Bloom Energy Corporation $BE Stock Sold by VMS Asset Management Limited

VMS Asset Management Limited cut its stake in Bloom Energy Corporation (NYSE:BE) by 48.1% during the 3rd quarter, HoldingsChannel reports. The firm owned 14,020 shares of the company’s stock after selling 12,990 shares during the quarter. Bloom Energy accounts for about 1.5% of VMS Asset Management Limited’s portfolio, making the stock its 27th largest position. VMS Asset Management Limited’s holdings in Bloom Energy were worth $3,883,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Jennison Associates LLC boosted its position in shares of Bloom Energy by 20,074.4% in the first quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock worth $364,066,000 after buying an additional 2,673,710 shares during the period. Bank of America Corp DE grew its stake in shares of Bloom Energy by 6.1% in the first quarter. Bank of America Corp DE now owns 2,211,880 shares of the company’s stock valued at $299,688,000 after buying an additional 126,649 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in shares of Bloom Energy by 78.3% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock valued at $401,849,000 after buying an additional 583,135 shares in the last quarter. Elemental Capital Partners LLC raised its holdings in shares of Bloom Energy by 2.5% during the 3rd quarter. Elemental Capital Partners LLC now owns 1,039,031 shares of the company’s stock valued at $287,791,000 after buying an additional 25,625 shares during the period. Finally, Bank of New York Mellon Corp purchased a new stake in shares of Bloom Energy during the 2nd quarter valued at about $296,413,000. 77.04% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Strong growth expectations: Management projects 2026 revenue of $3.9 billion to $4.2 billion, approximately double its 2025 revenue, supporting the long-term bull case for Bloom’s fuel-cell and data-center power business. Bloom Energy Stock Is 31% Below Its Record. Here’s Where I Think It Will Be in 2030.
• Positive Sentiment: Project Jupiter and Oracle support: Oracle reaffirmed Bloom’s role in Project Jupiter, while Roth Capital raised its price target from $225 to $260. The developments suggest growing market acceptance of Bloom’s data-center power technology ahead of its results. BE Stock Rises Overnight After Oracle Reaffirms Project Jupiter Role
• Neutral Sentiment: Quarterly results approaching: Bloom Energy is projected to report earnings Thursday. Investors are likely looking for confirmation that recent demand, revenue growth and project wins can justify the company’s elevated valuation. Bloom Energy Projected to Post Earnings on Thursday
• Negative Sentiment: Macro pressure on growth stocks: Higher oil prices and a hotter inflation reading have increased concerns that interest rates will remain elevated. That environment typically weighs on richly valued data-center infrastructure and clean-energy companies such as BE. Bloom Energy Stock Slides Amid High Oil Prices and Inflation Woes
• Negative Sentiment: Valuation remains demanding: BE trades at a very high multiple of trailing adjusted earnings, leaving limited room for execution problems or weaker-than-expected guidance. Investors are effectively pricing in substantial profit growth during 2026 and 2027. What Are Bloom Energy Investors Betting On?

Wall Street Analysts Forecast Growth

Several research firms recently commented on BE. Weiss Ratings reissued a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, July 21st. Clear Str raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, July 29th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $335.00 price objective on shares of Bloom Energy in a research report on Monday, September 28th. BTIG Research reiterated a “buy” rating and set a $295.00 price objective on shares of Bloom Energy in a research note on Wednesday, July 29th. Finally, Truist Financial reduced their target price on shares of Bloom Energy from $250.00 to $218.00 and set a “hold” rating on the stock in a research report on Wednesday, July 29th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Bloom Energy presently has an average rating of “Moderate Buy” and a consensus target price of $257.18.

Insider Buying and Selling at Bloom Energy

In related news, Director John Chambers sold 15,000 shares of the stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $250.00, for a total value of $3,750,000.00. Following the completion of the transaction, the director directly owned 208,333 shares of the company’s stock, valued at $52,083,250. This represents a 6.72% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Aman Joshi sold 8,437 shares of the firm’s stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $277.17, for a total value of $2,338,483.29. Following the completion of the sale, the insider owned 147,092 shares in the company, valued at approximately $40,769,489.64. This represents a 5.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 89,698 shares of company stock valued at $21,780,758. 3.00% of the stock is currently owned by insiders.

Bloom Energy Stock Performance

Shares of BE opened at $238.80 on Thursday. The business’s fifty day moving average price is $249.11 and its 200 day moving average price is $245.54. Bloom Energy Corporation has a 12-month low of $75.70 and a 12-month high of $351.28. The stock has a market capitalization of $70.33 billion, a PE ratio of 318.40, a price-to-earnings-growth ratio of 3.39 and a beta of 3.77. 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 EPS for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. The company had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%. Bloom Energy’s quarterly revenue was up 165.5% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Equities research analysts forecast that Bloom Energy Corporation will post 2.04 EPS for the current year.

About Bloom Energy

Bloom Energy Corporation (NYSE: BE) develops and manufactures energy-generation and hydrogen technologies. Its primary product is the Bloom Energy Server, a solid-oxide fuel cell system designed to produce electricity onsite from fuels such as natural gas, biogas and hydrogen. The company’s distributed-generation systems are intended to provide reliable, low-emission power for commercial and industrial facilities, data centers, utilities and other large energy users.

Bloom Energy also produces electrolyzers that use electricity to separate water into hydrogen and oxygen.