Moore Capital Management LP Increases Holdings in Bloom Energy Corporation $BE

Moore Capital Management LP increased its position in Bloom Energy Corporation (NYSE:BE) by 161.3% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 218,175 shares of the company’s stock after buying an additional 134,675 shares during the quarter. Bloom Energy accounts for 1.0% of Moore Capital Management LP’s portfolio, making the stock its 12th largest position. Moore Capital Management LP owned about 0.07% of Bloom Energy worth $66,042,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Blue Trust Inc. grew its position in Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after acquiring an additional 51 shares during the last quarter. Anchor Investment Management LLC bought a new stake in shares of Bloom Energy in the 1st quarter worth approximately $27,000. Hantz Financial Services Inc. lifted its holdings in shares of Bloom Energy by 45.5% in the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after acquiring an additional 100 shares during the last quarter. Godsey & Gibb Inc. lifted its holdings in shares of Bloom Energy by 2,000.0% in the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock worth $28,000 after acquiring an additional 200 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd purchased a new stake in shares of Bloom Energy in the 4th quarter valued at $28,000. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Bloom Energy Stock Performance

Bloom Energy stock opened at $209.37 on Monday. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59. The firm has a market cap of $61.67 billion, a P/E ratio of 279.16, a P/E/G ratio of 2.89 and a beta of 3.79. Bloom Energy Corporation has a 1-year low of $48.87 and a 1-year high of $351.28. The firm has a 50-day moving average of $235.51 and a 200-day moving average of $219.52.

Bloom Energy (NYSE:BE) last announced its quarterly 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. The company 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%.Bloom Energy’s revenue was up 165.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Sell-side analysts expect that Bloom Energy Corporation will post 1.92 EPS for the current year.

Insider Transactions at Bloom Energy

In related news, Director Jeffrey R. Immelt sold 30,000 shares of the company’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $238.91, for a total transaction of $7,167,300.00. Following the completion of the transaction, the director owned 201,243 shares in the company, valued at $48,078,965.13. This represents a 12.97% 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. Also, insider Aman Joshi sold 4,677 shares of the firm’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $241.75, for a total value of $1,130,664.75. Following the completion of the sale, the insider directly owned 159,130 shares of the company’s stock, valued at $38,469,677.50. The trade was a 2.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders sold 89,464 shares of company stock worth $22,131,255. Corporate insiders own 3.00% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently commented on BE. Truist Financial reduced their target price on shares of Bloom Energy from $250.00 to $218.00 and set a “hold” rating on the stock in a report on Wednesday, July 29th. UBS Group lowered their price target on shares of Bloom Energy from $350.00 to $300.00 and set a “buy” rating for the company in a research note on Wednesday, July 29th. Roth Capital upped their price target on shares of Bloom Energy from $225.00 to $285.00 and gave the company a “neutral” rating in a research report on Wednesday, July 1st. Susquehanna raised their price objective on Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a research note on Friday, July 10th. Finally, Robert W. Baird reiterated an “outperform” rating and issued a $310.00 price objective on shares of Bloom Energy in a report on Thursday, July 9th. Three equities 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 given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $248.05.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: AI data-center demand remains the primary bullish catalyst. Bloom’s solid-oxide fuel cells can provide onsite electricity much faster than traditional grid infrastructure, supporting demand from data centers with urgent power needs. Analysts and bullish investors point to expanding deployments, constructive backlog expectations and the potential for backlog growth beyond the company’s previously reported $20 billion level. Prediction: Bloom Energy’s Backlog Will Top $50 Billion Before Year’s End
• Positive Sentiment: Power Connect could improve execution and accelerate revenue conversion. Bloom says its factory-integrated system pre-wires and tests equipment before delivery, potentially reducing onsite installation time by more than 40% and making the company’s solutions more attractive for rapidly expanding AI infrastructure projects. Bloom Energy Is Up 7.6% After Launching Power Connect To Speed Data Center Deployments
• Positive Sentiment: Recent fundamentals and comparisons remain supportive. Bloom recently exceeded quarterly EPS and revenue expectations, while coverage has highlighted its stronger AI-power growth outlook relative to FuelCell Energy and other energy-storage competitors. Bloom Energy vs. FuelCell Energy: Which Fuel Cell Stock Has an Edge?

Bloom Energy Company 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.