Bloom Energy Corporation $BE Stock Holdings Lifted by Nations Financial Group Inc. IA ADV

Nations Financial Group Inc. IA ADV increased its position in Bloom Energy Corporation (NYSE:BE) by 239.9% during the second quarter, HoldingsChannel reports. The institutional investor owned 8,857 shares of the company’s stock after acquiring an additional 6,251 shares during the period. Nations Financial Group Inc. IA ADV’s holdings in Bloom Energy were worth $2,681,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Brooklands Fund Management Ltd acquired a new position in shares of Bloom Energy during the 4th quarter valued at about $347,560,000. Norges Bank bought a new stake in Bloom Energy in the 4th quarter valued at $239,683,000. Jennison Associates LLC grew its position in Bloom Energy by 20,074.4% during the first quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock worth $364,066,000 after buying an additional 2,673,710 shares in the last quarter. Amundi increased its position in shares of Bloom Energy by 390.7% during the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after purchasing an additional 2,511,426 shares during the period. Finally, Man Group plc increased its holdings in Bloom Energy by 177.4% in the 2nd quarter. Man Group plc now owns 2,392,915 shares of the company’s stock valued at $57,239,000 after buying an additional 1,530,167 shares during the period. 77.04% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Bloom Energy

In related news, Director John T. Chambers sold 15,000 shares of the stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $205.58, for a total transaction of $3,083,700.00. Following the completion of the transaction, the director directly owned 223,333 shares of the company’s stock, valued at approximately $45,912,798.14. This represents a 6.29% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Satish Chitoori sold 2,837 shares of the company’s stock in a transaction that occurred 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 sale, the insider owned 207,417 shares in the company, valued at approximately $59,966,328.87. This represents a 1.35% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 92,585 shares of company stock valued at $25,996,248 in the last ninety days. Insiders own 3.00% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. BTIG Research reissued a “buy” rating and issued a $295.00 target price on shares of Bloom Energy in a report on Wednesday, July 29th. JPMorgan Chase & Co. reduced their target price on shares of Bloom Energy from $346.00 to $314.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 29th. Oppenheimer reiterated a “market perform” rating on shares of Bloom Energy in a report on Wednesday, July 29th. Wells Fargo & Company reduced their price objective on shares of 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, TD Cowen restated a “hold” rating and set a $235.00 target price on shares of Bloom Energy in a research report on Monday, July 20th. 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 given a Sell rating to the stock. According to MarketBeat, Bloom Energy currently has a consensus rating of “Moderate Buy” and a consensus price target of $246.18.

More Bloom Energy News

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

• Positive Sentiment: AI data-center power partnership boosts growth outlook. Nebius Group selected Bloom’s fuel cells as the behind-the-meter power solution for a flagship AI data center. Analysts highlighted Bloom’s ability to provide “speed to power,” an important advantage as grid interconnection delays constrain AI infrastructure expansion. BE Stock Jumps After NBIS Says Switch To Bloom
• Positive Sentiment: MiTAC expansion reinforces demand for Bloom’s onsite systems. MiTAC Computing Technology expanded its Bloom partnership to include a fuel-cell-powered islanded microgrid at its Fremont AI server manufacturing campus, adding to its existing San Jose installation. The project supports Bloom’s positioning as a rapidly deployable, low-noise power provider for mission-critical AI operations. Scandium Supply Chain Dispute Might Change The Case For Investing In Bloom Energy
• Positive Sentiment: AI-driven earnings expectations remain supportive. Commentary from Zacks, Fool.com and Evercore ISI points to rising power demand from AI data centers as a major long-term opportunity. Bloom’s latest reported quarter also featured revenue growth of 165.5% year over year and earnings well above consensus, strengthening the bullish narrative. Bloom Energy Skyrockets 143% YTD

Bloom Energy Price Performance

BE stock opened at $236.12 on Friday. The stock has a 50-day moving average price of $248.98 and a two-hundred day moving average price of $214.75. Bloom Energy Corporation has a 1 year low of $40.56 and a 1 year high of $351.28. The stock has a market cap of $69.54 billion, a PE ratio of 314.82, a price-to-earnings-growth ratio of 3.24 and a beta of 3.79. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59.

Bloom Energy (NYSE:BE) last released its earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating the consensus estimate of $0.39 by $0.39. The firm had revenue of $1.07 billion for 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%.The business’s quarterly revenue was up 165.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Equities analysts forecast that Bloom Energy Corporation will post 1.93 EPS for the current fiscal year.

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.