Bloom Energy Corporation $BE Shares Acquired by NewEdge Advisors LLC

NewEdge Advisors LLC lifted its holdings in shares of Bloom Energy Corporation (NYSE:BE) by 17.1% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 31,396 shares of the company’s stock after buying an additional 4,580 shares during the period. NewEdge Advisors LLC’s holdings in Bloom Energy were worth $4,254,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Compound Planning Inc. boosted its stake in Bloom Energy by 1.1% in the first quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock valued at $467,000 after acquiring an additional 38 shares during the period. Blue Trust Inc. raised its position in shares of Bloom Energy by 37.2% during the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after purchasing an additional 51 shares during the period. HB Wealth Management LLC raised its position in shares of Bloom Energy by 1.6% during the 1st quarter. HB Wealth Management LLC now owns 3,442 shares of the company’s stock worth $466,000 after purchasing an additional 54 shares during the period. Glenmede Trust Co. NA lifted its holdings in shares of Bloom Energy by 0.7% in the 1st quarter. Glenmede Trust Co. NA now owns 8,382 shares of the company’s stock worth $1,136,000 after purchasing an additional 55 shares during the last quarter. Finally, WPG Advisers LLC lifted 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 last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Insider Activity at Bloom Energy

In related 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 value of $2,505,986.91. Following the completion of the transaction, the insider owned 163,807 shares in the company, valued at $49,202,708.59. This represents a 4.85% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CAO Maciej Kurzymski sold 2,259 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $288.62, for a total transaction of $651,992.58. Following the transaction, the chief accounting officer directly owned 79,686 shares in the company, valued at approximately $22,998,973.32. The trade was a 2.76% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders sold 92,585 shares of company stock valued at $25,996,248. 3.00% of the stock is owned by corporate insiders.

Bloom Energy Stock Performance

Shares of BE stock opened at $238.00 on Thursday. Bloom Energy Corporation has a 12-month low of $40.56 and a 12-month high of $351.28. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. The firm has a market capitalization of $70.10 billion, a price-to-earnings ratio of 317.33, a price-to-earnings-growth ratio of 2.88 and a beta of 3.79. The business has a 50 day simple moving average of $250.09 and a 200 day simple moving average of $214.11.

Bloom Energy (NYSE:BE) last announced its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, beating 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 firm had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. During the same quarter in the previous year, the business earned $0.10 EPS. The firm’s revenue for the quarter was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, equities research analysts anticipate that Bloom Energy Corporation will post 1.93 EPS for the current year.

Wall Street Analysts Forecast Growth

BE has been the subject of a number of recent research reports. UBS Group lowered their price objective on Bloom Energy from $350.00 to $300.00 and set a “buy” rating for the company in a research note on Wednesday, July 29th. BMO Capital Markets cut their target price on Bloom Energy from $279.00 to $227.00 and set a “market perform” rating on the stock in a research note on Wednesday, July 29th. Royal Bank Of Canada reissued an “outperform” rating and set a $335.00 price target on shares of Bloom Energy in a report on Wednesday, June 10th. Jefferies Financial Group set a $188.00 price target on shares of Bloom Energy in a research report on Wednesday, July 29th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, July 21st. 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’s stock. According to MarketBeat.com, Bloom Energy has a consensus rating of “Moderate Buy” and a consensus price target of $246.18.

Key Bloom Energy News

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

• Positive Sentiment: Nebius selected Bloom Energy as the behind-the-meter power partner for a flagship AI data center. The deal reinforces Bloom’s positioning in fast-growing onsite power and fuel-cell markets, where data-center operators need reliable electricity without waiting for broader grid connections. Bloom Energy Jumps as Nebius Picks Its Fuel Cells for AI Data Center
• Positive Sentiment: The announcement helped make Bloom one of the leading AI-infrastructure gainers, alongside Nebius and CoreWeave, as investors renewed the trade around GPU computing and the power required to support it. Nebius, CoreWeave, and Bloom Energy Lead AI Stock Gainers
• Positive Sentiment: Recent business developments also support the growth narrative: Bloom is expanding its relationship with MiTAC Computing Technology to deploy fuel-cell microgrids at an AI server-manufacturing campus in Fremont. Analysts and commentators cited AI-driven electricity demand, Bloom’s faster “time-to-power” advantage, and rising earnings estimates as reasons for optimism. Bloom Energy Deepens AI Power Footprint in Fremont
• Neutral Sentiment: Although the growth outlook is attracting buyers, valuation remains a risk. Commentary noted that Bloom’s stock has risen sharply this year, while its premium valuation leaves less room for execution setbacks or disappointing growth.
• Negative Sentiment: Several law firms publicized a securities class action against Bloom and certain executives, with a September 28, 2026 lead-plaintiff deadline. The lawsuit alleges that the company made misleading statements about its supply chain, including claims concerning Chinese-sourced scandium and components. The allegations have not been proven, but the litigation creates reputational, legal-cost, and investor-confidence risks. Levi and Korsinsky Securities Class Action Notice

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.