Bloom Energy Corporation $BE Shares Purchased by Hennion & Walsh Asset Management Inc.

Hennion & Walsh Asset Management Inc. grew its stake in Bloom Energy Corporation (NYSE:BE) by 90.3% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 5,274 shares of the company’s stock after buying an additional 2,503 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in Bloom Energy were worth $1,596,000 as of its most recent filing with the SEC.

Other large investors have also recently made changes to their positions in the company. MRA Advisory Group raised its holdings in Bloom Energy by 87.2% in the second quarter. MRA Advisory Group now owns 10,196 shares of the company’s stock valued at $3,086,000 after acquiring an additional 4,750 shares in the last quarter. FNY Investment Advisers LLC acquired a new position in Bloom Energy during the 2nd quarter worth approximately $621,000. Cooper Financial Group acquired a new position in Bloom Energy during the 2nd quarter worth approximately $412,000. Castle Rock Wealth Management LLC purchased a new stake in shares of Bloom Energy in the 2nd quarter valued at approximately $378,000. Finally, PensionDanmark Pensionsforsikringsaktieselskab raised its holdings in shares of Bloom Energy by 9.0% in the 2nd quarter. PensionDanmark Pensionsforsikringsaktieselskab now owns 34,041 shares of the company’s stock valued at $10,304,000 after purchasing an additional 2,820 shares in the last quarter. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Bloom Energy News Roundup

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

• Positive Sentiment: Nebius selected Bloom Energy as the behind-the-meter power partner for a flagship AI data center. The deal reinforces Bloom’s positioning in fast-growing onsite power and fuel-cell markets, where data-center operators need reliable electricity without waiting for broader grid connections. Bloom Energy Jumps as Nebius Picks Its Fuel Cells for AI Data Center
• Positive Sentiment: The announcement helped make Bloom one of the leading AI-infrastructure gainers, alongside Nebius and CoreWeave, as investors renewed the trade around GPU computing and the power required to support it. Nebius, CoreWeave, and Bloom Energy Lead AI Stock Gainers
• Positive Sentiment: Recent business developments also support the growth narrative: Bloom is expanding its relationship with MiTAC Computing Technology to deploy fuel-cell microgrids at an AI server-manufacturing campus in Fremont. Analysts and commentators cited AI-driven electricity demand, Bloom’s faster “time-to-power” advantage, and rising earnings estimates as reasons for optimism. Bloom Energy Deepens AI Power Footprint in Fremont
• Neutral Sentiment: Although the growth outlook is attracting buyers, valuation remains a risk. Commentary noted that Bloom’s stock has risen sharply this year, while its premium valuation leaves less room for execution setbacks or disappointing growth.
• Negative Sentiment: Several law firms publicized a securities class action against Bloom and certain executives, with a September 28, 2026 lead-plaintiff deadline. The lawsuit alleges that the company made misleading statements about its supply chain, including claims concerning Chinese-sourced scandium and components. The allegations have not been proven, but the litigation creates reputational, legal-cost, and investor-confidence risks. Levi and Korsinsky Securities Class Action Notice

Insiders Place Their Bets

In other Bloom Energy news, insider Aman Joshi sold 8,343 shares of the business’s stock in a transaction that occurred 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 sale, the insider owned 163,807 shares in the company, valued at approximately $49,202,708.59. The trade was a 4.85% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director John T. Chambers sold 15,000 shares of the stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $205.58, for a total value of $3,083,700.00. Following the completion of the sale, the director directly owned 223,333 shares of the company’s stock, valued at $45,912,798.14. The trade was a 6.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 92,585 shares of company stock worth $25,996,248. Corporate insiders own 3.00% of the company’s stock.

Bloom Energy Price Performance

Shares of NYSE:BE opened at $238.00 on Thursday. The company’s fifty day moving average price is $250.09 and its 200 day moving average price is $214.11. Bloom Energy Corporation has a 12 month low of $40.56 and a 12 month high of $351.28. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. The firm has a market capitalization of $70.10 billion, a P/E ratio of 317.33, a P/E/G ratio of 2.88 and a beta of 3.79.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.39 by $0.39. The company had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. Bloom Energy’s revenue for the quarter was up 165.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, sell-side analysts predict that Bloom Energy Corporation will post 1.93 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

BE has been the topic of several recent analyst reports. Evercore reissued an “outperform” rating on shares of Bloom Energy in a report on Friday, August 7th. Mizuho raised Bloom Energy from a “neutral” rating to an “outperform” rating and decreased their price target for the stock from $285.00 to $242.00 in a report on Thursday, July 30th. JPMorgan Chase & Co. lowered their price objective on Bloom Energy from $346.00 to $314.00 and set an “overweight” rating for the company in a research report on Wednesday, July 29th. UBS Group dropped their price objective on Bloom Energy from $350.00 to $300.00 and set a “buy” rating on the stock in a report on Wednesday, July 29th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, July 21st. Three equities research analysts have rated the stock with a Strong Buy rating, ten have given 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, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $246.18.

Bloom Energy 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.