Global Retirement Partners LLC Boosts Position in Bloom Energy Corporation $BE

Global Retirement Partners LLC boosted its position in shares of Bloom Energy Corporation (NYSE:BE) by 36.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 14,537 shares of the company’s stock after acquiring an additional 3,856 shares during the quarter. Global Retirement Partners LLC’s holdings in Bloom Energy were worth $1,263,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of BE. Graticule Asia Macro Advisors LLC purchased a new stake in Bloom Energy during the third quarter valued at $402,494,000. Trivest Advisors Ltd increased its position in Bloom Energy by 1,461.6% during the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after acquiring an additional 3,201,000 shares during the last quarter. Westfield Capital Management Co. LP purchased a new stake in Bloom Energy during the third quarter valued at $141,679,000. Man Group plc increased its position in Bloom Energy by 177.4% during the second quarter. Man Group plc now owns 2,392,915 shares of the company’s stock valued at $57,239,000 after acquiring an additional 1,530,167 shares during the last quarter. Finally, Vanguard Group Inc. increased its position in Bloom Energy by 6.3% during the third quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock valued at $1,759,726,000 after acquiring an additional 1,240,819 shares during the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Bloom Energy Stock Performance

Shares of BE opened at $302.26 on Monday. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90. The business has a 50-day simple moving average of $206.97 and a two-hundred day simple moving average of $154.80. The stock has a market cap of $85.97 billion, a price-to-earnings ratio of -6,043.97 and a beta of 3.82. Bloom Energy Corporation has a 52 week low of $17.85 and a 52 week high of $322.83.

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

Insider Activity

In related news, CAO Maciej Kurzymski sold 6,229 shares of the stock in a transaction dated 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 completion of the sale, the chief accounting officer owned 81,945 shares in the company, valued at approximately $24,039,385.20. This trade represents a 7.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Satish Chitoori sold 2,111 shares of the stock in a transaction dated 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 $60,603,612.96. This represents a 0.99% 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 a total of 525,271 shares of company stock valued at $99,167,479 in the last three months. 3.00% of the stock is currently owned by insiders.

Bloom Energy News Summary

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

• Positive Sentiment: Bloom Energy announced a $2.6 billion strategic partnership with Nebius Group to power U.S. data centers with fuel cells, boosting expectations for long-term revenue from AI infrastructure demand. Bloom Energy rises 2% after partnering with European AI infrastructure upstart in $2.6 billion deal
• Positive Sentiment: Multiple outlets highlighted Bloom Energy as a beneficiary of the AI buildout, with commentary that the stock remains attractive for long-term investors despite the recent run-up. 2 Energy Stocks That Are the Smartest Long-Term Buys During the Energy Boom
• Positive Sentiment: Bloom Energy has been included in reports on stocks hitting 52-week highs, showing strong momentum as investors rotate into AI infrastructure and power-related names. APLD, BE, GFS Stocks Hit 52-Week Highs: What’s Driving The Surge?
• Neutral Sentiment: One article noted unusually large put-option activity in BE, suggesting some traders may be hedging or betting on volatility after the sharp rally.
• Neutral Sentiment: Several pieces discussed whether the stock’s surge has gone too far, but these were valuation-focused opinions rather than new company developments. Bloom Energy’s Rally May Have Pushed the Stock Too Far
• Negative Sentiment: Some analysts warned the rally may be ahead of fundamentals, which could pressure the stock if investors start questioning how quickly the AI momentum can translate into profits. Bloom Energy: Pause Warranted

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the company. TD Cowen upped their price objective on Bloom Energy to $235.00 and gave the company a “hold” rating in a research report on Wednesday, April 29th. Barclays upped their price objective on Bloom Energy to $254.00 and gave the company an “equal weight” rating in a research report on Monday, May 11th. Susquehanna upped their price objective on Bloom Energy to $293.00 and gave the company a “positive” rating in a research report on Wednesday, April 29th. Royal Bank Of Canada upped their price objective on Bloom Energy to $335.00 and gave the company an “outperform” rating in a research report on Wednesday, April 29th. Finally, China Renaissance initiated coverage on Bloom Energy in a research report on Wednesday, January 28th. They set a “buy” rating and a $207.00 price objective for the company. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $217.48.

Bloom Energy 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.