IFP Advisors Inc Cuts Stake in Bloom Energy Corporation $BE

IFP Advisors Inc lowered its holdings in shares of Bloom Energy Corporation (NYSE:BE) by 23.7% during the 2nd quarter, Holdings Channel.com reports. The firm owned 7,315 shares of the company’s stock after selling 2,268 shares during the quarter. IFP Advisors Inc’s holdings in Bloom Energy were worth $2,214,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in the business. Blue Trust Inc. lifted its stake in Bloom Energy by 37.2% in the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after purchasing an additional 51 shares during the last quarter. Anchor Investment Management LLC purchased a new stake in Bloom Energy during the first quarter valued at about $27,000. WPG Advisers LLC grew its stake in shares of Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after buying an additional 67 shares during the last quarter. Hantz Financial Services Inc. increased its holdings in shares of Bloom Energy by 45.5% in the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after buying an additional 100 shares during the period. Finally, Godsey & Gibb Inc. increased its holdings in shares of Bloom Energy by 2,000.0% in the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock worth $28,000 after buying an additional 200 shares during the period. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Key Stories Impacting Bloom Energy

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

Bloom Energy Stock Up 12.7%

NYSE BE opened at $238.00 on Thursday. 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 stock has a market capitalization of $70.10 billion, a PE ratio of 317.33, a PEG ratio of 2.88 and a beta of 3.79. Bloom Energy Corporation has a 1 year low of $40.56 and a 1 year high of $351.28. The business’s 50-day moving average is $250.09 and its 200 day moving average is $214.11.

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

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the company. Sanford C. Bernstein increased their target price on Bloom Energy from $276.00 to $282.00 and gave the company a “market perform” rating in a report on Wednesday, July 29th. Jefferies Financial Group set a $188.00 price target on Bloom Energy in a research note on Wednesday, July 29th. BMO Capital Markets dropped their price objective on Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a research note on Wednesday, July 29th. Royal Bank Of Canada restated an “outperform” rating and issued a $335.00 target price on shares of Bloom Energy in a report on Wednesday, June 10th. Finally, Barclays raised their target price on shares of Bloom Energy from $254.00 to $276.00 and gave the stock an “equal weight” rating in a report on Tuesday, June 23rd. Three research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $246.18.

Insider Activity

In related news, CAO Maciej Kurzymski sold 2,259 shares of the company’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $288.62, for a total transaction of $651,992.58. Following the completion of the transaction, 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, 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 sale, the insider directly owned 163,807 shares of the company’s stock, valued at $49,202,708.59. The trade was a 4.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 92,585 shares of company stock valued at $25,996,248. 3.00% of the stock is owned by insiders.

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.