Keystone Investors PTE Ltd. acquired a new stake in shares of Bloom Energy Corporation (NYSE:BE – Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 56,603 shares of the company’s stock, valued at approximately $4,787,000.
Other institutional investors and hedge funds have also modified their holdings of the company. CWM LLC grew its holdings in Bloom Energy by 3.3% during the third quarter. CWM LLC now owns 5,111 shares of the company’s stock worth $432,000 after acquiring an additional 162 shares during the period. Seelaus Asset Management LLC boosted its position in Bloom Energy by 2.4% in the 3rd quarter. Seelaus Asset Management LLC now owns 11,420 shares of the company’s stock worth $966,000 after purchasing an additional 270 shares in the last quarter. Parkside Financial Bank & Trust grew its stake in shares of Bloom Energy by 250.9% during the 3rd quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after purchasing an additional 281 shares during the period. Rothschild Investment LLC grew its stake in shares of Bloom Energy by 74.4% during the 3rd quarter. Rothschild Investment LLC now owns 680 shares of the company’s stock worth $58,000 after purchasing an additional 290 shares during the period. Finally, Prospera Financial Services Inc increased its holdings in shares of Bloom Energy by 0.3% during the 2nd quarter. Prospera Financial Services Inc now owns 95,532 shares of the company’s stock valued at $2,285,000 after purchasing an additional 313 shares in the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.
Bloom Energy Stock Performance
Shares of NYSE:BE opened at $155.49 on Friday. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95. Bloom Energy Corporation has a 1 year low of $15.15 and a 1 year high of $180.90. The firm has a market capitalization of $43.62 billion, a PE ratio of -409.18, a P/E/G ratio of 6.88 and a beta of 3.07. The business’s 50 day moving average price is $134.81 and its 200-day moving average price is $104.80.
Insider Activity at Bloom Energy
In other Bloom Energy news, insider Satish Chitoori sold 1,521 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $139.37, for a total value of $211,981.77. Following the completion of the sale, the insider owned 230,017 shares in the company, valued at approximately $32,057,469.29. This represents a 0.66% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Gary S. Pinkus sold 1,250 shares of the firm’s stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $165.80, for a total transaction of $207,250.00. Following the completion of the transaction, the director directly owned 4,149 shares in the company, valued at $687,904.20. This trade represents a 23.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 268,788 shares of company stock worth $45,575,889 in the last 90 days. 3.60% of the stock is owned by insiders.
More Bloom Energy News
Here are the key news stories impacting Bloom Energy this week:
- Positive Sentiment: Brookfield partnership: Bloom and Brookfield announced a program worth up to $5 billion to deploy Bloom’s fuel‑cell systems for AI data centers and factories — a material commercial validation that supports future revenue growth tied to high‑density AI power demand. Bloom-Brookfield Deal
- Positive Sentiment: Backlog and guidance: Management has reported a large backlog (product backlog and total backlog figures cited) and set aggressive FY‑2026 revenue and margin targets, supporting the growth narrative for enterprise and AI customers. Those operational metrics justify investor optimism over medium‑term earnings expansion. Backlog & Guidance
- Positive Sentiment: Momentum and performance: BE has outpaced peers YTD and is up substantially over the past year as investors rotate into clean‑power and AI infrastructure plays, attracting momentum flows. Zacks YTD Note
- Neutral Sentiment: High‑profile commentary: Jim Cramer reiterated the stock’s volatility but said he’d feel more comfortable recommending BE after a pullback — publicity that raises awareness but is not an immediate catalyst. Cramer Comment
- Neutral Sentiment: Citi initiation: Citi initiated coverage with a neutral rating and a $162 target, signaling that some sell‑side desks view the stock as fairly valued near current levels — which can cap near‑term upside after the run. Citi Initiation
- Neutral Sentiment: Peer comparison: Analysts note Bloom outperforms peers like FuelCell Energy on earnings growth and ROIC but trades at a steep premium — a mixed signal for investors weighing growth vs. price. BE vs FCEL
- Negative Sentiment: Insider selling: CEO Kr Sridhar sold 200,000 shares (~$34M) on Feb. 24, reducing his stake — a high‑profile sale that often triggers short‑term profit taking and can pressure the stock. SEC Filing
- Negative Sentiment: Valuation risk: Multiple analysis pieces warn the stock may be “priced for perfection” — expensive multiples and high execution expectations are prompting some investors to lock in gains after the rally. Valuation Note
Wall Street Analysts Forecast Growth
BE has been the topic of several analyst reports. Royal Bank Of Canada set a $143.00 price target on shares of Bloom Energy in a research report on Tuesday, January 20th. Bank of America set a $39.00 target price on shares of Bloom Energy in a research note on Tuesday, November 25th. Roth Mkm lifted their price target on Bloom Energy to $133.00 and gave the company a “neutral” rating in a research note on Tuesday, February 3rd. Wells Fargo & Company increased their price target on Bloom Energy to $130.00 and gave the stock an “equal weight” rating in a research report on Friday, February 6th. Finally, Jefferies Financial Group set a $102.00 price objective on Bloom Energy in a research report on Tuesday, February 10th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $131.87.
Read Our Latest Stock Report on BE
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.
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