F m Investments LLC Takes $461,000 Position in Bloom Energy Corporation $BE

F m Investments LLC purchased a new stake in shares of Bloom Energy Corporation (NYSE:BE) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 5,306 shares of the company’s stock, valued at approximately $461,000.

A number of other institutional investors and hedge funds have also modified their holdings of BE. WPG Advisers LLC grew its stake in Bloom Energy by 26.4% in the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after purchasing an additional 67 shares in the last quarter. Orion Capital Management LLC grew its stake in Bloom Energy by 0.7% in the fourth quarter. Orion Capital Management LLC now owns 12,083 shares of the company’s stock valued at $1,050,000 after purchasing an additional 83 shares in the last quarter. Ritholtz Wealth Management grew its stake in Bloom Energy by 1.5% in the fourth quarter. Ritholtz Wealth Management now owns 5,765 shares of the company’s stock valued at $501,000 after purchasing an additional 87 shares in the last quarter. CoreCap Advisors LLC grew its stake in Bloom Energy by 7.3% in the fourth quarter. CoreCap Advisors LLC now owns 1,295 shares of the company’s stock valued at $113,000 after purchasing an additional 88 shares in the last quarter. Finally, Reliant Investment Management LLC grew its stake in Bloom Energy by 3.6% in the fourth quarter. Reliant Investment Management LLC now owns 2,556 shares of the company’s stock valued at $222,000 after purchasing an additional 90 shares in the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Insider Buying and Selling at Bloom Energy

In related news, insider Shawn Marie Soderberg sold 35,000 shares of the business’s stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $279.00, for a total transaction of $9,765,000.00. Following the completion of the transaction, the insider owned 341,731 shares of the company’s stock, valued at approximately $95,342,949. The trade was a 9.29% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Kr Sridhar sold 200,000 shares of the business’s stock in a transaction dated 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 directly owned 2,189,869 shares of the company’s stock, valued at $372,277,730. This represents a 8.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 515,092 shares of company stock worth $95,003,475 in the last ninety days. 3.00% of the stock is owned by insiders.

Bloom Energy Stock Performance

BE opened at $261.47 on Monday. The company has a market cap of $74.37 billion, a PE ratio of -5,228.31 and a beta of 3.82. The stock has a 50-day moving average of $179.59 and a 200-day moving average of $141.89. Bloom Energy Corporation has a 52-week low of $17.01 and a 52-week high of $302.99. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03.

Bloom Energy (NYSE:BE) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.12 by $0.32. The company had revenue of $751.05 million during the quarter, compared to the consensus estimate of $539.94 million. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The firm’s revenue was up 130.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. As a group, equities research analysts forecast that Bloom Energy Corporation will post 1.31 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of brokerages have commented on BE. Barclays boosted their target price on Bloom Energy to $177.00 and gave the company an “equal weight” rating in a research note on Monday, April 27th. China Renaissance assumed coverage on Bloom Energy in a research note on Wednesday, January 28th. They issued a “buy” rating and a $207.00 target price on the stock. Robert W. Baird upped their price target on Bloom Energy to $242.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. BMO Capital Markets upped their price target on Bloom Energy to $149.00 and gave the stock a “market perform” rating in a research note on Friday, February 6th. Finally, Wall Street Zen upgraded Bloom Energy from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Bloom Energy has an average rating of “Moderate Buy” and a consensus price target of $213.81.

Key Bloom Energy News

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

• Positive Sentiment: Bloom Energy is being highlighted as an AI-energy winner after reporting record Q1 2026 revenue of $751.1 million, beating expectations and prompting a major price-target increase from analysts who cited stronger-than-expected demand and an expanded Oracle partnership.
• Positive Sentiment: Jim Cramer called Bloom Energy a “rocket ship,” adding to bullish sentiment around the stock as investors rotate into AI-related infrastructure and non-combustible power generation plays. Jim Cramer on Bloom Energy: “Stock Is a Rocket Ship”
• Positive Sentiment: Several recent articles argue Bloom is among the market’s strongest growth stories, with commentary pointing to its rapid April share-price surge and its potential to keep benefiting from AI capex buildout. Why Bloom Energy Stock Skyrocketed 109% in April
• Positive Sentiment: Industry coverage also notes that Bloom’s recent earnings beat and outlook raise are helping lift the broader fuel-cell and alternative-energy group, reinforcing confidence in the company’s growth trajectory.
• Neutral Sentiment: Some Street coverage remains cautious despite higher price targets, with at least one major firm reiterating a Neutral rating even after sharply lifting its target, suggesting valuation may be getting stretched. Here’s What the Street is Saying About Bloom Energy Corporation (BE)
• Negative Sentiment: Broader alternative-energy commentary warns that tariffs and expiring tax credits could pressure renewable and clean-energy projects, which may create some headwinds for the sector over time.

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.