VMS Asset Management Limited Invests $8.18 Million in Bloom Energy Corporation $BE

VMS Asset Management Limited acquired a new stake in Bloom Energy Corporation (NYSE:BE) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 27,010 shares of the company’s stock, valued at approximately $8,176,000. Bloom Energy makes up about 2.6% of VMS Asset Management Limited’s portfolio, making the stock its 16th largest holding.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Geode Capital Management LLC grew its stake in Bloom Energy by 5.4% during the 4th quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock worth $461,272,000 after purchasing an additional 269,662 shares in the last quarter. Brooklands Fund Management Ltd acquired a new stake in Bloom Energy in the 4th quarter valued at about $347,560,000. Amundi raised its position in Bloom Energy by 390.7% in the 4th quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after purchasing an additional 2,511,426 shares in the last quarter. Norges Bank purchased a new position in shares of Bloom Energy in the 4th quarter valued at about $239,683,000. Finally, Jennison Associates LLC boosted its stake in shares of Bloom Energy by 20,074.4% in the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock valued at $364,066,000 after buying an additional 2,673,710 shares during the period. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Bloom Energy Price Performance

Shares of NYSE BE opened at $236.12 on Friday. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. Bloom Energy Corporation has a fifty-two week low of $40.56 and a fifty-two week high of $351.28. The firm has a market capitalization of $69.54 billion, a PE ratio of 314.82, a price-to-earnings-growth ratio of 3.24 and a beta of 3.79. The stock’s 50-day simple moving average is $248.98 and its 200-day simple moving average is $214.75.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $826.13 million. During the same period in the prior year, the company posted $0.10 earnings per share. The firm’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. As a group, equities research analysts forecast that Bloom Energy Corporation will post 1.93 EPS for the current fiscal year.

Insider Activity

In related news, CAO Maciej Kurzymski sold 2,259 shares of the business’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $288.62, for a total value of $651,992.58. Following the completion of the sale, the chief accounting officer directly owned 79,686 shares of the company’s stock, valued at $22,998,973.32. The trade was a 2.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,837 shares of the company’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $289.11, for a total transaction of $820,205.07. Following the completion of the transaction, the insider owned 207,417 shares of the company’s stock, valued at $59,966,328.87. This represents a 1.35% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 92,585 shares of company stock worth $25,996,248 over the last three months. Company insiders own 3.00% of the company’s stock.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: AI data-center power partnership boosts growth outlook. Nebius Group selected Bloom’s fuel cells as the behind-the-meter power solution for a flagship AI data center. Analysts highlighted Bloom’s ability to provide “speed to power,” an important advantage as grid interconnection delays constrain AI infrastructure expansion. BE Stock Jumps After NBIS Says Switch To Bloom
• Positive Sentiment: MiTAC expansion reinforces demand for Bloom’s onsite systems. MiTAC Computing Technology expanded its Bloom partnership to include a fuel-cell-powered islanded microgrid at its Fremont AI server manufacturing campus, adding to its existing San Jose installation. The project supports Bloom’s positioning as a rapidly deployable, low-noise power provider for mission-critical AI operations. Scandium Supply Chain Dispute Might Change The Case For Investing In Bloom Energy
• Positive Sentiment: AI-driven earnings expectations remain supportive. Commentary from Zacks, Fool.com and Evercore ISI points to rising power demand from AI data centers as a major long-term opportunity. Bloom’s latest reported quarter also featured revenue growth of 165.5% year over year and earnings well above consensus, strengthening the bullish narrative. Bloom Energy Skyrockets 143% YTD

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the company. Oppenheimer reissued a “market perform” rating on shares of Bloom Energy in a research report on Wednesday, July 29th. Mizuho upgraded shares of Bloom Energy from a “neutral” rating to an “outperform” rating and decreased their price target for the stock from $285.00 to $242.00 in a research note on Thursday, July 30th. Morgan Stanley reiterated an “overweight” rating and issued a $310.00 price target on shares of Bloom Energy in a research note on Wednesday, April 29th. Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, July 21st. Finally, BMO Capital Markets dropped their price objective on shares of Bloom Energy from $279.00 to $227.00 and set a “market perform” rating on the stock in a research report on Wednesday, July 29th. Three analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Bloom Energy presently has a consensus rating of “Moderate Buy” and an average price target of $246.18.

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.