Capital World Investors Grows Stock Holdings in Bloom Energy Corporation $BE

Capital World Investors grew its stake in Bloom Energy Corporation (NYSE:BE) by 4.7% in the third quarter, Holdings Channel.com reports. The firm owned 1,708,183 shares of the company’s stock after acquiring an additional 77,273 shares during the quarter. Capital World Investors’ holdings in Bloom Energy were worth $144,461,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Bayforest Capital Ltd acquired a new position in Bloom Energy during the first quarter worth $2,055,000. AQR Capital Management LLC acquired a new stake in shares of Bloom Energy in the 1st quarter worth $1,820,000. NewEdge Advisors LLC increased its stake in shares of Bloom Energy by 674.7% in the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after acquiring an additional 1,626 shares during the last quarter. Goldman Sachs Group Inc. raised its holdings in shares of Bloom Energy by 50.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after acquiring an additional 836,810 shares during the period. Finally, Focus Partners Wealth raised its holdings in shares of Bloom Energy by 30.7% during the 1st quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock worth $394,000 after acquiring an additional 4,716 shares during the period. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy Stock Up 3.2%

Shares of BE opened at $158.96 on Thursday. The company’s 50-day moving average price is $145.29 and its 200 day moving average price is $111.41. Bloom Energy Corporation has a 12-month low of $15.15 and a 12-month high of $180.90. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. The firm has a market cap of $44.60 billion, a P/E ratio of -418.32, a price-to-earnings-growth ratio of 6.29 and a beta of 3.11.

Bloom Energy (NYSE:BE) last announced its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, topping the consensus estimate of $0.25 by $0.20. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The company had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. During the same quarter last year, the firm posted $0.43 earnings per share. Bloom Energy’s 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. On average, sell-side analysts forecast that Bloom Energy Corporation will post -0.23 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the stock. Wall Street Zen lowered shares of Bloom Energy from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Mizuho boosted their target price on shares of Bloom Energy to $110.00 and gave the company a “neutral” rating in a report on Monday, February 9th. Daiwa Securities Group set a $98.00 price target on shares of Bloom Energy in a research note on Tuesday, December 2nd. Roth Mkm raised their price target on shares of Bloom Energy to $133.00 and gave the stock a “neutral” rating in a report on Tuesday, February 3rd. Finally, Bank of America set a $39.00 price target on shares of Bloom Energy in a research report on Tuesday, November 25th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $131.87.

Insider Activity

In other Bloom Energy news, insider Satish Chitoori sold 1,521 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $139.37, for a total value of $211,981.77. Following the sale, the insider owned 230,017 shares of the company’s stock, valued at $32,057,469.29. The trade was a 0.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Shawn Marie Soderberg sold 25,244 shares of the company’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $177.93, for a total value of $4,491,664.92. Following the transaction, the insider owned 227,048 shares in the company, valued at $40,398,650.64. This trade represents a 10.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 268,788 shares of company stock worth $45,575,889 in the last three months. 3.60% of the stock is currently owned by corporate insiders.

Key Bloom Energy News

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

• Positive Sentiment: Major partnership: Bloom agreed a reported $5 billion partnership with Brookfield to deploy its solid‑oxide fuel cells for AI data centers — a direct boost to its project pipeline, backlog and exposure to fast‑growing AI infrastructure demand. Read More.
• Positive Sentiment: Revenue momentum: Coverage notes Bloom generated roughly $2B in revenue in 2025 and expects about $1B of additional revenue this year — supporting the view that the company is scaling and justifying premium growth multiples if demand persists. Read More.
• Positive Sentiment: Market recognition: The stock was flagged as joining a select group with a 95+ composite rating, which can attract momentum/quant flows and validates recent performance metrics. Read More.
• Neutral Sentiment: AI thematic positioning: Analysts and commentators are increasingly citing Bloom as part of the energy stack for AI buildout (memory, power, space), which raises long‑term optionality but also ties expectations to AI capex cycles. Read More.
• Neutral Sentiment: Heavy media/analyst coverage: Multiple buy/sell assessments (Fool, Forbes, Yahoo/finance pieces) are driving attention and volatility — helpful for liquidity but increasing headline sensitivity. Read More.
• Negative Sentiment: Analyst downgrade: Zacks cut Bloom from “strong‑buy” to “hold,” which can temper momentum investors and act as a near‑term headwind to sentiment. Read More.

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.