Bloom Energy Corporation $BE Shares Purchased by Inspire Investing LLC

Inspire Investing LLC lifted its stake in Bloom Energy Corporation (NYSE:BE) by 73.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 16,156 shares of the company’s stock after purchasing an additional 6,863 shares during the period. Inspire Investing LLC’s holdings in Bloom Energy were worth $4,475,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of BE. Jennison Associates LLC boosted its position in Bloom Energy by 20,074.4% in the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock valued at $364,066,000 after buying an additional 2,673,710 shares during the last quarter. Bank of New York Mellon Corp acquired a new stake in shares of Bloom Energy in the 2nd quarter valued at $296,413,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of Bloom Energy by 78.3% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock valued at $401,849,000 after buying an additional 583,135 shares during the period. Bessemer Group Inc. raised its position in shares of Bloom Energy by 228.0% during the first quarter. Bessemer Group Inc. now owns 587,947 shares of the company’s stock worth $79,660,000 after acquiring an additional 408,687 shares during the last quarter. Finally, Renaissance Technologies LLC raised its position in shares of Bloom Energy by 106.0% during the first quarter. Renaissance Technologies LLC now owns 535,900 shares of the company’s stock worth $72,609,000 after acquiring an additional 275,700 shares during the last quarter. Institutional investors own 77.04% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on BE shares. Zacks Research lowered Bloom Energy from a “strong-buy” rating to a “hold” rating in a research note on Friday, October 2nd. TD Cowen upgraded Bloom Energy to a “hold” rating in a research report on Monday, October 5th. JPMorgan Chase & Co. dropped their price objective on Bloom Energy from $314.00 to $292.00 and set an “overweight” rating for the company in a report on Friday. Susquehanna upped their target price 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. Finally, Wells Fargo & Company cut their target price on shares of Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating on the stock in a research report on Thursday, July 30th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Bloom Energy currently has a consensus rating of “Moderate Buy” and an average price target of $258.36.

More Bloom Energy News

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

• Positive Sentiment: Bloom Energy reported record third-quarter revenue of $1.24 billion, up 138.1% year over year, while adjusted EPS of $0.94 exceeded the approximately $0.69–$0.71 analyst consensus. Net income reached $250.3 million, compared with a loss in the prior-year quarter. Bloom Energy Reports Record Third Quarter 2026 Financial Results and Raises Full Year 2026 Guidance
• Positive Sentiment: The company raised its full-year 2026 outlook for the third time, projecting revenue of $4.4 billion to $4.6 billion and adjusted EPS of $3.10 to $3.40—both above consensus expectations. Management cited strong product sales, rising backlog and demand from data centers and other customers requiring reliable, on-site power. BE Q3 Earnings Beat Estimates on Strong Product Sales, View Up
• Positive Sentiment: Analyst sentiment remained generally constructive: JPMorgan maintained an “overweight” rating despite lowering its price target to $292, while RBC reaffirmed “outperform” with a $335 target and Bernstein raised its target to $306. JPMorgan Bloom Energy Ratings
• Neutral Sentiment: Broader selling in AI-related and data-center power stocks is adding pressure, as investors reassess whether projected capital spending will translate into near-term returns. Bloom’s CEO said the company’s opportunity extends beyond artificial intelligence, including broader distributed-power demand. The AI Rout: Sorting CAPEX Fact From Fiction
• Negative Sentiment: Operating and net cash flow were negative by roughly $180 million in the quarter. Investors are concerned that aggressive manufacturing expansion and other growth investments could require substantial cash before the higher revenue and backlog convert into sustainable free cash flow. Bloom Energy Slides as Q3 Beat and Raise Clouded by Cash Outflows
• Negative Sentiment: At a very high earnings multiple, Bloom Energy had already priced in substantial growth. Consequently, the cash-flow shortfall and expansion spending outweighed the earnings beat and guidance increase for short-term investors.

Bloom Energy Stock Performance

Shares of Bloom Energy stock opened at $192.52 on Friday. The firm has a fifty day moving average of $248.71 and a two-hundred day moving average of $249.16. The stock has a market capitalization of $56.70 billion, a price-to-earnings ratio of 118.11, a PEG ratio of 2.81 and a beta of 3.77. Bloom Energy Corporation has a 52 week low of $75.70 and a 52 week high of $351.28. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09.

Bloom Energy (NYSE:BE) last posted its quarterly earnings results on Thursday, October 22nd. The company reported $0.94 earnings per share for the quarter, beating analysts’ consensus estimates of $0.69 by $0.25. Bloom Energy had a return on equity of 53.69% and a net margin of 13.53%. The company had revenue of $1.24 billion for the quarter, compared to the consensus estimate of $1.07 billion. During the same quarter in the prior year, the business posted $0.15 EPS. The firm’s quarterly revenue was up 138.1% on a year-over-year basis. As a group, equities research analysts predict that Bloom Energy Corporation will post 2.04 EPS for the current year.

Insiders Place Their Bets

In other Bloom Energy news, Director Jeffrey R. Immelt sold 30,000 shares of the firm’s stock in a transaction dated 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 transaction, the director owned 201,243 shares in the company, valued at approximately $48,078,965.13. This trade represents a 12.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Shawn Soderberg sold 2,870 shares of the business’s stock in a transaction dated Wednesday, September 16th. The stock was sold at an average price of $270.07, for a total value of $775,100.90. Following the transaction, the insider owned 126,500 shares of the company’s stock, valued at $34,163,855. The trade was a 2.22% 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 have sold a total of 89,698 shares of company stock valued at $21,780,758 in the last ninety days. 3.00% of the stock is currently owned by insiders.

Bloom Energy Profile

Bloom Energy Corporation develops and manufactures energy systems designed to generate electricity on-site. Its primary product is the Bloom Energy Server, a solid oxide fuel cell platform that converts fuel into electricity through an electrochemical process rather than combustion. The systems are used by businesses, utilities, data centers and other organizations seeking reliable, distributed power.

The company also develops electrolyzers based on its solid oxide technology. These systems are designed to produce hydrogen from electricity and water and support applications related to industrial operations, energy storage and the emerging hydrogen economy.