Marietta Investment Partners LLC Grows Stake in Bloom Energy Corporation $BE

Marietta Investment Partners LLC increased its position in shares of Bloom Energy Corporation (NYSE:BE) by 2.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 104,756 shares of the company’s stock after buying an additional 2,317 shares during the quarter. Bloom Energy comprises 1.8% of Marietta Investment Partners LLC’s investment portfolio, making the stock its 13th biggest holding. Marietta Investment Partners LLC’s holdings in Bloom Energy were worth $9,102,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in BE. 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 worth $28,000 after buying an additional 67 shares during the last quarter. Hantz Financial Services Inc. grew its stake in Bloom Energy by 45.5% during the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after buying an additional 100 shares during the last quarter. Fifth Third Bancorp purchased a new position in Bloom Energy during the 3rd quarter worth approximately $32,000. NewEdge Advisors LLC grew its stake in Bloom Energy by 674.7% during the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after buying an additional 1,626 shares during the last quarter. Finally, Lodestone Wealth Management LLC purchased a new position in Bloom Energy during the 4th quarter worth approximately $43,000. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Bloom Energy Stock Down 5.1%

Bloom Energy stock opened at $287.38 on Thursday. The company has a current ratio of 5.03, a quick ratio of 4.10 and a debt-to-equity ratio of 2.90. The stock has a 50 day moving average of $228.90 and a two-hundred day moving average of $163.94. The stock has a market capitalization of $81.74 billion, a price-to-earnings ratio of -5,746.53 and a beta of 3.73. Bloom Energy Corporation has a twelve month low of $19.97 and a twelve month high of $322.83.

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

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy is benefiting from a broader rally after President Trump cut U.S. tariffs on key industrial metals, a move that could lower costs for power-generation and industrial hardware companies. Bloom Energy Stock Rises As Trump Cuts U.S. Tariffs
• Positive Sentiment: Oracle said it will partner with Bloom Energy on gigawatt-scale clean fuel-cell power for AI data centers, reinforcing Bloom’s role as a key supplier of on-site power for fast-growing AI infrastructure. Oracle Reshapes AI Data Centers With Clean Power And Arm Shift
• Positive Sentiment: Additional articles highlighted Bloom Energy’s expanding AI power pipeline, including a reported $5 billion Brookfield partnership and other large-scale fuel-cell agreements, which suggest strong demand and could support revenue growth. Bloom Energy’s AI Power Deals Test Valuation And Execution Expectations
• Positive Sentiment: The CEO said Bloom Energy does not need to raise capital despite the AI boom, which may reassure investors about dilution risk and the company’s funding position. Bloom Energy CEO sees no need to raise capital despite AI boom
• Neutral Sentiment: Bloom Energy was also mentioned in commentary about data-center opposition and NIMBY pushback, with the CEO arguing that resistance to new data centers could actually create more demand for Bloom’s distributed power solutions. NIMBY pushback to data centers a boon for San Jose-based Bloom Energy, CEO Says
• Negative Sentiment: The stock also slipped alongside a broader selloff in fuel-cell names, suggesting some traders were taking profits after a strong run in the sector. FuelCell Energy Plunges 10%, Plug Power Falls 6% in Fuel Cell Rout as Bloom Energy Slips

Insiders Place Their Bets

In other news, insider Shawn Marie Soderberg sold 2,746 shares of the firm’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $259.42, for a total value of $712,367.32. Following the completion of the sale, the insider directly owned 135,107 shares of the company’s stock, valued at $35,049,457.94. This trade represents a 1.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO Maciej Kurzymski sold 6,229 shares of the firm’s stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $293.36, for a total value of $1,827,339.44. Following the completion of the sale, the chief accounting officer directly owned 81,945 shares of the company’s stock, valued at $24,039,385.20. This represents a 7.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 323,777 shares of company stock worth $71,485,514. Corporate insiders own 3.00% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the company. Jefferies Financial Group upgraded Bloom Energy from an “underperform” rating to a “hold” rating and set a $187.00 price target on the stock in a research note on Tuesday, April 14th. Roth Mkm set a $225.00 price target on Bloom Energy in a research note on Wednesday, April 29th. TD Cowen raised their price target on Bloom Energy to $235.00 and gave the stock a “hold” rating in a research note on Wednesday, April 29th. UBS Group raised their price target on Bloom Energy to $251.00 and gave the stock a “buy” rating in a research note on Tuesday, April 21st. Finally, JPMorgan Chase & Co. raised their price target on Bloom Energy to $267.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $217.48.

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.