Zevenbergen Capital Investments LLC Has $8.86 Million Position in Bloom Energy Corporation $BE

Zevenbergen Capital Investments LLC cut its stake in shares of Bloom Energy Corporation (NYSE:BE) by 11.4% during the 3rd quarter, HoldingsChannel reports. The firm owned 104,750 shares of the company’s stock after selling 13,450 shares during the period. Zevenbergen Capital Investments LLC’s holdings in Bloom Energy were worth $8,859,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Advisors Asset Management Inc. lifted its stake in shares of Bloom Energy by 43.0% in the 1st quarter. Advisors Asset Management Inc. now owns 86,665 shares of the company’s stock valued at $1,704,000 after acquiring an additional 26,077 shares during the last quarter. Resona Asset Management Co. Ltd. acquired a new position in Bloom Energy in the 2nd quarter worth about $108,000. Mizuho Markets Americas LLC raised its position in Bloom Energy by 29.9% in the second quarter. Mizuho Markets Americas LLC now owns 395,490 shares of the company’s stock valued at $9,460,000 after purchasing an additional 90,980 shares during the last quarter. Comerica Bank boosted its stake in shares of Bloom Energy by 5.8% during the first quarter. Comerica Bank now owns 88,554 shares of the company’s stock valued at $1,741,000 after purchasing an additional 4,885 shares in the last quarter. Finally, Jump Financial LLC boosted its stake in shares of Bloom Energy by 137.8% during the second quarter. Jump Financial LLC now owns 332,722 shares of the company’s stock valued at $7,959,000 after purchasing an additional 192,790 shares in the last quarter. Institutional investors own 77.04% of the company’s stock.

Bloom Energy Stock Up 10.4%

Shares of NYSE BE opened at $88.59 on Friday. The company has a market capitalization of $20.95 billion, a P/E ratio of 445.61, a price-to-earnings-growth ratio of 50.66 and a beta of 3.00. Bloom Energy Corporation has a 52-week low of $15.15 and a 52-week high of $147.86. The company has a debt-to-equity ratio of 1.98, a quick ratio of 2.88 and a current ratio of 4.40. The company’s 50 day moving average price is $109.90 and its 200-day moving average price is $67.26.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Tuesday, October 28th. The company reported $0.15 earnings per share for the quarter, topping the consensus estimate of $0.08 by $0.07. Bloom Energy had a net margin of 0.84% and a return on equity of 8.74%. The company had revenue of $519.05 million during the quarter, compared to analysts’ expectations of $425.18 million. During the same period in the prior year, the company posted ($0.01) earnings per share. Bloom Energy’s revenue for the quarter was up 57.1% compared to the same quarter last year. Equities analysts forecast that Bloom Energy Corporation will post -0.23 earnings per share for the current year.

Insider Transactions at Bloom Energy

In other Bloom Energy news, Director Jim H. Snabe sold 20,000 shares of Bloom Energy stock in a transaction that occurred on Wednesday, November 5th. The stock was sold at an average price of $143.04, for a total value of $2,860,800.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Maciej Kurzymski sold 13,105 shares of the stock in a transaction that occurred on Wednesday, November 5th. The stock was sold at an average price of $144.09, for a total value of $1,888,299.45. Following the transaction, the insider owned 93,269 shares in the company, valued at $13,439,130.21. The trade was a 12.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 120,410 shares of company stock worth $16,557,185. Corporate insiders own 3.60% of the company’s stock.

More Bloom Energy News

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

• Positive Sentiment: Large, outsized call buying — Traders bought ~98,563 call options today (~37% above the average daily call volume), signaling aggressive bullish positioning that can amplify an intraday rally or reflect expectations for further upside.
• Positive Sentiment: Coverage explaining the rally and investor interest in Bloom’s AI/infra exposure helped push sentiment positive; commentary argues the stock’s bounce reflects renewed demand for companies tied to AI infrastructure and Bloom’s energy hardware niche. AAII: Why Bloom Energy Corporation’s (BE) Stock Is Up 8.38%
• Positive Sentiment: The Motley Fool noted a sharp weekly selloff followed by buyers stepping in, highlighting the narrative that AI infrastructure demand could keep interest in Bloom elevated — a view that supports buy-the-dip flows. Fool: Bloom Energy Stock Sank This Week. Is It a Buying Opportunity?
• Neutral Sentiment: Wall Street analyst activity and targets remain mixed but constructive in places (TD Cowen, Susquehanna had higher targets earlier), which supports conviction among some institutional holders; MarketBeat’s compilation shows a consensus “Hold” with a wide range of price targets. MarketBeat coverage and analyst notes
• Neutral Sentiment: Insider sales disclosed (Maciej Kurzymski sold 3,264 shares; Satish Chitoori sold 431 shares) — filings show small percentage reductions in position; these are routine and modest in size relative to insider holdings. SEC filing (Kurzymski) SEC filing (Chitoori)
• Negative Sentiment: Morning AI-related selloff weighed on the stock early, with coverage reporting a ~12% intraday drop tied to broader tech/AI weakness and profit-taking that triggered short-term selling pressure. MSN: Bloom Energy falls amid AI selloff
• Negative Sentiment: Analyst/commentary pieces flagged near-term downside drivers — high valuation multiples, macro/AI rotation risk, and volatility in sentiment — which can keep price swings large even if the longer-term narrative is supportive. Forbes: Why Is Bloom Energy Stock Dropping?

Analysts Set New Price Targets

Several research firms have recently issued reports on BE. Roth Capital reaffirmed a “neutral” rating and issued a $103.00 price objective on shares of Bloom Energy in a research note on Wednesday, October 29th. Bank of America upped their price target on shares of Bloom Energy from $26.00 to $39.00 and gave the company an “underperform” rating in a research report on Tuesday, November 25th. TD Cowen raised their price target on shares of Bloom Energy to $105.00 and gave the company a “hold” rating in a research note on Wednesday, October 29th. Cowen reiterated a “hold” rating on shares of Bloom Energy in a report on Wednesday, October 29th. Finally, Wedbush set a $39.00 price objective on Bloom Energy in a report on Tuesday, November 25th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, Bloom Energy currently has a consensus rating of “Hold” and a consensus target price of $93.77.

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.