Bloom Energy Corporation $BE Shares Purchased by SBI Securities Co. Ltd.

SBI Securities Co. Ltd. raised its holdings in shares of Bloom Energy Corporation (NYSE:BE) by 35.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 10,256 shares of the company’s stock after purchasing an additional 2,682 shares during the quarter. SBI Securities Co. Ltd.’s holdings in Bloom Energy were worth $891,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of the business. WPG Advisers LLC grew its stake in Bloom Energy by 26.4% during the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after purchasing an additional 67 shares in the last quarter. Ritholtz Wealth Management grew its position in shares of Bloom Energy by 1.5% in the 4th quarter. Ritholtz Wealth Management now owns 5,765 shares of the company’s stock worth $501,000 after acquiring an additional 87 shares in the last quarter. CoreCap Advisors LLC grew its position in shares of Bloom Energy by 7.3% in the 4th quarter. CoreCap Advisors LLC now owns 1,295 shares of the company’s stock worth $113,000 after acquiring an additional 88 shares in the last quarter. Reliant Investment Management LLC grew its position in shares of Bloom Energy by 3.6% in the 4th quarter. Reliant Investment Management LLC now owns 2,556 shares of the company’s stock worth $222,000 after acquiring an additional 90 shares in the last quarter. Finally, Prime Capital Investment Advisors LLC grew its position in shares of Bloom Energy by 3.5% in the 4th quarter. Prime Capital Investment Advisors LLC now owns 2,928 shares of the company’s stock worth $254,000 after acquiring an additional 98 shares in the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Record Q1 beat, raised guidance and expanded Oracle AI data?center partnership underpin upside — the company topped revenue and EPS expectations, lifted full?year guidance and expanded Project Jupiter with Oracle, which investors view as recurring, high?margin opportunity. Bloom Energy (BE) Valuation Check
• Positive Sentiment: Analysts have reacted with big price?target bumps (BTIG to $295; Mizuho to $285) and renewed coverage, amplifying momentum and driving short?term buying interest. Those upgrades help explain elevated volumes and continued attention from growth/momentum investors. Here’s What the Street is Saying About Bloom Energy
• Positive Sentiment: Sectorwide fuel?cell optimism — highlighted by a massive rally in Ceres Power after peers (including Bloom) raised outlooks — has drawn cyclical flows into fuel?cell names and magnified BE’s run. Peer rallies can lift sentiment and multiple expansion for Bloom. Ceres Power Rally Nears 1,000%
• Neutral Sentiment: Multiple media/analysis pieces are labeling BE a top growth/momentum pick for the next 1–2 years based on recent results and partnerships — useful for attracting retail and momentum traders but not new fundamental news. Is Bloom Energy One of the Best Growth Stocks
• Negative Sentiment: Industry headwinds: analysts warn that tariffs and expiring tax credits could pressure project economics and slow renewables deployments, which would dampen longer?term demand for on?site generation and fuel?cell projects. That risk is keeping some investors cautious despite the beat. 3 Alternative Energy Stocks Poised to Benefit From Wind and EV Growth
• Negative Sentiment: Valuation and momentum risk: after an outsized April rally (BE was a top large?cap performer), the stock prices in high expectations — leaving downside vulnerability if execution or macro factors disappoint. Short?term pullbacks can follow rapid multiple expansion. Bloom Energy Best Performing Large?Cap in April

Bloom Energy Trading Down 9.2%

NYSE:BE opened at $259.10 on Friday. Bloom Energy Corporation has a 12-month low of $16.47 and a 12-month high of $302.99. The firm has a market capitalization of $72.69 billion, a P/E ratio of -5,180.98 and a beta of 3.82. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10. The business has a 50 day simple moving average of $179.59 and a 200 day simple moving average of $141.89.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.12 by $0.32. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The business had revenue of $751.05 million during the quarter, compared to analyst estimates of $539.94 million. During the same quarter in the previous year, the firm posted $0.03 EPS. The business’s revenue for the quarter was up 130.4% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Equities research analysts predict that Bloom Energy Corporation will post 1.31 EPS for the current year.

Analyst Ratings Changes

Several brokerages have recently commented on BE. Mizuho set a $285.00 target price on Bloom Energy in a research report on Friday, May 1st. Wells Fargo & Company lifted their target price on Bloom Energy to $217.00 and gave the stock an “equal weight” rating in a research report on Wednesday, April 29th. JPMorgan Chase & Co. lifted their target price on Bloom Energy to $267.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 29th. Roth Mkm set a $225.00 target price on Bloom Energy in a research report on Wednesday, April 29th. Finally, Susquehanna lifted their target price on Bloom Energy to $293.00 and gave the stock a “positive” rating in a research report on Wednesday, April 29th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $213.81.

Insiders Place Their Bets

In other Bloom Energy news, insider Maciej Kurzymski sold 7,800 shares of Bloom Energy stock in a transaction on Monday, March 16th. The stock was sold at an average price of $151.85, for a total transaction of $1,184,430.00. Following the sale, the insider owned 84,294 shares of the company’s stock, valued at $12,800,043.90. The trade was a 8.47% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Aman Joshi sold 10,000 shares of Bloom Energy stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $135.88, for a total value of $1,358,800.00. Following the sale, the insider directly owned 180,521 shares in the company, valued at $24,529,193.48. The trade was a 5.25% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 490,092 shares of company stock worth $88,329,475 over the last 90 days. Insiders own 3.00% of the company’s stock.

Bloom Energy 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.