Bloom Energy Corporation $BE Shares Sold by Korea Investment CORP

Korea Investment CORP decreased its position in Bloom Energy Corporation (NYSE:BE) by 80.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 45,618 shares of the company’s stock after selling 191,143 shares during the period. Korea Investment CORP’s holdings in Bloom Energy were worth $3,858,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in BE. Vanguard Group Inc. increased its position in Bloom Energy by 6.3% during the 3rd quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock worth $1,759,726,000 after purchasing an additional 1,240,819 shares during the period. Graticule Asia Macro Advisors LLC purchased a new stake in shares of Bloom Energy in the third quarter valued at approximately $402,494,000. Geode Capital Management LLC grew its holdings in Bloom Energy by 2.1% during the second quarter. Geode Capital Management LLC now owns 4,756,516 shares of the company’s stock worth $113,790,000 after acquiring an additional 95,990 shares during the period. Trivest Advisors Ltd raised its position in Bloom Energy by 1,461.6% in the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock worth $289,229,000 after acquiring an additional 3,201,000 shares in the last quarter. Finally, Goldman Sachs Group Inc. raised its position in Bloom Energy by 50.3% in the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after acquiring an additional 836,810 shares in the last quarter. 77.04% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Bloom Energy

In other news, insider Shawn Marie Soderberg sold 25,244 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $177.93, for a total value of $4,491,664.92. Following the completion of the transaction, the insider directly owned 227,048 shares of the company’s stock, valued at $40,398,650.64. The trade was a 10.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, insider Aman Joshi sold 10,000 shares of the company’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $175.60, for a total value of $1,756,000.00. Following the completion of the sale, the insider owned 210,465 shares in the company, valued at $36,957,654. This represents a 4.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 268,788 shares of company stock valued at $45,575,889 in the last ninety days. 3.60% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several brokerages have commented on BE. JPMorgan Chase & Co. boosted their target price on shares of Bloom Energy to $166.00 and gave the stock an “overweight” rating in a research report on Friday, February 6th. Morgan Stanley increased their price target on shares of Bloom Energy to $184.00 and gave the company an “overweight” rating in a report on Friday, February 6th. Royal Bank Of Canada set a $143.00 price objective on shares of Bloom Energy in a report on Tuesday, January 20th. BMO Capital Markets upped their target price on shares of Bloom Energy to $149.00 and gave the stock a “market perform” rating in a research report on Friday, February 6th. Finally, China Renaissance initiated coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They issued a “buy” rating and a $207.00 target price for the company. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, Bloom Energy presently has a consensus rating of “Hold” and an average target price of $131.87.

More Bloom Energy News

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

• Positive Sentiment: AI demand + Brookfield financing — Reports say Bloom is seeing rising orders from AI data centers and industrial customers, and a multi‑year US$5 billion Brookfield financing aims to expand capacity (1 GW → 2 GW) and support a reported ~US$20 billion backlog, reinforcing a durable revenue pipeline. AI-Fueled Power Demand and Brookfield Backing Might Change The Case For Investing In Bloom Energy (BE)
• Positive Sentiment: Retail/bullish coverage — Recent bullish writeups (OppCost/Substack summarized on Yahoo and InsiderMonkey) argue Bloom is becoming core infrastructure for on‑site power and highlight strong demand trends, which can attract retail interest and momentum buyers. Is Bloom Energy Corporation (BE) A Good Stock To Buy Now?
• Positive Sentiment: Management/technology narrative — Profiles of founder/CEO KR Sridhar emphasize Bloom’s SOFC tech and leadership vision, supporting the long‑term credibility of the growth story. KR Sridhar: Clean Energy Visionary, Bloom Energy Founder and CEO, and Pioneer in Solid Oxide Fuel Cell Technology
• Neutral Sentiment: Outlook vs. profitability — Motley Fool coverage notes record revenue growth and data‑center traction but flags thin profitability; upside exists but depends on margin improvement. Is Bloom Energy Stock Going to $200?
• Neutral Sentiment: Market backdrop — Broad market indicators suggesting a bullish shift may help cyclical/tech‑exposed names like Bloom, but sector moves are not guaranteed to lift single stocks. Spring Forward: 5 Indicators Illustrate a Bullish Shift
• Neutral Sentiment: Peer comparison note — A head‑to‑head survey piece comparing NextNRG and Bloom provides context on competitive positioning but contains no immediate catalyst. Head-To-Head Survey: NextNRG (NASDAQ:NXXT) and Bloom Energy (NYSE:BE)
• Negative Sentiment: Zacks downgrade — Zacks cut Bloom from “strong‑buy” to “hold,” an analyst action that can prompt selling and weighs on short‑term sentiment. Zacks Research Downgrade

Bloom Energy Stock Down 1.5%

Shares of NYSE BE opened at $156.74 on Friday. The firm’s 50-day moving average is $146.69 and its two-hundred day moving average is $111.72. The company has a market capitalization of $43.97 billion, a PE ratio of -412.48, a price-to-earnings-growth ratio of 6.50 and a beta of 3.11. Bloom Energy Corporation has a 12-month low of $15.15 and a 12-month high of $180.90. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95.

Bloom Energy (NYSE:BE) last issued its quarterly earnings data on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The business had revenue of $777.68 million during the quarter, compared to analysts’ expectations of $647.59 million. During the same period last year, the company posted $0.43 EPS. The company’s revenue was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Equities analysts anticipate that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

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.