Erste Asset Management GmbH Has $29.87 Million Stock Position in Bloom Energy Corporation $BE

Erste Asset Management GmbH reduced its position in shares of Bloom Energy Corporation (NYSE:BE) by 51.3% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 353,190 shares of the company’s stock after selling 372,155 shares during the quarter. Erste Asset Management GmbH’s holdings in Bloom Energy were worth $29,869,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently bought and sold shares of BE. Bayforest Capital Ltd bought a new stake in Bloom Energy during the first quarter valued at about $2,055,000. AQR Capital Management LLC acquired a new position in shares of Bloom Energy during the 1st quarter worth about $1,820,000. NewEdge Advisors LLC boosted its stake in 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 period. Goldman Sachs Group Inc. grew its holdings in Bloom Energy by 50.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after buying an additional 836,810 shares during the last quarter. Finally, Focus Partners Wealth increased its position in Bloom Energy by 30.7% in the 1st quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock worth $394,000 after buying an additional 4,716 shares during the period. Institutional investors own 77.04% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the company. Truist Financial set a $68.00 price objective on Bloom Energy in a research report on Friday, January 9th. Daiwa Securities Group set a $98.00 price target on shares of Bloom Energy in a report on Tuesday, December 2nd. Wells Fargo & Company raised their price target on shares of Bloom Energy to $130.00 and gave the stock an “equal weight” rating in a research report on Friday, February 6th. BMO Capital Markets upped their price objective on shares of Bloom Energy to $149.00 and gave the company a “market perform” rating in a research report on Friday, February 6th. Finally, Robert W. Baird set a $172.00 target price on Bloom Energy in a research report on Tuesday, January 27th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Bloom Energy has an average rating of “Hold” and an average price target of $131.87.

Insider Buying and Selling at Bloom Energy

In related news, insider Maciej Kurzymski sold 3,264 shares of the business’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $86.48, for a total value of $282,270.72. Following the sale, the insider owned 90,005 shares of the company’s stock, valued at $7,783,632.40. The trade was a 3.50% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Aman Joshi sold 3,746 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $139.81, for a total value of $523,728.26. Following the completion of the sale, the insider owned 201,072 shares in the company, valued at $28,111,876.32. This trade represents a 1.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 212,294 shares of company stock worth $35,520,974 over the last three months. 3.60% of the stock is currently owned by insiders.

Bloom Energy Price Performance

Shares of Bloom Energy stock opened at $168.74 on Friday. The firm has a market cap of $47.34 billion, a P/E ratio of -444.05, a price-to-earnings-growth ratio of 7.13 and a beta of 3.07. The firm’s 50-day simple moving average is $133.47 and its 200-day simple moving average is $103.98. Bloom Energy Corporation has a twelve month low of $15.15 and a twelve month high of $180.90. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. The firm had revenue of $777.68 million during the quarter, compared to analysts’ expectations of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The company’s revenue for the quarter was up 35.9% compared to the same quarter last year. During the same quarter last year, the company earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, research analysts expect that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Major commercial deal and backlog surge — Brookfield agreed to invest up to $5 billion to deploy Bloom fuel cells for AI-focused data centers; company backlog and product backlog have jumped materially, supporting a sizable revenue/growth re-rate. Read More.
• Positive Sentiment: Strong outlook and unit economics — Company guidance and analyst write-ups point to 2026 revenue growth (~+60% guidance to $3.2B), expanding gross margins (to ~32%) and operating leverage, reinforcing the “bring-your-own-power” thesis tied to AI/data-center demand. Read More.
• Positive Sentiment: Momentum and YTD performance — BE has surged year-to-date (roughly +104% YTD), outpacing peers as investors rotate into clean-power and on-site generation plays tied to AI and data-center electrification. Read More.
• Neutral Sentiment: Celebrity/influencer caution — Jim Cramer called the stock “incredibly volatile” and said he’d prefer to recommend it after a pullback, underscoring sentiment-driven trading risk even as he acknowledges the company’s prospects. Read More.
• Neutral Sentiment: All-time high noted — coverage flagged that BE hit record highs this week, a technical milestone that can attract momentum traders but also prompt profit-taking. Read More.
• Negative Sentiment: Analyst initiation and price target pressure — Citi initiated coverage with a “neutral” rating and a $162 price target, implying a modest downside from current levels and signaling caution from a major sell-side shop. Read More.
• Negative Sentiment: Valuation and “priced-for-perfection” debate — several analysts and pieces argue BE’s rally already prices in near-perfect execution; valuation and execution risk (scaling, margins, capital intensity) are recurring investor concerns. Read More.

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.