Bloom Energy Corporation $BE Stock Holdings Raised by Park Avenue Securities LLC

Park Avenue Securities LLC lifted its holdings in Bloom Energy Corporation (NYSE:BE) by 9.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 69,685 shares of the company’s stock after purchasing an additional 5,912 shares during the period. Park Avenue Securities LLC’s holdings in Bloom Energy were worth $19,301,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of BE. Verdence Capital Advisors LLC raised its holdings in Bloom Energy by 34.3% in the 3rd quarter. Verdence Capital Advisors LLC now owns 3,440 shares of the company’s stock worth $953,000 after purchasing an additional 879 shares during the period. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT grew its holdings in Bloom Energy by 6.1% in the third quarter. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT now owns 145,200 shares of the company’s stock valued at $40,217,000 after purchasing an additional 8,300 shares during the period. Apollon Wealth Management LLC grew its holdings in Bloom Energy by 2.6% in the third quarter. Apollon Wealth Management LLC now owns 53,902 shares of the company’s stock valued at $14,930,000 after purchasing an additional 1,373 shares during the period. Purewater Capital LLC acquired a new stake in Bloom Energy in the third quarter valued at approximately $5,696,000. Finally, Bradley & Co. Private Wealth Management LLC purchased a new stake in shares of Bloom Energy in the third quarter valued at approximately $42,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

Insider Transactions at Bloom Energy

In other news, Director John T. Chambers sold 15,000 shares of the business’s stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the transaction, the director owned 208,333 shares of the company’s stock, valued at approximately $52,083,250. The trade was a 6.72% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Aman Joshi sold 8,437 shares of the business’s stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $277.17, for a total transaction of $2,338,483.29. Following the completion of the transaction, the insider owned 147,092 shares in the company, valued at $40,769,489.64. The trade was a 5.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 89,698 shares of company stock valued at $21,780,758. Company insiders own 3.00% of the company’s stock.

More Bloom Energy News

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

• Positive Sentiment: Barclays raised its price target for Bloom Energy to $316 from $308, helping restore confidence after the earnings-related decline. The broader rally in AI power stocks also supported BE. Bloom Energy Soars 7% on Barclays Price Target Hike After Post-Earnings Rout
• Positive Sentiment: Investors continue to view Bloom’s solid-oxide fuel cells as a potential solution for data centers that need power faster than traditional grid connections can provide. Rising AI-related electricity demand is reinforcing the company’s growth narrative. Where Will Bloom Energy Stock Be in 5 Years?
• Positive Sentiment: Bloom’s latest quarterly results substantially exceeded expectations: revenue rose 138% year over year to $1.24 billion, while earnings reached $0.94 per share versus a $0.69 consensus estimate. Operating margins also expanded, and the company raised full-year guidance. Bloom Energy Corporation 2026 Q3 Results

Analysts Set New Price Targets

Several research analysts have recently weighed in on BE shares. Barclays upped their target price on Bloom Energy from $308.00 to $316.00 and gave the stock an “equal weight” rating in a research note on Monday. Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a research report on Monday, October 19th. Citigroup reissued a “buy” rating on shares of Bloom Energy in a research note on Friday. Wells Fargo & Company boosted their price target on shares of Bloom Energy from $176.00 to $182.00 and gave the stock an “equal weight” rating in a report on Monday. Finally, Morgan Stanley upped their price objective on shares of Bloom Energy from $310.00 to $335.00 and gave the stock an “overweight” rating in a research report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $259.00.

Bloom Energy Stock Performance

NYSE BE opened at $203.91 on Tuesday. The company has a debt-to-equity ratio of 1.33, a current ratio of 3.74 and a quick ratio of 3.08. The stock’s 50 day simple moving average is $247.73 and its 200-day simple moving average is $217.94. The company has a market cap of $60.06 billion, a PE ratio of 125.10, a price-to-earnings-growth ratio of 2.50 and a beta of 3.77. Bloom Energy Corporation has a 1-year low of $75.70 and a 1-year high of $351.28.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Thursday, October 22nd. The company reported $0.94 EPS for the quarter, topping the consensus estimate of $0.69 by $0.25. Bloom Energy had a return on equity of 45.29% and a net margin of 13.53%. The firm had revenue of $1.24 billion during the quarter, compared to analysts’ expectations of $1.07 billion. During the same period in the previous year, the business earned $0.15 earnings per share. The firm’s revenue for the quarter was up 138.1% on a year-over-year basis. As a group, equities research analysts anticipate that Bloom Energy Corporation will post 2.04 EPS for the current fiscal year.

Bloom Energy Company Profile

Bloom Energy Corporation develops and manufactures energy systems designed to generate electricity on-site. Its primary product is the Bloom Energy Server, a solid oxide fuel cell platform that converts fuel into electricity through an electrochemical process rather than combustion. The systems are used by businesses, utilities, data centers and other organizations seeking reliable, distributed power.

The company also develops electrolyzers based on its solid oxide technology. These systems are designed to produce hydrogen from electricity and water and support applications related to industrial operations, energy storage and the emerging hydrogen economy.