Bloom Energy Corporation $BE Shares Purchased by Prime Capital Investment Advisors LLC

Prime Capital Investment Advisors LLC increased its stake in Bloom Energy Corporation (NYSE:BE) by 195.1% in the third quarter, Holdings Channel reports. The firm owned 7,912 shares of the company’s stock after purchasing an additional 5,231 shares during the period. Prime Capital Investment Advisors LLC’s holdings in Bloom Energy were worth $2,192,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. MJT & Associates Financial Advisory Group Inc. increased its stake in Bloom Energy by 49.3% during the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after purchasing an additional 37 shares in the last quarter. Compound Planning Inc. raised its holdings in shares of Bloom Energy by 1.1% in the first quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock worth $467,000 after buying an additional 38 shares during the last quarter. MassMutual Private Wealth & Trust FSB raised its holdings in shares of Bloom Energy by 13.8% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 355 shares of the company’s stock worth $98,000 after buying an additional 43 shares during the last quarter. Carolina Wealth Advisors LLC lifted its stake in shares of Bloom Energy by 51.7% during the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock worth $41,000 after buying an additional 46 shares during the period. Finally, Truefg LLC lifted its stake in shares of Bloom Energy by 2.4% during the third quarter. Truefg LLC now owns 2,048 shares of the company’s stock worth $567,000 after buying an additional 48 shares during the period. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on BE. Oppenheimer reissued a “market perform” rating on shares of Bloom Energy in a report on Wednesday, July 29th. Royal Bank Of Canada restated an “outperform” rating and issued a $335.00 target price on shares of Bloom Energy in a research note on Monday, September 28th. TD Cowen upgraded Bloom Energy to a “hold” rating in a research note on Monday, October 5th. Truist Financial lifted their price target on Bloom Energy from $218.00 to $240.00 and gave the stock a “hold” rating in a research report on Friday, October 16th. Finally, BMO Capital Markets reaffirmed an “outperform” rating and set a $260.00 price target on shares of Bloom Energy in a research report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $261.55.

Bloom Energy News Roundup

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

• Positive Sentiment: SpaceX CEO Elon Musk said power generation, cooling and related infrastructure—not chips—are becoming the primary constraints on AI expansion. The comments reinforced Bloom Energy’s investment case for deploying solid-oxide fuel cells as on-site power for data centers. Bloom Energy Gains 8% as Elon Musk Says AI’s Real Limit Is “Power and Cooling,” Not Chips
• Positive Sentiment: Investor interest is increasingly concentrating on Bloom as one of the fuel-cell companies most directly exposed to AI and data-center electricity demand, supported by reported projects and relationships involving Oracle and Google. Bloom Energy Jumps 7% Ahead of Q3 Report
• Positive Sentiment: Management has raised its 2026 revenue outlook twice, most recently to $3.9 billion-$4.2 billion, while the company has moved into positive free cash flow and reported stronger returns on capital. An analyst upgrade also provided additional support. Bloom Energy Shares Climb After Analyst Upgrade
• Neutral Sentiment: Bloom Energy is scheduled to release third-quarter results after the market closes on October 22. Investors will likely focus on revenue, margins, cash flow, backlog and updates on AI data-center contracts. Bloom Energy Stock Rebounding Ahead of Earnings
• Negative Sentiment: The stock remains highly valued after its earlier rally, making execution on data-center projects and the earnings outlook especially important. Articles note that much of the expected growth may already be reflected in the share price. AI Data Center Deals Altering the Investment Case
• Negative Sentiment: BE had previously fallen substantially from its June peak, and earnings-related positioning could produce significant volatility if results or guidance fail to meet elevated expectations. Bloom Energy Is Down From Its June Record

Bloom Energy Stock Performance

BE opened at $238.77 on Thursday. Bloom Energy Corporation has a 12-month low of $75.70 and a 12-month high of $351.28. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59. The firm has a market capitalization of $70.32 billion, a PE ratio of 318.35, a P/E/G ratio of 2.88 and a beta of 3.77. The firm has a 50 day moving average of $249.85 and a two-hundred day moving average of $248.99.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating the consensus estimate of $0.39 by $0.39. The business had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The business’s revenue for the quarter was up 165.5% on a year-over-year basis. During the same period in the prior year, the firm earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, analysts anticipate that Bloom Energy Corporation will post 2.04 EPS for the current year.

Insider Activity

In related news, Director John Chambers sold 15,000 shares of the business’s stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the completion of the transaction, the director directly owned 208,333 shares in the company, valued at $52,083,250. The trade was a 6.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Shawn Soderberg sold 2,895 shares of the company’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $233.60, for a total transaction of $676,272.00. Following the completion of the sale, the insider directly owned 129,370 shares in the company, valued at approximately $30,220,832. The trade was a 2.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 89,698 shares of company stock valued at $21,780,758 over the last quarter. Insiders own 3.00% of the company’s stock.

About Bloom Energy

Bloom Energy Corporation develops and manufactures energy systems designed to generate electricity on-site. Its primary product is the Bloom Energy Server, a solid oxide fuel cell platform that converts fuel into electricity through an electrochemical process rather than combustion. The systems are used by businesses, utilities, data centers and other organizations seeking reliable, distributed power.

The company also develops electrolyzers based on its solid oxide technology. These systems are designed to produce hydrogen from electricity and water and support applications related to industrial operations, energy storage and the emerging hydrogen economy.