ProShare Advisors LLC Increases Position in Bloom Energy Corporation $BE

ProShare Advisors LLC increased its stake in Bloom Energy Corporation (NYSE:BE) by 7.1% during the fourth quarter, HoldingsChannel reports. The firm owned 41,548 shares of the company’s stock after acquiring an additional 2,750 shares during the period. ProShare Advisors LLC’s holdings in Bloom Energy were worth $3,610,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently modified their holdings of the company. WPG Advisers LLC raised its holdings in shares of Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after purchasing an additional 67 shares during the period. Fifth Third Bancorp bought a new stake in shares of Bloom Energy in the 3rd quarter worth approximately $32,000. Parkside Financial Bank & Trust raised its holdings in shares of Bloom Energy by 250.9% in the 3rd quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after purchasing an additional 281 shares during the period. Lodestone Wealth Management LLC bought a new stake in shares of Bloom Energy in the 4th quarter worth approximately $43,000. Finally, TFC Financial Management Inc. raised its holdings in shares of Bloom Energy by 56,600.0% in the 4th quarter. TFC Financial Management Inc. now owns 567 shares of the company’s stock worth $49,000 after purchasing an additional 566 shares during the period. Institutional investors own 77.04% of the company’s stock.

Analyst Upgrades and Downgrades

BE has been the topic of a number of research reports. BTIG Research lifted their price target on shares of Bloom Energy to $295.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Evercore reaffirmed an “outperform” rating and issued a $179.00 price target on shares of Bloom Energy in a report on Friday, February 6th. Robert W. Baird lifted their price target on shares of Bloom Energy to $242.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a report on Friday, April 24th. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $310.00 price target on shares of Bloom Energy in a report on Wednesday, April 29th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Bloom Energy presently has a consensus rating of “Moderate Buy” and a consensus target price of $217.48.

Insider Buying and Selling at Bloom Energy

In other news, insider Aman Joshi sold 4,813 shares of the company’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $288.20, for a total value of $1,387,106.60. Following the transaction, the insider owned 175,708 shares of the company’s stock, valued at approximately $50,639,045.60. This represents a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Mary K. Bush sold 25,000 shares of the company’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the completion of the transaction, the director directly owned 108,524 shares in the company, valued at approximately $28,971,567.04. The trade was a 18.72% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 525,271 shares of company stock worth $99,167,479. Company insiders own 3.00% of the company’s stock.

More Bloom Energy News

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

• Positive Sentiment: Bloom Energy announced a $2.6 billion strategic partnership with Nebius Group to power U.S. data centers with fuel cells, boosting expectations for long-term revenue from AI infrastructure demand. Bloom Energy rises 2% after partnering with European AI infrastructure upstart in $2.6 billion deal
• Positive Sentiment: Multiple outlets highlighted Bloom Energy as a beneficiary of the AI buildout, with commentary that the stock remains attractive for long-term investors despite the recent run-up. 2 Energy Stocks That Are the Smartest Long-Term Buys During the Energy Boom
• Positive Sentiment: Bloom Energy has been included in reports on stocks hitting 52-week highs, showing strong momentum as investors rotate into AI infrastructure and power-related names. APLD, BE, GFS Stocks Hit 52-Week Highs: What’s Driving The Surge?
• Neutral Sentiment: One article noted unusually large put-option activity in BE, suggesting some traders may be hedging or betting on volatility after the sharp rally.
• Neutral Sentiment: Several pieces discussed whether the stock’s surge has gone too far, but these were valuation-focused opinions rather than new company developments. Bloom Energy’s Rally May Have Pushed the Stock Too Far
• Negative Sentiment: Some analysts warned the rally may be ahead of fundamentals, which could pressure the stock if investors start questioning how quickly the AI momentum can translate into profits. Bloom Energy: Pause Warranted

Bloom Energy Trading Down 1.8%

Shares of BE stock opened at $302.26 on Friday. The company’s fifty day simple moving average is $206.97 and its two-hundred day simple moving average is $154.72. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10. Bloom Energy Corporation has a 1 year low of $17.85 and a 1 year high of $322.83. The stock has a market capitalization of $85.97 billion, a price-to-earnings ratio of -6,043.97 and a beta of 3.82.

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