Bloom Energy Corporation $BE Stock Acquired by Artemis Investment Management LLP

Artemis Investment Management LLP boosted its position in Bloom Energy Corporation (NYSE:BE) by 10.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 264,908 shares of the company’s stock after acquiring an additional 24,849 shares during the period. Artemis Investment Management LLP’s holdings in Bloom Energy were worth $73,374,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Brooklands Fund Management Ltd purchased a new position in Bloom Energy during the 4th quarter valued at about $347,560,000. Jennison Associates LLC raised its holdings in shares of Bloom Energy by 20,074.4% during the first quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock valued at $364,066,000 after acquiring an additional 2,673,710 shares in the last quarter. Bank of New York Mellon Corp purchased a new stake in Bloom Energy in the second quarter worth $296,413,000. Polar Capital Holdings Plc bought a new stake in Bloom Energy in the fourth quarter valued at $76,234,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in Bloom Energy by 78.3% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock worth $401,849,000 after purchasing an additional 583,135 shares in the last quarter. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Bloom Energy

In other Bloom Energy news, CAO Maciej Kurzymski sold 2,295 shares of Bloom Energy stock in a transaction dated Wednesday, September 16th. The shares were sold at an average price of $268.42, for a total value of $616,023.90. Following the completion of the transaction, the chief accounting officer directly owned 77,391 shares of the company’s stock, valued at approximately $20,773,292.22. The trade was a 2.88% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,870 shares of the company’s stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $270.06, for a total transaction of $775,072.20. Following the completion of the transaction, the insider owned 202,494 shares in the company, valued at approximately $54,685,529.64. This represents a 1.40% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 89,698 shares of company stock worth $21,780,758 in the last 90 days. Insiders own 3.00% of the company’s stock.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy is benefiting from expectations that surging AI infrastructure investment will create demand for fast, on-site power. Morgan Stanley identified the company as a potential beneficiary of a projected data-center power shortage, while Jim Cramer called BE a favorite AI power play. Morgan Stanley sees Bloom Energy as a winner amid data-center power shortfall
• Positive Sentiment: The company’s purchase of a 158,000-square-foot facility in Fremont points to production expansion ahead of anticipated demand. The move helped fuel a recent rally and reinforces the long-term growth narrative. Bloom Energy is building like demand is about to explode
• Neutral Sentiment: Bloom’s latest reported quarter showed substantial earnings and revenue growth, but upcoming earnings expectations may already be reflected in the stock’s elevated valuation. Investors are likely looking for additional evidence that AI-related demand is converting into orders and profits. Bloom Energy Q2 earnings review
• Negative Sentiment: Bernstein reaffirmed a Market Perform rating and assigned a $282 price target, signaling limited near-term upside and weighing on sentiment. The caution is particularly relevant after BE’s sharp recent advance; analysts also point to high debt and a premium valuation as risks. Bernstein maintains Market Perform rating on Bloom Energy

Bloom Energy Stock Down 7.9%

Bloom Energy stock traded down $23.02 during mid-day trading on Thursday, hitting $268.27. The company had a trading volume of 7,687,200 shares, compared to its average volume of 12,941,617. Bloom Energy Corporation has a 12 month low of $75.70 and a 12 month high of $351.28. The company has a market capitalization of $79.02 billion, a PE ratio of 357.03, a price-to-earnings-growth ratio of 3.78 and a beta of 3.77. The stock’s 50 day moving average price is $244.66 and its two-hundred day moving average price is $241.34. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, beating the consensus estimate of $0.39 by $0.39. The firm had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The company’s revenue was up 165.5% on a year-over-year basis. During the same period last year, the company earned $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, sell-side analysts anticipate that Bloom Energy Corporation will post 2.06 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts recently issued reports on the stock. Susquehanna increased their price target on shares of Bloom Energy from $293.00 to $298.00 and gave the stock a “positive” rating in a research note on Friday, July 10th. Zacks Research downgraded Bloom Energy from a “strong-buy” rating to a “hold” rating in a report on Friday, October 2nd. BTIG Research restated a “buy” rating and issued a $295.00 target price on shares of Bloom Energy in a research note on Wednesday, July 29th. Truist Financial dropped their price target on Bloom Energy from $250.00 to $218.00 and set a “hold” rating on the stock in a research report on Wednesday, July 29th. Finally, Oppenheimer reaffirmed a “market perform” rating on shares of Bloom Energy in a research note on Wednesday, July 29th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $258.32.

About Bloom Energy

Bloom Energy Corporation (NYSE: BE) develops and manufactures energy-generation and hydrogen technologies. Its primary product is the Bloom Energy Server, a solid-oxide fuel cell system designed to produce electricity onsite from fuels such as natural gas, biogas and hydrogen. The company’s distributed-generation systems are intended to provide reliable, low-emission power for commercial and industrial facilities, data centers, utilities and other large energy users.

Bloom Energy also produces electrolyzers that use electricity to separate water into hydrogen and oxygen.