PensionDanmark Pensionsforsikringsaktieselskab Grows Stock Position in Bloom Energy Corporation $BE

PensionDanmark Pensionsforsikringsaktieselskab increased its stake in shares of Bloom Energy Corporation (NYSE:BE) by 9.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 34,041 shares of the company’s stock after purchasing an additional 2,820 shares during the quarter. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in Bloom Energy were worth $10,304,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of BE. Blue Trust Inc. raised its position in Bloom Energy by 37.2% during the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after buying an additional 51 shares during the last quarter. Anchor Investment Management LLC purchased a new stake in shares of Bloom Energy in the first quarter valued at about $27,000. WPG Advisers LLC boosted its holdings in shares of 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 acquiring an additional 67 shares in the last quarter. Hantz Financial Services Inc. raised its holdings in Bloom Energy by 45.5% during the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after purchasing an additional 100 shares in the last quarter. Finally, Godsey & Gibb Inc. raised its holdings in Bloom Energy by 2,000.0% during the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock worth $28,000 after purchasing an additional 200 shares in the last quarter. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, insider Satish Chitoori sold 2,837 shares of the firm’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $289.11, for a total value of $820,205.07. Following the completion of the transaction, the insider owned 207,417 shares in the company, valued at $59,966,328.87. This trade represents a 1.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shawn Marie Soderberg sold 2,879 shares of Bloom Energy stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $288.10, for a total value of $829,439.90. Following the transaction, the insider directly owned 137,853 shares of the company’s stock, valued at $39,715,449.30. This trade represents a 2.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 108,617 shares of company stock valued at $30,648,609. Company insiders own 3.00% of the company’s stock.

Wall Street Analyst Weigh In

BE has been the subject of a number of recent analyst reports. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Royal Bank Of Canada reissued an “outperform” rating and set a $335.00 target price on shares of Bloom Energy in a research note on Wednesday, June 10th. BMO Capital Markets reduced their price target on Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a report on Wednesday, July 29th. Wells Fargo & Company decreased their price target on Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating on the stock in a research note on Thursday, July 30th. Finally, JPMorgan Chase & Co. dropped their price objective on Bloom Energy from $346.00 to $314.00 and set an “overweight” rating on the stock in a report on Wednesday, July 29th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $246.18.

Bloom Energy Stock Performance

BE opened at $220.18 on Friday. The stock has a market cap of $64.85 billion, a P/E ratio of 293.57, a P/E/G ratio of 3.00 and a beta of 3.79. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. The stock’s 50 day simple moving average is $254.14 and its 200 day simple moving average is $212.16. Bloom Energy Corporation has a 1-year low of $36.47 and a 1-year high of $351.28.

Bloom Energy (NYSE:BE) last issued its quarterly earnings data 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. The firm had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.Bloom Energy’s revenue was up 165.5% on a year-over-year basis. During the same period in the previous year, the firm posted $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, equities analysts anticipate that Bloom Energy Corporation will post 1.93 EPS for the current fiscal year.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy expanded its partnership with MiTAC Computing Technology to deploy fuel-cell systems for an islanded microgrid supporting AI infrastructure. The agreement reinforces the company’s position in the growing market for onsite power for data centers, though financial terms were not disclosed. Bloom Energy and MiTAC expanded partnership
• Positive Sentiment: BE was added to Zacks’ Rank #1 “Strong Buy” growth-stock list, offering some support for the bullish AI power-demand thesis. Zacks growth stocks list
• Neutral Sentiment: Bloom Energy is reportedly considering a Fremont manufacturing expansion that could create hundreds of jobs, potentially increasing production capacity but also requiring additional investment. Bloom Energy Fremont expansion
• Negative Sentiment: Several law firms reminded investors of a securities class action covering purchases from February 27, 2025, through July 8, 2026. The lawsuit alleges Bloom misled investors by claiming it had no China supply chain while allegedly obtaining scandium through intermediaries connected to China. Investors have until September 28, 2026, to seek lead-plaintiff status. The allegations are unproven, but the litigation adds legal costs, reputational risk and uncertainty—likely the main reason shares have decreased recently. Bloom Energy securities class action allegations

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.