VMS Asset Management Limited Invests $3.97 Million in Bloom Energy Corporation $BE

VMS Asset Management Limited purchased a new position in shares of Bloom Energy Corporation (NYSE:BE) during the fourth quarter, Holdings Channel.com reports. The fund purchased 45,644 shares of the company’s stock, valued at approximately $3,966,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. WPG Advisers LLC raised 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 period. Orion Capital Management LLC raised its position in shares of Bloom Energy by 0.7% during the 4th quarter. Orion Capital Management LLC now owns 12,083 shares of the company’s stock worth $1,050,000 after purchasing an additional 83 shares during the period. Ritholtz Wealth Management raised 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 period. CoreCap Advisors LLC raised 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 period. Finally, Reliant Investment Management LLC raised 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 period. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Bloom Energy Stock Up 1.5%

Shares of BE stock opened at $291.70 on Friday. Bloom Energy Corporation has a 1 year low of $19.97 and a 1 year high of $322.83. The stock has a market cap of $82.97 billion, a PE ratio of -5,832.79 and a beta of 3.73. The business’s fifty day moving average is $231.82 and its 200-day moving average is $165.22. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results 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 company had revenue of $751.05 million for 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 firm’s revenue for the quarter was up 130.4% on a year-over-year basis. During the same period last year, the firm earned $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Equities analysts expect that Bloom Energy Corporation will post 1.31 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of analysts have recently weighed in on BE shares. BTIG Research increased their price target on Bloom Energy to $295.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Evercore reaffirmed an “outperform” rating and set a $179.00 target price on shares of Bloom Energy in a research note on Friday, February 6th. TD Cowen lifted their target price on Bloom Energy to $235.00 and gave the company a “hold” rating in a research note on Wednesday, April 29th. Barclays lifted their target price on Bloom Energy to $254.00 and gave the company an “equal weight” rating in a research note on Monday, May 11th. Finally, Roth Mkm set a $225.00 target price on Bloom Energy in a research note on Wednesday, April 29th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $217.48.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy continues to benefit from major AI data center power opportunities, including reported gigawatt-scale fuel-cell agreements, which could materially expand future revenue and reinforce its role in AI infrastructure. The Bull Case For Bloom Energy (BE) Could Change Following New AI Data Center Contracts And Governance Shift
• Positive Sentiment: Jim Cramer publicly called Bloom Energy a “huge believer,” adding to bullish sentiment around the stock as investors rotate into AI-related names. Jim Cramer Says He Is a “Huge Believer” in Bloom Energy
• Positive Sentiment: Bloom Energy was also highlighted as a beneficiary of rising demand for renewable power and battery-related infrastructure, with analysts pointing to AI growth as a tailwind for the company. Buy These Renewable Energy & Battery Stocks Amid Global Energy Crisis
• Positive Sentiment: The CEO said Bloom Energy does not need to raise capital despite the AI boom, which may reduce concerns about dilution and signal confidence in the company’s funding position. Bloom Energy CEO sees no need to raise capital despite AI boom
• Neutral Sentiment: The company also appeared in commentary about data-center opposition, with management arguing that resistance to new data centers could increase demand for Bloom’s distributed power solutions. NIMBY pushback to data centers a boon for San Jose-based Bloom Energy, CEO Says
• Negative Sentiment: Bloom Energy also moved lower at times amid a broader pullback in fuel-cell and high-momentum energy stocks, suggesting some profit-taking after a strong rally. FuelCell Energy Plunges 10%, Plug Power Falls 6% in Fuel Cell Rout as Bloom Energy Slips
• Negative Sentiment: One notable headwind is insider selling: Director John T. Chambers sold 55,000 shares, which can weigh on sentiment even if it does not change the company’s fundamentals. Bloom Energy (NYSE:BE) Director John Chambers Sells 55,000 Shares

Insiders Place Their Bets

In related news, insider Shawn Marie Soderberg sold 35,000 shares of Bloom Energy stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $279.00, for a total value of $9,765,000.00. Following the transaction, the insider directly owned 341,731 shares in the company, valued at $95,342,949. The trade was a 9.29% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Satish Chitoori sold 20,000 shares of Bloom Energy stock in a transaction on 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 $43,371,303.95. The trade was a 8.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 323,777 shares of company stock worth $71,485,514. Corporate insiders own 3.00% of the company’s stock.

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.