John G Ullman & Associates Inc. Has $19.04 Million Stake in Bloom Energy Corporation $BE

John G Ullman & Associates Inc. decreased its holdings in Bloom Energy Corporation (NYSE:BE) by 20.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 225,183 shares of the company’s stock after selling 57,517 shares during the period. Bloom Energy makes up about 2.6% of John G Ullman & Associates Inc.’s portfolio, making the stock its 9th biggest position. John G Ullman & Associates Inc. owned about 0.10% of Bloom Energy worth $19,044,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of BE. N.E.W. Advisory Services LLC bought a new position in Bloom Energy in the third quarter valued at about $32,000. Parkside Financial Bank & Trust lifted its holdings in shares of Bloom Energy by 250.9% in the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after acquiring an additional 281 shares during the last quarter. Elevation Point Wealth Partners LLC acquired a new stake in shares of Bloom Energy in the 2nd quarter valued at approximately $36,000. NewEdge Advisors LLC grew its holdings in shares of Bloom Energy by 674.7% during the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after purchasing an additional 1,626 shares during the last quarter. Finally, Cranbrook Wealth Management LLC bought a new stake in shares of Bloom Energy during the 3rd quarter valued at approximately $39,000. 77.04% of the stock is currently owned by institutional investors.

Bloom Energy Stock Performance

Shares of Bloom Energy stock opened at $136.10 on Friday. The stock has a market cap of $32.19 billion, a price-to-earnings ratio of 818.61, a P/E/G ratio of 11.91 and a beta of 3.07. Bloom Energy Corporation has a twelve month low of $15.15 and a twelve month high of $176.49. The company’s fifty day moving average is $117.81 and its 200 day moving average is $91.58. The company has a quick ratio of 2.88, a current ratio of 4.40 and a debt-to-equity ratio of 1.98.

Bloom Energy (NYSE:BE) last announced its earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, topping the consensus estimate of $0.25 by $0.20. Bloom Energy had a return on equity of 8.74% and a net margin of 0.84%.The firm had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. During the same period in the previous year, the business earned $0.43 EPS. The business’s quarterly revenue was up 35.9% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Sell-side analysts forecast that Bloom Energy Corporation will post -0.23 EPS for the current year.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Q4 earnings and revenue beat consensus: Bloom reported $0.45 EPS vs. $0.25 expected and cited improving margins/ROE, which supports upside to near‑term profitability. Bloom Energy (BE) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Very bullish FY‑2026 guidance: management raised EPS guidance to $1.33–$1.48 (versus ~$0.70 consensus) and revenue guidance to ~$3.1–$3.3B (vs. ~$2.3B consensus), signaling strong expected revenue growth and margin improvement. This is the main driver behind the stock’s intraday strength. Bloom Energy Stock Soars On Q4 Results, Guidance
• Positive Sentiment: Record full‑year revenue and demand drivers: 2025 revenue hit $2.02B (up ~37%), with management calling out strong AI data‑center and commercial & industrial demand—important secular drivers for future growth. Bloom Energy Reports Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: Analyst stance mixed: broker consensus around a “Hold” heading into results, so sentiment improvement depends on whether the company can sustain the raised targets. Bloom Energy Given Consensus Recommendation of “Hold”
• Negative Sentiment: Volatility, profit‑taking and prior sell‑off: the stock plunged ~18% ahead of earnings as traders de‑risked, and high short‑term momentum means some investors are taking profits after the recent run—adding downward pressure despite the beat. Bloom Energy Stock Tumbles 18 Ahead Of Earnings
• Negative Sentiment: High valuation and execution risk: BE’s trailing P/E and PEG are elevated and beta is high, so even strong guidance can prompt selloffs if investors worry about execution, margin delivery or if growth is already priced in. (See company metrics in filings/market data.)

Insider Buying and Selling

In related news, insider Shawn Marie Soderberg sold 2,733 shares of the company’s stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $108.26, for a total value of $295,874.58. Following the sale, the insider directly owned 223,216 shares in the company, valued at $24,165,364.16. This represents a 1.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Maciej Kurzymski sold 3,264 shares of the firm’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $86.48, for a total transaction of $282,270.72. Following the transaction, the insider owned 90,005 shares of the company’s stock, valued at approximately $7,783,632.40. The trade was a 3.50% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 14,639 shares of company stock valued at $1,496,660 in the last ninety days. Insiders own 3.60% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently commented on BE. Wells Fargo & Company increased their price objective on shares of Bloom Energy to $95.00 and gave the company an “equal weight” rating in a research note on Tuesday, October 21st. TD Cowen reiterated a “hold” rating on shares of Bloom Energy in a research note on Wednesday, October 29th. Roth Mkm raised their price objective on Bloom Energy to $133.00 and gave the company a “neutral” rating in a report on Tuesday. Oppenheimer restated a “market perform” rating on shares of Bloom Energy in a research report on Wednesday, October 29th. Finally, Wedbush set a $39.00 target price on Bloom Energy in a research report on Tuesday, November 25th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $111.13.

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.