KADENSA CAPITAL Ltd Buys New Shares in Bloom Energy Corporation $BE

KADENSA CAPITAL Ltd bought a new position in shares of Bloom Energy Corporation (NYSE:BE) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 75,135 shares of the company’s stock, valued at approximately $6,354,000.

Several other large investors have also recently bought and sold shares of the stock. N.E.W. Advisory Services LLC acquired a new position in shares of Bloom Energy during the 3rd quarter worth approximately $32,000. Fifth Third Bancorp bought a new position in shares of Bloom Energy in the third quarter valued at $32,000. Parkside Financial Bank & Trust grew its stake in shares of Bloom Energy by 250.9% in the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock valued at $33,000 after buying an additional 281 shares in the last quarter. Elevation Point Wealth Partners LLC acquired a new position in Bloom Energy during the second quarter worth $36,000. Finally, NewEdge Advisors LLC increased its holdings in Bloom Energy by 674.7% during the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after buying an additional 1,626 shares during the last quarter. 77.04% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Bloom Energy

In other Bloom Energy news, insider Satish Chitoori sold 1,521 shares of the company’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $139.37, for a total value of $211,981.77. Following the transaction, the insider directly owned 230,017 shares of the company’s stock, valued at $32,057,469.29. This represents a 0.66% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Kr Sridhar sold 200,000 shares of the stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total value of $34,000,000.00. Following the transaction, the chief executive officer owned 2,189,869 shares in the company, valued at $372,277,730. The trade was a 8.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 268,788 shares of company stock worth $45,575,889 in the last 90 days. Company insiders own 3.50% of the company’s stock.

Bloom Energy Stock Down 1.8%

Shares of BE opened at $154.28 on Monday. The firm has a market cap of $43.28 billion, a P/E ratio of -406.01, a price-to-earnings-growth ratio of 6.31 and a beta of 3.11. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. Bloom Energy Corporation has a 52 week low of $15.15 and a 52 week high of $180.90. The firm’s 50-day simple moving average is $147.81 and its 200 day simple moving average is $113.32.

Bloom Energy (NYSE:BE) last issued its quarterly earnings data on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, topping the consensus estimate 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 firm had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. During the same period last year, the business posted $0.43 earnings per share. The business’s revenue for the quarter was up 35.9% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, analysts forecast that Bloom Energy Corporation will post -0.23 earnings per share for the current year.

Bloom Energy News Summary

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

• Positive Sentiment: Surging AI data-center demand + Brookfield backing: Reports say Bloom has a multi-year $5B financing deal with Brookfield to expand manufacturing from ~1GW to 2GW and is sitting on a large AI-driven backlog (~$20B reported), which supports revenue visibility and capacity expansion. AI-Fueled Power Demand and Brookfield Backing Might Change The Case For Investing In Bloom Energy (BE)
• Positive Sentiment: Macro tailwind from data-center power constraints: Coverage of the “gigawatt bottleneck” for AI data centers highlights on-site and high-density power needs that play to Bloom’s solid-oxide fuel cell on-site generation pitch. That dynamic supports long-term demand. The Gigawatt Bottleneck: Power Constraints Define AI Data Center Growth
• Positive Sentiment: Bullish investor writeups: Multiple bullish pieces and Substack analyses (OppCost, InsiderMonkey summaries) are circulating, reinforcing a growth narrative that some investors are buying into. Is Bloom Energy Corporation (BE) A Good Stock To Buy Now?
• Neutral Sentiment: Zacks / investment-ideas mention: Bloom is included in a Zacks investment-ideas roundup alongside other tech names — visibility but not a direct catalyst. Zacks Investment Ideas feature highlights SanDisk, Micron, Bloom Energy, Vertiv and Lumentum
• Neutral Sentiment: Headline: stock move recap — short-term price snapshot and volume context reported without new company-specific news. Bloom Energy (BE) Stock Moves -1.28%: What You Should Know
• Neutral Sentiment: Profile / background pieces (founder KR Sridhar, sector comparisons) increase investor familiarity but are not immediate catalysts. KR Sridhar: Clean Energy Visionary, Bloom Energy Founder and CEO
• Negative Sentiment: Valuation and profit-taking concerns: Commentary questions whether BE’s recent rally has priced in too much optimism given thin profitability and a high forward multiple, which can pressure the stock after big gains. Is Bloom Energy (BE) Pricing In Too Much Optimism After Huge Year To Date Rally?
• Negative Sentiment: Competitive threat: FuelCell Energy and other fuel-cell players are targeting AI data centers with alternate DC fuel-cell solutions and carbon-capture combos — increased competition could pressure margins or bid dynamics. FCEL Targets AI Data Centers With DC Power and Carbon Capture

Analysts Set New Price Targets

A number of brokerages have commented on BE. China Renaissance started coverage on shares of Bloom Energy in a research note on Wednesday, January 28th. They issued a “buy” rating and a $207.00 price target for the company. Roth Mkm boosted their price objective on shares of Bloom Energy to $133.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 3rd. Morgan Stanley upped their target price on shares of Bloom Energy to $184.00 and gave the company an “overweight” rating in a report on Friday, February 6th. BTIG Research raised their target price on shares of Bloom Energy to $165.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Finally, Daiwa Securities Group set a $98.00 price target on Bloom Energy in a report on Tuesday, December 2nd. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $131.87.

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.