Resolute Advisors LLC Purchases New Shares in Bloom Energy Corporation $BE

Resolute Advisors LLC purchased a new position in shares of Bloom Energy Corporation (NYSE:BE) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 23,645 shares of the company’s stock, valued at approximately $7,157,000. Bloom Energy accounts for 1.8% of Resolute Advisors LLC’s investment portfolio, making the stock its 10th largest holding.

A number of other institutional investors also recently bought and sold shares of the business. Blue Trust Inc. boosted its stake in shares of Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after buying an additional 51 shares during the period. Anchor Investment Management LLC acquired a new position in Bloom Energy in the 1st quarter valued at about $27,000. Hantz Financial Services Inc. increased its position in Bloom Energy by 45.5% in the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after acquiring an additional 100 shares during the period. Godsey & Gibb Inc. raised its stake in Bloom Energy by 2,000.0% during the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock valued at $28,000 after acquiring an additional 200 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd purchased a new stake in Bloom Energy during the 4th quarter valued at approximately $28,000. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Bloom Energy Trading Up 3.4%

NYSE:BE opened at $213.31 on Wednesday. Bloom Energy Corporation has a 1 year low of $48.87 and a 1 year 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 fifty day moving average price of $230.58 and a two-hundred day moving average price of $220.33. The stock has a market capitalization of $62.83 billion, a price-to-earnings ratio of 284.41, a PEG ratio of 2.83 and a beta of 3.79.

Bloom Energy (NYSE:BE) last issued its 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 net margin of 7.87% and a return on equity of 35.45%. The company had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. During the same period in the previous year, the firm earned $0.10 EPS. 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. As a group, sell-side analysts anticipate that Bloom Energy Corporation will post 1.92 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the company. UBS Group decreased their price target on Bloom Energy from $350.00 to $300.00 and set a “buy” rating for the company in a report on Wednesday, July 29th. BMO Capital Markets cut their price objective on shares of Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a research report on Wednesday, July 29th. Citigroup restated a “hold” rating on shares of Bloom Energy in a research note on Thursday, July 16th. Mizuho raised shares of Bloom Energy from a “neutral” rating to an “outperform” rating and lowered their target price for the company from $285.00 to $242.00 in a report on Thursday, July 30th. Finally, Clear Str upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 29th. Three analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $248.05.

Bloom Energy News Summary

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

• Positive Sentiment: AI-driven demand and faster installations support the growth story. Bloom Energy’s Power Connect technology reportedly reduces onsite installation time by more than 40%, potentially helping the company deploy systems faster as data centers seek reliable, onsite electricity. Analysts also point to higher 2026 guidance and energy-security concerns related to the Iran conflict as potential catalysts for renewable and alternative-energy providers. Will Faster Installations Drive Bloom Energy’s AI Expansion? 3 Alternative Energy Stocks to Buy Amid the Escalating Iran War
• Neutral Sentiment: Valuation remains a concern despite strong momentum. A recent analysis says Bloom Energy has generated an exceptional multiyear return, but discounted-cash-flow estimates suggest the shares may be priced above intrinsic value. Market-based multiples offer a more favorable view, leaving investors with conflicting signals about whether the stock’s AI-growth expectations are already reflected in its valuation. Is Bloom Energy Priced for Perfection After AI Demand?
• Negative Sentiment: Multiple law firms are promoting a securities class action against Bloom Energy. The lawsuit covers investors who acquired BE securities from February 27, 2025, through July 8, 2026, with a September 28, 2026 deadline to seek lead-plaintiff status. The allegations focus on whether Bloom adequately disclosed its exposure to Chinese-sourced scandium and components allegedly routed through third countries, despite statements that its supply chain had no significant China exposure. The claims are allegations, not established findings, but the litigation creates legal, reputational, and disclosure risk for shareholders. BE Deadline Alert: SueWallSt Securities Class Action Pomerantz Investor Alert

Insiders Place Their Bets

In other news, insider Shawn Marie Soderberg sold 2,895 shares of the firm’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $233.60, for a total value of $676,272.00. Following the completion of the transaction, the insider owned 129,370 shares in the company, valued at $30,220,832. This trade represents a 2.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 4,677 shares of Bloom Energy stock in a transaction on Friday, August 14th. The stock was sold at an average price of $241.75, for a total value of $1,130,664.75. Following the transaction, the insider directly owned 159,130 shares of the company’s stock, valued at $38,469,677.50. This trade represents a 2.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 89,464 shares of company stock worth $22,131,255. 3.00% of the stock is owned by insiders.

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.