WINTON GROUP Ltd Makes New Investment in Bloom Energy Corporation $BE

WINTON GROUP Ltd purchased a new position in shares of Bloom Energy Corporation (NYSE:BE) in the 2nd quarter, Holdings Channel reports. The firm purchased 31,200 shares of the company’s stock, valued at approximately $9,444,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Continuum Advisory LLC bought a new stake in shares of Bloom Energy in the second quarter worth $25,000. MJT & Associates Financial Advisory Group Inc. grew its position in Bloom Energy by 49.3% in the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after purchasing an additional 37 shares in the last quarter. Markowski Investments acquired a new stake in Bloom Energy in the 2nd quarter valued at $37,000. Bogart Wealth LLC increased its stake in Bloom Energy by 725.0% in the 2nd quarter. Bogart Wealth LLC now owns 132 shares of the company’s stock valued at $40,000 after buying an additional 116 shares during the last quarter. Finally, Carolina Wealth Advisors LLC increased its stake in Bloom Energy by 51.7% in the 2nd quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock valued at $41,000 after buying an additional 46 shares during the last quarter. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Bloom Energy Stock Performance

Shares of BE opened at $269.42 on Thursday. The firm has a 50-day moving average of $225.52 and a 200-day moving average of $224.73. Bloom Energy Corporation has a one year low of $60.00 and a one year high of $351.28. The company has a market cap of $79.35 billion, a PE ratio of 359.23, a price-to-earnings-growth ratio of 3.80 and a beta of 3.80. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41.

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, beating 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 business had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. During the same period last year, the business posted $0.10 EPS. Bloom Energy’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, equities analysts forecast that Bloom Energy Corporation will post 1.92 earnings per share for the current year.

More Bloom Energy News

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

• Positive Sentiment: S&P 500 inclusion: Bloom Energy is scheduled to join the S&P 500 before trading begins on September 21. The change is expected to generate buying from index-tracking funds and increase institutional visibility. ETFs in Spotlight as Bloom Energy is Set to Join the S&P 500 Index
• Positive Sentiment: AI data-center power demand: Analysts continue to highlight Bloom’s ability to provide quickly deployable, onsite electricity amid grid constraints. A report noted that the company delivered power to an Oracle data center in 55 days, potentially strengthening its competitive position with hyperscale customers. Bloom Energy Delivered Power to an Oracle Data Center in 55 Days
• Positive Sentiment: Strong operating momentum: Recent coverage points to second-quarter revenue of $1.07 billion, up 165.5% year over year, along with raised 2026 expectations and major customer and financing relationships tied to data-center expansion.
• Neutral Sentiment: Analyst debate: Some commentators remain bullish on Bloom’s growth outlook, while others argue that the stock’s rapid advance has outpaced reasonable estimates of intrinsic value. One model cited a $213.16 target, substantially below the recent trading level. Prediction: Bloom Energy Has Limited Upside Despite 223% Year-to-Date Surge
• Negative Sentiment: Securities litigation over China supply-chain disclosures: Multiple law firms are publicizing a shareholder class action alleging that Bloom misrepresented its lack of China-related supply exposure after an investigative report identified Chinese-origin scandium in its supply chain. The September 28 lead-plaintiff deadline keeps the issue in focus and adds legal and reputational risk. BE Shareholder Alert

Insider Transactions at Bloom Energy

In other news, insider Shawn Soderberg sold 2,895 shares of the firm’s stock in a transaction that occurred 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 sale, the insider directly owned 129,370 shares of the company’s stock, valued at $30,220,832. This trade represents a 2.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,053 shares of Bloom Energy stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $241.64, for a total value of $496,086.92. Following the transaction, the insider owned 205,364 shares of the company’s stock, valued at $49,624,156.96. This represents a 0.99% decrease in their ownership of the stock. 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. Over the last ninety days, insiders have sold 89,464 shares of company stock valued at $22,131,255. Company insiders own 3.00% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on BE shares. Susquehanna increased their price objective on shares of Bloom Energy from $293.00 to $298.00 and gave the stock a “positive” rating in a research note on Friday, July 10th. TD Cowen reaffirmed a “hold” rating and issued a $235.00 target price on shares of Bloom Energy in a research report on Monday, July 20th. Robert W. Baird reiterated an “outperform” rating and set a $310.00 target price on shares of Bloom Energy in a report on Thursday, July 9th. Jefferies Financial Group increased their price target on Bloom Energy from $188.00 to $229.00 and gave the company a “hold” rating in a research report on Friday, August 14th. Finally, Zacks Research upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, July 28th. Three analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $249.18.

Bloom Energy Profile

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.