BE) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 2,655 shares of the company’s stock, valued at approximately $360,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in BE. CTC Alternative Strategies Ltd. bought a new stake in Bloom Energy during the first quarter worth approximately $528,000. Liontrust Investment Partners LLP acquired a new stake in shares of Bloom Energy in the first quarter worth $4,777,000. Western Wealth Management LLC acquired a new stake in shares of Bloom Energy in the first quarter worth $624,000. Bank of America Corp DE boosted its holdings in shares of Bloom Energy by 6.1% during the 1st quarter. Bank of America Corp DE now owns 2,211,880 shares of the company’s stock worth $299,688,000 after buying an additional 126,649 shares during the period. Finally, Edgestream Partners L.P. boosted its holdings in shares of Bloom Energy by 31.4% during the 1st quarter. Edgestream Partners L.P. now owns 24,787 shares of the company’s stock worth $3,358,000 after buying an additional 5,920 shares during the period. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, insider Aman Joshi sold 8,343 shares of the firm’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $300.37, for a total value of $2,505,986.91. Following the completion of the transaction, the insider directly owned 163,807 shares of the company’s stock, valued at $49,202,708.59. This trade represents a 4.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Mary K. Bush sold 25,000 shares of the business’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the completion of the sale, the director directly owned 108,524 shares in the company, valued at $28,971,567.04. This trade represents a 18.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 118,617 shares of company stock valued at $34,238,909 in the last ninety days. 3.00% of the stock is currently owned by insiders.

Bloom Energy Stock Performance

NYSE:BE opened at $206.06 on Friday. The firm’s 50-day moving average is $261.00 and its 200-day moving average is $209.14. The company has a market cap of $58.61 billion, a price-to-earnings ratio of 274.75 and a beta of 3.73. The company has a debt-to-equity ratio of 1.59, a quick ratio of 4.10 and a current ratio of 4.09. Bloom Energy Corporation has a 52-week low of $32.52 and a 52-week high of $351.28.

Bloom Energy (NYSE:BE) last released its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. The business had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The firm’s revenue for the quarter was up 165.5% compared to the same quarter last year. During the same period last year, the business earned $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Equities research analysts anticipate that Bloom Energy Corporation will post 1.43 earnings per share for the current year.

Bloom Energy News Summary

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

• Positive Sentiment: Analyst support and AI demand: Mizuho upgraded Bloom Energy to “Outperform” and set a $242 price target, citing the potential for fuel cells to provide rapidly deployable power for data centers. Other coverage also highlights Bloom’s commercial scale and a reported multiyear backlog tied to artificial-intelligence power demand. Mizuho upgrades Bloom Energy
• Positive Sentiment: Strong quarterly results continue to support the bull case: Bloom reported quarterly revenue of $1.07 billion, up 165.5% year over year, and EPS of $0.78 versus the $0.39 consensus estimate. The company also issued fiscal 2026 EPS guidance of $2.55 to $2.85, reinforcing optimism about accelerating demand and operating leverage. Bloom Energy shares gap up after strong earnings
• Neutral Sentiment: Valuation and technical volatility are limiting conviction: Despite the earnings beat, Bloom trades at a very high earnings multiple and has fallen substantially from its 52-week high. The sharp swings indicate that traders are rapidly repricing both the company’s AI opportunity and execution risks.
• Negative Sentiment: Hunterbrook challenges fuel-cell performance claims: Hunterbrook Capital alleged that Bloom’s fuel cells may not deliver the efficiency, output, or lifespan previously claimed. The report directly attacks the company’s technology and could pressure investor confidence if its assertions gain wider attention. Hunterbrook report challenges fuel-cell performance
• Negative Sentiment: Multiple securities-fraud class-action announcements add legal overhang: Several law firms publicized a lawsuit covering investors who purchased Bloom securities from February 27, 2025, through July 8, 2026, alleging investor harm from purportedly misleading disclosures. The September 28, 2026 lead-plaintiff deadline is likely to keep the issue in focus, although the repeated notices largely concern the same case. Bloom Energy class action investor alert
• Negative Sentiment: Conflicting analyst views weigh on sentiment: Wells Fargo lowered its price target to $176 and maintained an “Equal Weight” rating, while BMO issued a pessimistic forecast. Those targets contrast sharply with Mizuho’s bullish outlook and highlight uncertainty over whether Bloom’s growth expectations justify its valuation. Bloom Energy analyst coverage

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. BMO Capital Markets lowered their target price on shares of Bloom Energy from $279.00 to $227.00 and set a “market perform” rating on the stock in a research note on Wednesday. TD Cowen reissued a “hold” rating and set a $235.00 target price on shares of Bloom Energy in a research report on Monday, July 20th. Wall Street Zen raised Bloom Energy from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Roth Capital lifted their price objective on Bloom Energy from $225.00 to $285.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 1st. Finally, BTIG Research restated a “buy” rating and set a $295.00 target price on shares of Bloom Energy in a research note on Wednesday. Three analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Bloom Energy has an average rating of “Moderate Buy” and a consensus target price of $246.18.

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.