CTC Alternative Strategies Ltd. Makes New Investment in Bloom Energy Corporation $BE

CTC Alternative Strategies Ltd. bought a new position in Bloom Energy Corporation (NYSE:BE) in the 1st quarter, Holdings Channel.com reports. The firm bought 3,900 shares of the company’s stock, valued at approximately $528,000. Bloom Energy comprises 1.2% of CTC Alternative Strategies Ltd.’s portfolio, making the stock its 28th largest holding.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Compound Planning Inc. increased its stake in shares of Bloom Energy by 1.1% during the first quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock worth $467,000 after acquiring an additional 38 shares during the period. Blue Trust Inc. raised its holdings in Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after purchasing an additional 51 shares in the last quarter. HB Wealth Management LLC lifted its position in Bloom Energy by 1.6% in the first quarter. HB Wealth Management LLC now owns 3,442 shares of the company’s stock valued at $466,000 after purchasing an additional 54 shares during the period. WPG Advisers LLC lifted its position 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 period. Finally, Sunbelt Securities Inc. boosted its stake in shares of Bloom Energy by 26.1% in the first quarter. Sunbelt Securities Inc. now owns 353 shares of the company’s stock valued at $48,000 after buying an additional 73 shares in the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Insider Activity

In other Bloom Energy news, Director Mary K. Bush sold 25,000 shares of the company’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $266.96, for a total value of $6,674,000.00. Following the sale, the director owned 108,524 shares of the company’s stock, valued at $28,971,567.04. This represents a 18.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Maciej Kurzymski sold 6,229 shares of the stock in a transaction that occurred on Wednesday, May 13th. The shares were 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 $24,039,385.20. This represents a 7.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 118,617 shares of company stock worth $34,238,909 in the last three months. Company insiders own 3.00% of the company’s stock.

Bloom Energy Stock Down 0.5%

Bloom Energy stock opened at $206.06 on Friday. Bloom Energy Corporation has a fifty-two week low of $32.52 and a fifty-two week high of $351.28. The firm has a market capitalization of $58.61 billion, a price-to-earnings ratio of 274.75 and a beta of 3.73. The stock’s fifty day moving average is $261.00 and its two-hundred day moving average is $209.14. The company has a debt-to-equity ratio of 1.59, a quick ratio of 4.10 and a current ratio of 4.09.

Bloom Energy (NYSE:BE) last released its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The business had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. During the same quarter in the previous year, the company posted $0.10 EPS. The business’s revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Analysts predict that Bloom Energy Corporation will post 1.43 EPS for the current fiscal year.

Key Bloom Energy News

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

• Positive Sentiment: Analyst support and AI demand: Mizuho upgraded Bloom Energy to “Outperform” and set a $242 price target, citing the potential for fuel cells to provide rapidly deployable power for data centers. Other coverage also highlights Bloom’s commercial scale and a reported multiyear backlog tied to artificial-intelligence power demand. Mizuho upgrades Bloom Energy
• Positive Sentiment: Strong quarterly results continue to support the bull case: Bloom reported quarterly revenue of $1.07 billion, up 165.5% year over year, and EPS of $0.78 versus the $0.39 consensus estimate. The company also issued fiscal 2026 EPS guidance of $2.55 to $2.85, reinforcing optimism about accelerating demand and operating leverage. Bloom Energy shares gap up after strong earnings
• Neutral Sentiment: Valuation and technical volatility are limiting conviction: Despite the earnings beat, Bloom trades at a very high earnings multiple and has fallen substantially from its 52-week high. The sharp swings indicate that traders are rapidly repricing both the company’s AI opportunity and execution risks.
• Negative Sentiment: Hunterbrook challenges fuel-cell performance claims: Hunterbrook Capital alleged that Bloom’s fuel cells may not deliver the efficiency, output, or lifespan previously claimed. The report directly attacks the company’s technology and could pressure investor confidence if its assertions gain wider attention. Hunterbrook report challenges fuel-cell performance
• Negative Sentiment: Multiple securities-fraud class-action announcements add legal overhang: Several law firms publicized a lawsuit covering investors who purchased Bloom securities from February 27, 2025, through July 8, 2026, alleging investor harm from purportedly misleading disclosures. The September 28, 2026 lead-plaintiff deadline is likely to keep the issue in focus, although the repeated notices largely concern the same case. Bloom Energy class action investor alert
• Negative Sentiment: Conflicting analyst views weigh on sentiment: Wells Fargo lowered its price target to $176 and maintained an “Equal Weight” rating, while BMO issued a pessimistic forecast. Those targets contrast sharply with Mizuho’s bullish outlook and highlight uncertainty over whether Bloom’s growth expectations justify its valuation. Bloom Energy analyst coverage

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on the stock. Wall Street Zen raised shares of Bloom Energy from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Oppenheimer reissued a “market perform” rating on shares of Bloom Energy in a report on Wednesday. Truist Financial lowered their target price on shares of Bloom Energy from $250.00 to $218.00 and set a “hold” rating on the stock in a research report on Wednesday. Clear Str upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Wednesday. Finally, Wells Fargo & Company dropped their target price on shares of Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating for the company in a report on Thursday. Three investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $246.18.

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.