3,868 Shares in Bloom Energy Corporation $BE Purchased by Wellington Shields & Co. LLC

Wellington Shields & Co. LLC purchased a new stake in Bloom Energy Corporation (NYSE:BE) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 3,868 shares of the company’s stock, valued at approximately $327,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in BE. CWM LLC lifted its holdings in shares of Bloom Energy by 3.3% in the third quarter. CWM LLC now owns 5,111 shares of the company’s stock valued at $432,000 after purchasing an additional 162 shares in the last quarter. Seelaus Asset Management LLC grew its holdings in Bloom Energy by 2.4% during the third quarter. Seelaus Asset Management LLC now owns 11,420 shares of the company’s stock worth $966,000 after buying an additional 270 shares in the last quarter. Parkside Financial Bank & Trust raised its position in Bloom Energy by 250.9% in the 3rd quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock valued at $33,000 after buying an additional 281 shares during the last quarter. Prospera Financial Services Inc raised its position in Bloom Energy by 0.3% in the 2nd quarter. Prospera Financial Services Inc now owns 95,532 shares of the company’s stock valued at $2,285,000 after buying an additional 313 shares during the last quarter. Finally, GAMMA Investing LLC lifted its stake in Bloom Energy by 14.1% during the 3rd quarter. GAMMA Investing LLC now owns 2,708 shares of the company’s stock valued at $229,000 after acquiring an additional 335 shares in the last quarter. 77.04% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

BE has been the subject of several recent analyst reports. JPMorgan Chase & Co. upped their target price on shares of Bloom Energy to $166.00 and gave the stock an “overweight” rating in a research note on Friday. China Renaissance initiated coverage on shares of Bloom Energy in a research report on Wednesday, January 28th. They issued a “buy” rating and a $207.00 price objective for the company. BMO Capital Markets increased their price objective on shares of Bloom Energy to $149.00 and gave the company a “market perform” rating in a research note on Friday. TD Cowen boosted their target price on Bloom Energy to $160.00 and gave the stock a “hold” rating in a research note on Friday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, January 27th. One equities 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 issued a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $127.42.

More Bloom Energy News

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

• Positive Sentiment: Q4 beat: Bloom posted EPS of $0.45 and revenue of $777.7M, both comfortably above estimates — a clear catalyst for upside as the company delivered profitable quarterly results and revenue growth. Read More.
• Positive Sentiment: Very bullish FY2026 guidance: management set revenue guidance of $3.1B–$3.3B and EPS of $1.33–$1.48, well above Street expectations — this raises forward growth expectations and supports re-rating. Read More.
• Positive Sentiment: AI/data-center demand tailwind: management and coverage point to a pronounced AI-driven pickup in on-site power demand and a large backlog (140–150% increase), giving revenue visibility and supporting scale-up plans. Read More.
• Neutral Sentiment: Analyst re-ratings: a mix of upgrades/price-target raises (BTIG to $165 buy; TD Cowen to $160 hold) show growing analyst optimism but also differing conviction on valuation — supports momentum but leaves dispersion in expectations. Read More.
• Neutral Sentiment: Earnings materials available: full press release, slide deck and call transcript provide detail on margins, backlog and unit economics — useful for modeling and verifying management’s assumptions. Read More.
• Negative Sentiment: Margin pressure and execution risk: management noted gross-margin contraction (expected) and service/product mix shifts; margins must improve as the installed base scales for guidance to fully materialize. Read More.
• Negative Sentiment: Short interest and valuation risks: short interest spiked earlier (~10%), and the shares now trade at a very rich forward multiple — both can amplify volatility and create downside if growth or margin execution slips. (See company filings and market data for current short/valuation metrics.)

Insiders Place Their Bets

In other news, insider Shawn Marie Soderberg sold 2,733 shares of the business’s stock in a transaction dated Friday, November 14th. The stock was sold at an average price of $108.26, for a total transaction of $295,874.58. Following the completion of the transaction, the insider owned 223,216 shares of the company’s stock, valued at approximately $24,165,364.16. The trade was a 1.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Maciej Kurzymski sold 3,264 shares of the company’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 completion of the transaction, the insider owned 90,005 shares in the company, valued at approximately $7,783,632.40. This trade represents a 3.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 14,639 shares of company stock valued at $1,496,660 over the last 90 days. 3.60% of the stock is owned by insiders.

Bloom Energy Stock Up 5.0%

Bloom Energy stock opened at $143.48 on Friday. The firm has a 50 day simple moving average of $118.48 and a 200 day simple moving average of $92.40. The company has a current ratio of 4.40, a quick ratio of 2.88 and a debt-to-equity ratio of 1.98. Bloom Energy Corporation has a 1-year low of $15.15 and a 1-year high of $176.49. The firm has a market capitalization of $33.93 billion, a price-to-earnings ratio of -377.58, a P/E/G ratio of 11.04 and a beta of 3.07.

Bloom Energy (NYSE:BE) last posted its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a positive return on equity of 8.38% and a negative net margin of 4.37%.The business had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. The company’s quarterly revenue was up 35.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, analysts predict that Bloom Energy Corporation will post -0.23 earnings per share for the current year.

Bloom Energy Company 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.