TimesSquare Capital Management LLC Acquires 161,732 Shares of Bloom Energy Corporation $BE

TimesSquare Capital Management LLC boosted its holdings in Bloom Energy Corporation (NYSE:BE) by 92.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 336,800 shares of the company’s stock after buying an additional 161,732 shares during the quarter. TimesSquare Capital Management LLC’s holdings in Bloom Energy were worth $29,265,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the business. WPG Advisers LLC raised its holdings in Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after buying an additional 67 shares during the last quarter. Orion Capital Management LLC raised its holdings in Bloom Energy by 0.7% in the 4th quarter. Orion Capital Management LLC now owns 12,083 shares of the company’s stock valued at $1,050,000 after buying an additional 83 shares during the last quarter. Ritholtz Wealth Management raised its holdings in Bloom Energy by 1.5% in the 4th quarter. Ritholtz Wealth Management now owns 5,765 shares of the company’s stock valued at $501,000 after buying an additional 87 shares during the last quarter. CoreCap Advisors LLC raised its holdings in Bloom Energy by 7.3% in the 4th quarter. CoreCap Advisors LLC now owns 1,295 shares of the company’s stock valued at $113,000 after buying an additional 88 shares during the last quarter. Finally, Reliant Investment Management LLC raised its holdings in Bloom Energy by 3.6% in the 4th quarter. Reliant Investment Management LLC now owns 2,556 shares of the company’s stock valued at $222,000 after buying an additional 90 shares during the last quarter. Institutional investors own 77.04% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently issued reports on BE. Evercore reiterated an “outperform” rating and issued a $179.00 price objective on shares of Bloom Energy in a report on Friday, February 6th. Jefferies Financial Group upgraded shares of Bloom Energy from an “underperform” rating to a “hold” rating and set a $187.00 price objective for the company in a report on Tuesday, April 14th. China Renaissance began coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They issued a “buy” rating and a $207.00 price objective for the company. Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a report on Friday, April 24th. Finally, Citigroup increased their target price on shares of Bloom Energy to $281.00 and gave the company a “neutral” rating in a research report on Wednesday, April 29th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $217.48.

Insider Buying and Selling at Bloom Energy

In other news, insider Aman Joshi sold 4,813 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $288.20, for a total transaction of $1,387,106.60. Following the completion of the sale, the insider owned 175,708 shares of the company’s stock, valued at $50,639,045.60. This trade represents a 2.67% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO Maciej Kurzymski sold 6,229 shares of the firm’s stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $293.36, for a total transaction of $1,827,339.44. Following the sale, the chief accounting officer directly owned 81,945 shares of the company’s stock, valued at approximately $24,039,385.20. This trade represents a 7.06% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 525,271 shares of company stock worth $99,167,479. Company insiders own 3.00% of the company’s stock.

Bloom Energy Stock Performance

NYSE:BE opened at $258.93 on Tuesday. The company has a market capitalization of $73.65 billion, a PE ratio of -5,177.58 and a beta of 3.82. The company has a 50 day simple moving average of $195.89 and a two-hundred day simple moving average of $150.45. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03. Bloom Energy Corporation has a fifty-two week low of $17.01 and a fifty-two week high of $310.00.

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

Bloom Energy News Roundup

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 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.