Bloom Energy Corporation $BE Stock Position Reduced by Mizuho Markets Cayman LP

Mizuho Markets Cayman LP cut its stake in Bloom Energy Corporation (NYSE:BE) by 85.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,718 shares of the company’s stock after selling 15,728 shares during the quarter. Mizuho Markets Cayman LP’s holdings in Bloom Energy were worth $230,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. CWM LLC increased 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 buying an additional 162 shares during the last quarter. Seelaus Asset Management LLC grew its position in Bloom Energy by 2.4% in the third quarter. Seelaus Asset Management LLC now owns 11,420 shares of the company’s stock worth $966,000 after acquiring an additional 270 shares in the last quarter. Parkside Financial Bank & Trust grew its position in Bloom Energy by 250.9% in the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after acquiring an additional 281 shares in the last quarter. Rothschild Investment LLC increased its position in Bloom Energy by 74.4% during the third quarter. Rothschild Investment LLC now owns 680 shares of the company’s stock worth $58,000 after buying an additional 290 shares during the last quarter. Finally, GAMMA Investing LLC raised its holdings in Bloom Energy by 14.1% during the third quarter. GAMMA Investing LLC now owns 2,708 shares of the company’s stock valued at $229,000 after buying an additional 335 shares in the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Insider Activity at Bloom Energy

In other Bloom Energy news, insider Maciej Kurzymski sold 7,800 shares of the stock in a transaction on Monday, March 16th. The stock was sold at an average price of $151.85, for a total transaction of $1,184,430.00. Following the completion of the transaction, the insider directly owned 84,294 shares in the company, valued at $12,800,043.90. This represents a 8.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Satish Chitoori sold 18,964 shares of Bloom Energy stock in a transaction on Monday, March 16th. The shares were sold at an average price of $154.45, for a total value of $2,928,989.80. Following the transaction, the insider directly owned 232,365 shares of the company’s stock, valued at approximately $35,888,774.25. The trade was a 7.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 354,682 shares of company stock valued at $59,047,182. Corporate insiders own 3.50% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently weighed in on BE. Zacks Research lowered Bloom Energy from a “strong-buy” rating to a “hold” rating in a report on Monday, March 9th. Morgan Stanley upped their price target on shares of Bloom Energy to $184.00 and gave the company an “overweight” rating in a report on Friday, February 6th. Truist Financial set a $68.00 price objective on Bloom Energy in a research note on Friday, January 9th. Robert W. Baird set a $172.00 price target on Bloom Energy in a report on Tuesday, January 27th. Finally, Roth Mkm raised their price objective on shares of Bloom Energy to $133.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 3rd. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $131.87.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Zacks highlights Bloom Energy among investment ideas focused on oversold AI/infra names, which can attract renewed analyst/inflow interest into BE as momentum and sector narratives shift. Zacks Investment Ideas feature
• Positive Sentiment: Local utility Lansing Board of Water & Light signed NDAs in January with Deep Green and a fuel-cell firm (Bloom appears in coverage), implying early-stage commercial or pilot discussions that could support future order pipeline expectations. BWL NDAs story
• Negative Sentiment: Insider sale — Aman Joshi sold 19,944 shares at ~$154.85 (≈$3.09M); his holdings fell ~9.5%. Filing: SEC filing
• Negative Sentiment: Insider sale — Maciej Kurzymski sold 7,800 shares at ~$151.85 (≈$1.18M); his holdings fell ~8.5%. Filing: SEC filing
• Negative Sentiment: Insider sale — Satish Chitoori sold 18,964 shares at ~$154.45 (≈$2.93M); his holdings fell ~7.6%. Filing: SEC filing
• Negative Sentiment: Insider sales — Shawn Marie Soderberg sold two blocks (29,807 shares at ~$153.78 and 13,074 shares at ~$153.44) totaling ~42,881 shares (~$6.59M); her ownership declined by single‑digit to low‑double digit percentages across filings. Filing: SEC filing

Bloom Energy Stock Performance

Shares of NYSE BE opened at $160.01 on Wednesday. The firm has a market capitalization of $44.89 billion, a price-to-earnings ratio of -421.09, a PEG ratio of 6.27 and a beta of 3.11. Bloom Energy Corporation has a one year low of $15.15 and a one year high of $180.90. The business has a fifty day simple moving average of $149.94 and a 200 day simple moving average of $114.77. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54.

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

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.