PVG Asset Management Corp Makes New $1.35 Million Investment in Bloom Energy Corporation $BE

PVG Asset Management Corp acquired a new position in shares of Bloom Energy Corporation (NYSE:BE) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 9,987 shares of the company’s stock, valued at approximately $1,353,000.

Other large investors have also modified their holdings of the company. Rathbones Group PLC acquired a new stake in Bloom Energy during the 1st quarter worth $231,000. DV Trading LLC boosted its stake in Bloom Energy by 717.8% in the first quarter. DV Trading LLC now owns 1,701 shares of the company’s stock valued at $230,000 after acquiring an additional 1,493 shares in the last quarter. Parallel Advisors LLC boosted its stake in Bloom Energy by 30.3% in the first quarter. Parallel Advisors LLC now owns 5,523 shares of the company’s stock valued at $748,000 after acquiring an additional 1,284 shares in the last quarter. NewEdge Advisors LLC grew its holdings in shares of Bloom Energy by 17.1% during the first quarter. NewEdge Advisors LLC now owns 31,396 shares of the company’s stock worth $4,254,000 after purchasing an additional 4,580 shares during the last quarter. Finally, Concorde Asset Management LLC grew its holdings in shares of Bloom Energy by 6.0% during the first quarter. Concorde Asset Management LLC now owns 3,217 shares of the company’s stock worth $436,000 after purchasing an additional 183 shares during the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Insider Buying and Selling

In other Bloom Energy news, CAO Maciej Kurzymski sold 6,229 shares of the business’s stock in a transaction on Wednesday, May 13th. The shares were sold at an average price of $293.36, for a total value of $1,827,339.44. Following the transaction, the chief accounting officer directly owned 81,945 shares of the company’s stock, valued at approximately $24,039,385.20. The trade was a 7.06% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 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 transaction, the director owned 108,524 shares of the company’s stock, valued at approximately $28,971,567.04. The trade was a 18.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 118,617 shares of company stock worth $34,238,909 in the last ninety days. Insiders own 3.00% of the company’s stock.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Analyst support and AI demand: Mizuho upgraded Bloom Energy to “Outperform” and set a $242 price target, citing the potential for fuel cells to provide rapidly deployable power for data centers. Other coverage also highlights Bloom’s commercial scale and a reported multiyear backlog tied to artificial-intelligence power demand. Mizuho upgrades Bloom Energy
• Positive Sentiment: Strong quarterly results continue to support the bull case: Bloom reported quarterly revenue of $1.07 billion, up 165.5% year over year, and EPS of $0.78 versus the $0.39 consensus estimate. The company also issued fiscal 2026 EPS guidance of $2.55 to $2.85, reinforcing optimism about accelerating demand and operating leverage. Bloom Energy shares gap up after strong earnings
• Neutral Sentiment: Valuation and technical volatility are limiting conviction: Despite the earnings beat, Bloom trades at a very high earnings multiple and has fallen substantially from its 52-week high. The sharp swings indicate that traders are rapidly repricing both the company’s AI opportunity and execution risks.
• Negative Sentiment: Hunterbrook challenges fuel-cell performance claims: Hunterbrook Capital alleged that Bloom’s fuel cells may not deliver the efficiency, output, or lifespan previously claimed. The report directly attacks the company’s technology and could pressure investor confidence if its assertions gain wider attention. Hunterbrook report challenges fuel-cell performance
• Negative Sentiment: Multiple securities-fraud class-action announcements add legal overhang: Several law firms publicized a lawsuit covering investors who purchased Bloom securities from February 27, 2025, through July 8, 2026, alleging investor harm from purportedly misleading disclosures. The September 28, 2026 lead-plaintiff deadline is likely to keep the issue in focus, although the repeated notices largely concern the same case. Bloom Energy class action investor alert
• Negative Sentiment: Conflicting analyst views weigh on sentiment: Wells Fargo lowered its price target to $176 and maintained an “Equal Weight” rating, while BMO issued a pessimistic forecast. Those targets contrast sharply with Mizuho’s bullish outlook and highlight uncertainty over whether Bloom’s growth expectations justify its valuation. Bloom Energy analyst coverage

Wall Street Analyst Weigh In

BE has been the subject of several research reports. Truist Financial reduced their target price on Bloom Energy from $250.00 to $218.00 and set a “hold” rating for the company in a report on Wednesday. Mizuho raised Bloom Energy from a “neutral” rating to an “outperform” rating and cut their price target for the stock from $285.00 to $242.00 in a research report on Thursday. Evercore reiterated an “outperform” rating and issued a $350.00 price objective on shares of Bloom Energy in a research note on Wednesday, July 1st. Wells Fargo & Company decreased their price objective on Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating for the company in a report on Thursday. Finally, Jefferies Financial Group set a $188.00 target price on shares of Bloom Energy in a report on Wednesday. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $246.18.

Bloom Energy Trading Up 0.1%

Shares of BE stock opened at $206.06 on Monday. The company has a market capitalization of $58.61 billion, a P/E ratio of 274.75 and a beta of 3.73. 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 business’s 50 day moving average is $261.00 and its two-hundred day moving average is $209.65. Bloom Energy Corporation has a twelve month low of $32.52 and a twelve month high of $351.28.

Bloom Energy (NYSE:BE) last released its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping the consensus estimate of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The business had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $826.13 million. During the same quarter in the prior year, the business earned $0.10 earnings per share. The company’s quarterly revenue was up 165.5% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Equities analysts forecast that Bloom Energy Corporation will post 1.55 EPS 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.