23,395 Shares in Bloom Energy Corporation $BE Purchased by Kornitzer Capital Management Inc. KS

Kornitzer Capital Management Inc. KS acquired a new position in shares of Bloom Energy Corporation (NYSE:BE) in the fourth quarter, Holdings Channel reports. The institutional investor acquired 23,395 shares of the company’s stock, valued at approximately $2,033,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. WPG Advisers LLC increased its position in shares of Bloom Energy by 26.4% during the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after purchasing an additional 67 shares during the last quarter. Ritholtz Wealth Management increased its position in shares of Bloom Energy by 1.5% during the 4th quarter. Ritholtz Wealth Management now owns 5,765 shares of the company’s stock worth $501,000 after purchasing an additional 87 shares during the last quarter. CoreCap Advisors LLC increased its position in shares of Bloom Energy by 7.3% during the 4th quarter. CoreCap Advisors LLC now owns 1,295 shares of the company’s stock worth $113,000 after purchasing an additional 88 shares during the last quarter. Reliant Investment Management LLC increased its position in shares of Bloom Energy by 3.6% during the 4th quarter. Reliant Investment Management LLC now owns 2,556 shares of the company’s stock worth $222,000 after purchasing an additional 90 shares during the last quarter. Finally, Prime Capital Investment Advisors LLC increased its position in shares of Bloom Energy by 3.5% during the 4th quarter. Prime Capital Investment Advisors LLC now owns 2,928 shares of the company’s stock worth $254,000 after purchasing an additional 98 shares during the last quarter. 77.04% of the stock is owned by institutional investors and hedge funds.

Bloom Energy News Roundup

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

• Positive Sentiment: Blowout Q1 and upgraded guidance — Bloom reported a large revenue and EPS beat (Q1 revenue far above estimates, EPS swung to profit) and raised FY‑2026 EPS guidance to $1.85–$2.25, which is the primary fundamental driver behind the rally. Bloom Energy Corp (BE) Q1 2026 Earnings Call Highlights
• Positive Sentiment: AI/data-center demand ramp — Multiple reports highlight Bloom’s role as an on‑site power solution for data centers and AI clusters, with the company ramping fuel-cell production and deployments; investors are re‑rating BE as a data‑center power growth play. Bloom Energy May Be Solving AI’s Biggest Power Problem
• Positive Sentiment: Institutional interest and momentum — Reports that Stanley Druckenmiller has built a large position, plus coverage noting BE as one of April’s top industrial performers, are reinforcing momentum and retail/institutional attention. Druckenmiller Made 400% on SanDisk — Now He’s All In on Bloom Energy (BE)
• Positive Sentiment: Technical breakout / all-time highs — Traders are pushing the stock to new highs following the quarter and guidance lift, which attracts momentum buyers and breakout traders. Why Bloom Energy Stock Hit All-Time Highs Today
• Neutral Sentiment: Analyst moves — JPMorgan raised its rating to Overweight and lifted its target (note: the new $267 target is below intraday levels), signaling institutional analyst support but also reflecting mixed views on near‑term upside. JPMorgan price target update
• Negative Sentiment: Valuation and risk — Several analysts and outlets warn valuation is stretched after the surge; BE’s high beta and rapid run from its 52‑week low make it vulnerable to sharp pullbacks if execution or bookings slow. Bloom Energy Is Now a Data Center Stock. Buy Its Shares Now.
• Negative Sentiment: Meme/volatility concerns — Coverage noting a “meme‑stock” dynamic and heavy retail interest suggests sentiment‑driven swings; investors should expect elevated intraday and short‑term volatility. Bloom Energy shares rocket higher by 20%

Bloom Energy Stock Performance

Shares of BE opened at $290.07 on Monday. The stock has a 50-day simple moving average of $172.25 and a 200-day simple moving average of $138.39. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03. The stock has a market capitalization of $81.38 billion, a PE ratio of -5,800.32 and a beta of 3.82. Bloom Energy Corporation has a 1 year low of $16.05 and a 1 year high of $296.50.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.12 by $0.32. The business had revenue of $751.05 million during the quarter, compared to analysts’ expectations of $539.94 million. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The business’s quarterly revenue was up 130.4% compared to the same quarter last year. During the same quarter last year, the business posted $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, analysts predict that Bloom Energy Corporation will post 1.31 earnings per share for the current fiscal year.

Analyst Ratings Changes

BE has been the subject of a number of research analyst reports. BTIG Research raised their target price on Bloom Energy to $295.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Morgan Stanley reaffirmed an “overweight” rating and issued a $310.00 target price on shares of Bloom Energy in a research report on Wednesday. JPMorgan Chase & Co. lifted their target price on Bloom Energy to $267.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Royal Bank Of Canada lifted their target price on Bloom Energy to $335.00 and gave the company an “outperform” rating in a research report on Wednesday, April 29th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a research report on Friday, April 24th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Bloom Energy has a consensus rating of “Moderate Buy” and an average target price of $205.27.

Insider Buying and Selling

In other news, insider Satish Chitoori sold 20,000 shares of Bloom Energy stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $204.23, for a total value of $4,084,600.00. Following the completion of the transaction, the insider owned 212,365 shares in the company, valued at approximately $43,371,303.95. This trade represents a 8.61% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Aman Joshi sold 19,944 shares of Bloom Energy stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $154.85, for a total value of $3,088,328.40. Following the completion of the transaction, the insider owned 190,521 shares of the company’s stock, valued at $29,502,176.85. The trade was a 9.48% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 490,092 shares of company stock worth $88,329,475. 3.00% of the stock is owned by corporate insiders.

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.