Vestcor Inc Boosts Stock Holdings in Bloom Energy Corporation $BE

Vestcor Inc boosted its position in shares of Bloom Energy Corporation (NYSE:BE) by 400.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,500 shares of the company’s stock after buying an additional 4,400 shares during the period. Vestcor Inc’s holdings in Bloom Energy were worth $478,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the company. Vanguard Group Inc. increased its stake in Bloom Energy by 6.3% during the 3rd quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock worth $1,759,726,000 after buying an additional 1,240,819 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Bloom Energy by 5.4% during the 4th quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock worth $461,272,000 after purchasing an additional 269,662 shares during the last quarter. Graticule Asia Macro Advisors LLC acquired a new position in shares of Bloom Energy during the 3rd quarter worth approximately $402,494,000. Trivest Advisors Ltd boosted its holdings in shares of Bloom Energy by 1,461.6% during the 3rd quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock worth $289,229,000 after purchasing an additional 3,201,000 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of Bloom Energy during the 4th quarter worth approximately $239,683,000. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Bloom Energy Trading Up 2.4%

BE opened at $259.64 on Wednesday. Bloom Energy Corporation has a one year low of $20.93 and a one year high of $322.83. The stock has a market capitalization of $73.85 billion, a PE ratio of -5,191.70 and a beta of 3.73. The business’s 50 day moving average price is $239.05 and its 200 day moving average price is $168.44. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 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 firm had revenue of $751.05 million for the quarter, compared to analysts’ expectations of $539.94 million. During the same period in the prior year, the firm posted $0.03 earnings per share. The firm’s quarterly revenue was up 130.4% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. As a group, equities research analysts expect that Bloom Energy Corporation will post 1.31 EPS for the current year.

More Bloom Energy News

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

• Positive Sentiment: Bloom Energy was highlighted as a possible next addition to the S&P 500, which can lift sentiment because index inclusion would likely bring forced buying from index funds and signal growing company scale. Bloom Energy, Astera Labs, Alnylam, Reddit Could Be Among Next Adds to S&P 500
• Positive Sentiment: Bloom Energy also got a fresh “Moderate Buy” average analyst rating, reinforcing bullish sentiment around the company’s outlook. Bloom Energy Corporation (NYSE:BE) Receives Average Rating of “Moderate Buy” from Analysts
• Positive Sentiment: Tuesday’s move was helped by traders leaning into the tariff-reset story and a firmer risk tone, which has supported clean-energy and alternative power names like Bloom Energy. What’s Going On With Bloom Energy Stock Monday?
• Neutral Sentiment: Bloom Energy’s strong latest quarterly results remain a key backdrop: EPS and revenue both beat expectations, and the company raised FY2026 guidance, which continues to support the stock’s valuation.
• Neutral Sentiment: A MarketWatch/Fool-style item said the latest jump in Bloom Energy shares had little to do with the company’s underlying growth story, suggesting some of the volatility may be driven more by trading flows than new fundamentals. Why Bloom Energy Stock Jumped 10% Tuesday Morning But Then Dropped Quickly
• Negative Sentiment: Competition is getting louder: Hyliion’s CEO said its KARNO system could be cheaper and lower-maintenance than Bloom’s fuel-cell technology, which could pressure investor confidence in Bloom’s long-term moat. EXCLUSIVE: Hyliion CEO Reveals Why He Thinks KARNO Is A Better ‘Mousetrap’ Than Bloom Energy’s Fuel Cells

Insider Transactions at Bloom Energy

In related news, Director John T. Chambers sold 55,000 shares of the company’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $297.69, for a total value of $16,372,950.00. Following the transaction, the director directly owned 238,333 shares in the company, valued at approximately $70,949,350.77. This represents a 18.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Satish Chitoori sold 20,000 shares of the company’s stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $204.23, for a total value of $4,084,600.00. Following the completion of the transaction, the insider owned 212,365 shares in the company, valued at $43,371,303.95. This represents a 8.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 323,777 shares of company stock valued at $71,485,514 in the last ninety days. 3.00% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on BE shares. Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a report on Friday, April 24th. TD Cowen boosted their target price on Bloom Energy to $235.00 and gave the stock a “hold” rating in a report on Wednesday, April 29th. Mizuho set a $285.00 target price on Bloom Energy in a report on Friday, May 1st. Zacks Research upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 7th. Finally, Jefferies Financial Group upgraded Bloom Energy from an “underperform” rating to a “hold” rating and set a $187.00 target price on the stock in a report on Tuesday, April 14th. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $217.48.

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.