Valeo Financial Advisors LLC Sells 4,460 Shares of Bloom Energy Corporation $BE

Valeo Financial Advisors LLC cut its holdings in Bloom Energy Corporation (NYSE:BE) by 46.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,191 shares of the company’s stock after selling 4,460 shares during the quarter. Valeo Financial Advisors LLC’s holdings in Bloom Energy were worth $1,571,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of BE. Bayforest Capital Ltd purchased a new position in Bloom Energy during the 1st quarter valued at about $2,055,000. AQR Capital Management LLC bought a new position in shares of Bloom Energy during the first quarter valued at approximately $1,820,000. NewEdge Advisors LLC increased its stake in shares of Bloom Energy by 674.7% during the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after purchasing an additional 1,626 shares in the last quarter. Goldman Sachs Group Inc. lifted its holdings in shares of Bloom Energy by 50.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after purchasing an additional 836,810 shares during the last quarter. Finally, Focus Partners Wealth lifted its holdings in shares of Bloom Energy by 30.7% during the first quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock valued at $394,000 after purchasing an additional 4,716 shares during the last quarter. 77.04% of the stock is currently owned by institutional investors.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Bloom Energy expanded its partnership with MiTAC Computing Technology to deploy fuel-cell systems for an islanded microgrid supporting AI infrastructure. The agreement reinforces the company’s position in the growing market for onsite power for data centers, though financial terms were not disclosed. Bloom Energy and MiTAC expanded partnership
• Positive Sentiment: BE was added to Zacks’ Rank #1 “Strong Buy” growth-stock list, offering some support for the bullish AI power-demand thesis. Zacks growth stocks list
• Neutral Sentiment: Bloom Energy is reportedly considering a Fremont manufacturing expansion that could create hundreds of jobs, potentially increasing production capacity but also requiring additional investment. Bloom Energy Fremont expansion
• Negative Sentiment: Several law firms reminded investors of a securities class action covering purchases from February 27, 2025, through July 8, 2026. The lawsuit alleges Bloom misled investors by claiming it had no China supply chain while allegedly obtaining scandium through intermediaries connected to China. Investors have until September 28, 2026, to seek lead-plaintiff status. The allegations are unproven, but the litigation adds legal costs, reputational risk and uncertainty—likely the main reason shares have decreased recently. Bloom Energy securities class action allegations

Bloom Energy Trading Up 0.4%

NYSE:BE opened at $220.18 on Monday. The stock has a market cap of $64.85 billion, a price-to-earnings ratio of 293.57, a PEG ratio of 3.00 and a beta of 3.79. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. The company’s 50 day moving average price is $254.14 and its 200-day moving average price is $212.61. Bloom Energy Corporation has a 52 week low of $36.47 and a 52 week high of $351.28.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The company had revenue of $1.07 billion during the quarter, compared to analyst estimates of $826.13 million. During the same period in the previous year, the business earned $0.10 EPS. The firm’s revenue for the quarter was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, equities research analysts forecast that Bloom Energy Corporation will post 1.93 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on BE. JPMorgan Chase & Co. cut their price target on Bloom Energy from $346.00 to $314.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 29th. Zacks Research raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 28th. Sanford C. Bernstein increased their target price on Bloom Energy from $276.00 to $282.00 and gave the stock a “market perform” rating in a research note on Wednesday, July 29th. Clear Str upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Wednesday, July 29th. Finally, Roth Capital lifted their price target on Bloom Energy from $225.00 to $285.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 1st. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $246.18.

Insider Transactions at Bloom Energy

In related news, insider Shawn Marie Soderberg sold 2,879 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $288.10, for a total transaction of $829,439.90. Following the sale, the insider directly owned 137,853 shares of the company’s stock, valued at $39,715,449.30. This trade represents a 2.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director John T. Chambers sold 55,000 shares of Bloom Energy stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $297.69, for a total value of $16,372,950.00. Following the completion of the sale, the director owned 238,333 shares of the company’s stock, valued at $70,949,350.77. The trade was a 18.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 108,617 shares of company stock valued at $30,648,609. Insiders own 3.00% of the company’s stock.

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.