Chesapeake Capital Corp IL Purchases New Holdings in Bloom Energy Corporation $BE

Chesapeake Capital Corp IL purchased a new position in shares of Bloom Energy Corporation (NYSE:BE) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 8,776 shares of the company’s stock, valued at approximately $742,000.

A number of other institutional investors have also recently bought and sold shares of BE. Meridian Wealth Management LLC bought a new position in shares of Bloom Energy during the 3rd quarter valued at approximately $553,000. Creekmur Asset Management LLC purchased a new stake in shares of Bloom Energy during the 3rd quarter worth approximately $1,825,000. Udine Wealth Management Inc. raised its holdings in shares of Bloom Energy by 27.8% in the 3rd quarter. Udine Wealth Management Inc. now owns 62,967 shares of the company’s stock worth $5,325,000 after purchasing an additional 13,684 shares during the period. Straight Path Wealth Management bought a new stake in shares of Bloom Energy in the 3rd quarter worth approximately $1,099,000. Finally, Teachers Retirement System of The State of Kentucky purchased a new position in Bloom Energy in the third quarter valued at approximately $1,985,000. Institutional investors own 77.04% of the company’s stock.

Insider Buying and Selling

In related news, insider Shawn Marie Soderberg sold 25,244 shares of the stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $177.93, for a total transaction of $4,491,664.92. Following the sale, the insider owned 227,048 shares of the company’s stock, valued at approximately $40,398,650.64. This represents a 10.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Kr Sridhar sold 200,000 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total value of $34,000,000.00. Following the completion of the transaction, the chief executive officer owned 2,189,869 shares of the company’s stock, valued at approximately $372,277,730. This represents a 8.37% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 268,788 shares of company stock valued at $45,575,889 in the last 90 days. Corporate insiders own 3.60% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the company. BTIG Research increased their price objective on Bloom Energy to $165.00 and gave the company a “buy” rating in a report on Friday, February 6th. Evercore restated an “outperform” rating and issued a $179.00 target price on shares of Bloom Energy in a research note on Friday, February 6th. China Renaissance initiated coverage on Bloom Energy in a research report on Wednesday, January 28th. They set a “buy” rating and a $207.00 price target on the stock. Citigroup assumed coverage on Bloom Energy in a research note on Tuesday, February 24th. They set a “neutral” rating and a $162.00 price target for the company. Finally, Daiwa Securities Group set a $98.00 price objective on Bloom Energy in a report on Tuesday, December 2nd. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Bloom Energy currently has a consensus rating of “Hold” and an average price target of $131.87.

Bloom Energy Stock Down 1.8%

BE opened at $154.28 on Friday. Bloom Energy Corporation has a 12 month low of $15.15 and a 12 month high of $180.90. The company has a market cap of $43.28 billion, a PE ratio of -406.01, a price-to-earnings-growth ratio of 6.42 and a beta of 3.11. 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 company has a 50 day moving average of $147.81 and a 200 day moving average of $112.45.

Bloom Energy (NYSE:BE) last issued its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. The business had revenue of $777.68 million for 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 business’s revenue for the quarter was up 35.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, sell-side analysts expect that Bloom Energy Corporation will post -0.23 EPS for the current year.

More Bloom Energy News

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

• Positive Sentiment: Surging AI data-center demand + Brookfield backing: Reports say Bloom has a multi-year $5B financing deal with Brookfield to expand manufacturing from ~1GW to 2GW and is sitting on a large AI-driven backlog (~$20B reported), which supports revenue visibility and capacity expansion. AI-Fueled Power Demand and Brookfield Backing Might Change The Case For Investing In Bloom Energy (BE)
• Positive Sentiment: Macro tailwind from data-center power constraints: Coverage of the “gigawatt bottleneck” for AI data centers highlights on-site and high-density power needs that play to Bloom’s solid-oxide fuel cell on-site generation pitch. That dynamic supports long-term demand. The Gigawatt Bottleneck: Power Constraints Define AI Data Center Growth
• Positive Sentiment: Bullish investor writeups: Multiple bullish pieces and Substack analyses (OppCost, InsiderMonkey summaries) are circulating, reinforcing a growth narrative that some investors are buying into. Is Bloom Energy Corporation (BE) A Good Stock To Buy Now?
• Neutral Sentiment: Zacks / investment-ideas mention: Bloom is included in a Zacks investment-ideas roundup alongside other tech names — visibility but not a direct catalyst. Zacks Investment Ideas feature highlights SanDisk, Micron, Bloom Energy, Vertiv and Lumentum
• Neutral Sentiment: Headline: stock move recap — short-term price snapshot and volume context reported without new company-specific news. Bloom Energy (BE) Stock Moves -1.28%: What You Should Know
• Neutral Sentiment: Profile / background pieces (founder KR Sridhar, sector comparisons) increase investor familiarity but are not immediate catalysts. KR Sridhar: Clean Energy Visionary, Bloom Energy Founder and CEO
• Negative Sentiment: Valuation and profit-taking concerns: Commentary questions whether BE’s recent rally has priced in too much optimism given thin profitability and a high forward multiple, which can pressure the stock after big gains. Is Bloom Energy (BE) Pricing In Too Much Optimism After Huge Year To Date Rally?
• Negative Sentiment: Competitive threat: FuelCell Energy and other fuel-cell players are targeting AI data centers with alternate DC fuel-cell solutions and carbon-capture combos — increased competition could pressure margins or bid dynamics. FCEL Targets AI Data Centers With DC Power and Carbon Capture

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.