R Squared Ltd Acquires New Position in Bloom Energy Corporation $BE

R Squared Ltd acquired a new stake in shares of Bloom Energy Corporation (NYSE:BE) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 7,888 shares of the company’s stock, valued at approximately $685,000.

A number of other hedge funds also recently made changes to their positions in the stock. Vanguard Group Inc. grew its stake in shares of Bloom Energy by 6.3% during the 3rd quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock valued at $1,759,726,000 after acquiring an additional 1,240,819 shares during the period. Graticule Asia Macro Advisors LLC bought a new position in shares of Bloom Energy during the 3rd quarter valued at approximately $402,494,000. Trivest Advisors Ltd grew its stake in shares of Bloom Energy by 1,461.6% during the 3rd quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after acquiring an additional 3,201,000 shares during the period. Goldman Sachs Group Inc. grew its stake 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 valued at $49,127,000 after acquiring an additional 836,810 shares during the period. Finally, Man Group plc grew its stake in shares of Bloom Energy by 177.4% during the 2nd quarter. Man Group plc now owns 2,392,915 shares of the company’s stock valued at $57,239,000 after acquiring an additional 1,530,167 shares during the period. 77.04% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the company. Royal Bank Of Canada set a $143.00 price objective on Bloom Energy in a research note on Tuesday, January 20th. BTIG Research boosted their price objective on Bloom Energy to $165.00 and gave the company a “buy” rating in a research note on Friday, February 6th. TD Cowen boosted their price objective on Bloom Energy to $160.00 and gave the company a “hold” rating in a research note on Friday, February 6th. Susquehanna dropped their price target on Bloom Energy to $173.00 and set a “positive” rating for the company in a research note on Thursday, April 9th. Finally, Mizuho upped their price target on Bloom Energy to $110.00 and gave the stock a “neutral” rating in a research note on Monday, February 9th. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $155.95.

Bloom Energy News Roundup

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

• Positive Sentiment: Oracle announced it will use Bloom Energy fuel cells for Project Jupiter, a high‑profile commercial win that directly validates BE’s data‑center and enterprise demand story. Bloom Energy Stock Jumps After The Bell: Here’s Why
• Positive Sentiment: Analyst bullishness: UBS raised its price target to $251 (from $171) and kept a Buy rating, citing Bloom’s positioning for AI/data‑center power demand — providing investor support for higher valuation assumptions. Is Bloom Energy (BE) Ready for the Next Wave of AI Data Center Infrastructure Buildout?
• Positive Sentiment: Operational momentum: multiple previews note a record backlog and strong demand for on‑site clean power heading into Q1 earnings, supporting upside to revenue and bookings expectations. Should You Buy, Sell or Hold Bloom Energy Ahead of Q1 Earnings?
• Neutral Sentiment: Earnings and guidance are imminent (Q1 results due after market close on April 28); the report and management commentary on backlog conversion, margins and hydrogen pipeline will likely drive short‑term moves. What To Expect From Bloom Energy’s (BE) Q1 Earnings
• Negative Sentiment: Bloom filed a prospectus supplement for a stock offering, which raises near‑term dilution risk and can pressure the share price if executed. Investors must watch size/timing details. Bloom Energy Files Prospectus Supplement for Stock Offering
• Negative Sentiment: Valuation caution: coverage pieces highlight that Bloom’s rapid rally has produced very high multiples versus fundamentals, which could lead to volatility if execution or margins miss expectations. Bloom Energy Has Made Early Investors Rich. Can It Do It Again?

Insider Buying and Selling

In related news, insider Shawn Marie Soderberg sold 25,000 shares of the firm’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $225.13, for a total value of $5,628,250.00. Following the completion of the sale, the insider directly owned 140,732 shares in the company, valued at $31,682,995.16. This trade represents a 15.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Aman Joshi sold 10,000 shares of the firm’s stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $135.88, for a total value of $1,358,800.00. Following the completion of the sale, the insider owned 180,521 shares of the company’s stock, valued at approximately $24,529,193.48. This represents a 5.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 455,092 shares of company stock valued at $78,564,475 in the last three months. Corporate insiders own 3.00% of the company’s stock.

Bloom Energy Price Performance

Bloom Energy stock opened at $234.75 on Tuesday. The company has a market cap of $65.86 billion, a price-to-earnings ratio of -617.77, a PEG ratio of 9.28 and a beta of 3.18. The firm’s fifty day moving average is $165.53 and its 200 day moving average is $134.97. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. Bloom Energy Corporation has a 52-week low of $16.05 and a 52-week high of $242.20.

Bloom Energy (NYSE:BE) last released its quarterly 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 company 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%. Bloom Energy’s revenue was up 35.9% on a year-over-year basis. During the same quarter in the prior year, the firm 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 1 EPS for the current fiscal year.

Bloom Energy 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.