Bloom Energy Corporation $BE Shares Bought by DNB Asset Management AS

DNB Asset Management AS grew its holdings in shares of Bloom Energy Corporation (NYSE:BE) by 435.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 62,655 shares of the company’s stock after purchasing an additional 50,959 shares during the period. DNB Asset Management AS’s holdings in Bloom Energy were worth $5,444,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Wakefield Asset Management LLLP purchased a new stake in shares of Bloom Energy during the 4th quarter worth approximately $348,000. Donoghue Forlines LLC purchased a new stake in shares of Bloom Energy during the 4th quarter worth approximately $1,966,000. Bessemer Group Inc. boosted its stake in shares of Bloom Energy by 2.7% during the 4th quarter. Bessemer Group Inc. now owns 179,260 shares of the company’s stock worth $15,576,000 after acquiring an additional 4,718 shares in the last quarter. Halter Ferguson Financial Inc. boosted its stake in shares of Bloom Energy by 4,830.9% during the 4th quarter. Halter Ferguson Financial Inc. now owns 160,056 shares of the company’s stock worth $13,907,000 after acquiring an additional 156,810 shares in the last quarter. Finally, New York Life Investment Management LLC purchased a new stake in shares of Bloom Energy during the 4th quarter worth approximately $1,599,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

Insider Transactions at Bloom Energy

In related news, insider Satish Chitoori sold 2,111 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $288.24, for a total value of $608,474.64. Following the sale, the insider owned 210,254 shares of the company’s stock, valued at approximately $60,603,612.96. This represents a 0.99% decrease in their position. The transaction 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 Shawn Marie Soderberg sold 2,746 shares of the stock in a transaction on Monday, May 18th. The stock was sold at an average price of $259.42, for a total value of $712,367.32. Following the transaction, the insider directly owned 135,107 shares in the company, valued at approximately $35,049,457.94. This represents a 1.99% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 525,271 shares of company stock worth $99,167,479 in the last quarter. Insiders own 3.00% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on BE. Wall Street Zen raised Bloom Energy from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Jefferies Financial Group raised Bloom Energy from an “underperform” rating to a “hold” rating and set a $187.00 price target on the stock in a research note on Tuesday, April 14th. Royal Bank Of Canada boosted their price target on Bloom Energy to $335.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. Zacks Research raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, April 7th. Finally, UBS Group boosted their price target on Bloom Energy to $251.00 and gave the stock a “buy” rating in a research note on Tuesday, April 21st. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $217.48.

Bloom Energy News Summary

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

• Positive Sentiment: Several recent pieces continue to highlight Bloom Energy as a beneficiary of AI-related power demand, with analysts calling it a key infrastructure play as grid constraints make onsite power more important. Missed Nvidia? Why Tech Analyst Beth Kindig Calls Bloom Energy Tech’s ‘Biggest Outperformer’ After 217% Rally In 2026
• Positive Sentiment: Bloom Energy is also being featured in lists of top clean energy stocks, reinforcing bullish sentiment around its growth prospects and long-term demand outlook. Bloom Energy (BE) – Among the 10 Best Clean Energy Stocks to Buy Right Now
• Positive Sentiment: Investors are also reacting to Bloom Energy’s strong first-quarter results and raised 2026 guidance, which support the company’s fundamental momentum. Bloom Energy (BE) Crushes Q1 Estimates, Raises 2026 Guidance
• Neutral Sentiment: Bloom Energy was mentioned in a broader market roundup as AI and clean-energy names sold off, suggesting the stock is also being pulled down by sector-wide volatility rather than company-specific news alone. Dow Jones Futures: Stocks Mixed As Trump Postpones Iran Attack; Sandisk, Bloom Energy, AI Leaders Sell Off
• Negative Sentiment: Short-term traders are selling BE after its big post-earnings surge, with one report saying the market is now focused on whether the prior rally got ahead of itself. Bloom Energy Stock Is Slumping Monday: What’s Driving The Action?

Bloom Energy Price Performance

BE stock opened at $258.93 on Tuesday. Bloom Energy Corporation has a 1 year low of $17.01 and a 1 year high of $310.00. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03. The stock’s 50 day moving average price is $195.89 and its 200 day moving average price is $150.45. The firm has a market cap of $73.65 billion, a P/E ratio of -5,177.58 and a beta of 3.82.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.12 by $0.32. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The firm had revenue of $751.05 million for the quarter, compared to analyst estimates of $539.94 million. During the same quarter in the prior year, the company earned $0.03 EPS. Bloom Energy’s revenue was up 130.4% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, sell-side analysts expect that Bloom Energy Corporation will post 1.31 earnings per share for the current fiscal year.

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.