SBI Securities Co. Ltd. Grows Stock Position in Bloom Energy Corporation $BE

SBI Securities Co. Ltd. grew its stake in Bloom Energy Corporation (NYSE:BE) by 241.1% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 32,418 shares of the company’s stock after buying an additional 22,914 shares during the quarter. SBI Securities Co. Ltd.’s holdings in Bloom Energy were worth $9,813,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Bayforest Capital Ltd acquired a new stake in Bloom Energy during the first quarter worth about $2,055,000. AQR Capital Management LLC acquired a new position in Bloom Energy in the first quarter valued at approximately $1,820,000. NewEdge Advisors LLC boosted its position in Bloom Energy by 674.7% in the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after purchasing an additional 1,626 shares in the last quarter. Goldman Sachs Group Inc. boosted its position in Bloom Energy by 50.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after purchasing an additional 836,810 shares in the last quarter. Finally, Focus Partners Wealth grew its stake in shares of Bloom Energy by 30.7% during the 1st quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock worth $394,000 after purchasing an additional 4,716 shares during the period. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Insider Activity at Bloom Energy

In other Bloom Energy news, insider Satish Chitoori sold 2,837 shares of the stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $289.11, for a total transaction of $820,205.07. Following the transaction, the insider directly owned 207,417 shares of the company’s stock, valued at $59,966,328.87. This trade represents a 1.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible 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 Bloom Energy stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $300.37, for a total transaction 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. This trade represents a 4.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 92,585 shares of company stock valued at $25,996,248 in the last three months. Company insiders own 3.00% of the company’s stock.

Key Bloom Energy News

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

• Positive Sentiment: AI data-center power partnership boosts growth outlook. Nebius Group selected Bloom’s fuel cells as the behind-the-meter power solution for a flagship AI data center. Analysts highlighted Bloom’s ability to provide “speed to power,” an important advantage as grid interconnection delays constrain AI infrastructure expansion. BE Stock Jumps After NBIS Says Switch To Bloom
• Positive Sentiment: MiTAC expansion reinforces demand for Bloom’s onsite systems. MiTAC Computing Technology expanded its Bloom partnership to include a fuel-cell-powered islanded microgrid at its Fremont AI server manufacturing campus, adding to its existing San Jose installation. The project supports Bloom’s positioning as a rapidly deployable, low-noise power provider for mission-critical AI operations. Scandium Supply Chain Dispute Might Change The Case For Investing In Bloom Energy
• Positive Sentiment: AI-driven earnings expectations remain supportive. Commentary from Zacks, Fool.com and Evercore ISI points to rising power demand from AI data centers as a major long-term opportunity. Bloom’s latest reported quarter also featured revenue growth of 165.5% year over year and earnings well above consensus, strengthening the bullish narrative. Bloom Energy Skyrockets 143% YTD

Bloom Energy Stock Down 0.4%

Bloom Energy stock opened at $236.12 on Friday. 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 $69.54 billion, a PE ratio of 314.82, a price-to-earnings-growth ratio of 3.24 and a beta of 3.79. The business has a 50 day simple moving average of $248.98 and a 200-day simple moving average of $214.75. Bloom Energy Corporation has a 12 month low of $40.56 and a 12 month high of $351.28.

Bloom Energy (NYSE:BE) last announced its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (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 firm had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. During the same quarter last year, the firm posted $0.10 EPS. The business’s revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, analysts anticipate that Bloom Energy Corporation will post 1.93 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research firms have recently weighed in on BE. Truist Financial cut their target price on shares of Bloom Energy from $250.00 to $218.00 and set a “hold” rating for the company in a report on Wednesday, July 29th. Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, July 21st. Susquehanna raised their price target on shares of Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a research report on Friday, July 10th. Robert W. Baird reaffirmed an “outperform” rating and issued a $310.00 price objective on shares of Bloom Energy in a report on Thursday, July 9th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $335.00 price objective on shares of Bloom Energy in a research report on Wednesday, June 10th. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently 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.