Boothbay Fund Management LLC Sells 103,157 Shares of Bloom Energy Corporation $BE

Boothbay Fund Management LLC lessened its stake in shares of Bloom Energy Corporation (NYSE:BE) by 35.7% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 185,421 shares of the company’s stock after selling 103,157 shares during the quarter. Boothbay Fund Management LLC owned about 0.08% of Bloom Energy worth $15,681,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. CWM LLC boosted its holdings in Bloom Energy by 3.3% in the third quarter. CWM LLC now owns 5,111 shares of the company’s stock worth $432,000 after purchasing an additional 162 shares during the last quarter. Seelaus Asset Management LLC raised its stake in Bloom Energy by 2.4% during the 3rd quarter. Seelaus Asset Management LLC now owns 11,420 shares of the company’s stock valued at $966,000 after buying an additional 270 shares during the last quarter. Parkside Financial Bank & Trust raised its stake in Bloom Energy by 250.9% during 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. Rothschild Investment LLC raised its stake in Bloom Energy by 74.4% during the 3rd quarter. Rothschild Investment LLC now owns 680 shares of the company’s stock valued at $58,000 after buying an additional 290 shares during the last quarter. Finally, GAMMA Investing LLC raised 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 buying an additional 335 shares during the last quarter. 77.04% of the stock is currently owned by institutional investors.

Insider Activity

In related news, CEO Kr Sridhar sold 200,000 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total transaction of $34,000,000.00. Following the completion of the transaction, the chief executive officer directly owned 2,189,869 shares in the company, valued at approximately $372,277,730. The trade was a 8.37% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Satish Chitoori sold 1,521 shares of Bloom Energy stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $139.37, for a total transaction of $211,981.77. Following the transaction, the insider directly owned 230,017 shares in the company, valued at $32,057,469.29. This represents a 0.66% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 268,788 shares of company stock worth $45,575,889. 3.60% of the stock is currently owned by corporate insiders.

Bloom Energy Trading Down 1.8%

NYSE:BE opened at $154.28 on Friday. The firm has a market capitalization of $43.28 billion, a price-to-earnings ratio of -406.01, a price-to-earnings-growth ratio of 6.31 and a beta of 3.11. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95. The business has a fifty day moving average price of $147.81 and a 200-day moving average price of $112.89. Bloom Energy Corporation has a one year low of $15.15 and a one year high of $180.90.

Bloom Energy (NYSE:BE) last released its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.20. The company had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.Bloom Energy’s quarterly revenue was up 35.9% compared to the same quarter last year. During the same period in the previous year, the business earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Sell-side analysts forecast that Bloom Energy Corporation will post -0.23 EPS for the current year.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the company. Wells Fargo & Company raised their price target on Bloom Energy to $130.00 and gave the stock an “equal weight” rating in a research note on Friday, February 6th. Daiwa Securities Group set a $98.00 price objective on Bloom Energy in a research report on Tuesday, December 2nd. UBS Group reissued a “buy” rating and issued a $170.00 target price on shares of Bloom Energy in a report on Friday, February 6th. Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a research note on Tuesday, January 27th. Finally, Robert W. Baird set a $172.00 price target on shares of Bloom Energy in a research report on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $131.87.

Key Headlines Impacting Bloom Energy

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

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.