Tema ETFs LLC Acquires 42,828 Shares of Bloom Energy Corporation $BE

Tema ETFs LLC raised its holdings in shares of Bloom Energy Corporation (NYSE:BE) by 60.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 113,313 shares of the company’s stock after buying an additional 42,828 shares during the quarter. Bloom Energy comprises about 1.1% of Tema ETFs LLC’s holdings, making the stock its 22nd largest position. Tema ETFs LLC’s holdings in Bloom Energy were worth $34,300,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the business. Fortem Financial Group LLC bought a new position in shares of Bloom Energy in the 4th quarter worth $369,000. Strs Ohio lifted its holdings in shares of Bloom Energy by 24.8% during the 4th quarter. Strs Ohio now owns 41,200 shares of the company’s stock worth $3,580,000 after acquiring an additional 8,200 shares during the last quarter. Norges Bank bought a new stake in shares of Bloom Energy during the 4th quarter worth $239,683,000. Assenagon Asset Management S.A. grew its position in Bloom Energy by 3,398.3% in the second quarter. Assenagon Asset Management S.A. now owns 239,877 shares of the company’s stock worth $72,611,000 after acquiring an additional 233,020 shares in the last quarter. Finally, Militia Capital Management LLC bought a new position in Bloom Energy in the first quarter valued at $813,000. 77.04% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several brokerages have issued reports on BE. Jefferies Financial Group set a $188.00 price target on Bloom Energy in a research note on Wednesday, July 29th. Barclays boosted their price objective on shares of Bloom Energy from $254.00 to $276.00 and gave the stock an “equal weight” rating in a report on Tuesday, June 23rd. Oppenheimer reaffirmed a “market perform” rating on shares of Bloom Energy in a research note on Wednesday, July 29th. Robert W. Baird reaffirmed an “outperform” rating and set a $310.00 target price on shares of Bloom Energy in a report on Thursday, July 9th. Finally, Clear Str upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, July 29th. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $246.18.

Insiders Place Their Bets

In other news, insider Aman Joshi sold 8,343 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $300.37, for a total transaction of $2,505,986.91. Following the completion of the sale, the insider directly owned 163,807 shares in the company, valued at approximately $49,202,708.59. This represents a 4.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director John T. Chambers sold 15,000 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $205.58, for a total value of $3,083,700.00. Following the completion of the sale, the director directly owned 223,333 shares in the company, valued at $45,912,798.14. The trade was a 6.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 102,388 shares of company stock worth $28,821,270. 3.00% of the stock is currently owned by insiders.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: AI power expansion supports the growth narrative. Bloom is expanding its partnership with MiTAC Computing Technology to deploy a fuel-cell microgrid at an AI-server manufacturing campus in Fremont, California. Investors view Bloom’s ability to provide reliable, onsite power faster than conventional grid connections as a potential advantage amid accelerating AI infrastructure demand. Bloom Energy Deepens AI Power Footprint In Fremont
• Positive Sentiment: Improved outlook and earnings momentum are supporting sentiment. Bloom was identified as a Q2 earnings-season standout after raising guidance. The company previously reported quarterly revenue of $1.07 billion, up 165.5% year over year, and EPS of $0.78 versus consensus of $0.39. Zacks also added BE to its Rank #1 “Strong Buy” growth-stock list. Q2 Earnings Season Standouts
• Positive Sentiment: Analysts and financial commentators continue to highlight Bloom’s time-to-power advantage. Articles argue that fuel-cell deployments could help data centers overcome grid-connection delays, potentially positioning Bloom as a key supplier to the AI power build-out. Bloom Energy Stock Is Up 153% This Year
• Neutral Sentiment: Valuation is the central investment debate. Bullish coverage describes a potentially “generational” opportunity, while more cautious analysis characterizes BE’s roughly $62 billion market capitalization as a gamble. The elevated valuation leaves the stock dependent on continued rapid growth, successful AI deployments and further execution. Bloom Energy: A Generational Opportunity Or A $62 Billion Gamble?
• Negative Sentiment: Multiple law firms are promoting a securities class action against Bloom Energy. The case covers investors who purchased shares during periods including February 27, 2025, through July 8, 2026, and alleges investor harm or securities-law violations. The September 28, 2026 lead-plaintiff deadline creates a legal overhang, although the notices are law-firm solicitations and do not establish liability. Pomerantz Investor Alert
• Negative Sentiment: Recent commentary also revisits the sharp July selloff. Despite strong AI-related business prospects, the decline highlighted how sensitive BE is to expectations, valuation and execution risk. Why Bloom Energy Stock Crashed in July

Bloom Energy Stock Performance

Shares of BE stock opened at $211.54 on Wednesday. The company has a market capitalization of $62.30 billion, a P/E ratio of 282.05, a PEG ratio of 2.88 and a beta of 3.79. Bloom Energy Corporation has a fifty-two week low of $38.18 and a fifty-two week high of $351.28. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. The stock has a 50 day moving average price of $251.08 and a two-hundred day moving average price of $213.46.

Bloom Energy (NYSE:BE) last issued its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The firm had revenue of $1.07 billion for the quarter, compared to analysts’ expectations of $826.13 million. During the same quarter last year, the business earned $0.10 earnings per share. The business’s revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Analysts expect that Bloom Energy Corporation will post 1.93 earnings per share for the current year.

Bloom Energy Company 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.