Insight Holdings Group LLC Buys Shares of 82,030 Bloom Energy Corporation $BE

Insight Holdings Group LLC bought a new position in Bloom Energy Corporation (NYSE:BE) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 82,030 shares of the company’s stock, valued at approximately $11,114,000. Bloom Energy makes up about 0.8% of Insight Holdings Group LLC’s portfolio, making the stock its 16th largest holding.

Several other hedge funds also recently modified their holdings of BE. Blue Trust Inc. lifted its stake in shares of Bloom Energy by 37.2% in the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after purchasing an additional 51 shares during the last quarter. Anchor Investment Management LLC acquired a new position in Bloom Energy during the first quarter worth $27,000. WPG Advisers LLC increased its position in Bloom Energy by 26.4% during the fourth 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. raised its holdings in Bloom Energy by 45.5% during the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after buying an additional 100 shares in the last quarter. Finally, Godsey & Gibb Inc. raised its holdings in Bloom Energy by 2,000.0% during the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock valued at $28,000 after buying an additional 200 shares in the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy Price Performance

Shares of NYSE:BE opened at $185.80 on Friday. The company has a market cap of $52.85 billion, a price-to-earnings ratio of -3,715.24 and a beta of 3.73. The business has a 50 day moving average price of $270.58 and a 200 day moving average price of $206.60. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90. Bloom Energy Corporation has a twelve month low of $32.52 and a twelve month high of $351.28.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, topping the consensus estimate of $0.12 by $0.32. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The company had revenue of $751.05 million for the quarter, compared to the consensus estimate of $539.94 million. During the same period in the previous year, the business posted $0.03 EPS. The company’s revenue for the quarter was up 130.4% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Research analysts predict that Bloom Energy Corporation will post 1.43 earnings per share for the current year.

More Bloom Energy News

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

• Positive Sentiment: Recent commentary remains constructive on Bloom Energy’s long-term AI power demand story, with analysts and bullish articles highlighting its role in supplying on-site power for data centers and other large energy users. Bloom Energy: AI’s Power Crunch Creates Rare Buying Opportunity
• Positive Sentiment: Bloom Energy is entering its upcoming Q2 report with elevated expectations, supported by AI-driven demand and the recently highlighted Oracle fuel-cell deal, which could keep sentiment favorable if results and guidance confirm the growth narrative. Bloom Energy Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?
• Neutral Sentiment: Wall Street preview pieces are focusing on Q2 metrics and expectations rather than a new negative catalyst, suggesting investors are waiting for the earnings release for confirmation on revenue growth, margins, and cash flow. Unlocking Q2 Potential of Bloom Energy (BE): Exploring Wall Street Estimates for Key Metrics
• Neutral Sentiment: Unusual options activity showed a sharp increase in put buying, indicating traders are hedging or betting on further near-term downside, but this is more of a sentiment signal than a fundamental development.
• Negative Sentiment: BE is being hit by a broad selloff across the fuel-cell and hydrogen space, which is weighing on the stock despite its longer-term growth story. Bloom Energy Tumbles 13%, FuelCell Energy Drops 9%, Plug Power Slips 4% in Fuel-Cell Selloff

Insiders Place Their Bets

In other news, CAO Maciej Kurzymski sold 2,259 shares of the firm’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $288.62, for a total value of $651,992.58. Following the sale, the chief accounting officer owned 79,686 shares in the company, valued at approximately $22,998,973.32. This trade represents a 2.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,837 shares of the business’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $289.11, for a total transaction of $820,205.07. Following the transaction, the insider directly owned 207,417 shares in the company, valued at $59,966,328.87. This trade represents a 1.35% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 153,617 shares of company stock valued at $44,003,909 in the last 90 days. 3.00% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

BE has been the subject of a number of analyst reports. Robert W. Baird reaffirmed an “outperform” rating and issued a $310.00 price target on shares of Bloom Energy in a research report on Thursday, July 9th. Roth Capital increased their price objective on Bloom Energy from $225.00 to $285.00 and gave the company a “neutral” rating in a report on Wednesday, July 1st. Susquehanna raised their price objective on Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a research note on Friday, July 10th. Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday. Finally, Evercore reaffirmed an “outperform” rating and set a $350.00 target price on shares of Bloom Energy in a research report on Wednesday, July 1st. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Bloom Energy presently has a consensus rating of “Hold” and an average target price of $254.00.

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.