Kercheville Advisors LLC Lowers Stake in Bloom Energy Corporation $BE

Kercheville Advisors LLC lessened its stake in shares of Bloom Energy Corporation (NYSE:BE) by 33.9% during the 1st quarter, Holdings Channel reports. The fund owned 31,855 shares of the company’s stock after selling 16,360 shares during the period. Bloom Energy comprises approximately 1.4% of Kercheville Advisors LLC’s holdings, making the stock its 22nd largest position. Kercheville Advisors LLC’s holdings in Bloom Energy were worth $4,316,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in BE. CENTRAL TRUST Co raised its position in shares of Bloom Energy by 10,000.0% in the 1st quarter. CENTRAL TRUST Co now owns 303 shares of the company’s stock worth $41,000 after acquiring an additional 300 shares in the last quarter. Hantz Financial Services Inc. grew its stake in Bloom Energy by 45.5% in the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after purchasing an additional 100 shares during the last quarter. WPG Advisers LLC grew its stake in Bloom Energy by 26.4% in the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after purchasing an additional 67 shares during the last quarter. Caitong International Asset Management Co. Ltd bought a new position in Bloom Energy in the fourth quarter worth about $28,000. Finally, AdvisorNet Financial Inc raised its holdings in Bloom Energy by 17,800.0% in the first quarter. AdvisorNet Financial Inc now owns 358 shares of the company’s stock worth $49,000 after purchasing an additional 356 shares in the last quarter. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Bloom Energy Stock Performance

BE opened at $320.40 on Wednesday. The company has a market cap of $91.13 billion, a P/E ratio of -6,406.72 and a beta of 3.73. 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 firm’s 50-day moving average price is $269.21 and its 200-day moving average price is $181.93. Bloom Energy Corporation has a 52-week low of $21.50 and a 52-week high of $349.99.

Bloom Energy (NYSE:BE) last released its 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 company had revenue of $751.05 million during the quarter, compared to analysts’ expectations of $539.94 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. Bloom Energy’s revenue for the quarter was up 130.4% on a year-over-year basis. During the same period last year, the business earned $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. As a group, equities analysts anticipate that Bloom Energy Corporation will post 1.31 EPS for the current fiscal year.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy is still being highlighted as a major beneficiary of the AI data-center power buildout, with multiple articles pointing to strong demand for on-site power solutions and positioning the company as a key “AI power crisis” winner. 5 Stocks Solving the AI Power Crisis (BE)
• Positive Sentiment: Coverage also noted Bloom Energy holding near record levels, reflecting continued momentum behind the fuel-cell trade as investors chase companies tied to power needs from AI infrastructure. Bloom Energy Holds Near a Record as AI Power Demand Drives the Fuel-Cell Trade
• Positive Sentiment: Bloom Energy was also included in investment-ideas and alternative-energy roundups, which can reinforce bullish sentiment around the stock’s growth story. Zacks Investment Ideas feature highlights: Bloom, Oracle, Brookfield Asset Management, Crescent and Diversified Energy
• Neutral Sentiment: Bernstein initiated coverage with a Market Perform rating, signaling a wait-and-see stance rather than a strong bullish call. Bernstein Initiates Coverage of Bloom Energy (BE) with Market Perform. Here is Why
• Neutral Sentiment: Several commentary pieces asked whether Bloom Energy has become a “dangerous value trap” or is caught up in an AI-energy bubble, adding skepticism after the stock’s big run. Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?
• Negative Sentiment: Recent articles focused on the stock declining more than the broader market and questioned whether the “AI energy darling” narrative is fading, which may have pressured shares today. Bloom Energy (BE) Declines More Than Market: Some Information for Investors

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on BE shares. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Roth Mkm set a $225.00 price objective on shares of Bloom Energy in a research note on Wednesday, April 29th. BMO Capital Markets reissued an “outperform” rating on shares of Bloom Energy in a research report on Tuesday, June 9th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $335.00 price target on shares of Bloom Energy in a report on Wednesday, June 10th. Finally, Morgan Stanley reiterated an “overweight” rating and set a $310.00 price objective on shares of Bloom Energy in a report on Wednesday, April 29th. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Bloom Energy has a consensus rating of “Moderate Buy” and a consensus target price of $224.36.

Insiders Place Their Bets

In other news, Director Mary K. Bush sold 25,000 shares of Bloom Energy stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the completion of the sale, the director directly owned 108,524 shares in the company, valued at approximately $28,971,567.04. The trade was a 18.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Aman Joshi sold 10,000 shares of the business’s stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $135.88, for a total transaction of $1,358,800.00. Following the sale, the insider directly owned 180,521 shares in the company, valued at $24,529,193.48. This trade represents a 5.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 230,274 shares of company stock valued at $58,696,472. Corporate insiders own 3.00% of the company’s stock.

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.