National Pension Service Has $135.95 Million Stock Holdings in Bloom Energy Corporation $BE

National Pension Service trimmed its holdings in shares of Bloom Energy Corporation (NYSE:BE) by 6.9% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 449,125 shares of the company’s stock after selling 33,519 shares during the quarter. National Pension Service owned 0.15% of Bloom Energy worth $135,950,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Blue Trust Inc. grew its stake in shares of 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. Continuum Advisory LLC bought a new position in Bloom Energy during the 2nd quarter worth $25,000. Anchor Investment Management LLC acquired a new position in Bloom Energy during the 1st quarter worth about $27,000. Hantz Financial Services Inc. lifted its holdings in Bloom Energy by 45.5% during the 4th 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. lifted its holdings in Bloom Energy by 2,000.0% during the 1st 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. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on BE. UBS Group reissued a “buy” rating and issued a $325.00 price target on shares of Bloom Energy in a research note on Monday. BTIG Research reaffirmed a “buy” rating and issued a $295.00 price objective on shares of Bloom Energy in a research note on Wednesday, July 29th. Wall Street Zen upgraded Bloom Energy from a “hold” rating to a “buy” rating in a report on Sunday, September 6th. Clear Str upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Wednesday, July 29th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $335.00 target price on shares of Bloom Energy in a research report on Wednesday, June 10th. Three investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $249.18.

Insiders Place Their Bets

In other Bloom Energy news, insider Aman Joshi sold 4,677 shares of the business’s stock in a transaction that occurred 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 transaction, the insider directly owned 159,130 shares of the company’s stock, valued at approximately $38,469,677.50. The trade was a 2.86% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,053 shares of the stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $241.64, for a total value of $496,086.92. Following the transaction, the insider owned 205,364 shares in the company, valued at $49,624,156.96. The trade was a 0.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 89,464 shares of company stock valued at $22,131,255 in the last 90 days. Company insiders own 3.00% of the company’s stock.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy’s solid-oxide fuel-cell systems are benefiting from surging electricity demand from artificial-intelligence data centers. Recent commentary highlights customer interest from hyperscalers, neocloud companies and AI labs, while the company reportedly delivered power to an Oracle data center in just 55 days. Bloom Energy Has More Room to Run Amid the AI Supercycle
• Positive Sentiment: A new Power Connect system could reduce installation time by more than 40%, potentially accelerating deployments and improving Bloom’s ability to convert its backlog into revenue. Bloom Energy’s New Power Connect System
• Positive Sentiment: Bloom is scheduled to join the S&P 500 on September 21, which could create incremental demand from index-tracking funds. The company was also named to Newsweek’s 2026 World’s Most Trustworthy Companies list in the Energy & Utilities category. ETFs in Spotlight as Bloom Energy Joins the S&P 500
• Neutral Sentiment: Heavy options activity, including nearly $350 million traded in one session and reports of a prior high-profile household purchase, is increasing attention and volatility but does not by itself change Bloom’s operating outlook. Bloom Energy Options Activity
• Negative Sentiment: Several law firms are promoting a securities class action covering investors who purchased shares from February 27, 2025, through July 8, 2026. The allegations involve statements about Bloom’s scandium sourcing and its “no China supply chain” claims; the lead-plaintiff deadline is September 28. The repeated announcements are adding an overhang and potential legal costs. Bloom Energy Securities Class Action Deadline
• Negative Sentiment: After rising more than 400% over the past year, analysts and commentary warn that the stock’s valuation leaves limited room for disappointment. Profit-taking is particularly understandable given the company’s very high earnings multiple, even though recent quarterly revenue and earnings significantly exceeded estimates. Bloom Energy Valuation and Limited Upside

Bloom Energy Stock Performance

Shares of Bloom Energy stock opened at $257.81 on Friday. 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 business has a 50-day moving average price of $225.25 and a two-hundred day moving average price of $225.50. Bloom Energy Corporation has a 1-year low of $61.37 and a 1-year high of $351.28. The company has a market cap of $75.93 billion, a P/E ratio of 343.74, a PEG ratio of 3.69 and a beta of 3.80.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data 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 company had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. During the same period in the previous year, the business earned $0.10 EPS. The firm’s 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. As a group, analysts anticipate that Bloom Energy Corporation will post 1.92 EPS for the current year.

Bloom Energy Company Profile

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.